Arkadios Wealth Advisors

Jamie Fang is a financial advisor with Arkadios Wealth Advisors in Raritan, NJ, holding a Series 66 license and 15 years of industry experience. He has been with Rivertan Financial Group, LLC since 2011 and with Arkadios Wealth Advisors since 2019. Fang also serves as Vice President of Operations at Rivertan Financial Group. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm operates a large network of affiliated advisors supported by an internal portfolio team and utilizes a range of analytical methods to guide investment strategies.

Jeffery Akers is a CFP® and Series 66 licensed advisor with 25 years of industry experience. He has worked at Arkadios Wealth Advisors since 2022 and spent 16 years at Kalos Capital, Inc. Outside of his advisory role, he serves as a director of the Akers Financial Educational Foundation, hosts a weekly radio show called Winning in Retirement, and holds a leadership position as an elder at Crossroads Community Church. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning, supported by an internal portfolio team that delivers investment models and trade execution across various asset classes.

Charles Wetzel is a CFP® with 35 years of experience in financial advising. He currently works at Arkadios Wealth Advisors and has prior experience with Kestra Advisory and Midatlantic Retirement Planning Specialists. Wetzel also serves as an accountant in tax and consulting services through Wetzel & Associates, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a multi-disciplinary investment approach that includes discretionary management supported by an internal portfolio team delivering models and trade execution across various asset classes.

Henry Zook is a Series 66 credentialed financial advisor with two years of industry experience, currently with Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios, he worked in various roles including at DoorDash and in public service with the Office of U.S. Representative French Hill. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an internal portfolio team supporting advisors with models and trade execution, serving clients through discretionary management and fiduciary consulting.

Hays Evans is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Prior to joining Arkadios in 2023, he worked at Capital Group Private Client Services and Capital Bank and Trust Company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized plans supported by an internal portfolio team that manages a range of asset classes and strategies. The firm operates through a network of affiliated entities and combines advisory, brokerage, and portfolio management capabilities under one integrated model.

Jennifer Bradley is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC, holding a Series 65 credential and one year of industry experience. She is also the owner and founder of Bradley Law Firm, PLLC dba Triangle Smart Divorce, where she oversees legal operations and serves as CFO. Additionally, Jennifer manages a solar power company, Stitch Power, LLC. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with investment and wealth management services, offering customized investment plans supported by an internal portfolio team and access to third-party money managers. The firm’s integrated operating model includes advisor-managed accounts, a bundled wrap program, and fiduciary services for retirement plans.

Marlene Dattilo is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Arkadios Wealth Advisors. She worked at MML Investors Services, Inc. for 23 years before joining Arkadios in 2022. Dattilo is also an insurance agent for Keystone Capital Partners Group. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning, supported by an internal portfolio team.

Andrew Dinkelmeyer is a financial advisor at Arkadios Wealth Advisors in Scottsdale, AZ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Coastal Investment Advisors and Wealth Strategies Advisory Group. Outside of advisory work, he provides life and health insurance solutions. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through various programs, including advisor-managed accounts and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors with an internal portfolio team that assists with models, strategies, and trade execution.

Caroline Garvey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She holds a Series 66 designation and has worked in various roles prior to her advisory career, including positions in hospitality and retail. Garvey also has experience with a pet-related business, Good Dog - Park & Dog Bar. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors through an internal portfolio team that manages equity, fixed-income, and alternative investment strategies.

Christopher Cottrell is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 credential and two years of industry experience. His prior work includes roles at LPL Financial, Hi-Fidelity, and AXA/Equitable Advisors. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs and access to third-party managers. The firm’s integrated model includes an internal portfolio team and affiliated broker-dealer, supporting discretionary account management and retirement plan consulting.

Michael Walling is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Triad Advisors, Inc. for 14 years. Outside of his advisory role, Walling is a partner in RBG Capital LLC, which provides wealth management, business succession planning, and investment banking services, including mergers and acquisitions advisory. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering a range of investment and wealth management services, including advisor-managed accounts, third-party money manager access, and retirement plan consulting. The firm utilizes an integrated operating model supported by an internal portfolio team that provides models, strategies, and trade execution across multiple asset classes.

Kiliaen Ludlow is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Triad Advisors Inc and Arden Trust Company. He serves as a board member for the Prestwick Homeowners Association, overseeing neighborhood matters and events. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs a diverse investment approach supported by an in-house portfolio team and offers fiduciary retirement plan consulting under an integrated operating model.

Jonathan Lindner is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Arkadios Wealth Advisors in Charlotte, NC, having joined in 2025. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Raymond James Financial Services, Cygnus Asset Management, and Wells Fargo Advisors. Outside of his advisory work, he is president and CEO of The Barly Group LLC, which manages certain investment-related activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary portfolio management with an in-house team that delivers models and trade execution across multiple asset classes, employing fundamental, technical, and cyclical analysis.

Slade Simons is a financial advisor with Arkadios Wealth Advisors in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024 and has prior experience with Gulf Coast Bank and LPL Financial. Simons serves as a deacon at First Baptist New Orleans and holds board positions with several nonprofit organizations, including the GPOA Foundation and Baptist Community Ministries. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed accounts, third-party managers, and financial planning solutions. The firm supports advisors with an in-house portfolio team and employs a mix of fundamental, technical, and cyclical analysis while acting as a fiduciary in retirement plan consulting.

Curtis Campbell is a financial advisor with Arkadios Wealth Advisors in Reno, NV, holding a Series 66 designation and bringing 28 years of industry experience. He has held roles at Wealth Architects LLC, Risk & Benefit Solutions, Inc., Investment Architects, Inc., and Resource Investment Architects, Inc. In addition to advisory work, he conducts a consulting business focused on preparing families for inheritances through Wealth Architects, LLC and affiliated entities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a mix of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports customized investment strategies with an internal portfolio team and offers integrated services through a network of affiliated advisors and broker-dealer resources.