Arkos Global Advisors, LLC

Timothy McGukin is a financial advisor at Arkos Global Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Arkos Global Advisors since 2020. Prior to that, he was with Lakeview Capital Partners, LLC from 2016 to 2020 and has been involved with Kane McGukin, LLC since 2015. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, using a mix of fundamental, technical, and quantitative analysis, and performs ongoing monitoring and manager due diligence.

Jeffrey Thomas is a financial advisor with Arkos Global Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Archetype Wealth Partners. Outside of his advisory work, he serves as a board member of Medical Bridges and is the stewardship chair at West U. Methodist Church. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, utilizing fundamental, technical, and quantitative analysis to tailor portfolios and conduct ongoing account monitoring.

Craig Dawson is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at HighTower Advisors LLC, Hightower Securities LLC, and Salient Capital entities. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines fundamental, technical, and quantitative analysis to tailor portfolios and offers discretionary investment management along with ongoing account monitoring and manager due diligence.

Michael Richter is a financial advisor with Arkos Global Advisors, LLC in Houston, TX, holding a Series 63 designation and 28 years of industry experience. He has worked at Archetype Wealth Partners, LLC and operated his own CPA firm, Mike Richter, CPA, PLLC. Outside of his advisory work, Richter serves as chairman of the board for the charity Second Wind and is a board member of The Barnabas Group. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, utilizing fundamental, technical, cyclical, and quantitative analysis to tailor portfolios and conduct ongoing account reviews.

Trevor Harris is a financial advisor at Arkos Global Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Archetype Wealth Partners, LLC, Micah Project, Memorial Drive Presbyterian Church, and Wilson Company. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, using a mix of fundamental, technical, and quantitative analysis to tailor portfolios and conducts ongoing monitoring and periodic client reviews.

Ethan Pollard is a financial advisor with Arkos Global Advisors, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Archetype Wealth Partners, LLC since 2017 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2017. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management using fundamental, technical, and quantitative analysis, and conducts ongoing account monitoring and manager due diligence.

Andrew Dowell is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding a Series 66 designation with eight years of industry experience. He previously worked at Archetype Wealth Partners and Morgan Stanley. Outside of his advisory role, he co-owns a family investment vehicle used to invest privately in real estate and startup companies. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, employing a mix of fundamental, technical, and quantitative analysis.

William Gardner is a Series 66-licensed financial advisor with six years of industry experience. He has worked at Arkos Global Advisors, LLC since 2023 and previously spent four years at Edward Jones. Before entering the financial sector, he was affiliated with River Church from 2016 to 2019. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management using a mix of fundamental, technical, and quantitative analysis.

Lester Brackley is a financial advisor with Arkos Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arkos Global Advisors since 2020 and previously at Lakeview Capital Partners, LLC from 2015 to 2020. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, using fundamental, technical, cyclical, and quantitative analysis to tailor portfolios and conducts ongoing monitoring and periodic reviews of client accounts.

James Leopold II is a financial advisor at Arkos Global Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, utilizing fundamental, technical, cyclical, and quantitative analysis, and maintains an affiliation with a certified public accounting firm.

Charles Shiver is a financial advisor with Arkos Global Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior experience includes five years at Edward Jones and roles at Rubicon Global and Solesbee's Equipment & Attachments. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, employing fundamental, technical, cyclical, and quantitative analysis, and conducts ongoing account monitoring and manager due diligence.