Aprio Wealth Management, LLC

Eric Flynn is a CFA® charterholder with four years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Compound Planning, Inc. and Wipfli LLP. Outside of his advisory role, Flynn serves as chair of the advisory council for the College of Business at Montana State University and is treasurer of Flynn Ranch, Inc., a family business. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion and employs a multi-advisor approach with tailored investment programs that include asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Mary Beford is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding a Series 65 credential with two years of industry experience. She previously worked at CliftonLarsonAllen LLP for five years and is also employed by Aprio Advisory Group as a CPA. Aprio Wealth Management serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering customized portfolio management and financial planning services. The firm employs a multi-advisor approach and provides access to private investment opportunities while maintaining an integrated service model through affiliations with related firms.

Reid Strobel is a financial advisor with Aprio Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at RBC Capital Markets, LLC and M&T Securities, as well as M&T Bank. He is also involved with Aprio Risk Management and Aprio Advisory Group. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, plan sponsor advisory, and consulting services. The firm manages approximately $2.64 billion across a multi-advisor team and offers tailored investment programs along with access to private investment opportunities.

Ryan Van Blarcom is a CFP® with four years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His prior experience includes roles at Annex Wealth Management and U.S. Bank. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering tailored portfolio management and financial planning. The firm manages approximately $2.64 billion across a multi-advisor team and provides access to private investment opportunities through a unique integrated referral and service model.

Warren Nash is a CFP® and Series 65-registered advisor with three years of experience. He is currently with Aprio Wealth Management, LLC and previously worked at The Commonwealth Group, Cherry Bekaert, LLP, and Frasier, Dean & Howard, PLLC. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion across a multi-advisor team and provides tailored investment programs using various strategies, supported by an integrated referral and service model affiliated with an accounting firm and related plan-service affiliates.

Matthew Miller is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Invesco, Rollins Financial, Inc., and Mercer Global Advisors Inc. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, plan sponsor advisory, and consulting services. The firm manages approximately $2.64 billion and provides tailored investment programs through a multi-advisor team, supported by an integrated service model affiliated with an accounting firm and related plan-service affiliates.

Keith Greenwald is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Aprio since 2014 and has prior experience at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as Vice President and Secretary of Bullseye Training Club, LLC, a firearms safety and training company. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion across a multi-advisor team and offers tailored investment programs using various strategies, supported by an integrated service model affiliated with accounting and insurance firms.

Adam Venokur is a CFP® and PFS™ with 25 years of experience in financial advisory services. He is currently with Aprio Wealth Management, LLC and related entities, where he has worked since 2021. Prior to that, he held positions at Tarlow & Co., CPA, and Equitable Advisors, LLC. He is also a partner at Aprio Advisory Group, a CPA advisory services firm. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, plan sponsor advisory, and consulting services. The firm manages approximately $2.64 billion and employs tailored investment programs that incorporate asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies.

Randy Schaller is a CFP® with 15 years of experience in the financial services industry. He is currently with Aprio Wealth Management, LLC and has previously worked at Cambridge Investment Research, Inc. and Prism Financial Group, L.L.C. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering tailored portfolio management, financial planning, and advisory services. The firm manages approximately $2.64 billion through a multi-advisor team and integrates accounting and plan-service affiliates to provide a comprehensive service model.

James Loving is a CFA® charterholder with 10 years of industry experience. He is currently with Aprio Wealth Management, LLC and Aprio Advisory Group, having previously worked at A. Montag & Associates, Inc. for a decade. Aprio Wealth Management serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and business entities, offering customized portfolio management and financial planning services. The firm manages approximately $2.64 billion through a multi-advisor team and provides access to private investments and sub-advisory arrangements.

Daniel Wilson is a CFP® professional with 28 years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Cedarpoint Investment Advisors and Johnson Bank. Aprio Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, and business entities, offering tailored portfolio management and financial planning services. The firm employs a multi-advisor team approach, managing approximately $2.64 billion, and provides access to private investment opportunities alongside comprehensive due diligence and ongoing client monitoring.

John Bly is a financial advisor with Aprio Wealth Management, LLC in Matthews, NC, holding a Series 66 designation and 15 years of industry experience. Prior to joining Aprio in 2019, he worked at HK Financial Services and Proequities Inc. He is also a partner at Aprio Advisory Group, a CPA firm, and serves as an insurance agent with Aprio Risk Management. Aprio Wealth Management serves high-net-worth individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored investment programs and conducts due diligence on sub-advisors and alternative investments, supported by an integrated service model affiliated with accounting and insurance firms.

John Bohan is a CFP® professional with 12 years of industry experience, currently serving at Aprio Wealth Management, LLC. His prior experience includes roles at Prism Financial Group, Investment Trust Company, LPL Financial LLC, Citywide Banks, and RMB West, LLC. Outside of his advisory work, he owns Finbits Media LLC, a financial education blog where he writes about the economy and has authored a book titled "NOT ANOTHER LECTURE 20 finbits of unsolicited Dad wisdom about money." Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, plan sponsor advisory, and consulting services. The firm manages approximately $2.64 billion across a multi-advisor team and offers tailored investment programs that incorporate various strategies and ongoing client reviews.

Phillipe Toupin is a financial advisor at Aprio Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Aprio-affiliated firms since 2020. Prior to that, he was with Jones Gregg Financial, LLC and Business Acquisition & Merger Associates. Outside of his advisory role, he is also an insurance agent with Aprio Risk Management, LLC. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion across a multi-advisor team and provides tailored investment programs using a variety of strategies, supported by an integrated referral and service model through its affiliation with Aprio LLP and related plan-service affiliates.

Haley Patterson is a CFP®-certified financial advisor with four years of industry experience. She is currently with Aprio Wealth Management, LLC and Aprio Advisory Group, having previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Goldman Sachs Ayco. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion across a multi-advisor team and offers tailored investment programs that incorporate asset allocation, technical analysis, and both long- and short-term strategies.