Robert O’Quinn has over 10 years of experience in wealth and asset management working with small business owners and high-net-worth families. Prior to joining Arcus, he worked in an investment advisor capacity for Scharf Investments, Merrill Lynch, and Fidelity Investments. He holds the Certified Financial Planner designation® and earned a Bachelor of Business Administration (BBA) degree in Finance from the University of Georgia’s Terry College of Business.

Robert and his wife, Awbree, live in Jacksonville with their two daughters. He enjoys spending time with family, cooking, and being outdoors as much as possible.

Laura Stiles has over 25 years in the financial industry. Laura’s credit and relationship banking background guides her work with clients in alternative investment strategies. Prior to Arcus, she worked at PwC as Business Development Director in Eastern Europe and in international and corporate banking with ING Bank and Wells Fargo. Laura holds the Certified Financial Planner designation® and earned a Bachelor of Science degree in Finance from Florida State University.

Laura lives in Atlanta with her husband Mark and they have a daughter, Kate. Laura is an equestrian and enjoys skiing, yoga, and hiking. She works in the community with RoH (Invest in Women Inc.), Chastain Horse Park Therapeutic Riding Program, and the Special Forces Trust.

Jon Lontai joined Arcus in the summer of 2024. Prior to joining Arcus, Jon worked as a financial consultant with Charles Schwab for ten years. He earned a bachelor’s degree in economics at Western Illinois University and a master’s in finance (MSF) from Illinois Institute of Technology.

Jon and his wife Erin live in Castle Rock Colorado with their three children. He enjoys mountain biking and spending time with his family.

Matt Bailey has nearly a decade of experience in portfolio management, investment and market research, and both fundamental and technical analysis. He leads the Firm’s research efforts and provides coverage on the global markets and insight into asset allocation strategy. In addition, he conducts manager due diligence and monitors investments across the Firm’s platform.

Matt holds the Chartered Financial Analyst® and Chartered Market Technician® designations and earned a Bachelor of Business Administration (BBA) degree in Finance from the University of Georgia’s Terry College of Business. Prior to joining Arcus, Matt previously worked as a Senior Portfolio Manager with two Atlanta-based investment advisory firms and at Fidelity Investments as a Wealth Strategist.

Matt and his wife, Maggie, live in Brookhaven with their identical twin daughters, Madison and Carter. He enjoys spending time with family, shooting sporting clays, and is a member of Christ the King Church in Buckhead.

Will Cooper has over 10 years of experience in the financial technology space serving independent registered investment advisors. Prior to joining Arcus, Will served in multiple operations and client service roles with Advent Software as well as Wealth Access. Will holds a Bachelor of Business degree from Georgia Southern University.

Will and his wife, Beth Ann, live in Atlanta with their two children. Will enjoys spending time with his family as well as anything outdoors including golfing, hunting, and fishing.

Adrienne Mandt has over 20 years of experience in the financial services industry spanning portfolio management, analysis, operations and compliance. Prior to joining Arcus, Adrienne was a Sr. Vice President at Dominick & Dominick, a Portfolio Manager with EndPoint Capital, and a Fixed Income Portfolio Manager at Trusco Capital Management. Adrienne holds a Bachelor of Science degree from the University of Maryland, College Park, where she double majored in Finance and International Business. She has been a CFA® charterholder since 2001.

Adrienne lives in Marietta, Georgia with her two sons and English Golden Retriever, Murphy. Adrienne enjoys hiking, CrossFit, fantasy football, and the occasional tropical destination.

Winn Pierson Boswell handles client administration and operations at Arcus. Prior to Arcus, Winn worked as a sales assistant and receptionist in Charleston, South Carolina. Her experience also includes an internship with Smith Barney. Winn holds a Bachelor of Science degree in Business Administration from the College of Charleston.

Winn grew up on a farm in Culloden, Georgia. She now lives in Atlanta with her husband, David, and their son Waylon. Winn grew up riding horses and was on the equestrian team at the College of Charleston. She enjoys spending time with her family, hunting with their black lab, Gunny, and traveling.

Candace has over 20 years of experience in the nonprofit industry supporting the missions of various local organizations in Jacksonville. Prior to joining Arcus, Candace held leadership roles in areas of development, fundraising, administrative support, and management. She holds a Bachelor of Science degree from The University of Florida. Born and raised in Jacksonville, Candace enjoys time with family and friends, volunteering for local charities, supporting small businesses, spending time at the beach, and all things college football.

Ashley joined Arcus in November 2024. She has spent the last several years at home with her family, Gary, her husband, and their children, Thomas and James. She is involved with Winship at Emory, and co-chaired Fashion a Cure in 2024 and 2025. She enjoys traveling and spending time with her family and friends.