John Ratey is a financial advisor at Ally Invest Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including U.S. Bancorp Investments, Ameriprise Financial Services, and Scottrade. He provides support to both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based portfolios aligned with Modern Portfolio Theory across multiple risk tiers and offers digital tools for performance reporting and tax management.

Ashley Liggins is a financial advisor at Ally Invest Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Clientwise LLC, TD Ameritrade, Insight Global, and J. Kelly & Associates. Liggins manages product advisor services and operations for Ally Invest Advisors, focusing on wealth product management. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated web-based services and advisor-led guidance. The firm uses ETFs in pre-set model allocations based on Modern Portfolio Theory and integrates digital processes to manage tens of thousands of client accounts.

Luke Gentry is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Ally Invest Advisors since 2022 and also supports Ally Invest Securities LLC in a dually licensed capacity. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated web-based services and advisor-led advice, using ETF-based model portfolios grounded in Modern Portfolio Theory across multiple risk tiers. The firm integrates digital automation and detailed performance reporting while managing tens of thousands of client accounts.

Zachary Gibson is an associate specialist at Ally Invest Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab and The Vanguard Group. Outside of financial advising, he has worked as a driver and delivery service provider for several platforms. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm utilizes model portfolios based on Modern Portfolio Theory and provides automated and personal advice services, serving retail and high-net-worth clients with approximately $1.7 billion in assets under management.

Christopher Gee is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Axa Advisors, LLC, and Ally Invest Securities LLC. Outside of finance, he is involved in music artist management and event DJ services in Charlotte, NC. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated and advisor-led services. The firm employs Modern Portfolio Theory-based models with various strategy options and integrates digital tools for portfolio monitoring, tax optimization, and performance reporting.

Cheryl Thompson is a financial advisor at Ally Invest Advisors with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Ally Invest Advisors since 2020, following roles at Ally Invest Securities LLC and Fifth Third Securities. Outside of her advisory work, she serves as the treasurer and a board member for the local Carolina chapter of the Association of Certified Anti-Money Laundering Specialists (ACAMS). Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms, offering ETF-based Robo Portfolios and personalized financial advice. The firm employs model portfolios based on Modern Portfolio Theory across five risk tiers and incorporates features such as tax-sensitive allocations and tax-loss harvesting.

Russell Martin is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Merrill and Truist Advisory Services. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through largely web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized advice delivered via a third-party asset management platform.

Christopher Holt is a financial advisor with Ally Invest Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fifth Third Securities and Cleararc Capital, Inc. He has been with Ally Invest Advisors since 2021. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm offers ETF-based Robo Portfolios and personalized advice services, implementing model portfolios based on Modern Portfolio Theory across multiple risk tiers.

Connor Snook is a financial advisor at Ally Invest Advisors with 10 years of industry experience and holds a Series 66 designation. His prior experience includes a one-year tenure at Merrill and multiple roles within Ally Invest Advisors and Ally Invest Securities since 2019. Outside of advising, he works as a Senior Analyst in AML Quality Control for Ally Financial, supporting investigations related to financial crimes and compliance. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based robo portfolios and personal advice services, implementing model portfolios grounded in Modern Portfolio Theory across multiple risk tiers.

Susan Monahan is a financial advisor at Ally Invest Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Allstate Insurance Company and Keller Williams Gulf Coast. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios grounded in Modern Portfolio Theory across multiple risk tiers.

Jamal Jordan is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience, including eight years at Equitable Advisors, LLC and six years at Axa Advisors LLC. In addition to his advisory role, he manages digital product development for Ally Invest’s self-directed investment platform, focusing on product discovery and execution. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated services and advisor-led guidance. The firm utilizes ETF-based portfolios grounded in Modern Portfolio Theory, with automated allocation and rebalancing across multiple risk tiers and strategy variants, supporting both individual and high-net-worth clients.

Jeffrey Harris is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Ally Invest Advisors since 2021 and prior experience at Ally Invest Securities LLC and LPL Financial LLC. Outside of investment advising, he leads the Mortgage and Credit Card Executive Customer Relations teams at Ally Bank. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through automated and advisor-led services. The firm constructs ETF-based portfolios using Modern Portfolio Theory across multiple risk tiers and integrates digital processes to manage tens of thousands of client accounts efficiently.

Eugene Davis is a financial advisor with Ally Invest Advisors in North Lauderdale, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Ally Invest Advisors since 2021 and has previous experience with T. Rowe Price and Broward Health Hospital. In addition to his advisory role, he operates as an independent tax preparer. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and automated investing services built on Modern Portfolio Theory, incorporating multiple risk tiers and cash allocation strategies.

Leslie Kelly is a financial advisor at Ally Invest Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade. Kelly also serves as a Wealth Product Manager, supporting both Ally Invest Securities and Ally Invest Advisors in a dually registered capacity. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes ETF-based portfolios grounded in Modern Portfolio Theory, with model allocations tailored across multiple risk tiers and strategy variants.

Iman Howard is a financial advisor with Ally Invest Advisors in Colleyville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ally Invest Advisors in 2023, Howard has worked at Ally Invest Securities LLC, Ally Bank, and Saks Fifth Avenue. Outside of finance, Howard owns Artgasmic LLC, which organizes pop-up art events for minority artists and small business owners, and is a joint owner of the event venue Krimson Park. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and advisor-delivered Personal Advice. The firm uses model portfolios built on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Roberto Deaguero is a financial advisor with Ally Invest Advisors in Miami, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing Services. He supports both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity, servicing clients with self-directed and advisory accounts. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through a combination of automated web-based services and advisor-led advice. The firm utilizes ETFs within model portfolios based on Modern Portfolio Theory and employs automated algorithms alongside supervised monitoring for portfolio management.

Peter Dolan Jr. is a financial advisor at Ally Invest Advisors with three years of industry experience. He holds the Series 63 and Series 66 credentials. His work history includes roles at Ally Invest Securities LLC, Ally Bank, Lowe’s Companies Inc., and Dolan Landscape Service. Ally Invest Advisors provides discretionary portfolio management mainly to individual and high-net-worth clients through web-based platforms and virtual interaction, offering ETF-based Robo Portfolios as well as advisor-delivered personal financial advice.

Shannon Christensen is a financial advisor with Ally Invest Advisors in Lexington, KY, holding a Series 66 designation and five years of industry experience. Prior to joining Ally Invest Advisors, Christensen worked at Raymond James Financial Services and Gratz Park Private Wealth. Outside of advisory work, Christensen supports customers at Ally Bank in a client service role focused on deposit products and account maintenance. Ally Invest Advisors serves a diverse retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes model portfolios grounded in Modern Portfolio Theory and combines passive and actively managed ETFs, with a distinctive integration of banking and brokerage services.

Sergio Nunez is a financial advisor with Ally Invest Advisors holding a Series 66 credential and two years of industry experience. He has worked at multiple firms including Merrill and Bank of America, N.A. prior to joining Ally Invest Advisors. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering a range of ETF-based automated and advisor-delivered investment services.

Tiarra Coleman is a financial advisor with Ally Invest Advisors in Little Rock, AR, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Ally Invest Securities LLC, Ally Bank, Charles Schwab & Co., Inc., and the United States Postal Service. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios, automated investing options, and Financial Advisor–delivered Personal Advice, utilizing model portfolios across five risk tiers.