Jonathan Kisch is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, MetLife Securities, and Securities America Advisors. Kisch also assists with compliance oversight for Ally Invest Advisors as Manager of Business Line Regulatory Controls. 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, using model portfolios constructed on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Troy Talamelli is a financial advisor at Ally Invest Advisors with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at First Citizens Investor Services, LPL Financial, Allianz Global Investors, Equitable Advisors, and Voya Investment Management. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering services such as ETF-based Robo Portfolios and personalized financial advice. The firm employs model portfolios based on Modern Portfolio Theory across multiple risk tiers and cash allocation strategies.

Loretta Spangard is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and four years of industry experience. She has worked with Ally Invest Advisors since 2022 and has prior experience at Ally Invest Securities LLC and Ally Financial dating back to 2011. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm’s investment approach uses Modern Portfolio Theory with model portfolios across multiple risk tiers, combining passive and some active ETFs, and integrates digital tools for performance reporting and portfolio monitoring.

Serena Rizzo is a Series 66-licensed financial advisor with 25 years of industry experience, currently with Ally Invest Advisors. She has held roles at Outlier AI, Inc., Ally Invest Securities LLC, Stifel Nicolaus & Co Inc, CETERA Advisor Networks LLC, and BAR Financial, LLC. Outside of her advisory work, she contributes to AI training through tasks on the Outlier AI platform. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management via automated and advisor-led services. The firm employs model allocations based on Modern Portfolio Theory and manages tens of thousands of accounts through digital and automated processes.

Brian Hodgeman is a financial advisor at Ally Invest Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors and Ally Invest Securities LLC since 2021. Prior to that, he was with Evergreen Consulting and M Holdings Securities, Inc. He is also the owner of Hodgeman Insurance & Financial, LLC, which provides property and casualty insurance and life insurance commissions. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm employs model portfolios based on Modern Portfolio Theory and provides both automated investing solutions and personalized financial advice.

George Trabookis is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Ally Invest Advisors and Ally Invest Securities since 2019 and previously at Mass Mutual Investors Services and MetLife Securities. He also serves as a manager for Ally Invest Advisors, providing managerial, operational, and customer service support. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm’s investment approach is based on Modern Portfolio Theory, using ETF-based model portfolios across multiple risk tiers, with automated allocation and rebalancing supported by online performance reporting and optional tax-sensitive features.

Miteshkumar Patel is a CFA® charterholder and a financial advisor with Ally Invest Advisors, based in Charlotte, NC, with eight years of industry experience. Prior to his current role, he worked at Elevation LLC for two years. Outside of his advisory work, he owns a crypto mining operation and leads the development of various digital ventures. 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, automated investing, and personalized advice services. The firm uses model portfolios grounded in Modern Portfolio Theory across five risk tiers and emphasizes tax-sensitive features within its advisory offerings.

Raymond Lancaster is a financial advisor at Ally Invest Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF and New York Life. His other business activities include managing rental properties. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated services and advisor-led guidance. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory and integrates digital tools for rebalancing, performance reporting, and tax-sensitive features.

Ather Naqi is a financial advisor with Ally Invest Advisors in Lewisville, TX, holding a Series 66 license and eight years of industry experience. He has worked at several firms, including USAA Investment Services Company, J.P. Morgan Securities, and First Command Advisory Services. Outside of his advisory role, Naqi umpires cricket games for the Dallas Cricket League and the North Texas Cricket Association. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services, utilizing primarily ETF-based model portfolios across multiple risk tiers. The firm integrates digital processes and provides detailed performance reporting while maintaining operational ties to its banking and brokerage parent.

Ryan Russell is a financial advisor at Ally Invest Advisors with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Ally Invest Advisors since 2025, with prior experience at Ally Invest Securities LLC and E*TRADE Securities LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering services such as ETF-based Robo Portfolios and personalized Financial Advisor advice. The firm employs model portfolios based on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Desiree Coleman is a financial advisor at Ally Invest Advisors with seven years of industry experience and holds a Series 66 designation. She has worked at Ally Invest Advisors since 2021 and previously held positions at First Command and other firms. In addition to her advisory role, she serves as secretary for a nonprofit organization focused on Memphis. 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 built on Modern Portfolio Theory with multiple risk tiers.

Jonathan Hancock is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Ally Invest Securities LLC since 2021 and joined Ally Invest Advisors in 2025. Prior to entering the financial services industry, he held various roles in the automotive sector. Hancock also works as a Contact Center Representative for Ally Bank, assisting customers with account maintenance and deposit product inquiries. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual services. The firm offers ETF-based automated investing solutions alongside financial advisor-delivered personal advice, utilizing model portfolios based on Modern Portfolio Theory across multiple risk tiers.

Eric Jones is a financial advisor with Ally Invest Advisors in Pensacola, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at E*TRADE Securities, E*TRADE Capital Management, and BMO Harris Financial Advisors. 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, offering discretionary portfolio management through automated and advisor-led services. The firm employs Modern Portfolio Theory-based model allocations using ETFs, automated rebalancing, and provides extensive online performance reporting, operating at scale with a digital-first approach.

Dariya Rentuk is a financial advisor at Ally Invest Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors and Ally Invest Securities since 2021. Prior to that, she was employed at Wells Fargo Clearing and Wells Fargo Bank, NA. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory, combining automated algorithms with supervised monitoring to manage allocations and rebalancing.

Charles Sours is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at First Command and NM Rehab. Outside of finance, he owns and operates Land of Enchantment Deals, an online inventory sales business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized financial advice supported by a third-party asset management platform.

Titilope Jinadu is a financial advisor at Ally Invest Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase for twelve years. Outside of finance, she is the managing member of Joleebel Hair LLC, a business focused on vendor relationships and product testing. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led guidance. The firm employs a Modern Portfolio Theory-based investment process using primarily ETFs across various risk tiers and strategy variants, supported by digital and automated portfolio management tools.

Janet Wulf is a financial advisor at Ally Invest Advisors with 22 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at TIAA-CREF from 2016 to 2020. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, including ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice services. The firm uses model portfolios based on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Thomas Kemp is a CFA® charterholder with 12 years of industry experience, currently serving at Ally Invest Advisors. His prior roles include positions at Medforce Insurance & Financial Services, Commonwealth Financial Network, CF Parks & Co, and First Horizon Advisors. Outside of his advisory work, he acts as treasurer for Simply Blair, a content creation venture associated with his wife’s beauty vlogging activities. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and personalized advice services, implementing model portfolios across five risk tiers and utilizing a third-party turnkey asset management platform.

Nathan Harris is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and DST. Outside of his advisory role, Harris provides virtual tutoring in subjects such as ACT exam prep, math, science, business, career development, FINRA exam prep, and Microsoft Excel. Ally Invest Advisors serves a large retail client base, offering discretionary portfolio management through both automated web-based services and advisor-led guidance. The firm employs model portfolios based on Modern Portfolio Theory, utilizing ETFs and automated rebalancing, and integrates banking and brokerage services to support its investment approach.

Patricia Strong is a financial advisor at Ally Invest Advisors with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, and as a self-employed advisor. Patricia is based in Columbia, SC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based robo portfolios and financial advisor-delivered personal advice. The firm employs model portfolios aligned with Modern Portfolio Theory and serves a large client base with a focus on retail and high-net-worth individuals.