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Kurtis T

Series 65

Carmel, IN

Archer Investment Corporation

Kurtis Ternet is a financial advisor at Archer Investment Corporation with two years of industry experience. He holds a Series 65 designation and has worked at Archer since 2023. Outside of his advisory role, he coaches baseball part-time for the Midwest Canes. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach tailored to clients’ cash flow, liquidity, tax considerations, and risk tolerance.

Active portfolio management Options & derivatives strategies
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Tamara W

CFP®, Series 63

Grayson, KY

Archer Investment Corporation

Tamara Williams is a CFP® with 27 years of industry experience, currently serving as an advisor at Archer Investment Corporation since 2018. She previously worked at HD Vest for 15 years and has operated her own accounting and tax preparation business as a CPA since 2002. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction across multiple asset classes.

Active portfolio management Options & derivatives strategies
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John R

CFA®, Series 63

Carmel, IN

Archer Investment Corporation

John Rosebrough is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He has been with Archer Investment Corporation since 2010. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and sponsored mutual funds. The firm employs a disciplined investment process focused on diversified allocations and offers both discretionary management and model-driven strategies.

Active portfolio management Options & derivatives strategies
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Christopher L

Series 65

Carmel, IN

Archer Investment Corporation

Christopher Lake is a financial advisor with Archer Investment Corporation in Terre Haute, IN. He holds a Series 65 designation and has 13 years of industry experience, including 14 years with Archer and over 20 years as a sole proprietor. In addition to his advisory role, he is a licensed life and health insurance producer with a related business activity. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a comprehensive investment process that includes financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary and model-driven management programs.

Active portfolio management Options & derivatives strategies
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George C

Series 65

Park Ridge, IL

Archer Investment Corporation

George Czerwionka is a financial advisor with Archer Investment Corporation in Park Ridge, IL. He holds a Series 65 designation and has 10 years of industry experience. He has been with Archer Investment Corporation since 2014 and also has a longstanding affiliation with Frank J. Baker Company since 2001. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm emphasizes a tailored investment process that considers cash flow, risk tolerance, and tax concerns, offering both discretionary management and model-based strategies.

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Nicholas S

Series 65

Bethesda, MD

Archer Investment Corporation

Nicholas Shirley is a financial advisor at Archer Investment Corporation with a Series 65 designation. He has one year of industry experience and has previously worked at Sullivan & Company, NYLIFE Securities LLC, New York Life Insurance Company, and Bretton Woods. His background includes roles in education at American University, Northwest High School, and Kingsview Middle School. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach tailored to clients’ financial situations and risk tolerance, offering both discretionary management and model-driven strategies.

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Robert W

Series 63, Series 65

Indianapolis, IN

Archer Investment Corporation

Robert Willsey is a financial advisor at Archer Investment Corporation with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nine years at Bison Creek Advisors, LLC. Outside of advisory work, he is involved in life and property and casualty insurance and also works as a seasonal tax preparer. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary funds. The firm employs a disciplined investment process that includes comprehensive financial assessments and diversified portfolio construction, offering both discretionary and model-driven management approaches.

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Dennis B

Series 65

Hendersonville, TN

Archer Investment Corporation

Dennis Brown is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and 14 years of industry experience. He has been with Archer since 2011 and is also a partner at Carl A Davis & Co CPAs, where he provides investment services alongside his accounting work. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million through separately managed accounts and proprietary funds. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.

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Reno B

Series 63, Series 65

Lawrenceville, GA

Archer Investment Corporation

Reno Borgognoni is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at HD Vest Advisory Services and Hd Vest Investment Securities, and he has operated his own CPA practice since 1988. Outside of advising, Borgognoni serves as a director and officer for a homeowners association and a local Knights of Columbus council, and acts as a fractional CFO for a professional services firm. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers both comprehensive financial assessments and model-based portfolio strategies, with a focus on diversified allocations across equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
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Carl D

Series 65

Hendersonville, TN

Archer Investment Corporation

Carl Davis is a Series 65-licensed financial advisor with Archer Investment Corporation, where he has worked since 2013. He has a total of 10 years of industry experience and also has a long-standing affiliation with Davis Brown & Company PLLC. Outside of his advisory role, he serves as Vice President of First Pay Inc, a payroll company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

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Andrew H

Series 65

Tallassee, AL

Archer Investment Corporation

Andrew Hart is a financial advisor at Archer Investment Corporation with three years of industry experience. He holds a Series 65 designation and has been associated with Succentrix Business Advisors of Central Alabama since 2017, where he operates Hart Financial Solutions LLC, providing accounting, tax, and payroll services. Archer Investment Corporation serves individual clients across wealth levels through separately managed accounts and proprietary mutual funds. The firm’s advisory approach includes comprehensive financial planning and limited-scope model portfolios diversified across equities, fixed income, mutual funds, ETFs, and options, managing approximately $1.01 billion in discretionary assets.

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Robert R

Series 63, Series 65

Cincinnati, OH

Archer Investment Corporation

Robert Riesenbeck is a financial advisor with Archer Investment Corporation in Cincinnati, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has previously worked at Silver Oak Securities, Inc. and Avantax Advisory Services, among other firms, and has operated Riesenbeck Financial Group since 1995. In addition to his advisory role, he serves as president of a CPA firm specializing in tax preparation, accounting, and payroll services. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets with diversified allocation strategies.

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Sheri M

PFS™

Onalaska, WI

Archer Investment Corporation

Sheri Murak is a financial advisor at Archer Investment Corporation with a Personal Financial Specialist (PFS™) designation. She has been involved with PKC3, LLC, a tax and accounting firm, since 2015 and worked at the University of Wisconsin LaCrosse from 2016 to 2018. Murak has no prior industry experience as a financial advisor. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million primarily on a discretionary basis, offering customized portfolio management and model-based strategies across a diversified range of asset classes.

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Cheryl S

Series 63, Series 65

Carmel, IN

Archer Investment Corporation

Cheryl Schwartz is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Archer Investment Corporation since 2017 and previously spent 20 years at H.D. Vest Investment Securities, Inc. and 28 years at Hess Financial Services. Outside of her advisory role, she is involved in tax preparation and accounting through her management of HESS & SCHWARTZ, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized financial assessments and portfolio management using diversified allocations across various asset classes and maintains an extensive network of independent adviser representatives.

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Slade B

Series 63, Series 65

Burleson, TX

Archer Investment Corporation

Slade Buell is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2018. Outside of his advisory role, Buell provides tax preparation and accounting services through his businesses, Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies with customized portfolio management and model-based strategies. The firm manages approximately $900 million, employing a disciplined investment process that incorporates cash flow analysis, risk tolerance, and diversified allocations across multiple asset classes.

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Ricky K

Series 63, Series 65

Carmel, IN

Archer Investment Corporation

Ricky Krause is a financial advisor with Archer Investment Corporation in Carmel, IN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Archer since 2012 and also operates tax preparation and accounting services through the Reingold Company and TKC Financial Group. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach that considers cash flow, tax concerns, and risk tolerance, offering both discretionary management and model-based strategies.

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Edward S

Series 63, Series 65

Columbia, SC

Archer Investment Corporation

Edward Sullivan is a financial advisor at Archer Investment Corporation with Series 63 and Series 65 credentials and four years of industry experience. He has worked at HD Vest Investment Services since 2016 and also operates the Sullivan Law Firm, PC, where he provides legal services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio management across multiple asset classes, with both discretionary and model-driven strategies.

Active portfolio management Options & derivatives strategies
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Rusty R

Series 66

Amarillo, TX

Archer Investment Corporation

Rusty Roush is a financial advisor with Archer Investment Corporation in Amarillo, TX, holding a Series 66 designation and over 26 years of industry experience. Prior to joining Archer in 2018, he worked at 1st Global Insurance Services and 1st Global Advisors, among other roles. He is also the CEO of Rusty Roush CPA PC and runs Wealth Insight Network, where he is the sole licensed advisor. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors. The firm offers a range of advisory services from comprehensive financial planning to model portfolios, managing most assets on a discretionary basis with diversified allocations across multiple asset classes.

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Lance M

Series 65

Fort Wayne, IN

Archer Investment Corporation

Lance Moquin is a financial advisor at Archer Investment Corporation with a Series 65 credential and one year of industry experience. Prior to joining Archer, he worked at Fluid Routing Solutions for seven years and has operated Moquin Accounting & Tax, LLC since 2020. Archer Investment Corporation provides investment management services primarily to individual clients across a wide range of net worth levels, offering diversified portfolios including separately managed accounts and proprietary mutual funds. The firm also partners with accountants and CPAs through a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

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Trent A

Series 65

Aiken, SC

Archer Investment Corporation

Trent Arnold is a financial advisor at Archer Investment Corporation with 12 years of industry experience. He holds a Series 65 designation and has been with Archer since 2013. In addition to his advisory role, Arnold owns and manages a CPA firm that provides accounting and tax services. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies, offering customized portfolio management and model-based strategies primarily through separately managed accounts and proprietary mutual funds.

Active portfolio management Options & derivatives strategies
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