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Peter C

Series 66

Libertyville, IL

First Advisors National, LLC

Peter Crabtree is a financial advisor at First Advisors National, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Paradigm Life Insurance Company, Prosperity Economics Partners LLC, and infinex Investments, Inc. Outside of his advisory role, he is involved with MooseLake LLC, operating businesses that buy and wholesale residential properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes manager selection and monitoring, supplemented by fundamental analysis of individual securities.

Passive / index investing
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Brian C

Series 65

South Elgin, IL

First Advisors National, LLC

Brian Callaghan is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CIH Consulting since 2022, focusing on commodities consulting and client services outside of investment activities. Prior to that, he held roles at MHT Business Development and Datrium. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support supplemental individual security recommendations.

Passive / index investing
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William H

Series 63, Series 65, Series 66

Johnson City, TN

First Advisors National, LLC

William Harrison Jr. is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 54 years of industry experience. He worked at Oberweis Securities, Inc. for 13 years from 2003 to 2016. Outside of his advisory role, he is a licensed insurance agent in Johnson City, Tennessee. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm implements client strategies mainly through third-party money managers and combines tactical and strategic asset allocation with fundamental analysis and formal annual reviews.

Passive / index investing
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Carlos U

Series 63, Series 65

Hayden, AL

First Advisors National, LLC

Carlos Uriarte is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Wholehearted Financial Services LLC, Columbia Financial Group, and Primerica Financial Services, among others. In addition to his advisory work, he is also an insurance agent affiliated with Columbia Financial Group and operates as a sole proprietor in insurance product sales. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Passive / index investing
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Richard B

Series 65

Miami, FL

First Advisors National, LLC

Richard Bellamy is a Series 65-licensed advisor with First Advisors National, LLC in Miami, FL, and has one year of industry experience. He previously worked at Asset Allocation Strategies and HSBC US NA. Bellamy is also an independent insurance agent focusing on fixed and indexed annuity sales to public school employees. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, managing over $500 million in discretionary assets. The firm emphasizes tactical and strategic asset allocation through third-party money managers and offers an optional retirement-account aggregation platform.

Passive / index investing
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James B

Series 63, Series 65

Fairfield, CA

First Advisors National, LLC

James Brown Jr. is a financial advisor at First Advisors National, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Freedom Equity Group since 2012, where he also serves as Executive National Vice President focusing on insurance-related services, primarily life insurance and fixed annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Passive / index investing
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Charles M

Series 65

Murfreesboro, TN

First Advisors National, LLC

Charles Mcdonald is a financial advisor with First Advisors National, LLC in Murfreesboro, TN. He holds a Series 65 designation and has 16 years of industry experience, including his current role at Cherry Investment Advisors, Ltd. since 2010. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual securities recommendations.

Passive / index investing
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Bernard A

Series 66, Series 65

Atlanta, GA

First Advisors National, LLC

Bernard Atkins is a financial advisor at First Advisors National, LLC in Atlanta, GA, with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at First American National Investment Advisors since 2009. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and overseeing third-party money managers, using tactical and strategic asset allocation, and managing portfolios mainly on a discretionary basis.

Passive / index investing
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Robert A

Series 65

Dothan, AL

First Advisors National, LLC

Robert Arnold is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 17 years of industry experience. He has been a managing member of Superior Income Group, a life insurance and annuities business in Dothan, AL, since 2019, and has worked with Slingluff Insurance Agency, Inc. since 1992. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, providing investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring money managers, allocating among tactical and strategic approaches, and supplementing with fundamental analysis of individual securities.

Passive / index investing
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Katharine C

Series 66

Milfiord, CT

First Advisors National, LLC

Katharine Coppola is a financial advisor with First Advisors National, LLC in Milford, CT, holding a Series 66 designation and 13 years of industry experience. She has worked at Noble Insurance Marketing since 2016 and Jefferson National Securities since 2010. In addition to her advisory role, she is a licensed insurance agent involved in insurance and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm focuses on selecting and monitoring third-party money managers and uses fundamental analysis for supplemental individual security recommendations.

Passive / index investing
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Indra A

Series 65

Miami, FL

First Advisors National, LLC

Indra Arango is a financial advisor at First Advisors National, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Asset Allocation Strategies, LLC. Outside of his advisory role, Arango is president of Indra Arango, PA, a real estate agency where he represents buyers and sellers in property transactions. First Advisors National offers investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, focusing on discretionary management through third-party money managers and tactical asset allocation strategies.

Passive / index investing
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Saul G

Series 65

El Paso, TX

First Advisors National, LLC

Saul Garcia Luna is a financial advisor at First Advisors National, LLC with a Series 65 credential and one year of industry experience. Prior to joining First Advisors National, he held roles at Libre Advisors, the Cosmetic Surgery and Laser Center, and Tropical Vapes. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach includes selecting and monitoring third-party money managers and combining tactical and strategic allocations with fundamental analysis for supplemental individual security recommendations.

Passive / index investing
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Christopher M

Series 63, Series 65

Chicago, IL

First Advisors National, LLC

Christopher Martella is a financial advisor at First Advisors National, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Martella is involved in real estate and energy consulting through his activities with Domain Properties, Keystone Property Management, and Navigate Power. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, and provides investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers and supplementing with individual security recommendations based on fundamental analysis.

Passive / index investing
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Christopher B

Series 65

Hoschton, GA

First Advisors National, LLC

Christopher Bach is a financial advisor at First Advisors National, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ets Financial Services and Gwinnett County Fire and Emergency. Outside of his advisory role, he owns and operates County Line Sprinklers, a landscaping business in Homer, GA. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process includes selecting and monitoring third-party managers and supplementing with individual securities analysis.

Passive / index investing
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Ruth C

Series 65, Series 63

El Paso, TX

First Advisors National, LLC

Ruth Cardenas is a financial advisor with First Advisors National, LLC in El Paso, TX, holding Series 65 and Series 63 credentials and nine years of industry experience. Her prior work includes roles at Kovack Advisors, LPL Financial, Summit Wealth Group, Commonwealth Financial Network, and Trilogy Financial. She is also the owner of an independent financial planning and wealth management practice, LIBRE ADVISORS FINEM, LLC, and holds a role as a life insurance agent. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients. The firm employs tactical and strategic asset allocation methodologies and typically manages accounts on a discretionary basis through third-party money managers and individual securities advice.

Passive / index investing
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Robert V

Series 63, Series 66

Atlanta, GA

First Advisors National, LLC

Robert Van Sant Jr. is a financial advisor at First Advisors National, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at First American National Investment Advisors, LLC since 2012. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting with an emphasis on selecting and monitoring third-party money managers combined with fundamental analysis of individual securities.

Passive / index investing
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Chase P

Series 65

Hoschton, GA

First Advisors National, LLC

Chase Parker is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and beginning his industry career in 2023. He has 17 years of service with the Gwinnett County Fire Department. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm uses third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds, applying tactical and strategic asset allocation methodologies.

Passive / index investing
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Nelly S

Series 65

Brasleton, GA

First Advisors National, LLC

Nelly Stoneburner is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and beginning her advisory career in 2023. Prior to entering the financial industry, she worked for over 30 years with Gwinnett County Public Schools. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines selection and monitoring of third-party money managers with fundamental analysis for supplemental individual security recommendations.

Passive / index investing
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Robert G

Series 65

Winnsboro, TX

First Advisors National, LLC

Robert Gomez is a Series 65-credentialed financial advisor at First Advisors National, LLC with 12 years of industry experience. He has held roles at AmFirst Financial, LLC, First American National Investment Advisors, LLC, Accelerated Business Strategies Trust, and Cornerstone Integrated Technologies, LP. Outside of his advisory work, he is involved in business consulting on a self-employed basis. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines tactical and strategic allocation with fundamental analysis and emphasizes manager selection and monitoring.

Passive / index investing
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Douglas V

Series 65

Bowling Green, KY

First Advisors National, LLC

Douglas Vowell is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 11 years of industry experience. He has been an independent insurance agent since 2006. Vowell operates his insurance business in Hendersonville, TN alongside his advisory role. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach focuses on selecting and monitoring third-party managers, supplemented by fundamental analysis for individual securities.

Passive / index investing
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