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Robert G
Series 65
Winnsboro, TX
First Advisors National, LLC
Robert Gomez is a financial advisor with First Advisors National, LLC in Winnsboro, TX. He holds a Series 65 designation and has 13 years of industry experience. His prior work includes roles at AmFirst Financial, LLC and First American National Investment Advisors, LLC. Outside of his advisory role, he is self-employed in business consulting. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs tactical and strategic asset allocation strategies and primarily manages accounts on a discretionary basis through third-party money managers.
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.
Thomas B
Series 66
La Grange, IL
First Advisors National, LLC
Thomas Boggess is a financial advisor at First Advisors National, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and ProEquities, Inc. Boggess also practices law as an attorney and principal of the Law Office of T. Phillip Boggess and serves as chapter president of the Society for Financial Awareness. Additionally, he provides business consulting through TPB Ventures, Ltd., focusing on college planning and small business operations. First Advisors National serves primarily individual clients, including ERISA plan participants, offering investment management, asset allocation advice, and retirement plan consulting. The firm employs tactical and strategic asset allocation approaches and monitors third-party money managers to implement client strategies.
Allen F
Series 65
Winchester, VA
First Advisors National, LLC
Allen Fredericks is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and eight years of industry experience. He has been a partner at Fredericks & Associates, an insurance services firm in Stephens City, VA, 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. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis for supplemental security recommendations.
Richard K
Series 63, Series 65
Coupeville, WA
First Advisors National, LLC
Richard Keppler is a financial advisor at First Advisors National, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Alliance Fund Distributors, Inc. since 1995. In addition to his advisory role, Keppler is an independent insurance agent servicing clients in Coupeville, WA. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, overseeing approximately $506.8 million in discretionary assets. The firm focuses on selecting and monitoring third-party money managers and integrates tactical and strategic asset allocation methodologies with fundamental analysis.
Brian L
Series 63, Series 65
South Elgin, IL
First Advisors National, LLC
Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. 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 emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.
Brendan H
Series 65
Palos Heights, IL
First Advisors National, LLC
Brendan Houlihan is a financial advisor with First Advisors National, LLC in Palos Heights, IL, holding a Series 65 designation and 10 years of industry experience. He has worked at the Illinois Department of Revenue since 2014. In addition to his advisory role, Houlihan is an independent insurance agent specializing in life and health insurance 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 emphasizes manager selection and monitoring, combining tactical and strategic investment approaches with fundamental analysis.
Matthew V
Series 65
Franklin, TN
First Advisors National, LLC
Matthew Vysoky is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 11 years of industry experience. He has been involved with Cornerstone Senior Services since 2004. Outside of his advisory role, he is a licensed insurance agent at Both Hands Financial Services in Brentwood, TN. 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 focuses on selecting and monitoring third-party money managers while supplementing with individual security recommendations, typically managing accounts on a discretionary basis.
Aaron K
Series 65
Honolulu, HI
First Advisors National, LLC
Aaron Kim is a financial advisor at First Advisors National, LLC in Honolulu, HI, holding a Series 65 designation with one year of industry experience. Prior to joining First Advisors National in 2026, he worked as an independent insurance agent and has experience in various roles including positions at Universal Retirement, Pacific Honda, Coldwell Banker, and Hawaii Voice KTV. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets, focusing on third-party money manager selection and oversight, along with advice on individual equities, ETFs, and mutual funds.
Teresa Y
Series 63, Series 65, Series 66
Hoffman Estates, IL
First Advisors National, LLC
Teresa Young is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western Southern Life, Alliant Credit Union, and LPL Financial. She volunteers as a tax preparer and quality examiner for Ladder Up in Chicago, assisting low-wage earning families with pro bono tax preparation. 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 manager selection and tactical allocation, utilizing fundamental analysis and formal annual reviews to guide its investment process.
Sharran H
Series 63, Series 65
Grapevine, TX
First Advisors National, LLC
Sharran Hood is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. Prior to joining First Advisors National, Hood worked at Primerica Advisors for five years and has been involved with Primerica Financial Services for over a decade. Outside of advisory work, Hood is engaged in independent sales of insurance products. 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 combines tactical and strategic investment approaches with fundamental analysis for supplemental security recommendations.
Neal P
Series 63, Series 65
Hendersonville, TN
First Advisors National, LLC
Neal Parrish is a financial advisor with First Advisors National, LLC in Hendersonville, TN, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with Both Hands Financial Group since 2016 and serves as a representative for Both Hands Financial Services, providing insurance and investment services. First Advisors National offers 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 and supplements portfolios with advice on individual equities, ETFs, and mutual funds.
David C
Series 63, Series 65
Henderson, NV
First Advisors National, LLC
David Conard is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held positions at firms including PlanMember Securities Corporation and Harvest Investment Services, and maintains a self-employed financial and insurance advisory practice. In addition to his advisory roles, Conard works as a rideshare driver for Uber. First Advisors National serves individual clients and ERISA plan participants, managing over $500 million in discretionary assets. The firm focuses on investment management through third-party money managers, tactical and strategic asset allocation, and offers retirement-account aggregation tools for clients.
Joseph M
Series 65
Virginia Beach, VA
First Advisors National, LLC
Joseph Maggiore is a financial advisor at First Advisors National, LLC with 16 years of industry experience and holds a Series 65 designation. He is the president and owner of Legacy Planning Alliance, Inc., an insurance agency providing insurance and estate planning services. Maggiore has worked at Legacy Planning Alliance since 2013 and previously at Veridian Wealth Management, Inc. from 2013 to 2022. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing third-party money managers and combining tactical and strategic asset allocation methodologies.
Marcus D
Series 63, Series 65
Wake Forest, NC
First Advisors National, LLC
Marcus Davis is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 designations and two years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Co, Ultimate Choice Insurance Group Inc, Erie Insurance Group, and Citigroup Global Markets. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm emphasizes third-party money manager selection and oversight, employing tactical and strategic asset allocation with discretionary account management and fundamental analysis.
Stephen L
CFP®, ChFC®, Series 63, Series 65
Stephens City, VA
First Advisors National, LLC
Stephen Locke is a CFP® and ChFC® with 18 years of industry experience. He is affiliated with First Advisors National, LLC and has held roles at AlphaStar Capital Management, Amerus, Life/Annuity Insurance Partners Agency, Inc., United Producers Group, and Woodbury Financial Services, Inc. Locke is also a licensed insurance agent and a LegalShield consultant. First Advisors National (FAN Advisors) provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs tactical and strategic asset allocation methodologies and typically manages accounts on a discretionary basis through third-party money managers.
Michael M
Series 63, Series 65
Kapolei, HI
First Advisors National, LLC
Michael Marcum is a financial advisor at First Advisors National, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at The Lending Source since 1992 and currently serves as a senior loan officer at C2 Financial Corp in Honolulu. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, using third-party money managers and tactical and strategic asset allocation methodologies.
Warren B
Series 63, Series 66
Rocky Mount, NC
First Advisors National, LLC
Warren Braswell is a financial advisor at First Advisors National, LLC with 17 years of industry experience. He has worked at Braswell Associates since 2009 and previously spent eight years at Edward Jones. Braswell is also president of Statewide Insurers Group, a life insurance and annuities business. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients. The firm uses third-party money managers combined with fundamental analysis and conducts formal annual reviews, managing approximately $506.8 million in discretionary assets.
William C
Series 63, Series 65
Panama City, FL
First Advisors National, LLC
William Cheng is affiliated with First Advisors National, LLC and holds Series 63 and Series 65 designations. He has experience working as an independent adjuster since 2024 and previously held roles at a third-party administrator, Broward Hall Insurance, and Dune Vacation Rentals. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses third-party money managers and combines tactical and strategic asset allocation methodologies to manage discretionary accounts.
David E
Series 63, Series 65
Centreville, VA
First Advisors National, LLC
David Ermlick is a financial advisor with First Advisors National, LLC in Centreville, VA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has served as Regional Manager at Cornerstone Senior Services since 2008, where he recruits, hires, and trains sales agents and sells insurance products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, using a combination of third-party money managers and direct investment advice with a focus on tactical and strategic asset allocation.
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