Colton Berger is a financial advisor with First Advisors National, LLC and holds a Series 65 designation. He has a varied work history across multiple firms including Vario Fund and Qualtrics, with experience spanning different industries over several years. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, managing over $500 million in discretionary assets. The firm emphasizes third-party money manager selection and oversight, employing both tactical and strategic asset allocation approaches.

John Hackett is a Series 65-licensed financial advisor with First Advisors National, LLC, based in Downers Grove, IL. He has four years of industry experience and has previously worked at Black Edge Capital and Marquette Partners. 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 approaches with fundamental analysis to support its investment decisions.

Rodrigo Posse is a financial advisor with First Advisors National, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at Asset Allocation Strategies, LLC. Outside of his advisory role, he has been involved in life and annuity insurance sales through his own business, ValuTeachers, since 2014. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, employing third-party money managers and combining fundamental analysis with tactical and strategic asset allocation.

John Hamric is a Series 65-licensed advisor with First Advisors National, LLC, based in Clarksville, TN, and has eight years of industry experience. He has worked at Trad NA since 2015, where he serves as a program manager in environmental services. Additionally, he is an insurance agent with MPG Wealth. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and combines tactical and strategic asset allocation methodologies, typically managing accounts on a discretionary basis.

Philip Crawford is a financial advisor with First Advisors National, LLC who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Butler Freeman Tally Financial Group, LLC for 17 years and has operated Philip B. Crawford Co. since 1999. Outside of advising, he is involved in farming and ranching, accounting and tax services, and fixed insurance sales. 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 managers and combines tactical and strategic approaches with fundamental analysis to supplement individual security recommendations.

Deanna Pelletier is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining First Advisors National, she worked at Asset Allocation Strategies, LLC and has a long career with Broward County Schools. She also serves as an independent insurance agent, marketing fixed and indexed annuity products to public school employees through ValuTeachers. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation methodologies while overseeing third-party money managers.

John Shea is a financial advisor with First Advisors National, LLC in Denton, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has operated Shea Wealthcare since 2012. Outside of advising, Shea is an independent insurance agent through TriQuest USA and is involved in a tax referral business in West Palm Beach, FL. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring outside money managers and supplementing with individual securities analysis.

Carl Grande is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and eight years of industry experience. He has worked at CG Financial, Allstate Insurance, National Life Group, and Farmers Insurance. He is also the CEO of CG Financial, an insurance and financial services firm based in Covina, CA. 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 manager selection and monitoring with tactical and strategic allocation, supplemented by fundamental analysis of individual securities.

Paul Patterson is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Centurian Capital since 1989 and has also been a self-employed marketing consultant during the same period. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers with a combination of tactical and strategic approaches, supplemented by fundamental analysis of individual securities.

Nathan Deedrick is a financial advisor at First Advisors National, LLC with a Series 65 designation and one year of industry experience. Prior to his work in finance, he has held roles in education and small business, including positions at Purdue University Northwest and JSM Tree Services. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing third-party money managers and tactical and strategic asset allocation methodologies to manage approximately $506.8 million in discretionary assets.

Eric Netzel is a financial advisor with First Advisors National, LLC, based in Round Lake, IL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2016, he has been involved with Noble Marketing Partners, where he engages in the sales of investment-related products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, using tactical and strategic asset allocation with ongoing monitoring and fundamental analysis.

Anne Ermlick is a financial advisor at First Advisors National, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Cornerstone Senior Services since 2008. In addition to her advisory role, she is a licensed insurance agent involved with Cornerstone Senior Services in Murfreesboro, TN. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on third-party money manager selection and tactical and strategic allocations. The firm provides investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

Richard Myrick is a Series 65-licensed advisor with First Advisors National, LLC. He has been with the firm since 2026 and has over a decade of experience working with Virtual SC and the Clover School District. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, employing tactical and strategic asset allocation methodologies.

Kyle Carlton is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and 11 years of industry experience. He has operated Carlton Financial Group since 2004. Outside of his advisory role, Carlton is principal coach and owner of Calyx Coaching LLC, providing coaching services to start-ups, business executives, and sports teams on leadership, business strategies, and finances. First Advisors National manages discretionary assets primarily 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 combined with fundamental analysis for supplemental security recommendations.

Claire Fischer is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and based in Oak Park, IL. She has no prior industry experience and worked in various roles outside finance, including healthcare and hospitality. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily for individual clients, utilizing third-party money managers and offering discretionary portfolio management combined with fundamental analysis and regular reviews.

Christopher Jahntz is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mid America Financial Inc since 1989 and Harvest Investment Services, LLC from 2012 to 2018. Outside of financial services, Jahntz is involved in music production and performance as a recording artist and producer. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing a combination of third-party money managers and individual securities to implement discretionary portfolio strategies.

Jose Hernandez Gomez Jr. is a financial advisor at First Advisors National, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Northwestern Mutual and Bankers Life Advisory Services. Outside of his advisory role, he is the owner and managing partner of Gomez Financial and Insurance Solutions, Inc. 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 while supplementing with individual securities recommendations.

Jeremy Logeot is a ChFC® credentialed financial advisor at First Advisors National, LLC with one year of experience at the firm and over 12 years in the financial services industry. Prior to joining First Advisors National, he worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. from 2013 to 2025. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

Greg Peters is a financial advisor with First Advisors National, LLC and holds a Series 65 designation. He has three years of industry experience and has worked as a quality control engineer at Nissan since 1995. In addition to his advisory role, Peters is a part-time independent insurance agent specializing in life 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 emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

Danny Gordon is a financial advisor with First Advisors National, LLC in Brentwood, TN, holding a Series 65 designation and 13 years of industry experience. He has served as president of iGroup Senior Markets, a services, insurance, and annuity products firm based in Fairfax, VA, since 2016. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.