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Christian K
CFP®, Series 63, Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
Christian Keedy is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Guardian Wealth Advisors, LLC since 2022. His prior roles include positions at Aptus Capital Advisors, LLC and Gordon Asset Management. Outside of his advisory work, he is president of CDK Capital Corp. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.
Stephanie C
Series 65
Johnson City, TN
Guardian Wealth Advisors, LLC
Stephanie Campbell is a financial advisor with Guardian Wealth Advisors, LLC, holding a Series 65 designation and seven years of industry experience. She previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, Inc. for five years. In addition to her advisory role, she is licensed as an insurance agent, selling life and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities. The firm employs a mix of fundamental and technical analysis with a systematic, quantitative approach primarily using ETFs and mutual funds, offering both discretionary and non-discretionary management.
Nathan L
CFP®, Series 63, Series 65
Omaha, NE
Guardian Wealth Advisors, LLC
Nathan Legrand is a CFP® with 30 years of experience in the financial services industry. He is currently with Guardian Wealth Advisors, LLC and has previously worked at ORG Partners, WealthShield Partners, and Raymond James Financial Services. Outside of his advisory role, he serves on the Papillion Community Schools Foundation Board. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, incorporating both fundamental and technical analysis.
Brandon F
Series 66
Raleigh, NC
Guardian Wealth Advisors, LLC
Brandon Fentress is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Inc., Gordon Asset Management, LLC, and Aptus Capital Advisors, LLC. Outside of advisory services, he is also a licensed life insurance agent. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic approach combining fundamental and technical analysis and offers portfolio management through mutual funds, ETFs, bonds, options, and equities.
Brian S
Series 65
Wyoming, MN
Guardian Wealth Advisors, LLC
Brian Senske is a financial advisor at Guardian Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at All Star Financial Inc. for seven years. Outside of his advisory role, Senske provides CFO and management consulting services to small- and mid-size companies through his sole proprietorship, 3T Advisory Services LLC. Guardian Wealth Advisors offers investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.
Ervin M
CFP®, Series 66
Raleigh, NC
Guardian Wealth Advisors, LLC
Ervin Millwood III is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. His work history includes roles at Aptus Capital Advisors, LLC, Triad Advisors, Inc., and Gordon Asset Management, LLC. Outside of his advisory practice, he is involved in scuba instruction as an assistant for Gypsy Divers, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and utilizes tools such as Riskalyze to manage risk and organize trades.
Michael H
CFP®, Series 63, Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
Michael Hensley is a CFP® professional with 18 years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, incorporating both fundamental and technical analysis.
Kenna M
Series 65
Johnson City, TN
Guardian Wealth Advisors, LLC
Kenna Mc Murray is a financial advisor at Guardian Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Guardian Wealth Advisors since 2022. Prior to her advisory career, she held roles in various industries including retail and mortgage services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and other business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative investment approach utilizing ETFs, mutual funds, and risk-mitigation strategies.
Matthew D
Series 66
Johnson City, TN
Guardian Wealth Advisors, LLC
Matthew Deitel is a financial advisor with Guardian Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His prior positions include roles at Triad Hybrid Solutions, Triad Advisors, Inc., and Wells Fargo Clearing. He is also licensed to sell life insurance and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a combination of fundamental and technical analysis within a systematic framework, utilizing ETFs, mutual funds, third-party managers, and risk measurement tools.
Isaac M
Series 63, Series 65
Omaha, NE
Guardian Wealth Advisors, LLC
Isaac Mc Coy is a financial advisor at Guardian Wealth Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at ORG Partners and Charles Schwab & Co., Inc. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.
Darina N
Series 65
Johnson City, TN
Guardian Wealth Advisors, LLC
Darina Nghiem is a Series 65-licensed advisor at Guardian Wealth Advisors, LLC with two years of industry experience. She has worked at Guardian Wealth Advisors since 2022 and is also co-owner of LV Nail Bar, a salon she has managed since 2013. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic investment approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.
Carter E
CFP®, Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
Carter Ellis is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at Guardian Wealth Advisors, LLC since 2022 and previously spent eight years at Kuhn Advisors, Inc. Outside of his financial advisory work, he is a co-founder and partner of Valley Peak Tax & Accounting, providing tax preparation and business consulting services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by offering investment advisory, financial planning, and retirement plan consulting services. The firm employs a systematic, quantitative approach using ETFs, mutual funds, and third-party managers, and is notable for disclosing hypothetical performance materials in its client communications.
Matthew J
Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
Matthew James is a financial advisor at Guardian Wealth Advisors, LLC in Durham, NC, with two years of industry experience. He holds a Series 65 credential and has prior experience at Brighton Jones and other organizations including the National Taxpayers Union Foundation and the U.S. Bureau of Labor Statistics. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.
Jeffrey L
Series 63, Series 65
Raleiegh, NC
Guardian Wealth Advisors, LLC
Jeffrey Link is a financial advisor with Guardian Wealth Advisors, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. He is also the author of the book *Protecting the Pig*. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients, employing a systematic investment approach that incorporates mutual funds, ETFs, bonds, options, and equities.
Hallvard B
Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
Hallvard Boehn is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has been with Guardian Wealth Advisors since 2024 and has prior experience at Charter Oak Financial, College Steps, and several other firms and organizations. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities with investment advisory, financial planning, and retirement plan consulting services. The firm uses a combination of fundamental and technical analysis within a systematic framework to manage client portfolios, primarily through ETFs and mutual funds.
Morgan G
Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
Morgan Gojanovich is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has industry experience beginning in 2025, with prior roles at a family office, Advisory Services Network / Olde Raleigh Financial Group, First Horizon Bank, and American Savings Bank. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm uses ETFs and mutual funds within a systematic, quantitative framework combining fundamental and technical analysis, and offers both discretionary and non-discretionary management.
Robert F
Series 66
Raleigh, NC
Guardian Wealth Advisors, LLC
Robert Falconer is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His prior work includes roles at LPL Financial, MML Investors Services, Mass Mutual Life Insurance, and involvement with golf-related companies such as Titleist Golf Company and Eastward Ho Golf Club. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and offers both discretionary and non-discretionary management.
Russell S
CFP®, Series 63, Series 66
Raleigh, NC
Guardian Wealth Advisors, LLC
Russell Smith is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Aptus Capital Advisors, LLC and Gordon Smith Pension Advisors, LLC. In addition to his advisory work, he is involved in insurance sales and service, focusing on long-term care and fixed annuity products. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.
Milton C
Series 63, Series 65, Series 66
Charlotte, NC
Guardian Wealth Advisors, LLC
Milton Castellanos is a financial advisor at Guardian Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Guardian Wealth Advisors in 2020, he worked at Harbor Capital Management Inc for five years. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and other business entities. The firm uses ETFs and mutual funds combined with fundamental and technical analysis within a systematic, quantitative framework, offering both discretionary and non-discretionary management and utilizing tools such as Riskalyze to measure risk.
Elliot S
CFP®, Series 65
Victoria, MN
Guardian Wealth Advisors, LLC
Elliot Syverson is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at firms including All Star Financial and Tundra Technical Solutions. Prior to his financial advisory career, he spent nine years in full-time education. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative approach that incorporates both fundamental and technical analysis to manage risk and implements client strategies primarily through ETFs and mutual funds.
Douglas G
Series 66, Series 65
Bloomington, MN
Guardian Wealth Advisors, LLC
Douglas Goodmundson is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He has previously worked at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services. Outside of advising, he serves as treasurer for Faith Homes and works as a Medicare agent helping clients assess and enroll in Medicare plans. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities. The firm employs a systematic, quantitative investment approach using ETFs and mutual funds, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.
David C
CFP®, Series 63, Series 66
Chelmsford, MA
Guardian Wealth Advisors, LLC
David Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Mass Mutual Investors Services and Bts Securities Corporation. Outside of his advisory work, he is involved in a small business selling body products at event markets and holds insurance agent licenses with various companies. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.
Douglas R
CFP®, ChFC®, Series 63, Series 65
Omaha, NE
Guardian Wealth Advisors, LLC
Douglas Riggert is a financial advisor at Guardian Wealth Advisors, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at ORG Partners LLC, WealthShield Partners, LLC, Raymond James Financial Services, Inc., and Mutual of Omaha Investor Services. Outside of advisory work, he manages a rental real estate business. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative investment approach using ETFs, mutual funds, third-party managers, and risk-mitigation strategies.
Jacqueline H
Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
Jacqueline Hall is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. She holds a Series 65 designation and joined the firm in 2024 after a decade in full-time education. She has no prior industry experience in financial advising. Guardian Wealth Advisors serves individuals—including high-net-worth clients—retirement plans, charitable organizations, trusts, and other business entities. The firm uses a combination of fundamental and technical analysis within a systematic, quantitative framework to manage portfolios primarily through ETFs and mutual funds, offering both discretionary and non-discretionary management.
Martin H
Series 63, Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
Martin Hardy is a financial advisor with Guardian Wealth Advisors, LLC in Durham, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include 14 years at Hornor Townsend And Kent, Inc and ongoing work with Penn Mutual Life Insurance since 2007, where he is involved in disability income insurance and life sales. Hardy also provides disability income insurance and long-term care insurance services independently. Guardian Wealth Advisors offers investment advisory, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage risk and market participation.
David M
CFP®, Series 63, Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
David Misenheimer is a CFP® with 24 years of experience in the financial industry. He is currently with Guardian Wealth Advisors, LLC and previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. He also serves as president of ASM Capital Corp., an investment-related business. Guardian Wealth Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage risk and seek market upside.
Russell I
Series 66
Johnson City, TN
Guardian Wealth Advisors, LLC
Russell Ingram Jr. is a financial advisor at Guardian Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including THE O.N. Equity Sales Company, Ohio National Financial Services, and Duke Ingram Financial Services. In addition to his advisory roles, he is active in insurance sales, including life, disability, health, and long-term care insurance. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.
Micah W
CFP®, Series 66, Series 63
Omaha, NE
Guardian Wealth Advisors, LLC
Micah Wheat is a CFP® with eight years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC. Prior to joining Guardian Wealth Advisors in 2025, he worked at ORG Partners for five years and held positions at Raymond James Financial Services and Wells Fargo Advisors. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory and portfolio management, financial planning, and retirement plan consulting. The firm employs a quantitative investment approach using ETFs and mutual funds, combining fundamental and technical analysis with risk-mitigation strategies.
Gregory R
Series 63, Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
Gregory Rhinehardt is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis while overseeing third-party manager and UMA strategies.
Russell I
ChFC®, Series 63
Johnson City, TN
Guardian Wealth Advisors, LLC
Russell Ingram is a financial advisor at Guardian Wealth Advisors, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with The O.N. Equity Sales Company and Duke Ingram Financial Services. Outside of advising, he is a partner in a golf course development partnership. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic investment approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.
Barbara D
CFP®, Series 63, Series 66
Johnson City, TN
Guardian Wealth Advisors, LLC
Barbara Deitel is a CFP® professional with 30 years of industry experience, currently with Guardian Wealth Advisors, LLC since 2021. She previously worked at Triad Hybrid Solutions and Triad Advisors, Inc. from 2016 to 2021. In addition to her advisory role, she is licensed to sell life and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement consulting. The firm primarily employs ETFs and mutual funds within a systematic, quantitative framework that incorporates risk mitigation and utilizes third-party managers and UMA platforms.
Nathan B
CFA®, Series 66
Danvers, MA
Guardian Wealth Advisors, LLC
Nathan Budrow is a CFA® charterholder with 14 years of industry experience. He is currently with Guardian Wealth Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Newport Capital Advisers and Northwestern Mutual Investment Services LLC. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach that combines technical and fundamental analysis, utilizing mutual funds, ETFs, bonds, options, and equities.
Samuel S
CFP®, Series 63
Edina, MN
Guardian Wealth Advisors, LLC
Samuel Sexton is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Guardian Wealth Advisors, LLC since 2023 and previously held roles at All Star Financial LLC and Clifton Larson Allen Wealth Advisors, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, financial planning, retirement plan consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and uses ETFs, mutual funds, third-party managers, and UMA platforms to implement client strategies.
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