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Roger F

CFP®, Series 63, Series 65

Wilmington, NC

Omnistar Financial Group, Inc.

Roger Fuller is a CFP® professional with 18 years of experience in the financial services industry. He is currently with OmniStar Financial Group, Inc., where he has worked since 2015, except for a brief period at Family First Life from 2020 to 2021. His prior experience includes roles at Stifel, Oppenheimer, Stanford Group Company, and Wells Fargo Clearing. OmniStar Financial Group is a registered investment adviser providing discretionary wealth management, financial planning, and pension consulting to individuals, trusts, retirement plans, and other entities. The firm manages approximately $285.7 million in assets for around 236 clients, employing a combination of fundamental and technical analysis along with several named investment strategies and diversified ETF approaches.

Retirement income strategy General estate planning guidance
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Christopher S

CFA®

Wilmington, NC

Omnistar Financial Group, Inc.

Christopher Smith is a CFA® charterholder with over 25 years of industry experience. He currently serves as an advisor at OmniStar Financial Group, Inc. and was previously owner and director of Gryphon Investment Counsel Inc. in Toronto, which has since been wound down. OmniStar Financial Group is a registered investment adviser that provides discretionary wealth management, financial planning, and pension consulting to individuals, trusts, retirement plans, and other entities. The firm manages roughly $285.7 million in discretionary assets across various strategies and offers services to both individual and high-net-worth clients.

Retirement income strategy General estate planning guidance
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Dustin H

CFP®, ChFC®, Series 63, Series 65

Wilmington, NC

Omnistar Financial Group, Inc.

Dustin Hocken is a financial advisor at OmniStar Financial Group, Inc. with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OmniStar since 2021, following eight years at Northwestern Mutual Investment Management. OmniStar Financial Group is a registered investment adviser serving individuals, trusts, and retirement plans with discretionary wealth management and financial planning. The firm employs a combination of fundamental and technical analysis across various strategies, including Momentum and Equity Income, and offers services such as portfolio management and pension consulting.

Retirement income strategy General estate planning guidance
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Lawrence C

CFP®, Series 65

Wilmington, NC

Omnistar Financial Group, Inc.

Lawrence Carr is a CFP® professional with four years of industry experience, currently serving at OmniStar Financial Group, Inc. He has prior experience at Nfp and worked in diverse roles including at Clinton Medical Clinic and Advanced Fire Protection. Carr is also a licensed insurance agent. OmniStar Financial Group is a registered investment adviser that manages discretionary wealth management, financial planning, and pension consulting for individuals, trusts, and retirement plans. The firm employs a blend of fundamental and technical analysis across several named strategies and serves both individual and high-net-worth clients.

Retirement income strategy General estate planning guidance
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Phillip C

Series 63, Series 66

Wilmington, NC

Omnistar Financial Group, Inc.

Phillip Clark is a financial advisor at Omnistar Financial Group, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Omnistar Financial Group since 2006, including a current tenure beginning in 2012. Outside of his advisory role, Clark is an investor in a food service business. Omnistar Financial Group is a registered investment adviser managing approximately $285.7 million in discretionary assets for about 236 clients. The firm provides wealth management, financial planning, and pension consulting to individuals, trusts, and retirement plans, utilizing both fundamental and technical analysis across various named strategies and diversified ETF portfolios.

Retirement income strategy General estate planning guidance
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Michael S

Series 63, Series 65

Wilmington, NC

Omnistar Financial Group, Inc.

Michael Stuart is a financial advisor at OmniStar Financial Group, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Oak Harvest Financial Group, Lifestyle Financial, and Fidelity. OmniStar Financial Group is a registered investment adviser managing approximately $285.7 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm provides ongoing portfolio management and customized financial planning, employing a blend of fundamental and technical analysis across multiple named strategies and diversified ETFs.

Retirement income strategy General estate planning guidance
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