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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.
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.
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.
Carter E
CFP®, Series 65
Raleigh, NC
Guardian Wealth Advisors, LLC
Carter Ellis is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Guardian Wealth Advisors, LLC and previously worked at Kuhn Advisors, Inc. for eight years. Outside of his advisory role, he co-founded and serves as a partner and tax preparer at Valley Peak Tax & Accounting, providing tax preparation and business consulting services. Guardian Wealth Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm uses a systematic approach incorporating fundamental and technical analysis, with portfolios primarily constructed from mutual funds and ETFs, and employs both discretionary and non-discretionary management strategies.
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.
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.
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.
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.
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.
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