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Sean M
Series 66
Fayetteville, NC
Bankers Life Advisory Services, Inc.
Sean Mayer is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to his current role, he worked at IHOP for eight years. In addition to his advisory duties, he serves as a Field Manager at Bankers Life and Casualty, overseeing operations and training agents at the Fayetteville location. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.
Jordan E
Series 66
Fayetteville, NC
Empower Advisory Group
Jordan Ethington is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Wells Fargo Clearing and Fidelity Investments. His background also includes roles outside finance, such as at Uber Technologies, Inc. and involvement with the Boy Scouts of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.
William P
CFP®, Series 63, Series 65
Fayetteville, NC
First Command Advisory Services
William Perry III is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked with affiliated firms within the First Command organization since 1998. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment management team.
Shane S
Series 66
Cameron, NC
First Command Advisory Services
Shane Sandretto is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously served three years in the U.S. Army. Outside of his advisory role, he works as an election poll worker for the Harnett County Department of Elections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined model portfolio approach.
William C
Series 63, Series 66
Fayetteville, NC
Transamerica Retirement Advisors, LLC
William Carver is a financial advisor with Transamerica Retirement Advisors, LLC in Fayetteville, NC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Bank of America Merrill Lynch, Northwestern Mutual, Thrivent Financial, MassMutual, and Guardian Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses Morningstar Investment Management’s proprietary software and model portfolios to provide both discretionary and non-discretionary guidance focused on asset allocation, contribution rates, and retirement planning.
Lance H
Series 65, Series 63
Fayetteville, NC
First Command Advisory Services
Lance Holtgeerts is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Prior to his advisory role, he served six years in the U.S. Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Devon W
Series 63, Series 65
Fayetteville, NC
First Command Advisory Services
Devon Wigle is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Ladd Partners and Thoughtworks, Inc. and attended the Turing School of Software and Design. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, providing investment management through a centralized team that selects model portfolios and third-party managers from approved lists.
Isiah S
Series 65, Series 63
Fayetteville, NC
First Command Advisory Services
Isiah Smith is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has prior experience serving in the US Army from 2017 to 2023 and previously worked at Centene Corporation. Smith joined First Command in 2026 and is based in Fayetteville, NC. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team.
Susan F
Series 65, Series 63
Fayetteville, NC
First Command Advisory Services
Susan Francis is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. She has 19 years of prior experience in the United States Army and has been with First Command since 2025. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized portfolio management and a model portfolio approach.
Sheena W
Series 66
Fayetteville, NC
Truist Advisory Services
Sheena Wells is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has nine years of industry experience, including roles at Truist Advisory Services, TRUIST Investment Services, Inc., Bb&T Securities, and Wellington Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.
Alexander B
Series 65, Series 63
Fayetteville, NC
First Command Advisory Services
Alexander Betts is a financial advisor at First Command Advisory Services in Fayetteville, NC. He holds the Series 65 and Series 63 licenses and has been with First Command since 2026. His prior work experience includes service in the U.S. Army and seven years at FTCC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Garret M
Series 66
Fayetteville, NC
First Command Advisory Services
Garret Messner is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds a Series 66 credential and has worked at First Command Advisory Services and affiliated entities since 2015. Outside of his advisory role, Messner serves as an adjunct professor at Embry-Riddle Aeronautical University, instructing national security courses. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Adrian O
Series 63, Series 66
Fayetteville, NC
Empower Advisory Group
Adrian Olden is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Bank and Wells Fargo Clearing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and offers both point-in-time financial plans and optional managed accounts.
William V
Series 66
Fayetteville, NC
Truist Advisory Services
William Vickers is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to joining Truist in 2026, he worked at Edward Jones for three years and spent six years with Cumberland County Schools. He also had involvement with Round-A-Bout Skating Centers for nine years. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, corporate and business entities, retirement plan sponsors, and charitable organizations. The firm’s approach integrates discretionary and non-discretionary strategies, supported by third-party platform relationships and AI-enabled research tools.
Earl B
ChFC®, Series 63, Series 66
Fayetteville, NC
Kestra Advisory
Earl Bain Jr. is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 32 years of industry experience, including a decade with Kestra Advisory and Kestra Investment Services. Outside of his advisory work, he owns Bain & Associates, Inc., which focuses on insurance services, and serves as president of Gala Social Club, a voluntary community board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, and works with large institutional clients including sovereign wealth funds.
Emmanuel E
Series 65, Series 63
Fayetteville, NC
First Command Advisory Services
Emmanuel Emekaekwue is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served ten years in the U.S. Army. His professional background includes roles at multiple First Command entities since 2024. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Anita C
Series 63, Series 65
Fayetteville, NC
PNC Wealth Management
Anita Cannon is a financial advisor at PNC Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities, MassMutual Life Insurance, and CUSO Financial Services. Since 2017, she has been with PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot that uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.
Henry O
Series 66
Fayetteville, NC
First Command Advisory Services
Henry Olliff II is a financial advisor with First Command Advisory Services in Fayetteville, NC, holding a Series 66 designation and six years of industry experience. His career includes service in the US Army and ongoing involvement with the United States Army Reserves as a Section Officer in Charge. Outside of advising, he is the owner of Radiant Financial Solutions LLC, an investment-related business supporting his work with First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Gregory L
Series 66
Fayetteville, NC
First Command Advisory Services
Gregory Larson is a Series 66 licensed advisor with First Command Advisory Services, where he has worked for 10 years. His experience includes roles at First Command Insurance Services and First Command Financial Planning. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to select and monitor approved third-party managers and model portfolios.
David D
Series 66
Fayetteville, NC
D.A. DAVIDSON & Co.
David Dries is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience and holds a Series 66 designation. He has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and BBTIS. Outside of his advisory role, Dries serves on the Methodist University Founders Council, acts as Vice President of the Exchange Club of Greater Fayetteville, and works part-time as a hockey referee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm follows fiduciary standards under the Advisers Act and ERISA, offering both discretionary and non-discretionary investment advice along with comprehensive financial planning and a Private Wealth program for high-net-worth clients.
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Finding advisors...
110 advisors near
28310
within the area shown on the map
Out of 400,000+ nationwide