Top passive / index investing financial advisors in Jacksonville, NC

John Guggenheimer is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven approaches including diversification principles and modern portfolio theory.

Thomas Cooper is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Woodbury Financial Services for 15 years and has been affiliated with Cooper Investment Company since 1990. Cooper serves as a board member for Coastal Carolina Community College and is also involved in insurance sales and financial advisory through GCG Wealth Management LLC. OSAIC Wealth, Inc. provides investment advisory and brokerage services to a diverse client base, including retail, institutional, high-net-worth investors, and charitable organizations. The firm employs asset-allocation tools and third-party managers to create customized portfolios across a range of investment types, supporting both discretionary and non-discretionary management.

Walter Eldridge III is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. Prior to his financial career, Eldridge served in the United States Marine Corps for 24 years. First Command Advisory Services is an SEC-registered investment adviser that primarily 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 utilizing model portfolios managed by an internal Investment Management Team.

Eunnice Nino is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Navy Federal in various capacities since 2021, and previously spent over a decade at Wells Fargo Bank, NA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs utilizing third-party portfolio managers.

Felicia Stitt is a financial advisor at First Citizens Investor Services, Inc. with five years of industry experience. She holds the Series 66 credential and has previously worked at Equitable Advisors and First Citizens Bank. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and businesses, offering a range of advisory and brokerage services such as portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis to investment decisions.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.