Ally invest Advisors

Tarrance Anderson is a financial advisor with Ally Invest Advisors in Lewisville, TX. He holds a Series 66 license and has been with Ally Invest Advisors and Ally Invest Securities since 2026. His prior experience includes roles at Allstate, Equitable Advisors, and Truist Bank, among others. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personalized financial advice delivered via a third-party platform.

Shelton Lester is a financial advisor at Ally Invest Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Fidelity Brokerage Services. Lester supports both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity, servicing clients with self-directed and advisory accounts. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes model portfolios based on Modern Portfolio Theory, combining passive and actively managed ETFs with automated rebalancing and tax-sensitive features.

Holly Vest is a financial advisor with Ally Invest Advisors in Wilmington, NC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Raymond James & Associates, RBC Capital Markets, and Cape Fear Regional Tax Consultants. She is also involved with Life Vest Organizers LLC, a business she has operated since 2019. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, by providing discretionary portfolio management through automated services and advisor-led guidance. The firm’s investment approach is based on Modern Portfolio Theory, utilizing model allocations across multiple risk tiers and combining passive and actively managed ETFs, supported by digital tools and extensive online reporting.

John Knowles is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at Charles Schwab and TD Ameritrade. Outside of finance, he is the owner and design engineer of Dos Rios Audio Engineering, where he designs and markets guitar pedals and amplifiers. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through both automated and advisor-led services. The firm employs a Modern Portfolio Theory-based approach using ETF portfolios across multiple risk tiers, combining automated algorithms with supervised monitoring.

Scott Makowski is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Ally Invest Securities since 2016 and joined Ally Invest Advisors in 2022. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personal advice delivered via a third-party platform. The firm employs model portfolios based on Modern Portfolio Theory across multiple risk tiers and cash allocation strategies.

James Lenoir is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at Wells Fargo Clearing and WELLS FARGO Advisors. He also assists with compliance oversight and manages licensed representatives servicing both self-directed and advisory accounts at Ally Invest Advisors. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and advisor-delivered personal advice tailored by risk tier and cash allocation.

Gerald Krager is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at TD Waterhouse Investor Services and Ameritrade Inc before joining Ally Invest Advisors in 2020. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through both automated web-based services and advisor-led advice. The firm employs model portfolios primarily constructed with ETFs and integrates automated algorithms with supervised monitoring, managing tens of thousands of client accounts at scale.

Derek Petrella is a financial advisor at Ally Invest Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Investment LLC and Cape Bank/Ocean First Bank. At Ally Invest, he supports both self-directed and advisory clients in a dually licensed capacity. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios with multiple risk tiers and tax-sensitive features.

Dylan Hood is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Liberty Mutual Insurance Company. He also serves as a supervisor for client services, managing licensed representatives who support both self-directed and advisory accounts. Ally Invest Advisors serves individual and high-net-worth clients through discretionary portfolio management that combines automated web-based services with advisor-led guidance. The firm employs model portfolios based on Modern Portfolio Theory and integrates digital tools for performance reporting, tax optimization, and ongoing portfolio monitoring.

Lathan Hunter is a financial advisor at Ally Invest Advisors in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ally Invest Advisors since 2022, following prior roles at Ally Invest Securities LLC and Wells Fargo Clearing Services. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm employs a model-based investment approach grounded in Modern Portfolio Theory, utilizing primarily ETFs and digital processes to manage tens of thousands of client accounts.

Shane Robertson is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Merrill from 2013 to 2021 before joining Ally Invest Advisors and Ally Invest Securities in 2021. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and personalized financial advice delivered via a third-party asset management platform.

Jacob Robinson is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ally Financial, Total Wine & More, and Hodges University. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services. The firm’s investment approach uses model portfolios based on Modern Portfolio Theory, combining passive and some actively managed ETFs, and employs digital processes to manage tens of thousands of client accounts efficiently.

Samuel Aussieker is a financial advisor with Ally Invest Advisors in Charlotte, NC. He holds a Series 66 designation and has two years of industry experience. His prior experience includes positions at George Pickett & Associates and Ally Invest Securities LLC. Outside of finance, his background includes roles in the food service industry and work at North Carolina State University. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through largely web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and automated investing services alongside financial advisor-delivered personal advice, utilizing model portfolios built on Modern Portfolio Theory across multiple risk tiers.

Mohammad Hameed is a financial advisor at Ally Invest Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Mutual of Omaha Investor Services and Scottrade. Outside of financial advising, he is also active as a real estate agent with Exp Realty, LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized Financial Advisor-delivered advice using model portfolios based on Modern Portfolio Theory.

Bryan Marciniak is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Ally Invest Securities, Bank of America, Merrill, and LPL Financial. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm uses ETF-based model portfolios across five risk tiers and provides both automated and advisor-delivered personal investment services.