Charlotte, NC S. Tryon Street Office

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.

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.

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.

Kathy Wilson is a financial advisor at Ally Invest Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Amazon.com Services. Kathy supports both Ally Invest Advisors and Ally Invest Securities in a dually licensed capacity, servicing clients with self-directed and advisory accounts. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios built on Modern Portfolio Theory across five risk tiers.

Horace Carney IV is a financial advisor at Ally Invest Advisors with 12 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. Prior to joining Ally Invest Advisors, he worked at The Vanguard Group, Inc. Outside of his advisory role, Carney is active as a drummer for a local church and teaches drum lessons. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm utilizes ETF-based model portfolios aligned with Modern Portfolio Theory and offers services ranging from automated investing to financial advisor-delivered personal advice.

Derek Lightner is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Ally Invest Advisors since 2021 and has prior experience with 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, providing discretionary portfolio management through automated services and advisor-led guidance. The firm’s investment approach is based on Modern Portfolio Theory, utilizing ETF-based model portfolios with automated allocation and rebalancing, supported by digital tools and online performance reporting.

Evan Armstrong is a Series 66-licensed financial advisor with Ally Invest Advisors in Charlotte, NC, bringing one year of industry experience. His prior roles include positions at Ally Invest Securities LLC, Equitable Advisors, and Cardinal Financial Company Limited Partnership. Ally Invest Advisors manages discretionary portfolios for individual and high-net-worth clients using a combination of automated and advisor-led services. The firm employs model portfolios based on Modern Portfolio Theory, integrating both passive and actively managed ETFs, and serves a large client base through digital and automated processes.

Ryan Zutter is a CFP® professional with 19 years of experience in the financial industry. He has worked at Ally Invest Advisors since 2021 and previously spent 12 years at Robert W. Baird & Co. His background includes roles at Ally Invest Securities LLC beginning in 2020. Ally Invest Advisors serves a broad retail client base, including both individual and high-net-worth clients, by providing discretionary portfolio management through web-based automated services and advisor-led guidance. The firm employs a Modern Portfolio Theory-based investment process with model portfolios across multiple risk tiers, combining passive and actively managed ETFs and utilizing digital automation to manage a large volume of client accounts.

Kamden Gaines is a financial advisor at Ally Invest Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ernst & Young LLP and The Vanguard Group, Inc. Gaines supports both Ally Invest Securities and Ally Invest Advisors as Director of Client Services, overseeing customer support for self-directed and advisory clients. 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 services. The firm uses model portfolios based on Modern Portfolio Theory with multiple risk tiers and focuses on retail and high-net-worth individuals.

Sarah Khan is a Series 66 licensed financial advisor with Ally Invest Advisors in Charlotte, NC, where she has worked since 2021. She has five years of industry experience, including six years at Grant Thornton prior to joining Ally Invest. Khan also holds a regulatory oversight role supporting compliance functions across Ally Invest Advisors and Ally Invest Securities. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management that combines automated and advisor-led services. The firm employs a model-driven investment approach based on Modern Portfolio Theory, utilizing ETFs across multiple risk tiers and strategy variants while integrating digital tools for portfolio management and reporting.