Lewisville, TX Office

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.

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.

Daniel Kleiner is a financial advisor at Ally Invest Advisors with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Corelogic, Ranstad LLC, and Xome prior to joining Ally Invest Advisors. He serves in a dually licensed capacity, supporting both Ally Invest Advisors and Ally Invest Securities. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm uses model portfolios based on Modern Portfolio Theory and provides services ranging from automated investing to Financial Advisor-delivered Personal Advice.

Brett Kincade is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and 17 years of industry experience. His career includes roles at TD Ameritrade and Central States Claims and Adjustments. Outside of his advisory work, he cohosts The Loyal Sons Podcast, which focuses on Midwestern college sports and humor. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory, supported by digital processes and performance reporting tools.

Juan Rosas is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Ally Invest Advisors since 2025 and previously worked at TD Ameritrade and Ally Invest Securities. Outside of finance, he owns Rosas Construction, a construction and remodeling business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm uses model portfolios based on Modern Portfolio Theory and offers a range of investment services including automated and advisor-delivered personal advice.

Hameem Shah is a financial advisor at Ally Invest Advisors with six 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 C6P Commerce LLC. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm employs model portfolios based on Modern Portfolio Theory across multiple risk tiers and provides services including automated investing and advisor-delivered personal advice.

Jorge Espinoza is a financial advisor with Ally Invest Advisors in Lewisville, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His work history includes roles at Ally Invest Advisors and Ally Invest Securities, as well as positions at TIAA, Bank of America, Merrill, and Chase Bank. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm uses model portfolios based on Modern Portfolio Theory across multiple risk tiers and offers services including automated investing and personalized financial advice.

Sergio Nunez is a financial advisor with Ally Invest Advisors holding a Series 66 credential and two years of industry experience. He has worked at multiple firms including Merrill and Bank of America, N.A. prior to joining Ally Invest Advisors. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering a range of ETF-based automated and advisor-delivered investment services.

Ather Naqi is a financial advisor with Ally Invest Advisors in Lewisville, TX, holding a Series 66 license and eight years of industry experience. He has worked at several firms, including USAA Investment Services Company, J.P. Morgan Securities, and First Command Advisory Services. Outside of his advisory role, Naqi umpires cricket games for the Dallas Cricket League and the North Texas Cricket Association. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services, utilizing primarily ETF-based model portfolios across multiple risk tiers. The firm integrates digital processes and provides detailed performance reporting while maintaining operational ties to its banking and brokerage parent.

Jonathan Hancock is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Ally Invest Securities LLC since 2021 and joined Ally Invest Advisors in 2025. Prior to entering the financial services industry, he held various roles in the automotive sector. Hancock also works as a Contact Center Representative for Ally Bank, assisting customers with account maintenance and deposit product inquiries. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual services. The firm offers ETF-based automated investing solutions alongside financial advisor-delivered personal advice, utilizing model portfolios based on Modern Portfolio Theory across multiple risk tiers.

Titilope Jinadu is a financial advisor at Ally Invest Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase for twelve years. Outside of finance, she is the managing member of Joleebel Hair LLC, a business focused on vendor relationships and product testing. 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 employs a Modern Portfolio Theory-based investment process using primarily ETFs across various risk tiers and strategy variants, supported by digital and automated portfolio management tools.