Archer Investment Corporation

Michael Gunckel is a financial advisor with Archer Investment Corporation in Boise, ID, holding a Series 65 license and one year of industry experience. He has worked with Eagle Forest Products since 2025 and has owned and operated Succentrix Business Advisors LLC, an accounting and tax firm, since 2020. Gunckel also served as controller at Four Winds Holdings from 2016 to 2025. Archer Investment Corporation provides advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies across a range of asset classes, with an investment process that incorporates cash flow, tax considerations, and risk tolerance.

Clay Patton is a financial advisor with Archer Investment Corporation, holding a Series 65 credential and no prior industry experience. He has been involved with the Indiana Baseball Academy and Patton Archer Corp since 2024. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm works with accountants and CPAs as independent contractors and manages approximately $1.01 billion in discretionary assets.

Raeann Forester is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at Archer since 2021 and previously spent over two decades with Avantax Advisory Services and related entities. Outside of her advisory role, Forester serves in various community positions including treasurer for the Grand Prairie Metro Rotary Club and the GPHS Alumni Association, supporting nonprofit activities and scholarship programs. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm employs a process that assesses clients’ financial situations and constructs diversified portfolios across multiple asset classes, managing approximately $900 million primarily on a discretionary basis.

Carolyn Lambert is a CFP® with 28 years of experience in the financial services industry. She has worked at Archer Investment Corporation since 2019 and previously spent 20 years with H.D. Vest Investment Services. In addition to her advisory work, she owns and operates Lambert Bookkeeping & Financial Services and serves as treasurer for the Claiborne County Historical & Genealogical Society, a nonprofit organization. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million primarily on a discretionary basis, offering customized portfolio management and model-based strategies utilizing a range of asset classes including mutual funds and ETFs.

David Alfano is a financial advisor at Archer Investment Corporation with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Archer Investment Corporation since 2017, with prior experience at Cambridge Investment Research Advisors and Ameriprise Financial Services. In addition to his advisory work, he operates Alfano & Company CPA LLC, a CPA firm he has run since 1995. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm’s investment process includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.

Ronald Odom is a financial advisor with Archer Investment Corporation, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Archer Investment Corporation since 2015 and previously at Accupro Accounting, PLLC for 12 years. He also engages in limited tax preparation activities. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm operates a multi-branch, independent-contractor model and manages roughly $1.01 billion in discretionary assets.

Ronald Morgan is a financial advisor at Archer Investment Corporation with 31 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Avantax Investment Services, Inc., Jackson National Life Insurance, and operating his own tax preparation and accounting firm, Ron Morgan EA CPA & Associates, LLC. In addition to his advisory work, he is an independent insurance agent. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach tailored to client needs, combining discretionary management with model-driven strategies.

Mason Heyde is a Series 65-licensed financial advisor with Archer Investment Corporation in Carmel, IN, where he has worked since 2012. He has 13 years of industry experience. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm manages approximately $900 million on a primarily discretionary basis, offering customized portfolio management and model-based strategies across a range of asset classes.

Samuel Forkkio is a financial advisor at Archer Investment Corporation with eight years of industry experience. He holds a Series 65 designation and has worked at Archer since 2019. Prior to this, he was with HD Vest Investment Services for three years and has managed accounting operations at the FDIC since 1989. He is also the owner and sole proprietor of Forkkio and Company, providing accounting, bookkeeping, payroll, and tax preparation services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm emphasizes diversified portfolio construction based on comprehensive financial assessments and offers both discretionary management and model-driven strategies.

Rand Holyoak is a financial advisor at Archer Investment Corporation with 14 years of industry experience. He holds a Series 65 designation and has been with Archer Investment Corporation since 2012. Holyoak is also involved with Holyoak & Company, LLC, where he has worked since 2009. Outside of his advisory roles, he is an owner and officer of Sevenoaks, LLC, a real estate investment company, where he manages accounting and rental operations. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm operates within a multi-branch model serving advisors and offers diversified portfolios across equities, fixed income, mutual funds, ETFs, and options.

Mark Setaro is a CFA® charterholder and holds Series 65 and Series 63 licenses, with three years of industry experience. He currently works at Archer Investment Corporation and has previous experience at Tax Efficiency Advisors and PMMares LLP. Outside of his advisory role, he owns and operates a tax preparation business. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm works with accountants and CPAs as investment advisory representatives in a multi-branch, independent-contractor model and manages over $1 billion in discretionary assets.

Kevin Davis is a CFP® with 18 years of experience in the financial industry. He has worked at Archer Investment Corporation since 2019 and previously spent 12 years at H.D. Vest Advisory Services. Additionally, he is the owner and sole proprietor of Davis & Larson PC, a tax preparation and accounting firm. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, with a focus on diversified allocations across multiple asset classes and regular account reviews.

Michael Adrian III is a financial advisor at Archer Investment Corporation with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2019. Prior to this, he spent over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services. Adrian is also a member of the Board of Directors for the Leland & Gray Education Foundation and is involved in tax preparation and accounting through Adrian & Adrian, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using both discretionary and model-based strategies, focusing on diversified portfolios that include equities, fixed income, mutual funds, ETFs, and options.

William Stack is an advisor with Archer Investment Corporation holding Series 63 and Series 65 credentials and has two years of industry experience. He has been involved with American Elite Advisory since 2022 and has operated Stack Financial Services since 2001. Outside of advising, he publishes commentary as a precious metals analyst and is the author of the book "The 7.0% Solution." Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary funds, managing approximately $900 million. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across multiple asset classes, with both discretionary and model-based management options.

Paul Sullivan Jr. is a financial advisor at Archer Investment Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the accounting and tax advisory field through his ownership of Sullivan and Company, a CPA firm providing tax advice and financial statement services. His prior work includes over four decades at Paul F. Sullivan, Chtd and Sullivan & Company. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across various asset classes, utilizing both discretionary management and model-driven strategies.