First Advisors National, LLC

Marcy Keeling is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining First Advisors National, she worked at GLP Investment Services and ValuTeachers, and has experience in education roles with various public school districts. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation methodologies through third-party money managers.

Peter Crabtree is a financial advisor at First Advisors National, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Paradigm Life Insurance Company, Prosperity Economics Partners LLC, and infinex Investments, Inc. Outside of his advisory role, he is involved with MooseLake LLC, operating businesses that buy and wholesale residential properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes manager selection and monitoring, supplemented by fundamental analysis of individual securities.

Brian Callaghan is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CIH Consulting since 2022, focusing on commodities consulting and client services outside of investment activities. Prior to that, he held roles at MHT Business Development and Datrium. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support supplemental individual security recommendations.

Chad Ollila is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials. He has been with the firm since 2026 and has prior experience at Cortland Family Dental. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm emphasizes selection and oversight of third-party money managers and uses tactical and strategic asset allocation methodologies in managing discretionary accounts.

William Harrison Jr. is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 54 years of industry experience. He worked at Oberweis Securities, Inc. for 13 years from 2003 to 2016. Outside of his advisory role, he is a licensed insurance agent in Johnson City, Tennessee. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm implements client strategies mainly through third-party money managers and combines tactical and strategic asset allocation with fundamental analysis and formal annual reviews.

Carlos Uriarte is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at Wholehearted Financial Services LLC, Columbia Financial Group, Primerica Financial Services, and PFS Investments Inc. He is also registered as an insurance agent with Columbia Financial Group and through his sole proprietorship. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses third-party money managers and combines tactical and strategic asset allocation methodologies to manage discretionary accounts.

Richard Bellamy is a Series 65-licensed advisor with First Advisors National, LLC in Miami, FL, and has one year of industry experience. He previously worked at Asset Allocation Strategies and HSBC US NA. Bellamy is also an independent insurance agent focusing on fixed and indexed annuity sales to public school employees. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, managing over $500 million in discretionary assets. The firm emphasizes tactical and strategic asset allocation through third-party money managers and offers an optional retirement-account aggregation platform.

James Brown Jr. is a financial advisor at First Advisors National, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Freedom Equity Group since 2012, where he also serves as Executive National Vice President focusing on insurance-related services, primarily life insurance and fixed annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Charles Mcdonald is a financial advisor with First Advisors National, LLC in Murfreesboro, TN. He holds a Series 65 designation and has 16 years of industry experience, including his current role at Cherry Investment Advisors, Ltd. since 2010. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual securities recommendations.

Bernard Atkins is a financial advisor with First Advisors National, LLC in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at First American National Investment Advisors and Equitable Advisors. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm emphasizes third-party money manager selection and oversight, using tactical and strategic asset allocation methodologies and fundamental analysis to manage discretionary portfolios.

Robert Arnold is a financial advisor with First Advisors National, LLC in Dothan, Alabama, holding a Series 65 designation and 18 years of industry experience. He has worked at Superior Income Group since 2011 and has been involved with Slingluff Insurance Agency, Inc. since 1992. Outside of his advisory role, he serves as Managing Member of Superior Income Group, a life insurance and annuities business. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, with approximately $506.8 million in discretionary assets under management. The firm implements client strategies through the selection and oversight of third-party money managers, utilizing tactical and strategic asset allocation methodologies and fundamental analysis.

Katharine Coppola is a financial advisor with First Advisors National, LLC in Milford, CT, holding a Series 66 designation and 13 years of industry experience. She has worked at Noble Insurance Marketing since 2016 and Jefferson National Securities since 2010. In addition to her advisory role, she is a licensed insurance agent involved in insurance and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm focuses on selecting and monitoring third-party money managers and uses fundamental analysis for supplemental individual security recommendations.

Indra Arango is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining First Advisors National in 2026, Arango worked at Asset Allocation Strategies, LLC for four years. Outside of advisory work, Arango is president of Indra Arango, PA, a real estate agency, and is involved in annuity and insurance sales, primarily serving public school employees through Valuteachers, Inc. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, and manages approximately $506.8 million in discretionary assets. The firm emphasizes the selection and ongoing oversight of third-party money managers and uses tactical and strategic asset allocation approaches for client portfolios.

Saul Garcia Luna is a financial advisor at First Advisors National, LLC with a Series 65 credential and one year of industry experience. Prior to joining First Advisors National, he held roles at Libre Advisors, the Cosmetic Surgery and Laser Center, and Tropical Vapes. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach includes selecting and monitoring third-party money managers and combining tactical and strategic allocations with fundamental analysis for supplemental individual security recommendations.

Christopher Martella is a financial advisor with First Advisors National, LLC in Chicago, IL, holding Series 63 and Series 65 designations and two years of industry experience. Outside of his advisory role, he is involved in real estate and energy consulting through Domain Properties, Keystone Property Management, and Navigate Power. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, implementing strategies mainly via third-party money managers and employing both tactical and strategic asset allocation methodologies.