Raleigh, NC Blue Ridge Rd Office

Christian Keedy is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Guardian Wealth Advisors, LLC since 2022. His prior roles include positions at Aptus Capital Advisors, LLC and Gordon Asset Management. Outside of his advisory work, he is president of CDK Capital Corp. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Brandon Fentress is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Inc., Gordon Asset Management, LLC, and Aptus Capital Advisors, LLC. Outside of advisory services, he is also a licensed life insurance agent. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic approach combining fundamental and technical analysis and offers portfolio management through mutual funds, ETFs, bonds, options, and equities.

Ervin Millwood III is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. His work history includes roles at Aptus Capital Advisors, LLC, Triad Advisors, Inc., and Gordon Asset Management, LLC. Outside of his advisory practice, he is involved in scuba instruction as an assistant for Gypsy Divers, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and utilizes tools such as Riskalyze to manage risk and organize trades.

Michael Hensley is a CFP® professional with 19 years of experience in financial advising. He is currently with Guardian Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Aptus Capital Advisors, LLC, Gordon Asset Management, LLC, and several other firms dating back to 2005. Guardian Wealth Advisors serves individuals, including high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities. The firm employs a combination of fundamental and technical analysis within a systematic, quantitative framework to manage portfolios primarily through ETFs and mutual funds.

Carter Ellis is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at Guardian Wealth Advisors, LLC since 2022 and previously spent eight years at Kuhn Advisors, Inc. Outside of his financial advisory work, he is a co-founder and partner of Valley Peak Tax & Accounting, providing tax preparation and business consulting services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by offering investment advisory, financial planning, and retirement plan consulting services. The firm employs a systematic, quantitative approach using ETFs, mutual funds, and third-party managers, and is notable for disclosing hypothetical performance materials in its client communications.

Paul Desmond is a financial advisor with Guardian Wealth Advisors, LLC in Raleigh, NC. He holds a Series 65 credential and has been with Guardian Wealth Advisors since 2026. Prior to his current role, he worked at Stifel, Nicolaus & Company and has held various positions in the hospitality and service industries. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, portfolio management, financial planning, retirement plan consulting, and cash management services. The firm uses a systematic approach combining fundamental and technical analysis, primarily with ETFs and mutual funds, and incorporates risk-mitigation strategies.

Matthew James is a financial advisor at Guardian Wealth Advisors, LLC in Durham, NC, with two years of industry experience. He holds a Series 65 credential and has prior experience at Brighton Jones and other organizations including the National Taxpayers Union Foundation and the U.S. Bureau of Labor Statistics. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Hallvard Boehn is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has been with Guardian Wealth Advisors since 2024 and has prior experience at Charter Oak Financial, College Steps, and several other firms and organizations. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities with investment advisory, financial planning, and retirement plan consulting services. The firm uses a combination of fundamental and technical analysis within a systematic framework to manage client portfolios, primarily through ETFs and mutual funds.

Morgan Gojanovich is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has industry experience beginning in 2025, with prior roles at a family office, Advisory Services Network / Olde Raleigh Financial Group, First Horizon Bank, and American Savings Bank. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm uses ETFs and mutual funds within a systematic, quantitative framework combining fundamental and technical analysis, and offers both discretionary and non-discretionary management.

Russell Smith is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Aptus Capital Advisors, LLC and Gordon Smith Pension Advisors, LLC. In addition to his advisory work, he is involved in insurance sales and service, focusing on long-term care and fixed annuity products. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Jacqueline Hall is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. She holds a Series 65 designation and joined the firm in 2024 after a decade in full-time education. She has no prior industry experience in financial advising. Guardian Wealth Advisors serves individuals—including high-net-worth clients—retirement plans, charitable organizations, trusts, and other business entities. The firm uses a combination of fundamental and technical analysis within a systematic, quantitative framework to manage portfolios primarily through ETFs and mutual funds, offering both discretionary and non-discretionary management.

Martin Hardy is a financial advisor with Guardian Wealth Advisors, LLC, based in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Hornor Townsend And Kent, Inc. and 1717 Capital Management Company. Hardy is also involved in disability income insurance, long-term care sales, and fixed life insurance services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement consulting. The firm employs a systematic, quantitative investment approach using ETFs, mutual funds, third-party managers, and risk analysis tools.

David Misenheimer is a CFP® with 24 years of experience in the financial industry. He is currently with Guardian Wealth Advisors, LLC and previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. He also serves as president of ASM Capital Corp., an investment-related business. Guardian Wealth Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage risk and seek market upside.

Gregory Rhinehardt is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis while overseeing third-party manager and UMA strategies.