Advisor.com

Michael Williamson is a financial advisor at Advisor.com with 14 years of industry experience. He holds a Series 66 designation and has worked at First Citizens Investor Services and First Citizens Bank since 2021, as well as Wells Fargo Advisors and Wells Fargo Bank from 2013 to 2021. Advisor.com serves individual investors and charitable organizations through its Advisor Wealth Management platform and operates an Advisor Referral Platform connecting clients with unaffiliated investment advisers. The firm manages approximately $51 million in regulatory assets and offers ETF-based asset-allocation models primarily on a non-discretionary basis, combining ongoing advisory services with a third-party referral business.

Kellen Thayer is a financial advisor at Advisor.com with seven years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and Goldman Sachs & Co. LLC. Advisor.com serves individual investors and charitable organizations through its Advisor Wealth Management platform, offering ETF-based asset-allocation models primarily on a non-discretionary basis. The firm also operates an Advisor Referral Platform that connects prospective clients with unaffiliated investment advisers.

Trigg Williamson is a financial advisor at Advisor.com with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Nuveen Securities, Nuveen Asset Management, Morgan Stanley, and Vanguard Marketing Corporation. His background includes roles outside finance at companies such as ConMet, Grill Marks, and Swim Club Management Group. Advisor.com serves individual investors and charitable organizations through its Advisor Wealth Management platform and an Advisor Referral Platform connecting clients with unaffiliated advisers. The firm employs ETF-based asset-allocation models tailored to client goals and risk tolerance, primarily offering advisory services on a non-discretionary basis.