Ally invest Advisors

Shelton Lester is a financial advisor at Ally Invest Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Fidelity Brokerage Services. Lester supports both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity, servicing clients with self-directed and advisory accounts. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes model portfolios based on Modern Portfolio Theory, combining passive and actively managed ETFs with automated rebalancing and tax-sensitive features.

Holly Vest is a financial advisor with Ally Invest Advisors in Wilmington, NC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Raymond James & Associates, RBC Capital Markets, and Cape Fear Regional Tax Consultants. She is also involved with Life Vest Organizers LLC, a business she has operated since 2019. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, by providing discretionary portfolio management through automated services and advisor-led guidance. The firm’s investment approach is based on Modern Portfolio Theory, utilizing model allocations across multiple risk tiers and combining passive and actively managed ETFs, supported by digital tools and extensive online reporting.

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.

Scott Makowski is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ally Invest Advisors since 2022 and was previously with Ally Invest Securities LLC starting in 2016. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services as well as advisor-led personal and guided advice. The firm employs a Modern Portfolio Theory-based investment process using primarily ETFs across various risk tiers, combining digital automation with supervised monitoring.

James Lenoir is a financial advisor at Ally Invest Advisors in Charlotte, NC, with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Edward Jones. In addition to advising, he assists with compliance oversight and manages licensed representatives at Ally Invest Advisors. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm employs model portfolios based on Modern Portfolio Theory, combining passive and some actively managed ETFs, and relies on digital processes to manage tens of thousands of client accounts.

Gerald Krager is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at TD Waterhouse Investor Services and Ameritrade Inc before joining Ally Invest Advisors in 2020. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through both automated web-based services and advisor-led advice. The firm employs model portfolios primarily constructed with ETFs and integrates automated algorithms with supervised monitoring, managing tens of thousands of client accounts at scale.

Derek Petrella is a Series 66-licensed financial advisor at Ally Invest Advisors with seven years of industry experience. He has worked at Ally Invest Advisors and Ally Invest Securities since 2021 and previously worked at Lincoln Investment LLC and Cape Bank/Ocean First Bank. Petrella supports both self-directed and advisory clients in a dually licensed capacity. Ally Invest Advisors serves a large retail client base offering discretionary portfolio management through automated and advisor-led services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing ETF-based models across multiple risk tiers with automated allocation and rebalancing.

Dylan Hood is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Liberty Mutual Insurance Company. He also serves as a supervisor for client services, managing licensed representatives who support both self-directed and advisory accounts. Ally Invest Advisors serves individual and high-net-worth clients through discretionary portfolio management that combines automated web-based services with advisor-led guidance. The firm employs model portfolios based on Modern Portfolio Theory and integrates digital tools for performance reporting, tax optimization, and ongoing portfolio monitoring.

Lathan Hunter is a financial advisor at Ally Invest Advisors in Charlotte, NC, with eight 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 Wells Fargo Clearing Services. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm employs a model-based investment approach grounded in Modern Portfolio Theory, utilizing primarily ETFs and digital processes to manage tens of thousands of client accounts.

Shane Robertson is a financial advisor at Ally Invest Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for eight years. Since 2021, he has supported both Ally Invest Advisors and Ally Invest Securities in a dually licensed capacity. Ally Invest Advisors serves a diverse retail client base, offering discretionary portfolio management through automated web-based services and advisor-led guidance. The firm utilizes ETF-based model portfolios grounded in Modern Portfolio Theory and manages tens of thousands of client accounts through a combination of digital automation and supervised monitoring.

Jacob Robinson is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ally Financial, Total Wine & More, and Hodges University. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services. The firm’s investment approach uses model portfolios based on Modern Portfolio Theory, combining passive and some actively managed ETFs, and employs digital processes to manage tens of thousands of client accounts efficiently.

Samuel Aussieker is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at George Pickett & Associates and Ally Invest Securities LLC. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory, with multiple strategy variants and a significant emphasis on digital, automated processes.

Mohammad Hameed is a financial advisor at Ally Invest Advisors with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Mutual of Omaha and Scottrade. Outside of advising, he is also active as a real estate agent with Exp Realty, LLC. Ally Invest Advisors serves a large retail client base, offering discretionary portfolio management through automated and advisor-led services. The firm uses model portfolios based on Modern Portfolio Theory, combining passive and some active ETFs, and emphasizes digital delivery and transparent performance reporting.

Bryan Marciniak is a financial advisor at Ally Invest Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and LPL Financial. Ally Invest Advisors serves a large retail client base, offering discretionary portfolio management through automated services and advisor-led guidance. The firm employs a Modern Portfolio Theory-based investment process with model allocations across multiple risk tiers and incorporates both passive and actively managed ETFs.

Jacob Misialek is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group, Morgan Stanley, and LPL Financial. He is based in Queen Creek, Arizona. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through both automated web-based services and advisor-led guidance. The firm employs model portfolios grounded in Modern Portfolio Theory, using primarily ETFs and automated rebalancing, and manages tens of thousands of client accounts with a focus on digital and scalable delivery.