First Advisors National, LLC

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.

William Harrison Jr. is a financial advisor with First Advisors National, LLC in Johnson City, TN, holding Series 63, Series 65, and Series 66 licenses and bringing 53 years of industry experience. He previously worked at Oberweis Securities, Inc for 13 years. In addition to his advisory role, he is a licensed insurance agent in Johnson City. 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’s investment process focuses on selecting and monitoring third-party money managers and incorporates fundamental analysis for supplemental security recommendations.

Carlos Uriarte is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Wholehearted Financial Services LLC, Columbia Financial Group, and Primerica Financial Services, among others. In addition to his advisory work, he is also an insurance agent affiliated with Columbia Financial Group and operates as a sole proprietor in insurance product sales. 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’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

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. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. Prior to his current role, he worked at First American National Investment Advisors from 2009. 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 combines tactical and strategic approaches with fundamental analysis and utilizes institutional custodians such as Goldman Sachs and Schwab.

Robert Arnold is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 17 years of industry experience. He has been a managing member of Superior Income Group, a life insurance and annuities business in Dothan, AL, since 2019, and has worked with Slingluff Insurance Agency, Inc. since 1992. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, providing investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring money managers, allocating among tactical and strategic approaches, and supplementing with fundamental analysis of individual securities.

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.

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 at First Advisors National, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Martella is involved in real estate and energy consulting through his activities with Domain Properties, Keystone Property Management, and Navigate Power. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, and provides investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers and supplementing with individual security recommendations based on fundamental analysis.

Christopher Bach is a financial advisor at First Advisors National, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ets Financial Services and Gwinnett County Fire and Emergency. Outside of his advisory role, he owns and operates County Line Sprinklers, a landscaping business in Homer, GA. 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’s investment process includes selecting and monitoring third-party managers and supplementing with individual securities analysis.

Ruth Cardenas is a financial advisor at First Advisors National, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Kovack Advisors, LPL Financial, and Commonwealth Financial Network. Outside of her advisory role, she is involved in financial planning and wealth management through her ownership of Libre Advisors Finem, LLC. 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 while supplementing with individual securities recommendations, typically managing accounts on a discretionary basis.

Robert Van Sant Jr. is a financial advisor at First Advisors National, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at First American National Investment Advisors, LLC since 2012. 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 with an emphasis on selecting and monitoring third-party money managers combined with fundamental analysis of individual securities.

Chase Parker is a financial advisor at First Advisors National, LLC with a Series 65 designation and 17 years of experience as a firefighter with the Gwinnett County Fire Department. He is based in Hoschton, Georgia. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and monitoring third-party money managers and uses tactical and strategic asset allocation methodologies to manage discretionary portfolios.