Dean Phass is a financial advisor at Jade Financial LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services and Truist Investment Services. He is also a licensed insurance agent, though he is not currently active in that capacity. Jade Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, combining advisory services with insurance brokerage. The firm employs a range of investment strategies, including access to third-party model portfolios and tax-efficiency tools, and offers both discretionary and primarily non-discretionary asset management.

Richard Gardner is a CFP® and Series 65-licensed financial advisor with 20 years of industry experience. He has been the sole advisor at Lionheart Financial Planning, Inc. since 2004. Lionheart Financial Planning, Inc. is an independent, fee-only firm serving individuals, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment management, emphasizing written plans, investment policy statements, and quarterly reporting, with a core-and-satellite investment approach that primarily uses passive index and ETF holdings.

John Morlu II is a CFP® with five years of experience in financial advising and has been with Pithom Advisors, Inc. since 2020. He is also the owner and managing partner of JS Morlu, LLC, a CPA firm he has operated since 2012. Pithom Advisors, Inc. serves individuals, families, and business owners with investment management and comprehensive financial planning, including retirement, estate, tax, insurance, education, and business-owner planning. The firm uses a passive, risk-aware investment approach focused on low-cost funds and ETFs and offers plan-level retirement consulting for employer-sponsored plans.

Brian Hoyle is a financial advisor at The Fintel Group LLC with nine years of industry experience. He holds a Series 65 designation and has worked in various roles including Senior Instructional Designer at General Dynamics Information Technology since 2018. His prior experience includes positions at ManTech International, Cummings & Carroll, P.C., and Prince William County Schools. The Fintel Group LLC provides comprehensive and modular financial planning services to individuals, couples, and small businesses. The firm focuses on fee-only planning projects with long-term, buy-and-hold investment strategies emphasizing diversified asset allocation and low-cost mutual funds, without offering ongoing asset management or custody of client assets.

Quiltina Smith is a financial advisor with The Financial T, LLC, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. She previously worked at First Command Advisory Services, First Command Insurance Services, and First Command Financial Planning. The Financial T serves individual clients and employer plan sponsors, focusing on non-discretionary portfolio management and comprehensive financial consulting. The firm employs a passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs, and provides employee benefit plan consulting alongside regular account reviews.

Christopher Park is the sole advisor at Park Financial Planning Solutions, LLC in Stafford, VA, holding a Series 65 credential with one year of industry experience. He has concurrently worked at the Department of Justice since 2008. Park Financial Planning Solutions, LLC provides financial planning, portfolio management, consulting, and educational seminars to individuals, high-net-worth individuals, and families. The firm emphasizes client-specific investment plans using asset allocation, diversification, and strategic portfolio management, with a notable focus on non-discretionary asset management and public seminars, including sessions on the FERS retirement system for federal employees.

Joseph Turkal is a financial advisor at Sierra Hotel Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the Armed Forces for 30 years. His prior work includes roles at Northwestern Mutual and Lakrut Insurance Services. Sierra Hotel Financial LLC provides discretionary asset management and financial planning to individuals, including high-net-worth clients, as well as business entities and retirement plans. The firm offers a range of investment programs from model-based management to fully customized portfolios and provides ERISA plan services in both limited-scope 3(21) and full discretionary 3(38) capacities.

Nora Hartquist is a financial advisor with GuidedQuest, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She is also the owner and managing member of 50 Plus Digital, LLC, a public education business, and manages an insurance agency focused on estate planning. Nora has worked with GuidedQuest since 2016 and previously with Virtue Capital Management, LLC. GuidedQuest serves individuals, trusts, and estates by providing comprehensive financial planning, hourly consultations, and investment monitoring while referring clients to third-party portfolio managers for discretionary asset management. The firm emphasizes detailed client information gathering and coordination with third-party advisors, operating on a fixed and hourly fee basis rather than managing assets directly.

Patti Lerch is a financial advisor at GuidedQuest, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at GuidedQuest since 2016. Prior to that, she was with Virtue Capital Management, LLC and Harquist & Noblet. In addition to her advisory work, Lerch serves as a paraprofessional for special needs children in the Stafford County public schools system. GuidedQuest serves individuals, trusts, and estates by providing comprehensive financial planning, hourly consultations, and investment monitoring and referral services. The firm works with third-party portfolio managers for discretionary asset management and does not take custody or discretionary trading authority over client accounts.

Xiomara Diaz is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank and is the owner of B&E Mechanical LLC, a company providing HVAC and duct system services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through model portfolios managed by third-party firms on the Envestnet platform.

Luis Lopez is a financial advisor at AlphaStar Capital Management with a Series 65 designation and four years of industry experience. His prior work includes roles at ILG Financial LLC, Enterprise Rent-a-Car, Nike, Holiday Inn Express, and James Madison University. Outside of advising, he is involved with ILG Financial LLC, providing comprehensive retirement solutions and working as a paraplanner. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing both predefined model portfolios and customized strategies that incorporate quantitative analysis and third-party research.

David Lopez is a financial advisor at AlphaStar Capital Management with 15 years of industry experience. He holds a Series 65 designation and has been with AlphaStar since 2011. Outside of his advisory role, he is the owner and agent of ILG LLC, which sells fixed annuities and life and health insurance products, and serves as president of the North Stafford Church of Christ, assisting with its administration. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting. The firm employs strategic asset allocation and quantitative analysis in its investment approach and provides subadvisory and platform services to unaffiliated registered investment advisers.

Isaac Flamenco is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, having worked at Mutual of Omaha and its affiliated investor services firm since 2011. Flamenco also operates under the personal brand CertIrium Group LLC and works as an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through an approved platform, serving clients via a network of Investment Advisor Representatives.

Hien Truong is a financial advisor at Navy Federal Investment Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Navy Federal-affiliated firms since 2012 in various capacities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring and due diligence.

Emily Parent is a financial advisor at Founders Financial Securities LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fortune Financial Services, Brooklight Place Securities, Inc., Interactive Financial Advisors, and Penn, Schoen & Berland Associates. Outside of her advisory role, she is involved with Shenandoah Financial Advisors, where she provides financial planning, tax preparation, and insurance services. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of investment programs and combines advisory, brokerage, and insurance services, with an emphasis on non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Tina Haines Anglin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at J.P. Morgan Securities, Merrill, Bank of America, and First Command Financial Planning. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and combines its registered investment adviser and broker-dealer roles within a membership-focused structure.

Frank Wheeler is a CFP® and ChFC® with 13 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He is also a member and manager of Financial Insights, LLC, an investment-related business he owns. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management solutions.

Elizabeth Cosden is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and has worked at various affiliated First Command entities since 2022. Outside of finance, she has been involved with The Winery at Bull Run and previously worked for the US Department of State. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships, structured 12-month engagements, and a vertically integrated organizational structure that supports military clients and offers discretionary and non-discretionary investment solutions.

Kimberly Winters is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles in human resources, healthcare, and plant farming, as well as certification with the National Board for Certified Counselors. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and structured 12-month engagements, supported by an in-house Investment Management Team that manages model portfolios on a discretionary basis.

Jessica Ziegelbauer is a financial advisor at First Command Advisory Services with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command since 2006, including her current role starting in 2015. Outside of her advisory work, she is involved in freelance modeling and design styling. First Command serves a diverse client base, including individual, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and provides tailored professional services through structured engagement cycles.