Danny Thompson is the principal of Thompson Financial Advisors in North Chesterfield, VA, holding Series 63 and Series 65 licenses with three years of experience at his current firm. He has additional industry experience dating back to 2004 with Stuart Financial Corp. and Great American Advisors, Inc. Outside of advisory services, he owns and manages an insurance business. Thompson Financial Advisors provides portfolio management, financial planning, and consulting services to institutional and private clients, including pension plans, foundations, trusts, and individuals. The firm combines fundamental and technical analysis in its investment process and maintains an affiliated insurance business alongside its advisory services.

Daniela Vasquez Izquierdo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and two years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and maintains in-house research, security pricing, and unique market roles such as swap dealer and futures commission merchant.

Teng Lin is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Citigroup, Teng worked at Queens College and Queens Borough Community College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market functions.

Joseph Karcic is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position at Citigroup Global Markets since 2012. He holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies underpinned by internal standards and oversight committees, and it leverages its significant institutional scale and distinctive market roles in its service offerings.

Zachary Hess is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience following prior service in the United States Navy. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities, offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning and delivers structured Tailored Professional Services engagements alongside discretionary asset management through in-house portfolio models.

Chandler Dodge is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and serves as a Second Lieutenant in the Virginia Army National Guard, where he oversees fire direction for a field artillery battery and performs administrative and supervisory duties. Prior to joining First Command, his background includes roles in both military and civilian sectors. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes face-to-face financial coaching and structured 12-month planning engagements, with specialized services for active-duty military clients.

Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, MML Investors Services, MassMutual, and Jackson National Life Distributors. He is the proprietor of Elevate Financial Group, a life insurance brokerage providing financial services and advice. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm offers financial planning, consulting, and retirement plan services, utilizing third-party asset manager platforms and a range of investment strategies.

Qiaoling Chen is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of experience at CitiBank. Prior to joining Citigroup, Chen held roles at Futiji and taught at Queens College and Queensborough Community College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.

Nicole Wheelock is a financial advisor with First Command Advisory Services in Midlothian, VA, holding a Series 66 designation and five years of industry experience. Her career includes roles across multiple First Command entities since 2017. She is also the owner of Valiant Financial, LLC, established to run the CHV district. 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 recommendations, and insurance and banking products. The firm offers a structured, advisor-led financial coaching program with a 12-month engagement cycle and manages portfolios using an in-house Investment Management Team.

Janssen Breeden is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, MML Investors Services LLC, and MassMutual. Outside of advising, he coaches rugby at Benedictine College Preparatory. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with a focus on client-directed implementation and oversight. The firm manages a majority of client assets on a non-discretionary basis and offers a range of standard investment approaches alongside retirement plan consulting.

Maria Quinteros is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.

Melissa Abas is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior experience includes roles at HSBC Bank USA and its affiliated entities from 2015 to 2022. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and provides tailored solutions for high-net-worth clients.

Michael Harripersaud is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup Global Markets in 2022, he worked at Citibank NA from 2001 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a wide range of advisory, execution, custody, and derivatives services.

Warren Poirier is a financial advisor with Eagle Strategies (NY Life) based in Prince George, VA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His career includes roles at New York Life Insurance Company and Nylife Securities LLC, and he owns Poirier Financial Strategies LLC. Outside of advising, he participates in tournament bass fishing and serves as a board member of the Hopewell-Prince George Crimesolvers, a community organization offering rewards for anonymous crime tips. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life.

Jin Wen Lin is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 designations and over 21 years of industry experience. Lin has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research and market roles such as a swap dealer and futures commission merchant.

Sherri Nichelson is a financial advisor with First Command Advisory Services holding a Series 66 designation and four years of industry experience. Her prior roles include work with Airbnb and various capacities within First Command’s affiliated entities. Outside of finance, she has experience as a private tutor and SAT prep workshop planner and teacher. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured engagement cycles through its Tailored Professional Services program.

Harry Jaeger is a financial advisor with First Command Advisory Services in Colonial Heights, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining First Command in 2018, he served 25 years in the U.S. Navy. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform featuring financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers advisor-led, face-to-face financial coaching and employs structured 12-month Tailored Professional Services engagements alongside discretionary Asset Management Solutions portfolios managed by an in-house investment team.

Brian Ramrup is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup, he held roles at Bank of America, Merrill, and earlier at Citigroup. Outside of finance, he owns Glenhead Martial Arts and Fitness and serves on the board of CharitableUSA Karate, where he consults on karate-related activities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and provides solutions including separately managed accounts, mutual funds, ETFs, alternative funds, and digital-asset exposure.

Amy Grieves is a CFP® and ChFC® with 27 years of industry experience. She currently works at OSAIC Institutions, INC. and has held positions at Bank of Southside Virginia, Infinex Investments, Inc., and Morgan Stanley Private Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering customized advisory and brokerage services. The firm’s approach includes fundamental and technical analysis, asset allocation, third-party due diligence for alternative investments, and a notable emphasis on non-discretionary assets.

Emily Dibble is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her career includes roles at Bb&T Securities, LLC and Bbtis prior to joining Truist in 2021. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by proprietary research and third-party platforms.