Carolyn Engler is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously served 20 years in the US Navy. Outside of her advisory role, Engler supports the local community as a Girl Scout Troop Leader and Financial Coordinator, and she serves as a court-appointed guardian and conservator. First Command Advisory Services is an SEC-registered investment adviser that primarily serves active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Foster is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at Dollar Tree, Inc. and held roles with Virginia Beach City Public Schools and the City of Virginia Beach. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Paula Feret is a CFP® and ChFC® with 18 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. She has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2008. Outside her advisory work, she is the Committee Chair for Cub Scout Pack 6 in Chesapeake, VA. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

R. Thomas Edwards Jr. is a financial advisor at Davenport & Company LLC in Norfolk, VA, with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for PaineWebber Incorporated and UBS Financial Services for 21 years. Edwards has been with Davenport since 2017. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts and mutual fund management.

Marion Plemmons is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding the ChFC® designation and Series 63 and 65 licenses. She has 23 years of industry experience and has worked with First Command-affiliated firms since 2002. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Mark Warden is a financial advisor at Clearstead Advisory Solutions with 24 years of industry experience. He holds a Series 65 designation and previously worked for Wilbanks, Smith & Thomas Asset Management LLC for 23 years. Outside of his advisory role, he serves as vice president of Nansemond Ventures LLC, a family-owned investment firm. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs an investment process that incorporates portfolio analytics, manager research, strategic asset allocation, and a proprietary Direct Indexing strategy.

Brianna Shughrou is a financial advisor with Clearstead Advisory Solutions, holding a Series 65 designation and 18 years of industry experience. She worked at Wilbanks, Smith & Thomas Asset Management LLC from 2006 to 2024 before joining Clearstead. Outside of her advisory role, she is associated with Shughrou LLC, a holding company for rental properties in Georgia. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that incorporates portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

Andrew Strause is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his financial advisory roles, he served in the United States Navy for 21 years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers from approved lists.

Dimitrios Roumeliotis is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior positions include roles at Anchorage Global, LLC and Deutsche Bank Securities Inc. Outside of his advisory work, Roumeliotis is involved with the American Hellenic Educational Progressive Association, where he manages treasury functions for the local chapter. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm combines a full advisory platform with an affiliated broker-dealer, offering various investment programs and acting as adviser to multiple mutual funds.

Carl Kaufman is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds the Series 65 designation and has worked at Cerity Partners since 2022, with prior experience at Palladium Registered Investment Advisors and at Sankaty Head Golf Course. He also spent several years in educational roles at the University of Georgia and Norfolk Academy. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Jessica Phillips is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. Her prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Advisors. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Troy Barnes is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Amy Berry is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and WealthQuest Financial. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

James Wood is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Truist Investment Services, BB&T Securities, and BB&T Investments. Wood is based in Norfolk, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Michael Schwing is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory role, he served four years in the United States Navy and currently holds a position as a Public Affairs Officer (O3) in the US Naval Reserves, managing the Readiness Department and a team of four personnel. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Rankin Ring III is a CFP® with 14 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party separate account managers, and private funds within an enhanced open architecture framework.

Malysses Moy is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. Moy has less than one year of industry experience and prior work includes roles in several First Command entities as well as ownership of a pet sitting and dog walking business. Outside of finance, Moy founded and operates Monique's Pet Sitting & Dog Walking. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Justin Topping is a CFA® charterholder with 13 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following a nine-year tenure at Palladium Partners, LLC. Outside of his advisory role, he serves as a board member of the Virginia Stage Company, overseeing the general business of the theatre. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens and third-party managers, and it operates multiple private-markets offerings along with affiliated pension consulting and insurance services.

Michael Disharoon is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked for Palladium Registered Investment Advisors for 10 years. He serves on the Board of Trustees for the Virginia Retirement System, attending board and sub-committee meetings. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

David Love is a financial advisor at Davenport & Company LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2012. Outside of his advisory role, he serves on the boards of the YMCA and the Suffolk Center for Cultural Arts. Davenport serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm employs a team-based investment approach and offers a range of separately managed accounts, mutual funds, and unified managed accounts.