Constantinos Koustenis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. for over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research and inter-affiliate resources.

Christopher Moore is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with First Command’s affiliated entities since 2015. Moore is also the owner of Moore Wealth Partners, LLC, a separate business unrelated to investment activities. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Robert Boyce III is a financial advisor with Truist Advisory Services in Manassas, VA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been affiliated with Suntrust Securities, Inc. since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm integrates discretionary and non-discretionary solutions, supported by third-party platforms and AI-enabled research tools, with a notable affiliation across Truist entities.

Yen Nguyen is a financial advisor with Truist Advisory Services in Springfield, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Truist, Nguyen has worked with Wells Fargo Advisors and Wachovia Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Morgan Haeberlin is a financial advisor at SPC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Grove Point Advisors, H Beck, and Fidelity Investments. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

John Cranston is a CFP® and ChFC® professional with four years of experience in financial advising. He has served in various capacities at First Command Advisory Services, Inc. and affiliated entities since 2021. Prior to his financial career, he served 28 years in the United States Navy. He is also the owner of Octagon Strategies LLC, a business supporting his advisory activities. First Command Advisory Services, Inc. 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 use model portfolios managed by centralized teams, emphasizing in-person financial coaching and an employee-ownership structure.

James Bruyette is a financial advisor with Creative Planning in Annandale, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for IA Sullivan, Bruyette, Spero & Blayney and Sullivan, Bruyette, SperoS & Blayney, Inc. for 30 years. Outside of his advisory role, he serves as a board member and youth coach for the First Tee of Greater Washington DC. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Justin Graves is a financial advisor with PNC Wealth Management in Alexandria, VA, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and New York Life Insurance Company. Outside of finance, he has experience in the hospitality sector, including managing Tom's Watch Bar. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Shaun Germain is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Bridge Title, Inc. and Texas Roadhouse, where he continues to serve part time as a key manager and server. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Stephen Harvey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has operated Steve Harvey LLC since 2005, focusing full-time on his securities and investment advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support. The firm offers advisors discretion to construct client portfolios from diverse securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Robin Christman is a financial advisor with Janney Montgomery Scott in Alexandria, VA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and several other firms. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage, financial planning, and managed account services.

Dylan Hayes is a financial advisor at Truist Advisory Services with one year of industry experience. Prior to his advisory role, he served in the United States Navy and currently holds a position as a Navy Diver in the United States Navy Reserve. He holds the Series 66 designation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers solutions including asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Kurt Langenwalter is a CFP® and ChFC® with 23 years of experience in financial planning and advisory services. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2002. He also owns Kurt Langenwalter Financial Planning LLC, a legal entity established to protect family wealth related to his financial planning business. First Command Advisory Services, Inc. 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 various wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

Joseph Looney is a financial advisor with Principal Financial Services in Alexandria, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Principal Life Insurance Company, Northwestern Mutual Investment Services LLC, Edward Shanahan, and Morgan Stanley. Outside of his advisory work, he assists with account and client management as private staff to Garrett Ford. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs with discretionary investment implementation.

Rosemary Guilliams is a CFP® professional with six years of industry experience. She has worked at Savant Wealth Management since 2022 and previously held roles at Alliant Wealth Advisors and Beacon Pointe Wealth Advisors. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated legal, accounting, and trust services.

Jeffrey Banks is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 credential and has a background that includes service in the United States Air Force and a pilot position at United Airlines. In addition to his advisory role, he is working as a producer to sell annuities and life insurance through Triquest and Allianz Life Insurance Company of North America. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through multiple investment channels and affiliated entities.

Robert Peat is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked with First Command Insurance Services, Advisory Services, and Brokerage Services since 2021. Prior to his current roles, he was employed at MCCS from 2016 to 2019. First Command Advisory Services is an SEC-registered investment adviser that serves 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Reece Eddy is a financial advisor at &PARTNERS with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in roles with the Premier Lacrosse League, Boston University, and Canisius College. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with both proprietary and third-party strategies.

Ethan Delinski is a financial advisor at PNC Wealth Management in Washington, DC. He holds a Series 66 designation and has been with PNC since 2024. Prior to joining PNC, he worked in various roles including positions at Pixis Drones and RedPeg Marketing. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The firm uses algorithmic tools to guide investment strategy selection and implements portfolios primarily through mutual funds and ETFs with annual rebalancing.

Perchuhy Kazhoyan Cummings is a Series 66 credentialed financial advisor with seven years of experience, currently serving at First Command Advisory Services. She has worked with various entities within the First Command organization since 2019. Outside of her advisory role, she is the owner of The Peppy, LLC, which she uses solely for her independent contractor work with First Command. First Command Advisory Services, Inc. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing preapproved third-party managers and multiple model portfolio options.