Charles Mc Gee is a CFP® professional with 26 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services and First Command Financial Planning since 1999. Outside of his financial advisory role, he owns and manages McGee Aviation, LLC, through which he operates and flies his personal and business aircraft. 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 offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

James Mills Jr. is a CFP® credentialed advisor with 36 years of experience, currently with Truist Advisory Services. He has worked at SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its manager-selection programs and advisory services.

Alisha Muroni is a CFP® professional with 11 years of industry experience, currently serving at First Command Advisory Services since 2015. She has worked within affiliated entities of First Command since 2014. First Command Advisory Services, Inc. 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Elizabeth Delude is a CFA® charterholder with 18 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following prior roles at Palladium Registered Investment Advisors and Financial Security Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Jonathan Taylor is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at Palladium Partners, LLC. 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 a focus on customized, diversified portfolios and private market programs for qualified clients.

Richard Wilcox is a CFP® with five years of industry experience, currently associated with Infinex Investments, Inc. He is also linked to Southern Bank and Trust and Somerton Friends Meeting, each since 2013. Wilcox has authored a book that is pending publication outside of the investment field. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Julia Malin is a CFP® professional with three years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Palladium LLC and Wells Fargo. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens combined with third-party managers and individual securities.

Susan Nottingham is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. She is also the owner of Nottingham Wealth Management Group, a support company unrelated to investment advising. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Thomas McNally is a CFA® charterholder and holds a Series 65 license, with 21 years of experience in the financial industry. He is currently affiliated with Clearstead Advisory Solutions and has served as a portfolio manager and analyst at Wilbanks, Smith & Thomas Asset Management since 2005. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment process across various account types and offers access to alternative investments, proprietary Direct Indexing strategies, and specialty platforms such as ClearAccess.

Meghan Cottrell is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Palladium Registered Investment Advisors, Abacus Accounting, and in other roles across different sectors. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Lawrence Bernert III is a CFA® charterholder with 27 years of industry experience. He is currently with Clearstead Advisory Solutions, joining in 2024 after nearly three decades at Wilbanks, Smith & Thomas Asset Management LLC. 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 institutional disciplines and a range of investment strategies, including a proprietary Direct Indexing approach and access to private managers through the ClearAccess platform.

Bentley Dudek is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Hasler & Company, Inc. for four years and held positions at Thriveworks Counseling, Anchor Financial, the City of Norfolk, and Virginia Military Institute. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Christopher Aeillo is a Series 66-licensed financial advisor with First Command Advisory Services in Newport News, VA, where he has worked since 2021. He has five years of industry experience and previously worked with COMTek and All Risks. Aeillo also serves in the United States Army Reserve. First Command Advisory Services, Inc. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Luke Scanlan is a financial advisor at Clearstead Advisory Solutions with four years of industry experience. He holds the CFA® designation and the Series 63 license. His prior experience includes roles at Wilbanks, Smith & Thomas Asset Management and Fidelity Investments. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs institutional disciplines such as portfolio analytics and strategic asset allocation across client accounts and manages approximately $33.9 billion in assets through a team of 59 advisors.

Colin Sharp is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Stewardship Wealth Management, Venture Realty, and Professional Supply. Outside of finance, his background includes roles in education and the hospitality industry. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio strategies.

Thomas Mathas is a financial advisor with Eagle Strategies (NY Life) in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2011 and is also the owner of Mathas Financial Group LLC. Mathas serves as a board member at Norfolk Collegiate School and contributes to the Annunciation Greek Orthodox Church's Legacy and Investment Committees. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and provides tailored advice through various program types within an integrated New York Life affiliate structure.

Erin Abate is a financial advisor at Clearstead Advisory Solutions with a Series 65 credential and several years of related experience, including roles at Wilbanks Smith and Thomas Asset Management LLC and Wholesale Screening Solutions. Prior to her advisory career, she worked in education at the University of Maryland and Howard Community College, and also has experience in the salon industry. Clearstead serves affluent private clients and institutional investors, managing approximately $33.9 billion in assets across more than 4,300 client relationships. The firm applies institutional investment disciplines and offers a variety of services including portfolio management, financial planning, and family office administration.

Sophia Ivancich is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Clearstead Advisory Solutions and has previously worked at firms including R. W. Baird and Cambridge Investment Research Advisors. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm employs an institutional investment process across various account types, utilizing a mix of mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

Ryan Cobb is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He holds a Series 66 license and is based in Norfolk, VA. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages a range of strategies through dedicated portfolio teams and offers advisory programs such as separately managed accounts and unified managed accounts.

Tyler Cruz is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an agent at Vector27 Financial Group, where he focuses on multi-line insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets as of 2025, and provides various account options and third-party asset manager relationships.