Junghyun Lee is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Lee has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and was previously with EldenStreet Financial and Heritage Financial Place, Inc. since 2015. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

William Moore is a financial advisor at Ameritas Advisory Services, LLC with 38 years of industry experience. He holds a Series 63 designation and has worked with Ameritas in various capacities since 2003. Outside of his advisory role, he participates in professional bowling tournaments nationwide. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, offering asset management, financial planning, retirement plan advisory, and variable product subaccount management through a variety of program platforms and model-based portfolios.

Michelle Washington is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with Bankers Life Securities, Inc. since 2016 and Proequities Inc. since 2014, and she also serves as a Unit Supervisor at Bankers Life & Casualty, where she manages a team of agents and oversees hiring and training. Additionally, she is the owner of an LLC established for tax purposes. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Joseph Fulkerson is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and Series 63 designations. He has 49 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the early 1970s, and has operated his own firms, including Fulkerson Financial Group and Eldenstreet Financial. He is also a partner at Eldenstreet Financial, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Jennifer Kellett is a financial advisor at Truist Advisory Services with six years of industry experience. She holds the Series 63 and Series 65 registrations and has worked at Truist-related firms since 2012. Outside of her advisory role, she operates a small photography business. Truist Advisory Services provides 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 platform arrangements.

Jonathan Serafin is a financial advisor with Eagle Strategies (NY Life) based in Herndon, VA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with New York Life Insurance Company and its affiliated entities since 2008 and operates Eldenstreet Financial, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored advice delivered through multiple program types and an emphasis on non-discretionary asset management.

Douglas French is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Truist and its predecessor entities since 2008, including roles at BB&T and Truist Investment Services. Outside of his advisory work, he serves as a board member and treasurer of the Northern Virginia Bonsai Society, a club dedicated to the art and education of bonsai. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program implemented through third-party managers and platforms.

Matthew Lankford is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Navy Federal Investment Services, Edward Jones, New York Life Insurance Co, and the Central Intelligence Agency. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jeanette Lehner is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. Prior to her advisory role, she worked for over a decade at Victoria's Secret in sales support. Outside of her advisory duties, she serves as secretary at St. Andrew the Apostle Catholic Church. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Darren White is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust Advisory Services and SunTrust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches and incorporates third-party platforms and AI-enabled research tools in its investment process.

Richard Hatton is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has been with the firm and its affiliated entities since 2025, and he operates Hatton Professional Services, LLC. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers using Envestnet’s platform and Pershing for custody and execution.

Imran Shaukat is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and has been employed by Truist Bank since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that uses both discretionary and non-discretionary approaches supported by third-party platforms.

Marta Steane is a ChFC® credentialed financial advisor with 31 years of industry experience. She has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC. Outside of her advisory role, she participates as a member of the Humane Society of Warren County, assisting with animal care activities. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, nonprofits, and corporate clients. The firm uses a combination of in-house and external strategists, technology-enabled tools, and model portfolios to manage mostly non-discretionary client accounts.

Jamie Hudgins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Truist Advisory Services since 2003 and also has experience with Truist Investment Services from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program that integrates third-party managers through a combination of discretionary and non-discretionary approaches.

Erik Scudder is a financial advisor with Integrated Wealth Concepts LLC who holds a Series 66 credential and has 20 years of industry experience. His prior work includes positions at Ameriprise and Osaic FA, Inc. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios that combine mutual funds, ETFs, individual equities, and fixed income, with an emphasis on a long-term investment approach.

Haelie Guiney is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its predecessor firms since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and uses AI-enabled research tools alongside traditional methods to support its investment approach.

Peter Cabezas is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to his current role, he served in multiple capacities within the United States Army from 2016 to 2024. 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 various wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios.

Jeremy Goodwin is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 after 25 years of service in the United States Air Force. Outside of his advisory role, he serves as chairman of Ten Ten Life, a nonprofit focused on promoting healing and resilience for military personnel, veterans, and first responders through trauma-informed counseling. 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 by a centralized investment team and wealth portfolio managers.

Durukhshan Esmati is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Esmati worked at Economist Impact and The Economist Intelligence Unit in roles related to economic research and policy analysis. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-based approach.

Javier Perez Giz is a financial advisor with Eagle Strategies (NY Life) based in Haymarket, VA. He holds a Series 66 credential and has 15 years of industry experience. In addition to his advisory role, he is involved in non-investment activities including working as a driver for Uber and serving as a wine and beer pourer at Barrel Oak Winery. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored advice across multiple program types, primarily managing assets on a non-discretionary basis and providing specialized services to a wide range of institutional sponsors.