Cheryl Parrish is a financial advisor at Savant Wealth Management with 26 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Millennium Capital Management Corp (Alliant Wealth Advisors), Alexandria Capital, Metropolitan Capital Strategies LLC, Morgan Stanley, and Citigroup Global Markets. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated services, including accounting, legal, and trust offerings.

Luther Wiles is a financial advisor with Truist Advisory Services in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes positions at Truist Investment Services, Bb&T Securities, Scott & Stringfellow, UBS Financial Services, and Deutsche Bank Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Dominick Parillo is a CFP® professional with 11 years of industry experience, currently serving at Savant Wealth Management since 2017. He is also the owner of Savant Legal LLP, a law firm providing estate and other legal services. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee, supported by affiliated accounting, legal, and trust service entities.

John Garstka is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Alexandria, VA, and has four years of industry experience. He has worked at The Harvey Group and Commonwealth Financial Network since 2021. In addition to his advisory role, he spends part of his time selling fixed insurance products. 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, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Jose Feliz is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds the ChFC® designation and the Series 66 license, with three years of industry experience. Prior to joining First Command, he served 25 years in the U.S. Navy and worked at Deloitte LLP for several years. Outside of his advisory role, he owns an LLC, JLF Group L.L.C., which he uses for business and compensation purposes. 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 provides financial planning and multiple wrap-fee asset management programs managed centrally through an Investment Management Team and Wealth Portfolio Managers.

Stephen Pattison is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Truist Advisory Services since 2016 and has been with Truist Investment Services since 2013, with prior roles at OSAIC Institutions, Inc. and BB&T Investment Services, Inc. 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 employs AI-enabled tools in equity research to support its investment advisory processes.

Christopher Williams is a financial advisor with SPC in Annandale, VA, holding Series 63 and Series 66 credentials and 22 years of industry experience. His career includes roles at Commonwealth Financial Network, Mosaic Wealth Partners, LPL Financial, Wells Fargo Clearing, and Banc of America Investment Services. He is also involved in fixed insurance sales. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs.

Colleen Stutz is a financial advisor with Eagle Strategies (NY Life) based in Fairfax, VA, holding the ChFC® and Series 63 credentials and bringing 25 years of industry experience. She has been affiliated with New York Life Insurance Co. since 2001 and operates Sonrise Strategies, LLC, through which she sells New York Life products and brokers non-registered insurance products. Outside of her advisory work, Stutz serves on the boards of BetterALife, a nonprofit providing meals for hungry families, and the Purcellville Business Association. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and charitable organizations. The firm provides multiple program types and emphasizes tailored advice, managing most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Webster is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ford & Associates Wealth Management LLC and Principal Financial Services since 2017. Outside his advisory role, he serves as managing partner of Ford & Associates Wealth Management LLC, an entity formed to manage shared business expenses with a partner. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Benjamin Thompson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has four years of industry experience, including prior roles at Brewer Law Firm and Charleston School of Law. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate operating arrangements.

Mary Fife is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 32 years of industry experience. She has been with Commonwealth since 2005 and is also associated with Steve Harvey LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Benjamin Lievestro is a CFP® with 17 years of industry experience, currently advising clients at First Command Advisory Services since 2015. He has been associated with the First Command affiliated entities since 2010. He is also the owner of Benjamin Lievestro, LLC, which exclusively manages his First Command-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with a discretionary approach.

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.

Ryan Bartholomew is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at The Colony Group, LLC and GW & Wade, LLC. Outside of his advisory role, he serves as an agent under power of attorney for the Roux Family, handling private investments, charitable grants, and personal transactions without compensation. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Garrett Masterson is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked at various related First Command entities since 2020. Prior to his current role, he was employed at BAE Systems and attended Colorado State University. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing discretionary portfolio management and in-person financial coaching.

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.

Robert Mulhaul is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at Coburn & Meredith, Inc. and Janney Montgomery Scott. Integrated Wealth Concepts serves 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, employing customized portfolios with a long-term approach alongside shorter-term trades for rebalancing or cash needs.