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.

Kecia Dilday is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 12 years of industry experience, having worked with First Command-affiliated firms since 2014. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.

Megan Sowers is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with Truist Advisory Services in Virginia Beach, VA. She has been with SunTrust Advisory Services and SunTrust Investment Services since 2015. 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 and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver diversified investment solutions.

Regis Bingham is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at the Suffolk Department of Social Services and Net Law Group Inc. Outside of finance, he has provided foster care family services and case management through social services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various investment programs and access to third-party money managers.

Ashton Love is a financial advisor at Davenport & Company LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2019. Prior to that, he held positions at Morgan Stanley Private Bank, Morgan Stanley, and Capital Group Companies. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is organized around dedicated portfolio teams and research groups that manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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.

Benjamin Riggan is a financial advisor at Davenport & Company LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. In addition to his advisory role, he serves as a trustee managing an investment account. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, and advisory services. The firm’s investment approach features dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team overseeing separately managed accounts, mutual funds, and fixed-income strategies.

Judy Se Fune is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has held various business roles, including owner and partner positions in multiple companies such as Tax Zone LLC and Southern Hospitality LLC. Outside of her advisory work, she has served as a caregiver through a Medicaid-funded private care program for her aging father. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network with regulatory assets under management of approximately $1.7 billion.

John Atchison is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Davenport & Company since 1994. Davenport & Company serves individual and institutional clients—including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations—providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversee strategies across various managed account and mutual fund offerings.

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.

Jordon Kampana is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and one year of industry experience. He has worked at Guardian Life since 2023 and at Park Avenue Securities since 2025. Prior to entering financial advisory, he spent eight years at Geico. Park Avenue Securities LLC is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

Kathy Clay is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Merrill for 17 years before joining Truist in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an Equity Research team that employs AI-enabled tools.

James West is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mercedes-Benz Stadium and Seneca Buffalo Creek Casino. 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 by a centralized Investment Management Team.

James Diersen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2016. He holds the Series 66 designation and is based in Virginia Beach, VA. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of advisory programs and manages multiple mutual funds, with investment management organized around dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team.

Anthony Papa is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 designation with five years of industry experience. Prior to joining Davenport in 2021, he worked for ten years at the Federal National Mortgage Association (Fannie Mae). Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm’s investment advisory division manages separately managed accounts, model delivery, and advisory programs, supporting clients with a team-based approach and a variety of mutual fund and fixed-income strategies.

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.

Valerie Rivera is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Edward Jones. She also serves as Chief Operating Officer at Freedom Street Partners. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Daniel Pennant is a Series 66-licensed financial advisor at First Command Advisory Services with six years of industry experience. His prior roles include positions at Bank of America, Merrill, and LPL Financial. Outside of advisory work, he serves as a director for Kingdom Authority Ministries Outreach, a nonprofit organization, and owns a coaching business focused on leadership and conflict management. 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 managed by a centralized Investment Management Team.

Rebecca Maxwell Scott is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 designation with three years of industry experience. She has worked at Davenport & Company since 2021 and was previously with Truist for 14 years. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, and advisory services. The firm uses a team-based approach to portfolio management and offers a range of separately managed accounts, mutual funds, and municipal bond strategies.

Sean Manos is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and Bank of America. He is also involved with Freedom Street Partners in Chesapeake, VA, where he dedicates significant time as a registered associate. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services that include both discretionary and non-discretionary options.