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.

Kyle Arcand is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at MSI Financial Services and LPL Financial. Outside of his advisory work, he owns and operates a small peach orchard. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm uses a network model combined with technology platforms and offers discretionary and non-discretionary portfolio management through various analytical approaches.

Webster Nicholson Jr. is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2024, he worked at First Command for six years. He is also employed by the University of Massachusetts Global. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Jewell Willis is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Centaurus Financial since 2007. Willis also owns and instructs workshops for Federal Employee Benefit Advisers, providing employee benefit training seminars to federal agencies. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning, portfolio management, and retirement-plan consulting through a variety of platforms and employs both discretionary and non-discretionary management approaches.

Clinton Mann is a CFP®-certified financial advisor with Valic Financial Advisors, based in Virginia Beach, VA, and has eight years of industry experience. He has been with Valic Financial Advisors since 2017 and also holds an agent position with Agia, where he is involved with non-securities insurance products. Additionally, he has been affiliated with Young Life since 2013. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

George Benish Jr. is a CFP® professional with 33 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1993. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with an emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Clarke Payne is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Truist Advisory Services and has held various roles within Truist and its predecessors since 2013. His background also includes positions at the Wayne Country Development Alliance and Campbell University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Jeffrey Whiteside is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Raymond James Financial, Wells Fargo Clearing, and J.P. Morgan Securities. He is also an associate at Freedom Street Partners, where he serves as a Client Relationship Manager. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a variety of investment advisory and financial planning services.

Nicole Brown Griffin is a CFP® with seven years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her background includes roles at Wealth Avenue and ownership of Late Bloom Divorce, LLC, a business focused on divorce-related services, as well as Late Bloom Advising, LLC, which provides tax preparation and accounting services. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and atypical institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers and is noted for its predominantly non-discretionary asset management.

Reed Sloat is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Freedom Street Partners and Raymond James Financial Services Advisors. Sloat serves on the Chesapeake, VA Other Post Employment Benefits (OPEB) board of directors. 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, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Jason Hopkins is a financial advisor with First Command Advisory Services in Virginia Beach, VA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory roles, Hopkins served 22 years as a Military Officer in the United States Coast Guard, where he has been a Strategic Advisor for the past four years. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Erin Jackson is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience and has previously worked at Park Avenue Securities, Guardian Life Insurance, Financial Growth Partners, and GEICO Insurance Agency. Outside of her advisory role, she serves as the President of the BNI Chapter Prestige Worldwide and works part-time with Shipt. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm utilizes a mix of proprietary model portfolios, third-party strategists, and digital advice solutions to implement investment strategies.

Kenneth Sessoms is a financial advisor at Davenport & Company LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Davenport in 2021, he worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a range of strategies through dedicated portfolio teams and serves as adviser to several mutual funds while providing a combination of fee-based and commission-based account options.