Tu Nguyen is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor firms 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, utilizing third-party platform and manager arrangements, and integrates affiliated services including Truist Investment Services and Truist Bank sweep features.

Jeffrey Fischer is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 18 years of industry experience, including prior roles at Morgan Stanley, NYLife Securities, and Strategic Financial Associates. Fischer operates his own firm, Fischer Financial Services, Inc., alongside his work at United Planners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with both advisory and brokerage services. The firm features a mainly non-discretionary asset management approach and a limited-partnership ownership structure involving many financial professionals.

George Michael is a financial advisor at Janney Montgomery Scott LLC with two years of industry experience. He holds the Series 66 designation and has worked at RiverFront Investment Group and ALPS Distributors prior to joining Janney. His work history also includes roles outside finance, such as positions at Elon University and several retail and delivery companies. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party portfolio management solutions.

Violette Depagnier is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she works as a beauty consultant at Palm Beach Tan. 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 wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Jairo Castaneda is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates inter-affiliate resources to manage investment programs such as the AMC Advantage.

George Rapp Jr. is a financial advisor with Valic Financial Advisors in Manassas, VA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Valic, he held roles at Agia, where he sold non-securities insurance products, and has a background involving community sports organizations including the Virginia Soccer Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm leverages centralized technology and model solutions to support its advisors and manages approximately $29.2 billion in assets.

Michael Slaymaker is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Janney Montgomery Scott since 2014, where he currently practices as a financial advisor in Alexandria, VA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Stephen Brown is a financial advisor with First Command Advisory Services in Alexandria, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with First Command Advisory Services since 2015 and has additional roles within affiliated First Command entities since 2014. Outside of his advisory work, he serves as secretary for the Indian Springs Estates Homeowners Association, where he manages meeting records and communications. 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 provides financial planning and multiple wrap-fee asset management programs, with centralized investment management and a distinctive approach whereby portfolio and manager selections are made internally rather than by independent external advisers.

Samuel Trimble is an advisor with First Command Advisory Services who holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining First Command, he served four years in the United States Marine Corps. Outside of his advisory role, he owns and operates a dog boarding business, Pokey Puppies LLC. 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 using a disciplined, model-driven approach.

Jessica Jarosik is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently affiliated with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Focus Wealth Management, Ltd., and Bridgewater Wealth & Financial Management, LLC. 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Felix Loredo is a Series 66-licensed financial advisor with Citigroup Global Markets, where he has worked since 2015. He has 22 years of industry experience. Outside of his advisory role, he is involved in rental property management, overseeing minor maintenance and rent collection for several residential properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Krystyn Rash is a CFP® with seven years of industry experience, currently affiliated with Focus Partners Wealth, LLC. She has previously worked with The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners 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 within an enhanced open architecture framework.

Milan Cavic is a financial advisor at Truist Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Citibank. Milan is based in Fairfax, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager‑selection programs, combining discretionary and non‑discretionary approaches with integrated inter‑affiliate resources.

Craig Dyson is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Scott & Stringfellow, BB&T Securities, SunTrust Bank, and SunTrust Investment Services. Dyson has been with Truist since 2019 through its predecessor entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, integrating discretionary and non-discretionary approaches supported by inter-affiliate relationships and AI-enabled research tools.

Alberto Hernandez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 16 years of industry experience. Prior to joining Truist in 2026, he worked at LPL Financial, M&T Securities, and SunTrust Advisory Services. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by technology-driven research and a multi-affiliate platform.

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.

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.

Austin Chester 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 First Command entities since 2019, as well as at Avalara from 2014 to 2019. Outside of his advisory role, he is the owner of Team Chester LLC, a pass-through entity for First Command commissions. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage portfolios through approved third-party managers and preselected model portfolios.

Colette Kolanko is a CFP® and PFS™ with 15 years of experience in financial advisory. She has worked at Cerity Partners LLC since 2023 and previously spent four years at Lumina Financial Consultants and ten years at Sullivan, Bruyette, Speros & Blayney, Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services, combining quantitative screening and direct security selection with access to alternative and private market solutions.

Jerome Prentice is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 44 years of industry experience and has been affiliated with New York Life and its related entities since 1973. He also owns Prentice Farms, a wheat farm in Pennsylvania. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.