Rosemary Guilliams is a CFP® professional with six years of industry experience. She has worked at Savant Wealth Management since 2022 and previously held roles at Alliant Wealth Advisors and Beacon Pointe Wealth Advisors. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated legal, accounting, and trust services.

Jeffrey Banks is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 credential and has a background that includes service in the United States Air Force and a pilot position at United Airlines. In addition to his advisory role, he is working as a producer to sell annuities and life insurance through Triquest and Allianz Life Insurance Company of North America. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through multiple investment channels and affiliated entities.

Robert Peat is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked with First Command Insurance Services, Advisory Services, and Brokerage Services since 2021. Prior to his current roles, he was employed at MCCS from 2016 to 2019. 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Leigh Pell is a financial advisor with Truist Advisory Services who holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining Truist, Leigh worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 15 years and spent time at Sandy Spring Bank. 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 a combination of discretionary and non-discretionary investment solutions and utilizes both internal resources and third-party platform arrangements to support its clients.

Reece Eddy is a financial advisor at &PARTNERS with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in roles with the Premier Lacrosse League, Boston University, and Canisius College. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with both proprietary and third-party strategies.

Robin Corley is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Transamerica since 2014. Prior to that, he was with Wells Fargo Clearing and Morgan Stanley DW Inc. He is also involved in the sale of insurance products related to annuities, disability, and long-term care through affiliated companies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios and providing both discretionary and non-discretionary investment programs.

Ethan Delinski is a financial advisor at PNC Wealth Management in Washington, DC. He holds a Series 66 designation and has been with PNC since 2024. Prior to joining PNC, he worked in various roles including positions at Pixis Drones and RedPeg Marketing. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The firm uses algorithmic tools to guide investment strategy selection and implements portfolios primarily through mutual funds and ETFs with annual rebalancing.

Perchuhy Kazhoyan Cummings is a Series 66 credentialed financial advisor with seven years of experience, currently serving at First Command Advisory Services. She has worked with various entities within the First Command organization since 2019. Outside of her advisory role, she is the owner of The Peppy, LLC, which she uses solely for her independent contractor work with First Command. 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 offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing preapproved third-party managers and multiple model portfolio options.

Mark Pollock is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked 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, offering asset allocation, investment policy analysis, and manager-selection programs supported by a combination of discretionary and non-discretionary strategies.

James Ahn is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. 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 AI-enabled equity research and inter-affiliate integration for client services.

John Exner is a financial advisor with Integrated Wealth Concepts LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at LPL Financial and First Command Financial Services. Outside of his advisory work, he teaches SCUBA diving and serves as vice president on a homeowners association board. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using a variety of asset classes.

Ivan Brown Jr. is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with several affiliated firms, including First Command Insurance Services and Blue Sky Capital Management. He is the owner of Blackwing Financial Holding Corporation, an S corporation used to support business operations related to his work at First Command. 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, delivering investment management through a centralized team that selects and monitors approved portfolios and third-party managers.

Lloyd Prudent is a financial advisor at First Command Advisory Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with First Command-affiliated firms since 2005. 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, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

Joseph Byers is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at M&T Bank and in roles outside finance, including Lansdale Parks & Recreation and Golf Galaxy. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm employs a technology-driven approach with discretionary unified managed accounts and overlay services for taxable equity sleeves.

Joseph Morelli III is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously spent 26 years at Guardian Life and has operated Morelli & Associates, Inc., a tax preparation and planning firm, since 1989, serving as its president and CEO. Morelli also acts as a retired agent servicing client contracts from Guardian Life. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management with model portfolios, access to third-party managers, and both wrap and non-wrap platforms, supported by an in-house Investment Management & Research team.

Ambreen Shahab is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC since 2012, working in wealth management since 2021. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists, with investment implementation delegated to external parties.

Kristen Comeau is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience and holds a Series 65 designation. She previously worked at Naqvi-Van Ness Asset Management before joining Mercer Global Advisors, where she has been since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, and other vehicles, and it provides a range of specialized advisory and educational services.

John Frisch is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. He has been with Savant Wealth Management since 2022, following prior roles at Alliant Wealth Advisors and Alexandria Capital. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Robert Singleton is a financial advisor at First Command Advisory Services with nine years of experience in the industry. He holds a Series 66 designation and has worked at First Command and Lockheed Martin. Singleton also operates Bob Singleton Financial Planning, LLC, where he provides financial planning services on a limited basis. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

John Cermak is a CFP® professional with 36 years of industry experience, currently serving at First Command Advisory Services since 2015. He has held positions at related First Command entities since 1989. 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, using a centralized Investment Management Team to design and manage portfolios from prescreened managers and approved investment options.