Matthew Smith is an advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served five years in the U.S. Coast Guard. Outside of his advisory role, he is involved with the Burke Athletic Club. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios from approved managers.

Robin Christman is a financial advisor with Janney Montgomery Scott in Alexandria, VA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and several other firms. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage, financial planning, and managed account services.

Joel Levesque is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial industry. He has been with J.W. Cole Advisors, Inc. since 2012. Levesque serves as Chief Financial Officer for Army Emergency Relief, a nonprofit providing grants and no-interest loans to soldiers and their families. He is also a member of the Board of Trustees Development Committee at Thornton Academy, a private high school. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm’s advisers use a variety of fundamental and technical strategies and provide both discretionary and non-discretionary account management.

Dylan Hayes is a financial advisor at Truist Advisory Services with one year of industry experience. Prior to his advisory role, he served in the United States Navy and currently holds a position as a Navy Diver in the United States Navy Reserve. He holds the Series 66 designation. 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 solutions including asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Panorea La Venuta is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight and operates with significant institutional scale and market roles, including swap dealer and futures commission merchant activities.

Damien Laruffa is a Series 65-licensed financial advisor with 11 years of industry experience, currently with J.W. Cole Advisors, Inc. since 2019. He previously worked at Global Financial Private Capital, LLC and has operated LaRuffa Financial Group since 2008. Outside of advisory work, he serves as a youth basketball referee for the Southwestern Youth Association during the winter season. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Gina Wilson is a ChFC® with 37 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2017. She has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios and oversight of third-party asset managers.

Kyoung Lee is a financial advisor with Eagle Strategies (New York Life) in Fairfax, VA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Lee has been with Eagle Strategies since 2019 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities in its work with retirement investors.

Brian Moffett is a financial advisor with Truist Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with SunTrust Advisory Services since 2014 and SunTrust Investment Services since 2016. 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 platforms and AI-enabled research tools.

Kurt Langenwalter is a CFP® and ChFC® with 23 years of experience in financial planning and advisory services. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2002. He also owns Kurt Langenwalter Financial Planning LLC, a legal entity established to protect family wealth related to his financial planning business. 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 various wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

Joseph Looney is a financial advisor with Principal Financial Services in Alexandria, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Principal Life Insurance Company, Northwestern Mutual Investment Services LLC, Edward Shanahan, and Morgan Stanley. Outside of his advisory work, he assists with account and client management as private staff to Garrett Ford. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs with discretionary investment implementation.

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 five years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2020. Prior to his financial advisory career, he served as a pilot for United Airlines and was in the United States Air Force from 2014 to 2018. In addition to his advisory role, he is involved in selling annuities and life insurance through an assignment with Triquest for Allianz Life Insurance Company of North America. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts.

Jennifer Bishop is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 65 and Series 63 credentials and 15 years of industry experience. She has been affiliated with various First Command entities since 2010 and currently owns Bentley Mac Financial LLC, operating her independent advisory business. 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.

William Smith is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC and affiliated with LPL Financial since 2016. 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, family office, and retirement plan advisory services, employing a long-term investment approach combined with shorter-term adjustments, and utilizes both internally managed and third-party strategies.

Marilyn Forrester is a financial advisor at VOYA Financial Advisors, Inc. with five years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work history includes roles at New York Life, Life Time Fitness, and the D.H. Gould Company. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through various advisory program structures, emphasizing recommendation-based, non-discretionary relationships.

Steven Richardson is a CFP® professional with 23 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Potomac Financial Private Client Group, LLC. He has been with both firms since 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

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 credentials and has nine years of industry experience. Prior to joining Truist in 2025, Leigh worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 15 years and had a brief tenure at Sandy Spring Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, 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 investment approaches supported by third-party platforms and AI-enabled research tools.

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.