Paul Trinh is a financial advisor with Commonwealth Financial Network based in Washington, DC. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Wharf Financial, MML Investors Services, MassMutual, and the University of Maryland. He also spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance services, enabling affiliated advisors to offer customized portfolio solutions.

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.

Gulsanga Jalawan is a financial advisor with Integrated Wealth Concepts LLC in Arlington, VA, holding a Series 66 designation and 23 years of industry experience. She has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Her other business activities include providing disability, traditional life, and term life insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a broad network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios with a primarily long-term approach implemented through mutual funds, ETFs, equities, and fixed income.

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.

Jill Beaudry is a financial advisor at CWM, LLC with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Cetera Wealth Services, Family Wealth Guidance, and Raymond James Financial Services. Outside of advising, she serves as a notary public, notarizing documents. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

James David is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the PFS™ designation as well as Series 65 and Series 66 licenses. His prior work includes positions at David Wealth Management, LLC and FBR Investment Management, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment advisory, and business management 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.

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 at First Command Advisory Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several related First Command entities since 2022, as well as prior roles with Blue Sky Capital Management and Alaris Financial. Outside of his advisory work, he is the owner of Blackwing Financial Holding Corporation, an S corporation involved in managing employment-related expenses for his First Command business. 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 third-party managers and model portfolios.

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.

Kristen Comeau is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Naqvi-Van Ness Asset Management before joining Mercer Global Advisors in 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and regular rebalancing, implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

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.

Philip Leopold is a financial advisor at First Command Advisory Services with 36 years of industry experience. He holds the CFP® and ChFC® designations and has been affiliated with First Command in various capacities 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 that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Saidah Smalls is a financial advisor at PNC Wealth Management with Series 63 and Series 66 licenses and three years of industry experience. She has worked at PNC Investments LLC since 2022 and previously spent time at PNC Bank and Bed Bath & Beyond. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online, discretionary model account available by invitation to employees. The firm’s approach relies on algorithm-driven risk assessment and implements investments using approved model strategies managed by PNC or third-party strategists.

Timothy Hucko is a financial advisor at PNC Wealth Management with 15 years of industry experience. He has held his current role since 2014 and holds a Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolio strategies implemented with mutual funds and ETFs.

Christabelle Cook is a financial advisor with Principal Financial Services in Alexandria, VA, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Principal Securities, Principal Life Insurance, and Hartford Funds. 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. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Adri Lourens is a financial advisor at Valic Financial Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Voya and Voya Financial Advisors before joining her current firm. Additionally, she is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and a combination of centralized technology and model solutions.

Jordan Yeomans is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank, Charles Schwab & Co., T. Rowe Price, and Merrill. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, primarily providing non-discretionary recommendations.