Robin Corley is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked with Transamerica and affiliated firms since 2014. Corley has experience in the sale of insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a range of fee-based and commission-based investment solutions supported by proprietary and third-party model portfolios.

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.

Daniel Gilliland is a financial advisor with Integrated Wealth Concepts LLC, holding the Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at LPL Financial and Lincoln Financial Advisors, as well as operating his own CPA practice since 1987. He is also involved with a CPA affiliate program through Gilliland & Associates, PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans via a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach combined with tactical rebalancing.

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.

Christopher Piczak is a CFP® with 43 years of industry experience. He has been with VOYA Financial Advisors, Inc. and its affiliated entities since 2014. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consultative services through a variety of program structures, with a significant focus on non-discretionary, recommendation-based investment advice.

James Ahn is a financial advisor with Truist Advisory Services in Fairfax, VA, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent several years with Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

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.

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 over 35 years of industry experience. He previously worked at Guardian Life for 26 years and has managed Morelli & Associates, Inc., a tax preparation and planning firm, since 1989. He serves as President and CEO of Morelli & Associates, which operates independently from his advisory role. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Phylyp Wagner is a CFP® with 44 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2021. His prior experience includes a 30-year tenure at H. Beck, Inc. Wagner maintains involvement in insurance sales on a limited basis. Integrated Wealth Concepts LLC provides services to 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, consulting, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing internal management alongside third-party asset managers.

Sarala Katta is a financial advisor with Voya Financial Advisors, Inc. in Fairfax, VA, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. She has been with Voya Financial Advisors since 2015. Katta serves as a board member for the Career and Technical Education/Academy of Finance and Business Management Academy, where she participates in activities such as mock interviews and internship identification. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services like financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures and primarily operates on a non-discretionary basis, maintaining a dual role as both an SEC-registered investment adviser and a broker-dealer.

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 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.

Joshua Stark is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and 24 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously at Lincoln Financial Advisors from 2013 to 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 primarily long-term investment strategies with customized portfolios using mutual funds, ETFs, equities, and fixed income.

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.