John Mahoney is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has zero years of industry experience but previously worked for the US Department of Defense from 2011 to 2024. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Donald Walters is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked with VOYA-affiliated firms since 2001, including VOYA Financial Partners, LLC. Outside of advising, Walters owns a financial services firm and an independent insurance agency, and he creates educational finance videos and Social Security e-courses. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial that provides comprehensive financial planning and investment management services to individuals, retirement plans, nonprofits, and corporate clients. The firm uses a combination of in-house and third-party strategies supported by technology tools, operating both non-discretionary and discretionary account management models.

Valerie Vander Molen is a financial advisor at Truist Advisory Services with 23 years of industry experience. Her career includes roles at PNC Investments and SunTrust Advisory Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, with offerings that include asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Stacy Blue is a CFP® professional with two years of industry experience, currently affiliated with First Command Advisory Services in Fairfax, VA. Prior to this role, Stacy worked at Regions Bank for seven years. She is the owner of Blue Financial Services, LLC, which serves as her business entity for First Command. 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 comprehensive financial planning and multiple wrap-fee asset management programs managed by centralized teams using prescreened third-party managers.

Timothy Schroth is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds the ChFC® designation along with Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior roles include positions at the Department of Defense and S2 Analytical Solutions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular 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 oversee model portfolios and third-party manager selections.

Ma. Jessica Bellota is a financial advisor at First Command Advisory Services with a Series 66 credential and three years of industry experience. Prior to joining First Command, she served as president and board member of Togetech, Inc., a financial technology wallet service provider in the Philippines focused on financial inclusion. In that role, she provided oversight and ensured regulatory compliance. 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.

Afya Gabriel is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds the Series 66 designation and has worked previously with firms including Equitable Advisors, Wells Fargo Clearing Services, Edward Jones, and MassMutual Carolinas. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and managed accounts while operating as a broker-dealer and insurance agency.

Jared Ganzert is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Truist Bank from 2021 to 2025. Prior to his financial services career, Jared had roles outside the industry, including at TIMS Rivershore Restaurant and Therapy and Life Counseling, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by technology and inter-affiliate integration.

Joi Thompson is a Series 66 licensed financial advisor with 10 years of industry experience. She is currently with Citigroup Global Markets, where she has worked since 2022, following prior roles at JP Morgan Chase and Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including swap dealer and futures commission merchant activities.

Keith O'Brien is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at firms such as LPL Financial, Raymond James Financial Services, and UBS Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Tannaz Sadeghi is a financial advisor with Truist Advisory Services, holding a Series 66 designation and currently based in Fairfax, VA. She has experience working within multiple Truist entities since 2018, including Truist Bank and its advisory and investment services divisions. Prior to joining Truist, she worked at Helzberg Diamonds for four years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program, integrating discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate operating arrangements.

Craig Bennett is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is a partner in TRIADVISE, a firm engaged in insurance and investment product sales and financial planning. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions and operates under both advisory and broker-dealer registrations.

Luther Wiles is a financial advisor with Truist Advisory Services in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes positions at Truist Investment Services, Bb&T Securities, Scott & Stringfellow, UBS Financial Services, and Deutsche Bank Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Nikolas Naymik is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has four years of industry experience, including roles at Equitable Advisors and Evolution Capital Group. Prior to his advisory career, he worked in the hospitality sector at Copper Canyon Grill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Bryan Keane is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Alexandria Capital and Opus Advisory Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, using proprietary research and various portfolio construction techniques.

Matthew Quattlebaum is a CFP® with 21 years of industry experience. He is currently with Integrated Wealth Concepts LLC and also affiliated with LPL Financial, having held positions at Broad View Wealth Management and H. Beck, Inc. earlier in his career. Integrated Wealth Concepts LLC 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 combination of internal management and third-party asset managers to construct customized portfolios.

John Garstka is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Alexandria, VA, and has four years of industry experience. He has worked at The Harvey Group and Commonwealth Financial Network since 2021. In addition to his advisory role, he spends part of his time selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Jennifer Baick is a Certified Financial Planner (CFP®) with 20 years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2017. Prior to Mercer, she held positions at Freestone Capital Management, Positive Delta Asset Management, Cetera Investment Services, Citicorp Investment Services, and PRUCO Securities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, using diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Jose Feliz is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds the ChFC® designation and the Series 66 license, with three years of industry experience. Prior to joining First Command, he served 25 years in the U.S. Navy and worked at Deloitte LLP for several years. Outside of his advisory role, he owns an LLC, JLF Group L.L.C., which he uses for business and compensation purposes. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs managed centrally through an Investment Management Team and Wealth Portfolio Managers.

Sun Min Kim is a CFP® with six years of experience in the financial industry, currently practicing at Equity Services, Inc. in Fairfax, VA. Prior to joining Equity Services in 2020, Kim held roles at NeoImmunetech and National Life Group, and also works as a freelance translator. Outside of financial advising, Kim is involved in retail business management and serves as a statutory auditor for NeoImmunetech. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies alongside options for shorter-term trading and specialized instruments.