Valerie Vander Molen is a financial advisor at Truist Advisory Services with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor entities since 2017, as well as at PNC Investments and PNC Bank from 2015 to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers comprehensive investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary arrangements supported by advanced research tools and inter-affiliate integration.

Stacy Blue is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the CFP® designation and Series 65 and 63 licenses. She has two years of industry experience, including prior roles at First Command Insurance Services and Regions Bank. Stacy is also the owner of Blue Financial Services, LLC, her business entity connected with her advisory work. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio 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 Series 66 registered advisor with First Command Advisory Services in Arlington, VA, with two years of industry experience. She previously held roles at Togetech Inc. and Nessotech Inc., and currently serves as president and board member of Togetech Inc., a financial technology wallet service provider in the Philippines focused on financial inclusion and regulatory compliance oversight. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Afya Gabriel is a Series 66-registered financial advisor with six years of industry experience. She is currently with Citizens Securities, Inc. and previously worked at 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 offers investment advisory programs alongside brokerage and insurance services. The firm utilizes both a digital advisory program and managed accounts, 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 financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase and Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and provides a range of investment solutions including separately managed accounts, mutual funds, ETFs, and alternative products.

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 Fairfax, 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, Bennett is a partner in TRIADVISE, a firm involved in financial services including investment management and financial planning. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs combining model portfolios and manager-driven strategies, with a focus on non-discretionary assets and an integrated platform that includes broker-dealer services and extensive affiliate relationships.

Alia Wagenhoffer is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Cerity Partners LLC and has been with Wealthspire Advisors since 2015. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized and diversified portfolio strategies.

Luther Wiles is a financial advisor at Truist Advisory Services with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist Advisory Services since 2021, as well as affiliated firms including BB&T Securities and Scott & Stringfellow. Outside of his advisory work, he is a landlord of a rental property with his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and integrates technology-driven tools and inter-affiliate resources to support investment decision-making and fiduciary oversight.

Nikolas Naymik is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. His prior roles include positions at Equitable Advisors and Evolution Capital Group. Outside of finance, he has work experience in the restaurant industry and education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and operating as a swap dealer and futures commission merchant.

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.

Kim Galbreath is an advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. Although new to advisory roles with less than a year of industry experience, Kim has worked since 1998 at the United Association National Pension Fund, where they serve as Pension Payment Services Supervisor managing pension analyst operations and process improvements. First Command Advisory Services, Inc. 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.

Jennifer Baick is a CFP® professional with 20 years of experience in financial advising. She has worked at Mercer Global Advisors Inc. since 2017, following four years at Freestone Capital Management, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other asset types, supported by educational programming and integrated service lines.

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.

Stephen Pattison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services, Inc. since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary strategies, supported by third-party platform arrangements and AI-enabled research tools.