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Tiffany L

Series 63, Series 65

Manassas, VA

Truist Advisory Services

Tiffany Liggon is a financial advisor at Truist Advisory Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and a range of affiliated platform arrangements.

Founder/Business Owner Executive
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Carol Z

Series 66

Fairfax, VA

Integrated Wealth Concepts LLC

Carol Zirkle is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Lincoln Financial Advisors Corporation. Outside of her advisory role, she manages her own CPA firm, Carol Zirkle CPA PLLC, which she has operated since 1990, and serves on the board of Pinnacle Consulting Services. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with portfolios that include mutual funds, ETFs, equities, and fixed income.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Bradley H

Series 66

Fairfax, VA

Integrated Wealth Concepts LLC

Bradley Howe is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 66 credential. He has 15 years of industry experience, including roles at LPL Financial, Lincoln Financial Advisors, and Intellisource Financial Services. His outside business activities include a CPA affiliate program with Intellisource Financial Services. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, using customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Gerald K

Series 66

Fairfax, VA

First Command Advisory Services

Gerald Ketchum is a financial advisor with First Command Advisory Services in Fairfax, VA, holding a Series 66 designation and bringing five years of industry experience. Prior to his advisory career, he served 26 years in the U.S. Army. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers a range of financial planning and wrap-fee asset management programs, utilizing a centralized team to design and manage investment portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Amanda M

CFP®, Series 65

Fairfax, VA

Focus Partners Wealth, LLC

Amanda Merrill is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and Moneta Group Investment Advisors, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers and a range of investment strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Timothy M

Series 63, Series 65

Woodbridge, VA

First Command Advisory Services

Timothy Malinski is a financial advisor with First Command Advisory Services in Woodbridge, VA, holding Series 63 and Series 65 licenses. He has 14 years of industry experience and has been with First Command Advisory Services since 2015. He is also CEO of Team Malinski LLC, an investment-related entity established for tax purposes. 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 using centrally managed portfolios and third-party managers selected by an internal Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Gary S

Series 66

Alexandria, VA

First Command Advisory Services

Gary Sjurset is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning since 2016, alongside a 20-year tenure at ManTech International Corporation. He is also the owner of Sjurset Financial Services, LLC. 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 comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios with a combination of mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Garrett F

CFP®, Series 63, Series 65

Alexandria, VA

Principal Financial Services

Garrett Ford is a CFP® professional with 25 years of industry experience, currently affiliated with Principal Financial Services. He has held roles at Ford & Associates Wealth Management LLC since 2018 and Principal Securities Inc. since 2016, with prior experience at Principal Life Insurance dating back to 2004. Ford is a co-owner of Ford & Associates Wealth Management LLC, a partnership formalized to manage business operations. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Retired Founder/Business Owner
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Douglas C

Series 66

Fairfax, VA

Independent Financial Group, LLC

Douglas Corey is a financial advisor at Independent Financial Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory role, Corey operates a CPA firm, Douglas Corey & Associates, providing tax preparation, accounting, and bookkeeping services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to meet diverse client needs.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hannah C

CFP®

Fairfax, VA

Focus Partners Wealth, LLC

Hannah Collman is a CFP® professional with six years of industry experience. She has been with Focus Partners Wealth, LLC since 2021 and previously worked at Kitces.Com and Savant Capital Management. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Alan B

ChFC®, Series 66

Arlington, VA

First Command Advisory Services

Alan Bisenieks is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and has been with First Command advisory and affiliated companies since 2015. 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 manage portfolios from approved managers and model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Richard S

Series 66

Fairfax, VA

Eagle Strategies (NY Life)

Richard Suh is an investment advisor with Eagle Strategies (NY Life) in Fairfax, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2011. Outside of his advisory role, he serves as the President of CBMC Y Federation, a Christian nonprofit focused on evangelism and discipleship among young business professionals. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, offering a range of program types tailored to client objectives and plan sponsor criteria.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Joanna B

Series 65, Series 63

Alexandria, VA

First Command Advisory Services

Joanna Biernacka Lievestro is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has one year of industry experience and previously worked for The Pew Charitable Trusts for eleven years. 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 Investment Management Team and Wealth Portfolio Managers who oversee model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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John B

Series 63, Series 65

Fairfax, VA

VOYA Financial Advisors, Inc.

John Brosnahan is a financial advisor with VOYA Financial Advisors, Inc. in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has worked at Fair Lakes since 2011. In addition to his advisory role, he operates as an independent insurance agent focusing on the sales of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary recommendations and maintains a dual role as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Alexander C

Series 66

Alexandria, VA

Truist Advisory Services

Alexander Canas Barrera is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. He previously worked at Truist Bank for 11 years before joining Truist Advisory Services and Truist Investment Services in 2025. Outside of his advisory role, he manages an Airbnb rental property in El Salvador. 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 delivered through a combination of discretionary and non-discretionary arrangements, supplemented by AI-enabled research tools and inter-affiliate service integration.

Founder/Business Owner Executive
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Kevin B

Series 63, Series 65

Ft. Washington, MD

Empower Advisory Group

Kevin Brown is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and ICMA Retirement Corporation. Brown is based in Ft. Washington, MD. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Shawn W

Series 66

Fairfax, VA

Integrated Wealth Concepts LLC

Shawn Wilson is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously spent six years with Lincoln Financial Advisors. Integrated Wealth Concepts 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, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Gary R

Series 65, Series 63

Fairfax, VA

VOYA Financial Advisors, Inc.

Gary Ritterstein is a financial advisor at Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at M+R Strategic Services, self-employment, and various positions in the research and campaign sectors. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including both discretionary and non-discretionary arrangements.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Michael D

Series 63, Series 65

Alexandria, VA

Janney Montgomery Scott

Michael Dargusch is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services and Bb&T Investment Services. Outside of his advisory role, he serves as Committee Chair for BSA Scout Troop 1195 and Venturing Crew 1195 in Manassas, VA, overseeing recruiting, funding, and logistics. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, providing brokerage, financial planning, and advisory services through a variety of programs and in-house portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jinen V

Series 63, Series 66

Woodbridge, VA

Empower Advisory Group

Jinen Viswakula is a financial advisor with Empower Advisory Group in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at MissionSquare Investment Services and SunTrust Advisory Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions within plan lineups selected by sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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