Kira Dentes is a financial advisor at Apforia with CFP®, ChFC®, and Series 65 credentials. She has been advising clients since 2023 and has prior experience at Zeiders Enterprises and Armed Forces Services Corporation. Apforia serves primarily individual and high-net-worth clients, providing investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment process that combines passive and active strategies and operates under a fee-only, fiduciary framework.

Gregory Grimsley is a financial advisor at Wealthcrest Financial Services, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research since 2015 and Wealthcrest Financial since 2014. In addition to his advisory role, he is co-owner of the Grimsley Agency, a real estate partnership. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers fee-based portfolio management using custodial relationships primarily with Cambridge and combines fundamental and technical analysis with both long- and short-term trading strategies.

Russell Robertson is a CFP® and ChFC® with 18 years of industry experience. He has been with Wealthcrest Financial Services, LLC since 2008 and has also been affiliated with Cambridge Investment Research, Inc since 2007. He serves on the USMA Class of 1958 Endowment Board and is involved in educational services as a course director and instructor. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, combining fundamental and technical analysis with both long- and short-term trading strategies.

Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He has held prior roles at Horter Investment Management, LLC and operated his own financial planning business, Rick Miller & Associates, for nearly two decades. Outside of advising, he provides retirement training for federal employees and is involved in educating clients about IRMAA legislation and its effects on Social Security and Medicare costs. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and qualified plans, offering customized portfolio management and financial planning through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and provides ongoing monitoring, reporting, and client education.

David Wirth is a CFP®-certified financial advisor at Facet with 25 years of industry experience. He has worked at several firms, including T. Rowe Price Advisory Services, TIAA-CREF, Savant Capital Management, and AAFMAA Wealth Management & Trust before joining Facet in 2017. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients across a range of wealth levels. The firm employs technology-driven, model-based asset allocations and offers a flat subscription fee structure that includes investment management services.

Cherisse Ferrier Yarde is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. She is also engaged in insurance brokering through outside carriers for non-registered insurance products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients using third-party model portfolios and platforms. The firm focuses on aligning investment strategies with clients’ financial situations and risk tolerance rather than constructing proprietary portfolios.

David Rhoads is an investment advisor representative at Interactive Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Interactive Financial Advisors since 2005. He is also owner and broker of Rhoads Capital Group, Inc., an insurance sales business, and teaches tennis outside of his advisory work. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily utilizing ETFs and mutual funds, and supports its services with Modern Portfolio Theory, fundamental analysis, and risk profiling tools.

Xiomara Diaz is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. In addition to her advisory role, Diaz is the owner of B&E Mechanical LLC, a company providing HVAC and duct system services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Luis Lopez is a CFP® with five years of industry experience, currently serving as a financial advisor at AlphaStar Capital Management. He has previously worked at ILG Financial LLC, Enterprise Rent-a-Car, and Nike. Outside of AlphaStar, he is involved with ILG Financial as a paraplanner providing retirement solutions. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, participant account management, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches and offers ERISA-related plan services with a focus on diverse investment vehicles and third-party portfolio technology.

David Lopez is a financial advisor at AlphaStar Capital Management with 15 years of industry experience. He holds a Series 65 designation and has been with AlphaStar since 2011. Outside of his advisory role, he is the owner and agent of ILG LLC, which sells fixed annuities and life and health insurance products, and serves as president of the North Stafford Church of Christ, assisting with its administration. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting. The firm employs strategic asset allocation and quantitative analysis in its investment approach and provides subadvisory and platform services to unaffiliated registered investment advisers.

Isaac Flamenco is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 13 years of industry experience and has been with Mutual of Omaha and its affiliated investor services firm since 2011. In addition to his advisory role, he is an insurance agent specializing in life, health, long-term care, disability, critical illness, Medicare supplement, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and serves clients through approved model portfolios and third-party money managers.

Hien Truong is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with various Navy Federal affiliated entities since 2007 and previously worked at Osaic FA, Inc. from 2009 to 2012. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers both personalized and automated investment solutions.

Tina Haines Anglin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Bank of America, Merrill, and First Command Financial Planning. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform and provides a range of investment solutions including unified managed accounts and automated ETF portfolios.

Israel Chavez Jr. is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches using a range of securities and third-party portfolio technology, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Stephen Nelson is a financial advisor at United Brokerage Services, Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Cardinal Bank. He serves as a board member on the Board of Trustees for Novant Health Hospital in Manassas. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs. The firm’s investment approach includes strategic and tactical asset allocation, mutual funds and ETFs, individual equity and fixed income selection, model portfolios, and tax-aware overlays.

Frank Wheeler is a CFP® and ChFC® with 14 years of experience in financial advisory, currently serving at First Command Advisory Services since 2015. He is also a member and manager of Financial Insights, LLC, a separate investment-related business in Woodbridge, VA. First Command Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves individuals, corporate, 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 model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Bernards is a CFP® professional with 24 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He holds the Series 66 designation and is based in Washington, DC. Outside of his advisory role, he is a co-owner of Le Miel, LLC, a wine making and sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while offering advisors access to discretionary model portfolios and customized investment solutions.

Elizabeth Cosden is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. She has worked at multiple affiliated entities within the First Command group since 2022. Outside of her advisory role, she has been involved with The Winery at Bull Run. 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.

Erin Haynes is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at the British Embassy and the Evolvin' Women Social Impact Organisation. First Command Advisory Services 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.

Cheryl Parrish is a financial advisor at Savant Wealth Management with 26 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Millennium Capital Management Corp (Alliant Wealth Advisors), Alexandria Capital, Metropolitan Capital Strategies LLC, Morgan Stanley, and Citigroup Global Markets. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated services, including accounting, legal, and trust offerings.