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.

Jessica Ziegelbauer is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 registrations. She has 19 years of industry experience, including more than 11 years with First Command Advisory Services and over 20 years with First Command Financial Planning, Inc. Outside of her advisory work, she is involved in freelance modeling and design styling. 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 offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Vanessa Chambers is a financial advisor with First Command Advisory Services in Stafford, VA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with First Command and its affiliated entities since 2015. Chambers serves as a board member for DonateStock Charitable, overseeing business operations and governance. 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 a range of wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios through disciplined selection of mutual funds, ETFs, and third-party managers.

Christine Cortes is a CFP® professional with 25 years of industry experience, currently serving at First Command Advisory Services. Her prior roles include positions at Ameriprise, Wells Fargo Clearing, PNC Investments, State Farm, Morgan Stanley Smith Barney, and Citigroup. She is a board member and treasurer for Moms Across America Movement and provides financial literacy coaching. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis 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.

Christopher Moore is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with First Command’s affiliated entities since 2015. Moore is also the owner of Moore Wealth Partners, LLC, a separate business unrelated to investment activities. 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 a range of wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Carrie Van Gundy is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles within multiple First Command entities and independent contractor work. Outside of finance, she has experience as a homemaker and has been involved with Braehead Farm. 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, utilizing a centralized Investment Management Team to select and manage portfolios from approved mutual funds, ETFs, and third-party managers.

David Ready is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has experience with First Command in advisory, insurance, and brokerage roles since 2025. Prior to this, he served in the US State Department for 11 years and was a member of the US Marine Corps Reserve for 30 years. He is also involved with Songbird LLC outside of his advisory work. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers, using a structured approach to portfolio construction and manager selection.

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.

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.

Samira Brown is a financial advisor at Truist Advisory Services with three years of industry experience. She holds a Series 66 designation and has worked at Truist Investment Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting enhanced by AI-enabled research tools.

Armine Graham is a Series 66-licensed financial advisor with First Command Advisory Services and has five years of industry experience. Prior to entering the financial sector, Graham worked as a freelance musician for over a decade, including a seven-year tenure with the National Philharmonic Orchestra. Graham continues to engage in music professionally alongside financial advising. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Saidah Smalls is a financial advisor at PNC Wealth Management with Series 63 and Series 66 licenses and three years of industry experience. She has worked at PNC Investments LLC since 2022 and previously spent time at PNC Bank and Bed Bath & Beyond. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online, discretionary model account available by invitation to employees. The firm’s approach relies on algorithm-driven risk assessment and implements investments using approved model strategies managed by PNC or third-party strategists.

Edwin Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Santander Investment Securities, and Georgetown University. 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, featuring centrally managed model portfolios and preapproved third-party managers.

Jason Whiteman is a financial advisor at PNC Wealth Management with 23 years of industry experience. He has held positions at Merrill, Bank of America, United Brokerage Services, and Empower Financial Services. Outside of his advisory role, Whiteman is an author and speaker. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and utilizes mutual funds and ETFs, with portfolio implementation delegated to third parties.

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.

Anthony Destefano is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his current role, he worked at several First Command entities and has experience in retail bicycle sales and union carpentry. 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.

Chase Messinger is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and with one year of industry experience. His prior roles include positions at PFS Investments Inc. and Primerica Financial Services, among others. He has also worked outside financial services in businesses such as Red Door Pro Wash and AG Smart Home Builders. 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 featuring model portfolios managed by a centralized Investment Management Team.

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.

Samantha Stidham is a financial advisor with First Command Advisory Services. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her work history includes prior roles within various First Command entities and service in the U.S. Army. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporations, 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 monitor model portfolios and third-party managers.

Eric Green is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at First Command Advisory Services, Inc., and related First Command entities since 2017 and previously was employed at ServiceSource, Inc. from 2013 to 2017. 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 wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.