Astrid Blazek is a financial advisor at Cary Street Partners with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2007. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a client-centered approach to portfolio management, incorporating both third-party and in-house resources across a range of investment strategies.

Sara Goldman is a financial advisor at Navy Federal Investment Services, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. There are no notable outside activities listed for her. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers via the Envestnet platform and offers services including model-driven asset allocation, tax and impact overlays, and a Private Wealth Consulting program for clients with $1 million or more.

Jaymie Chmil is a Series 66-registered financial advisor with eight years of industry experience. She is currently affiliated with First Heartland Consultants, Inc. Prior to this, she worked at Edward Jones, Wells Fargo Clearing, First Clearing, and was self-employed for a period. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based programs for 401(k) participants, delivering its services through independent investment adviser representatives using a variety of analytical and asset-allocation techniques.

Tina Haines Anglin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at J.P. Morgan Securities, Merrill, Bank of America, and First Command Financial Planning. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and combines its registered investment adviser and broker-dealer roles within a membership-focused structure.

Israel Chavez Jr. is a financial advisor with AlphaStar Capital Management, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and ILG Financial. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and utilizes third-party portfolio construction tools, managing approximately $2.5 billion in assets for over 8,400 client relationships.

Daniel Clendenin is a financial advisor at Cary Street Partners with 18 years of industry experience. He holds the Series 66 designation and has been with Cary Street Partners since 2007. Clendenin serves as a trustee for the Mary Washington Hospital Foundation, is a member of the University of Virginia Physician's Group Investment Committee, and acts as vice-chair of the University of Mary Washington Foundation Investment Committee. He also teaches as an adjunct professor of personal finance at the University of Mary Washington. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment process involving portfolio management, manager selection, and ongoing monitoring, utilizing both third-party and proprietary strategies across multiple asset classes.

Cheri Litzenburg is a financial advisor at Cary Street Partners with 25 years of industry experience. She holds a Series 66 designation and has been with Cary Street Partners since 2008. Outside of her advisory role, she teaches line dancing in Fredericksburg, VA. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and insurance solutions, utilizing both third-party managers and proprietary strategies.

Frank Wheeler is a CFP® and ChFC® with 13 years of industry experience. He has worked at First Command Advisory Services and its affiliated entities since 2013. Outside of his advisory role, he is the member and manager of Financial Insights, LLC, a business he owns. 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.

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.

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.

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.