Elizabeth Turner is a ChFC® financial advisor with United Wealth Management, LLC in Williamsburg, VA, where she has worked for one year. She has experience as a self-employed consultant and advisor dating back to 2017. United Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and plan participants. The firm emphasizes fundamental analysis and long-term investment strategies, managing approximately $406.6 million across about 257 client relationships as of December 2025.

Addison Brown is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Prospera, Brown worked at Jamestowne Investments and has experience in hospitality and retail sectors. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Jessie Hughes is a CFP® professional with five years of industry experience, currently advising at Dakota Wealth, LLC since 2021. Prior to joining Dakota Wealth, Hughes worked at American Capital Planning for five years. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and businesses. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, employing customized, long-term portfolios with a range of investment vehicles and a focus on ongoing oversight and due diligence.

Clayton James is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at MICG Investment Management, LLC, Merrill, and A. G. Edwards & Sons, Inc. He serves on the boards of the Gloucester Community Foundation and the Rosewell Foundation in Gloucester, VA. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Clifford Weddington is a CFP® and ChFC® professional with over 22 years of experience in financial planning and advisory services. He has been with First Command Advisory Services since 2015 and has held various roles across affiliated First Command entities since 2003. Weddington is also the owner of The Weddington Group LLC, a financial planning accounting firm. First Command Advisory Services serves 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, utilizing a centralized team to manage model portfolios and select approved third-party managers.

Traver Hardesty is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds the Series 66 designation and has worked at Truist and its predecessor firms since 2013, including Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services for individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by a combination of discretionary and non-discretionary strategies.

Aurora Streeter is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 credential and has worked at First Command in various roles since 2017, including time at Wells Fargo Clearing and the University of Maryland University College. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Bryson Spangler is a financial advisor with First Command Advisory Services in Williamsburg, VA. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he served in the U.S. Coast Guard from 2016 to 2023. 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 wrap-fee asset management programs using model portfolios built from mutual funds, ETFs, and third-party managers selected by a centralized Investment Management Team.

Cheryl Savage is a Series 66-credentialed financial advisor with 16 years of industry experience. She is currently with Empower Advisory Group and previously worked at SunTrust Advisory Services and Suntrust Investment Services. Outside of her advisory work, she is a commissioned Notary Public in the state of Virginia. 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 delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Mary Mick is a financial advisor with Centaurus Financial, Inc. in Williamsburg, VA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co from 2015 to 2022. Outside of her advisory role, she serves on the board of Help & Emergency Response LLC, a nonprofit organization. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through various platforms, employing both discretionary and non-discretionary approaches supported by multiple investment analysis techniques.

Jason Perry is a financial advisor with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. His work history includes roles at multiple First Command entities since 2021 and prior service in the U.S. Air Force from 2016 to 2021. 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 various wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Roger Banville is a financial advisor with Eagle Strategies (New York Life) based in Williamsburg, VA. He holds Series 63 and Series 66 designations and has 30 years of industry experience. Banville has been with New York Life and Nylife Distributors LLC since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with various client types including defined contribution and defined benefit plans.

Thomas Hurford is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Stratos and LPL Financial in 2013, he worked at The Huntington Investment Company from 2006 to 2013. Outside of his advisory work, he is involved in fiction writing and screenwriting through a business entity called Hackneyed Phrase, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, using an IAR-driven model that offers customized portfolio management through an open-architecture platform integrating multiple third-party managers and overlay solutions.

Aaron Clark is a CFP® with four years of experience at First Command Advisory Services, where he currently serves as a financial advisor. His background includes service in the United States Air Force from 1989 to 2022 and work as an independent contractor from 2016 to 2021. He holds the Series 66 designation and is based in Williamsburg, VA. First Command Advisory Services is an SEC-registered investment adviser focusing on 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 that utilize model portfolios and third-party managers, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers.

Jordan Barnette is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Private Advisor Group and Global Advisor Group/LPL since 2024. Prior to his financial advisory career, Barnette spent ten years with Coastal Church. He is also involved with Care Net Peninsula, providing tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple technology platforms and third-party managers to tailor investment strategies.

Katharine Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services.

Gary Besnier is a financial advisor with Centaurus Financial, Inc. in Williamsburg, VA, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Centaurus Financial since 2011 and has operated as a self-employed advisor since 1996. Besnier also engages in the sale of long-term care and life insurance through Besnier Financial Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, operating both discretionary and non-discretionary arrangements and utilizing a range of analytical approaches.

Arnold Csan Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with First Command Advisory Services since 2015 and also with First Command Financial Planning, Inc. since 2014. Outside of his advisory role, he serves as Treasurer for the Skimino Landing Estates Owners Association, handling financial recordkeeping and reporting. First Command Advisory Services is an SEC-registered investment adviser that serves 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 through a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios built from mutual funds, ETFs, and third-party managed accounts.

Jamie Stallings is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following six years at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools.

Jay Gutches is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. He has served in the Air Force Reserve since 2020 as an Air Transportation Load Planning Representative. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial products in its advisory offerings, including insurance-related vehicles and bank deposit sweep options.