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Elizabeth C

Series 66

Quantico, VA

First Command Advisory Services

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.

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

Series 63, Series 65

Woodbridge, VA

First Command Advisory Services

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.

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

Series 63, Series 65

Stafford, VA

First Command Advisory Services

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.

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

Series 63, Series 65

Stafford, VA

First Command Advisory Services

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.

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

CFP®, Series 63, Series 66

Stafford, VA

First Command Advisory Services

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.

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

Series 63, Series 65

Woodbridge, VA

First Command Advisory Services

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.

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

Series 63, Series 65

Stafford, VA

First Command Advisory Services

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 designations and previously worked as an independent contractor and at 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers using prescreened third-party 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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David R

Series 63, Series 65

Stafford, VA

First Command Advisory Services

David Ready is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He has experience working for First Command in multiple capacities since 2025 and previously served in the U.S. State Department and the U.S. Marine Corps Reserve. Outside of advisory roles, he is involved with Songbird LLC. 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, using a centralized Investment Management Team to select and monitor investment models 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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Mark P

Series 63, Series 65

Woodbridge, VA

Truist Advisory Services

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.

Founder/Business Owner Executive
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Joseph M

Series 63, Series 65

Woodbridge, VA

Lincoln Investment

Joseph Morelli III is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously spent 26 years at Guardian Life and has operated Morelli & Associates, Inc., a tax preparation and planning firm, since 1989, serving as its president and CEO. Morelli also acts as a retired agent servicing client contracts from Guardian Life. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management with model portfolios, access to third-party managers, and both wrap and non-wrap platforms, supported by an in-house Investment Management & Research team.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Samira B

Series 66

Stafford, VA

Truist Advisory Services

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.

Founder/Business Owner Executive
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Armine G

Series 66

Woodbridge, VA

First Command Advisory Services

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.

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

Series 63, Series 66

Woodbridge, VA

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Jason W

Series 63, Series 66

Woodbridge, VA

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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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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Anthony D

Series 63, Series 65

Stafford, VA

First Command Advisory Services

Anthony Destefano is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked in retail and union positions, including at Bicycle Gallery and Carpenters Union 1503. 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 wrap-fee asset management programs using model portfolios managed by a centralized 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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Chase M

Series 63, Series 65

Stafford, VA

First Command Advisory Services

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.

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

Series 63, Series 65

Woodbridge, VA

First Command Advisory Services

Samantha Stidham is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she served in the US Army from 2016 to 2019 and has experience in other roles including Hampden Optical and homemaking. 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 wrap-fee asset management programs, employing a centralized Investment Management Team that selects model portfolios and third-party managers from approved lists.

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

Series 65

Stafford, VA

Brookstone Capital Management LLC

Michael Grady is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has been associated with RMCI Financial Services, LLC since 2016. Outside of advisory roles, he works as an independent insurance agent and is a registered tax preparer during tax season. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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