Karen Foley is a CFP® and ChFC® with 28 years of industry experience. She has been with First Command Advisory Services since 2015 and affiliated with related First Command entities since 1998. First Command Advisory Services, Inc. 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, using a centralized Investment Management Team to design and manage its model portfolios.

Jackson Good is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at CitiGroup since 2022 and previously held roles at Bank of America, Merrill, UBS Financial Services, and Nelson Professional Staffing. Outside of his advisory work, Good serves as a college and high school basketball official in the San Francisco Bay Area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing extensive advisory and execution services.

Yen Nguyen is a financial advisor with Truist Advisory Services in Springfield, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Truist, Nguyen has worked with Wells Fargo Advisors and Wachovia Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Leal Deddens is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management.

Stefana Stan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she worked at the State Employee Federal Credit Union and held various roles at Binghamton University and the Niskayuna School District. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, tactical allocation models, and affiliated Goldman Sachs capabilities to tailor solutions across multiple platforms and fee arrangements.

Thomas Scanlon is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Loandepot, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by internal oversight and a combination of institutional scale and specialized market roles.

Morgan Haeberlin is a financial advisor at SPC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Grove Point Advisors, H Beck, and Fidelity Investments. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Valerie Malley is a CFP® and ChFC® with seven years of experience in financial advising at First Command Advisory Services. She has also worked as a group fitness instructor at OneLife Fitness since 2014 and runs a pet-sitting business through the Rover app. Valerie is based in Fairfax, VA. 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 provides financial planning and wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jessica Lee is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at RBC Capital Markets and Morgan Stanley, where she served in various capacities from 2012 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Robert Mulhaul is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at Coburn & Meredith, Inc. and Janney Montgomery Scott. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a long-term approach alongside shorter-term trades for rebalancing or cash needs.

Alvin Fonkoua Sop is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Goldman Sachs Wealth Services since 2019, following prior roles at Charles Schwab and Winthrop University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and manager selections supported by proprietary analytics and provides access to a broad range of investment and advisory services through the Goldman Sachs network.

Michael Ferguson is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Clarendon Wealth Management since 2016 and at Commonwealth Financial Network since 2017. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Karen Fields is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed insurance products and is the owner of Fields Financial, LLC. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, unified managed account and wrap programs, as well as retirement-plan and IRA advisory services. The firm combines model portfolios, independent strategists, and technology-enabled tools to provide predominantly non-discretionary investment management across a broad product shelf.

Sofia Kostopoulos is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. She has 25 years of industry experience, including prior roles at Wells Fargo and JP Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and a range of specialized market roles.

Dee Schedler is a financial advisor at CIBC Private Wealth Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has been associated with Investment Advisers, Inc. since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to offer customized portfolio management and wealth advisory services, leveraging both proprietary and external strategies.

Steven Page is a CFP® with 15 years of experience in financial advising, currently with T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2010, with a brief period at TD Ameritrade Inc. from 2019 to 2021. Outside of his advisory role, he serves as a board member of the budget committee for The Chastleton Cooperative Association, where he discusses HOA budgets and capital expenditures. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with ongoing portfolio management and an interactive online planning tool.

James Bruyette is a financial advisor with Creative Planning in Annandale, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for IA Sullivan, Bruyette, Spero & Blayney and Sullivan, Bruyette, SperoS & Blayney, Inc. for 30 years. Outside of his advisory role, he serves as a board member and youth coach for the First Tee of Greater Washington DC. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Justin Graves is a financial advisor with PNC Wealth Management in Alexandria, VA, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and New York Life Insurance Company. Outside of finance, he has experience in the hospitality sector, including managing Tom's Watch Bar. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Anthony David is a financial advisor at Concurrent Investment Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, Citigroup Global Markets, and Raymond James Financial Services. Outside of advisory roles, he is involved as an owner of SJD Partners, LLC, a holding company used for passive private investments. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of roughly 286 advisors.

Kadri Emini is a financial advisor at First Command Advisory Services with one year of industry experience. They hold Series 63 and Series 65 credentials and have worked within various First Command entities since 2024. Prior to entering the advisory field, Kadri was involved with Auto Salloni 01 for ten years. 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 featuring model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.