Haelie Guiney is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its predecessor firms since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and uses AI-enabled research tools alongside traditional methods to support its investment approach.

Marcus Harrison Sr. is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to joining First Command, he served in various roles including positions at Research Innovations Inc. and several military training and operational centers. 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 multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Jin Park is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been associated with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled equity research and inter-affiliate integration within the Truist financial ecosystem.

Peter Cabezas is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to his current role, he served in multiple capacities within the United States Army from 2016 to 2024. 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 offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios.

Jeremy Goodwin is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 after 25 years of service in the United States Air Force. Outside of his advisory role, he serves as chairman of Ten Ten Life, a nonprofit focused on promoting healing and resilience for military personnel, veterans, and first responders through trauma-informed counseling. 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 managed by a centralized investment team and wealth portfolio managers.

Durukhshan Esmati is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Esmati worked at Economist Impact and The Economist Intelligence Unit in roles related to economic research and policy analysis. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-based approach.

Robert Smith is a CFP® professional with 32 years of experience in financial advising, currently with First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory work, he serves as an Executive Pastor at Impact Church in Centerville, VA, where he performs religious ceremonies and offers pastoral counseling. 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 multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor portfolios from approved fund universes and third-party managers.

Alaa Khashan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, SunTrust Investment Services, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and delegated portfolio management employing mutual funds and ETFs.

Robert Sturm is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Outside of his advisory work, he serves on the Finance Committee of the Benedictine Sisters and is the chair of the board for Hopelink, Inc., a nonprofit focused on mental health. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled equity research, to deliver asset allocation, fiduciary support, and manager selection programs.

Miranda Chenoweth is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and having one year of industry experience. She has been affiliated with multiple First Command entities since 2024. Outside of her advisory role, she serves as Secretary/Treasurer for the Pikes Peak Region Law Enforcement Family Support Group and as Secondary Treasurer for Boy Scouts of America Troop 0062, both nonprofit organizations. First Command Advisory Services, Inc. is an SEC-registered firm 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, employing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.

Elizabeth Miller is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 25 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Thomas Graham is a financial advisor at Janney Montgomery Scott in Alexandria, VA, with 31 years of industry experience. He has been with Janney Montgomery Scott since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a rental property in Bumpass, VA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Rachel Richardson is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked primarily at First Command-affiliated firms since 2020. Prior to her financial services career, she spent several years at St. Elizabeth Ann Seton School. 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 multiple wrap-fee asset management programs, using an Investment Management Team to design and manage model portfolios with discretionary authority granted by clients.

Alexander Rossi is a financial advisor with First Command Advisory Services in Alexandria, VA, holding a Series 66 designation and 10 years of industry experience. He has worked with various First Command affiliated entities since 2016 and also owns Alex Rossi Financial Planning LLC. Outside of his advisory work, Rossi serves as treasurer for BNI Positive Power, a local referral group in Alexandria. 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 multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Robert Lee is a CFP® with 34 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His prior work includes roles at OneAmerica Securities, American United Life, The O.N. Equity Sales Company, and Ohio National. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers, and maintains integration with various Ameritas affiliates.

John Taylor is a Series 66-licensed financial advisor with First Command Advisory Services, bringing five years of industry experience. Before joining First Command, he worked at DynCorp International and the Department of Defense Office of Inspector General. He serves as the unpaid Finance Director for Woodbridge First Church of the Nazarene, where he oversees financial operations and reporting. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved investment managers and models.

Jeffrey Armstrong is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Advisors from 2011 to 2016 before joining Integrated Wealth Concepts and LPL Financial in 2016. Armstrong also operates JMA Wealth Management, a business entity for tax and investment purposes. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services and utilizes customized portfolios with a long-term investment approach combined with strategic rebalancing.

Yukubu Carriker is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining the firm, Carriker served 21 years in the United States Air Force. Outside of financial advising, Carriker is the Lead Production Manager at National Community Church in Fairfax, VA, overseeing technical operations during services, and serves as Treasurer on the board of Ten Ten Life, providing financial oversight for the organization. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers using a range of mutual funds, ETFs, and third-party managed accounts.

Anthony Chapkey is a financial advisor with First Command Advisory Services in Fairfax, VA. He holds a Series 66 designation and has one year of industry experience. Prior to joining First Command, he worked at Van Clemens & Co. Inc. and founded LateGame LLC, a business focused on budgeting and financial education for friends and family. 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, providing investment management through a centralized team and wealth portfolio managers who select model portfolios and approved third-party managers.

Margi Coutinho-Betancourt is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2015. She has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant and Financial Consultant. Prior to joining Fidelity, she worked at First Command Financial Planning Services from 1991 to 2012, starting as an Administrative Assistant and later becoming a Financial Advisor. Her expertise includes retirement planning, income planning, and wealth planning, working closely with clients to develop customized financial plans that align with their short- and long-term goals. Margi emphasizes building strong relationships with clients based on trust throughout the financial planning process. Outside of her professional work, Margi has interests in cooking and baking, football, golf, theater, traveling, and volunteering.