Kirstin Holland is a financial advisor with First Command Advisory Services in Chesapeake, VA. She holds Series 63 and Series 65 licenses and has been with First Command and its affiliated firms since 2025. Prior to joining First Command, her experience includes roles at Expedia Group, Cvent, and PerformCB. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

Ashley Ferretti is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Integrated Wealth Concepts, Ashley worked at LPL Financial and Integrated Financial Partners. Outside of advisory work, Ashley also works part-time as a bartender in Virginia Beach. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customizable portfolios primarily composed of mutual funds, ETFs, equities, and fixed income.

Robert Landolfi Jr. is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding a Series 66 designation and seven years of industry experience. Prior to his financial advisory career, he served in the U.S. Coast Guard for 26 years. 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, utilizing a centralized Investment Management Team to design, monitor, and rebalance portfolios from approved mutual funds, ETFs, and third-party managers.

Christopher Dorsey is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, Raymond James Financial Services, Charles Schwab, Edward Jones, and Heritage Wealth Management Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model incorporating technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Carolyn Engler is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously served 20 years in the US Navy. Outside of her advisory role, Engler supports the local community as a Girl Scout Troop Leader and Financial Coordinator, and she serves as a court-appointed guardian and conservator. First Command Advisory Services is an SEC-registered investment adviser that primarily serves active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Paula Feret is a CFP® and ChFC® with 18 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. She has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2008. Outside her advisory work, she is the Committee Chair for Cub Scout Pack 6 in Chesapeake, VA. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Regis Bingham is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at the Suffolk Department of Social Services and Net Law Group Inc. Outside of finance, he has provided foster care family services and case management through social services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various investment programs and access to third-party money managers.

Marion Plemmons is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding the ChFC® designation and Series 63 and 65 licenses. She has 23 years of industry experience and has worked with First Command-affiliated firms since 2002. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

Judy Se Fune is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has held various business roles, including owner and partner positions in multiple companies such as Tax Zone LLC and Southern Hospitality LLC. Outside of her advisory work, she has served as a caregiver through a Medicaid-funded private care program for her aging father. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network with regulatory assets under management of approximately $1.7 billion.

Andrew Strause is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his financial advisory roles, he served in the United States Navy for 21 years. 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, using a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers from approved lists.

Jessica Phillips is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. Her prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Advisors. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Malysses Moy is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. Moy has less than one year of industry experience and prior work includes roles in several First Command entities as well as ownership of a pet sitting and dog walking business. Outside of finance, Moy founded and operates Monique's Pet Sitting & Dog Walking. First Command Advisory Services 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 managed by a centralized Investment Management Team.

Valerie Rivera is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Edward Jones. She also serves as Chief Operating Officer at Freedom Street Partners. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Timothy Hewitt is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic since 2014. In addition to his advisory role, he is an agent for non-securities insurance products at AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed account programs, financial planning, and brokerage services.

Sean Manos is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and Bank of America. He is also involved with Freedom Street Partners in Chesapeake, VA, where he dedicates significant time as a registered associate. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services that include both discretionary and non-discretionary options.

Kyle Arcand is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at MSI Financial Services and LPL Financial. Outside of his advisory work, he owns and operates a small peach orchard. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm uses a network model combined with technology platforms and offers discretionary and non-discretionary portfolio management through various analytical approaches.

Jeffrey Whiteside is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Raymond James Financial, Wells Fargo Clearing, and J.P. Morgan Securities. He is also an associate at Freedom Street Partners, where he serves as a Client Relationship Manager. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a variety of investment advisory and financial planning services.

Reed Sloat is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Freedom Street Partners and Raymond James Financial Services Advisors. Sloat serves on the Chesapeake, VA Other Post Employment Benefits (OPEB) board of directors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Ana Paula Cumpa is a financial advisor with First Command Advisory Services holding a Series 66 designation and six years of industry experience. Her career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. She has been with First Command Advisory Services and affiliated entities since 2022. 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 wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Eugene Jackson IV is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at OVM Financial Inc. for nine years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.