Samuel Trimble is an advisor with First Command Advisory Services who holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining First Command, he served four years in the United States Marine Corps. Outside of his advisory role, he owns and operates a dog boarding business, Pokey Puppies 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-driven approach.

Liam Paul Godbold is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica/WFG and Lytos Technologies. He also serves as an engineer officer in the Virginia National Guard. 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 and Wealth Portfolio Managers to select and manage model portfolios.

Austin Chester is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked at various First Command entities since 2019, as well as at Avalara from 2014 to 2019. Outside of his advisory role, he is the owner of Team Chester LLC, a pass-through entity for First Command commissions. 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, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage portfolios through approved third-party managers and preselected model portfolios.

Andrew Garlington is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He has one year of industry experience and previously served in various senior military roles, including four years at the Marine Corps Warfighting Laboratory and six years as Deputy Chief of Naval Operations. First Command Advisory Services is an SEC-registered investment adviser specializing in 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 overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Jocinta Powell is a ChFC® credentialed financial advisor with 29 years of industry experience. She currently works at J.W. Cole Advisors, Inc. and previously held roles at Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory work, she owns and operates several businesses including Zircon Financial Services and a tutoring service, and she is involved in managing various entrepreneurial ventures. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

William Cultice is a CFP® with 30 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with various entities within the First Command organization since 1996. Outside of his advisory role, he is a sole proprietor under his own name. First Command Advisory Services is an SEC-registered investment adviser that focuses 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 wrap-fee asset management programs using centrally managed portfolios and third-party managers selected by an internal Investment Management Team.

Nicholas Cavano is a financial advisor with First Command Advisory Services and holds the Series 66 designation. He has six years of industry experience, including prior roles at BAE Systems and various First Command entities since 2020. Outside of his advisory work, he is the owner of Cavano Consulting 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

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.

Donald Burklew is a financial advisor with First Command Advisory Services holding a Series 66 designation. He has one year of industry experience with prior roles at First Command Insurance Services and First Command Brokerage Services, as well as experience at MOII and positions related to George Mason University, Mantech, and Mary Washington University. 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 wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Miranda Chenoweth is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and two years of industry experience. Prior to her current role, she worked at First Command Insurance Services, Inc. and First Command Brokerage Services, Inc. She serves as Secretary and Treasurer on the board of the Pikes Peak Region Law Enforcement Family Support Group and is the Secondary Treasurer for Boy Scouts of America Troop 0062. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients with particular attention to active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Steven Singer is a CFP® credentialed financial advisor with 37 years of industry experience. He has worked at Lincoln Financial Advisors Corporation for 37 years before joining OSAIC in 2025. Outside of his advisory role, he is also an insurance agent offering dental, disability, long-term care, annuities, and life insurance products. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various investment types.

Pamela Luckie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s. Outside of advisory roles, she is involved in sales of home-related products and loan referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies managed by unaffiliated asset managers.

Adam Entin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Vessell is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management. Outside of his advisory work, he is involved in insurance brokerage sales, including term life, universal life, long-term care, disability insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of more than 22,800 advisors.

Jerry Pemberton is a financial advisor with Primerica Advisors in Stafford, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of his advisory role, he is a licensed real estate broker and owner of a sole proprietorship focused on real estate sales and property management, and he also works as a tax preparer and real estate instructor in Florida. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed primarily by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Aeda Chung is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America since 2020, with prior experience at Wells Fargo Advisors and UBS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vanessa Amaral Velasco is a Series 66 licensed financial advisor at Merrill with six years of experience in the industry. She has held roles at Merrill and Bank of America and has been involved in education, including positions at Strayer University and Northern Virginia Community College. Outside of her advisory work, she operates Brasileirei LLC, a Brazilian beachwear ecommerce business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Delia Arhiri is a financial advisor at LPL Financial with 20 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. She previously worked at Navy Federal Financial Group and related entities for over a decade and is also the owner of Premier Life Design, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Beverly Taylor is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. She currently works at Fidelity Investments and has previously held roles at Ameriprise Financial Services, Securian Financial Services, and Minnesota Life. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios across mutual funds, ETFs, and ETPs.