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Timothy H
Series 66
Alexandria, VA
PNC Wealth Management
Timothy Hucko is a financial advisor at PNC Wealth Management with 15 years of industry experience. He has held his current role since 2014 and holds a Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolio strategies implemented with mutual funds and ETFs.
Edwin L
Series 63, Series 66
Woodbridge, VA
First Command Advisory Services
Edwin Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Santander Investment Securities, and Georgetown University. 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 centrally managed model portfolios and preapproved third-party managers.
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.
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.
Anthony D
Series 65, Series 63
Stafford, VA
First Command Advisory Services
Anthony Destefano is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and having one year of industry experience. He previously worked in retail and union roles before joining First Command. First Command Advisory Services, Inc. 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 provides financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.
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.
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.
Samantha S
Series 65, Series 63
Woodbridge, VA
First Command Advisory Services
Samantha Stidham is a financial advisor with First Command Advisory Services. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her work history includes prior roles within various First Command entities and service in the U.S. Army. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporations, 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.
Eric G
Series 66
Stafford, VA
First Command Advisory Services
Eric Green is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at First Command Advisory Services, Inc., and related First Command entities since 2017 and previously was employed at ServiceSource, Inc. from 2013 to 2017. 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 using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.
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.
Samuel T
Series 63, Series 65
Dumfries, VA
First Command Advisory Services
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 G
Series 63, Series 65
Stafford, VA
First Command Advisory Services
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 C
Series 66
Woodbridge, VA
First Command Advisory Services
Austin Chester is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of industry experience, including prior roles at Avalara and several affiliated First Command entities. Chester is the owner of Team Chester LLC, an entity related to his advisory commissions. First Command Advisory Services is an SEC-registered investment adviser that primarily serves 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, offering discretionary portfolio management through an internal Investment Management Team and Wealth Portfolio Managers.
Andrew G
Series 63, Series 65
Quantico, VA
First Command Advisory Services
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 P
ChFC®, Series 63, Series 66
Dumfries, VA
J. W. Cole Advisors, Inc.
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 C
CFP®, Series 63, Series 65
Woodbridge, VA
First Command Advisory Services
William Cultice is a CFP® professional with 29 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been associated with various First Command entities since 1996. Outside of his advisory role, he operates a sole proprietorship under his own name. 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, utilizing a centralized investment management team to design and monitor diversified model portfolios.
Nicholas C
Series 66
Stafford, VA
First Command Advisory Services
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.
Haelie G
Series 63, Series 65
Bristow, VA
Truist Advisory Services
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 H
Series 63, Series 65
Woodbridge, VA
First Command Advisory Services
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 B
Series 66
Stafford, VA
First Command Advisory Services
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.
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