Frank Wheeler is a CFP® and ChFC® with 14 years of experience in financial advisory, currently serving at First Command Advisory Services since 2015. He is also a member and manager of Financial Insights, LLC, a separate investment-related business in Woodbridge, VA. First Command Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves 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 model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Bernards is a CFP® professional with 24 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He holds the Series 66 designation and is based in Washington, DC. Outside of his advisory role, he is a co-owner of Le Miel, LLC, a wine making and sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while offering advisors access to discretionary model portfolios and customized investment solutions.

Ann Senger is a CFP®-certified financial advisor at &PARTNERS with 25 years of industry experience. She joined &PARTNERS in 2024 after eight years at Wells Fargo Clearing. Outside of her advisory role, she serves as a power of attorney for family members in investment-related matters. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and consulting services. The firm employs a variety of analysis methods and third-party strategies, providing discretionary and non-discretionary portfolio management through a combination of in-house and external managers.

Deborah Lewis is a financial advisor at Eagle Strategies (NY Life) with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2007, also associated with New York Life and Nylife Securities since the mid-1990s. Outside of her advisory work, she serves as treasurer for Advent Lutheran Church and volunteers on the Audit & Finance Committee for Gamma Phi Beta. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Dennis Reilly is a Series 65-registered financial advisor at Savant Wealth Management with two years of industry experience. He is also a Customer Advisory Director at Collibra, a data intelligence software company. Prior to his current roles, he worked at SAS for five years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and offers a range of affiliated services including legal, accounting, and trust services.

Derek Sauerwine is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. In addition to his advisory role, he owns CTS Financials LLC, a single-person practice focused on insurance products such as long-term care insurance, life insurance, and fixed annuities, primarily serving clients in Virginia. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers portfolio management through a turnkey asset management platform and wrap-fee program.

Matthew Douglas is a financial advisor at Kestra Advisory with 22 years of industry experience and holds the Series 66 designation. He has worked at Kestra Advisory since 2016 and previously held roles at PRUCO Securities, LLC and Equitable Advisors. Outside of his advisory duties, he is involved in business development for NFP, focusing on insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.

Daniel Graff is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously held positions at Sullivan, Bruyette, Speros & Blayney, LLC and Weatherstone Capital Management. He is based in McLean, VA. 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 managing approximately $217 billion in assets.

Kristin Hayes is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at Charles Schwab and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations to clients’ goals and risk tolerance, with trades executed only upon client authorization.

Morgan Pearsall II is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, including prior roles at SunTrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, Pearsall serves as Vice-Chairman and At-Large Representative for the Prince William County Historical Commission, which advises on local historical preservation efforts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Eileen O'Connor is a CFP® with 21 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and was previously with Hemington Wealth Management, LLC for 12 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and offers portfolio management alongside custodian-based reporting and performance measurement.

Marcus Malone is a CFP® with 11 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Corbett Road Wealth Management and Spire Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Erin Haynes is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at the British Embassy and the Evolvin' Women Social Impact Organisation. First Command Advisory Services 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.

Michael Muldoon is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Tysons Corner, VA. His career includes roles at Charles Schwab & Co., Inc., Legacy Wealth Management Inc., and several other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain CS&Co.-referred clients. The firm’s approach is based on Schwab’s asset allocation models and research tools, offering tailored recommendations and requiring client authorization for trades.

Francis Brown is a financial advisor with Schwab Wealth Advisory, Inc. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Schwab Wealth Advisory, he worked at Brown Advisory from 2022 to 2025 and at Key Private Bank from 2012 to 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and those referred by Charles Schwab & Co. The firm’s advice is guided by Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Robert Harscheid is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and 14 years of industry experience. He has been with Bankers Life entities since 2005, currently serving as a unit sales manager and insurance agent responsible for managing and training insurance sales agents and selling life, health, and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across a variety of securities with periodic rebalancing and performance reviews.

Katherine Mabry is a CFP® professional at Beacon Pointe Advisors, LLC with five years of industry experience. She previously worked at Hemington Wealth Management for seven years and has held positions at Merrill Lynch and Virginia Tech. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional investors. The firm employs both active and passive strategies across public and private asset classes and integrates proprietary private funds and interval funds into its investment approach.

John Mahoney is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has zero years of industry experience but previously worked for the US Department of Defense from 2011 to 2024. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Bonham is a CFP® professional with 11 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Planning, Inc. since 2014. In 2024, he established CGB Financial, although it is not actively used for business operations at this time. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Patrick Gallagher is a CFP® professional with three years of industry experience. He is currently with Creative Planning, LLC, where he has worked for five years, and previously spent a year at Sullivan, Bruyette, Speros, and Blayney (SBSB). Gallagher’s background also includes four years at Virginia Tech. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors and 151 offices.