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Armine G

Series 66

Woodbridge, VA

First Command Advisory Services

Armine Graham is a Series 66-licensed financial advisor with First Command Advisory Services and has five years of industry experience. Prior to entering the financial sector, Graham worked as a freelance musician for over a decade, including a seven-year tenure with the National Philharmonic Orchestra. Graham continues to engage in music professionally alongside financial advising. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Saidah S

Series 63, Series 66

Woodbridge, VA

PNC Wealth Management

Saidah Smalls is a financial advisor at PNC Wealth Management with Series 63 and Series 66 licenses and three years of industry experience. She has worked at PNC Investments LLC since 2022 and previously spent time at PNC Bank and Bed Bath & Beyond. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online, discretionary model account available by invitation to employees. The firm’s approach relies on algorithm-driven risk assessment and implements investments using approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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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.

Passive / index investing Active portfolio management Wealth management Executive
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Jeffrey S

CFP®, Series 66

Manassas, VA

Savant Wealth Management

Jeffrey Schatz is a CFP® with 14 years of experience in financial advisory, currently practicing at Savant Wealth Management since 2022. Prior to joining Savant, he worked at Alliant Wealth Advisors for five years and West Financial Services, Inc. for three years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combined evidence-based and actively managed investment approach, supported by affiliated legal, accounting, and trust service entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

Passive / index investing Active portfolio management Wealth management Executive
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Richard A

CFP®, Series 65

Manassas, VA

Savant Wealth Management

Richard Allison III is a CFP® and Series 65-licensed advisor with Savant Wealth Management, bringing three years of industry experience. He previously served at Alliant Wealth Advisors and is a part owner of an online retail family business. Allison also serves as a Lieutenant Colonel in the United States Air Force Reserve, acting as a liaison between the FAA and the Department of Defense. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a broad client base, including individuals, families, and institutions. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and supports these offerings with affiliated accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Tiffany L

Series 63, Series 65

Manassas, VA

Truist Advisory Services

Tiffany Liggon is a financial advisor at Truist Advisory Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and a range of affiliated platform arrangements.

Founder/Business Owner Executive
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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jeffrey F

ChFC®, Series 66, Series 63, Series 65

Manassas, VA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Jeffrey Fischer is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience and has worked at firms including Strategic Financial Associates and NYLife Securities LLC. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives and emphasizes a predominantly non-discretionary approach to asset management.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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George R

Series 66

Manassas, VA

Valic Financial Advisors

George Rapp Jr. is a financial advisor with Valic Financial Advisors in Manassas, VA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Valic, he held roles at Agia, where he sold non-securities insurance products, and has a background involving community sports organizations including the Virginia Soccer Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm leverages centralized technology and model solutions to support its advisors and manages approximately $29.2 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Benjamin T

Series 65

Bristow, VA

Equity Services, inc.

Benjamin Turner is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at firms including National Life Group and Knights of Columbus, following 15 years at Potomac Consulting Group, LLC. Outside of his advisory role, he serves as Director of Marketing and Outreach for the Prince William Chapter of the Catholic Business Network. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term strategies.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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