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.

Andrew Garlington is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has one year of industry experience, previously serving in various roles at First Command and spending several years in leadership positions within the U.S. Navy, including the Marine Corps Warfighting Laboratory and as Deputy Chief of Naval Operations. 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 provides financial planning and multiple wrap-fee asset management programs, offering centralized investment management through dedicated teams and a range of model portfolios built from mutual funds, ETFs, and third-party 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.

Stewart Emenheiser is a CFP®-designated financial advisor with 20 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously spent 13 years with Edward Jones. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversee separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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.

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.

Jessica Wolford is a financial advisor with First Command Advisory Services in Fredericksburg, VA, holding a Series 66 designation and four years of industry experience. She has worked exclusively with various entities of First Command since 2021. Wolford serves as treasurer for the Spotswood Elementary School PTO, where she oversees budgeting and financial reporting. First Command Advisory Services is an SEC-registered investment adviser serving 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 model portfolios and third-party managers selected by a centralized Investment Management Team.

Regis Keddie II is a financial advisor at Davenport & Company LLC in Fredericksburg, VA, with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1994. Outside of his advisory work, Keddie serves on the finance committees of the Mary Washington Healthcare Corp. and the Fredericksburg Area Chamber of Commerce, and he holds leadership roles in several local nonprofit organizations focused on healthcare and community services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model portfolios, and advisory programs, with asset management organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Eden Coltrane is a financial advisor at Davenport & Company LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm manages multiple mutual funds and employs a team-based approach to portfolio management across various account types.

Paul Scott is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Cetera and has held previous roles at VOYA Financial Advisors and Scott Insurance Services, Inc. Scott is involved in several community and nonprofit organizations, including serving as a board member for Partners In Aging and chairing a committee for the Chancellor Ruritan Club. He also owns Tall Tales, a business focused on teaching storytelling to a range of audiences. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Stephanie Lopez is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has prior experience working with AUW Management, Atlantic Union Financial Consultants, LLC, and Atlantic Union Bank since 2010. Outside of finance, she occasionally works as a second shooter for a local photography business on weekends. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a range of advisory programs and specialized services.

Thomas Baker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Stifel Nicolaus & Co Inc, UBS Financial Services, and Citigroup Global Markets. He is involved in managing condominium homeowners association operations in Fredericksburg, VA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Craig Mohr is a financial advisor at Osaic Wealth with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America Advisors, Inc. and SSN Advisory, Inc. Mohr is the owner and agent of Financial Architects of Virginia, Inc., where he engages in the sale of life, disability, and long-term care insurance products. Osaic Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, offering both brokerage and advisory services across multiple programs.

Kathleen Moses is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether and how to implement recommendations.

Mason Garner is a financial advisor with Raymond James Financial in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James Financial since 2008 and has held roles at multiple financial institutions, including Atlantic Union Bank. Outside of his advisory work, Garner serves as Vice President of Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base spanning individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to support tailored, non-discretionary strategies and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jacob Burke is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Public Partnerships from 2015 to 2017. He is based in Fredericksburg, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Anna Johnson is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. Her prior work includes roles at Alight Financial Solutions and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management and consulting, and develops model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael Cupp is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2017, following a period at AXA Advisors and a role at James Madison University. Outside of his advisory work, Cupp is involved in managing short-term rental properties through Cupps Properties LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, and charitable organizations. The firm’s offerings include third-party advisory models and ERISA fiduciary services, with a focus on matching clients to appropriate investment programs and portfolio managers.

Lyndsay Meier is a financial advisor with OSAIC, holding a Series 66 designation and bringing one year of industry experience. She has been affiliated with Dominion Eagle Advisor Group since 2015 and with OSAIC since 2024. In addition to her advisory role, she works as a real estate agent with Samson Properties. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services across various programs such as financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process is model-driven, utilizing asset allocation and portfolio optimization tools, and it supports both discretionary and non-discretionary strategies through a complex network of affiliated entities.