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.

Nicholas Cockerham is a financial advisor with Bankers Life Advisory Services, Inc. in Fredericksburg, VA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior experience includes roles at Raymond James & Associates and Capitol Securities Management. Bankers Life Advisory Services, Inc. serves 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 to develop tailored asset allocations and ongoing portfolio management.

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.

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 at Equitable Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Independent Advisors, Stifel Nicolaus & Co Inc, and UBS Financial Services. Outside of his advisory role, he manages a homeowners association and is involved in several family-owned LLCs related to real estate and farming. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Craig Mohr is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Mohr is also the owner of Financial Architects of Virginia, Inc., where he engages in life, disability, and long-term care insurance sales. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to construct portfolios and supports various managed-account solutions across discretionary and non-discretionary platforms.

Kathleen Moses is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 onward. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients meeting a net-worth threshold.

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® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Public Partnerships for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated products supported by a nationwide network of financial advisors and branch offices.

Anna Johnson is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. She has held roles at Fidelity Investments since 2022 and previously worked 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 to develop model portfolios.

Michael Cupp is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors. Outside of advising, he is involved in managing short-term rental properties through an unrelated business he owns. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, offering both advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.

Lyndsay Meier is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. She has worked at Dominion Eagle Advisor Group since 2015 and joined Osaic in 2024. Outside of her advisory role, she is also a real estate agent with Samson Properties. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services supported by technology-driven portfolio construction and management tools.