Jacob Bales is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2014. He also operates James Bales Financial, providing financial planning and client services independently. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary portfolio management through platforms like CLASSIC Plus.

Shelton Daniels is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked solely with First Command entities since 2013. Daniels also serves as a Professor of Military Science in the US Army Reserves, teaching and training ROTC cadets at Norfolk State 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 using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Anthony Piglowski is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Raymond James Financial Services Advisers, Wells Fargo, KeyBank, and Boetger Retirement Plan Services. He serves on the boards of the United Way of South Hampton Roads, Suffolk Humane Society, and Hampton Roads Chamber of Commerce. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.

Charles Mccoy III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Bb&T Securities, LLC and BB&T Investment Services, Inc. for a combined total of eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Margaret Taylor is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 24 years of industry experience. Her work history includes roles at Bayport Credit Union, Cuso Financial Services, LP, and Wells Fargo Clearing. Taylor is also the owner of Grace Financial LLC, an educational and informational investment-related business. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a service model that includes third-party promoters and subadvisory relationships.

Scott Campbell is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and previously served in the United States Air Force from 2012 to 2020. His career in financial services has been exclusively with First Command since 2019. 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 centrally by an Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Kendra Bullock is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and four years of industry experience. She has worked at several firms including LPL Financial, Kestra Advisory, Janney Montgomery Scott, and Vanguard. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services through a large network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party investment strategies.

Brooke Tiller is a CFP® with 26 years of industry experience, currently advising at Truist Advisory Services since 2022. Her prior roles include positions at Wells Fargo Clearing and Wachovia Bank. She serves on the boards of Riverside Lifelong Health and the James River Association, organizations focused on community health care and environmental conservation, respectively. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Lauren Mitchell is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked across multiple entities within the First Command organization since 2020. Prior to her advisory role, she served as an independent contractor for Classical Conversations for eight years. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who oversee model portfolios and third-party manager selections.

Timothy Kroskey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2010. Outside of his advisory role, he serves as president of the board of directors for the Colonial Shag Club, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing billions in assets while providing customized investment strategies through third-party asset manager relationships.

Stefanie Perticone is a financial advisor with Truist Advisory Services in Newport News, VA. She holds a Series 66 designation and has been with the Truist organization since 2016, previously working at Truist Bank before joining Truist Advisory Services and Truist Investment Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and the AMC Advantage manager-selection program. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist entities.

Mark Amman is a financial advisor with First Command Advisory Services holding a Series 66 credential and seven years of industry experience. His career has been exclusively with First Command entities since 2019. Outside of finance, he has been involved in the restaurant industry with roles at Amber Ox Public House, Old City BBQ, and Green Leafe Cafe. First Command Advisory Services is an SEC-registered 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, utilizing a centralized Investment Management Team to select model portfolios and third-party managers.

William Shiang is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the United States Air Force from 2018 to 2022. 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 a centralized Investment Management Team to design and manage model portfolios with a disciplined manager selection process.

Webster Nicholson Jr. is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2024, he worked at First Command for six years. He is also employed by the University of Massachusetts Global. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Charles Mc Gee is a CFP® professional with 26 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services and First Command Financial Planning since 1999. Outside of his financial advisory role, he owns and manages McGee Aviation, LLC, through which he operates and flies his personal and business aircraft. First Command Advisory Services is an SEC-registered investment adviser that 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Christopher Aeillo is a Series 66-licensed financial advisor with First Command Advisory Services in Newport News, VA, where he has worked since 2021. He has five years of industry experience and previously worked with COMTek and All Risks. Aeillo also serves in the United States Army Reserve. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Tyler Cruz is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an agent at Vector27 Financial Group, where he focuses on multi-line insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets as of 2025, and provides various account options and third-party asset manager relationships.

Justin King is a financial advisor at Ameriprise in Newport News, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at the Norfolk Circuit Courthouse and has experience in the hospitality industry, including bartending and customer service at the Coach House Bar & Grill. Outside of his advisory role, he occasionally performs standup comedy at local clubs and breweries. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its financial advisors.

Angela Holden is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2016 and operates Holden Global Financial Consulting, a financial consulting support business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs non-discretionary, tailored investment consulting and supports municipal and public finance work through its unique affiliations and specialized advisory programs.

Joseph Giles is a financial advisor with Primerica Advisors in Newport News, VA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2015 and has been involved in roles outside finance, including owning Two Mice Fitness Solutions, LLC as a personal trainer and founding the Buckroe Sharks Wrestling Club, a nonprofit organization. He also serves as a wrestling referee for the Southeastern Wrestling Officials Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.