Marcus Bauman is a financial advisor with Interactive Financial Advisors in Newport News, VA, holding a Series 66 designation and 16 years of industry experience. He has been with Interactive Financial Advisors since 2013 and also operates Bauman Financial, LLC, where he dedicates part of his time as an attorney within his financial practice. Previously, he was involved with Insound Audio, Inc. from 2013 to 2017. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models ranging from conservative to aggressive, primarily using ETFs and mutual funds, and integrates tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool in its investment approach.

George Askew is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Davenport & Company since 1990, totaling 36 years at the firm. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, operating through dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Clifford Weddington is a CFP® and ChFC® professional with over 22 years of experience in financial planning and advisory services. He has been with First Command Advisory Services since 2015 and has held various roles across affiliated First Command entities since 2003. Weddington is also the owner of The Weddington Group LLC, a financial planning accounting firm. First Command Advisory Services serves 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 team to manage model portfolios and select approved third-party managers.

Timothy Joseph is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with First Command Financial Services and its affiliated entities since 2001. 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, employing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios using a selected range of mutual funds, ETFs, and third-party managers.

David Wyman is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served in the US Army for 23 years as an Aviation Maintenance Technician, instructor, and training developer. 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.

Traver Hardesty is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds the Series 66 designation and has worked at Truist and its predecessor firms since 2013, including Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services for individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by a combination of discretionary and non-discretionary strategies.

Harold Roesch II is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with First Command since 2002 in various related capacities and serves as Executive Director of the VFW Foundation. He is also president of the Old Dominion Honor Flight, which organizes trips for veterans to visit Washington, DC monuments. 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 offers financial planning and wrap-fee asset management programs using model portfolios selected and monitored by an internal Investment Management Team and Wealth Portfolio Managers.

Benjamin Bryan is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and six years of industry experience. He previously worked at Agia and VALIC Financial Advisors and has also held various positions at James Madison University. In addition to his advisory role, he is an agent for non-securities insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kelsey Segawa is a financial advisor at First Command Advisory Services with four years of industry experience. Prior to joining the firm, Segawa served in the United States Air Force for four years and has held roles at First Command Insurance Services and First Command Brokerage Services. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Aurora Streeter is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 credential and has worked at First Command in various roles since 2017, including time at Wells Fargo Clearing and the University of Maryland University College. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable 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 a centralized Investment Management Team and Wealth Portfolio Managers.

Bryson Spangler is a financial advisor with First Command Advisory Services in Williamsburg, VA. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he served in the U.S. Coast Guard from 2016 to 2023. 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 offers financial planning and wrap-fee asset management programs using model portfolios built from mutual funds, ETFs, and third-party managers selected by a centralized Investment Management Team.

Cheryl Savage is a Series 66-credentialed financial advisor with 16 years of industry experience. She is currently with Empower Advisory Group and previously worked at SunTrust Advisory Services and Suntrust Investment Services. Outside of her advisory work, she is a commissioned Notary Public in the state of Virginia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Norman Watters Jr. is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Infinex Investments, Chesapeake Wealth Management, SunTrust Advisory Services, and Wells Fargo Clearing. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that balances firm supervision with investment adviser representative discretion.

Shelby Barnetti is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. Shelby has worked with various affiliates of First Command since 2016 and previously with Invested Capital, Inc. Outside of advisory work, Shelby manages Barnetti, LLC, an entity used to support her First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding 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 and wealth portfolio managers who select and monitor model portfolios and approved third-party managers.

Mary Evans is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2016. Outside of her advisory role, she serves as a trustee for the Christopher Newport University Board of Education and operates Mary Katherine Fine Art LLC, selling original paintings. Davenport & Company LLC serves individual and institutional clients including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, retail brokerage, and investment banking. The firm manages multiple mutual funds and employs dedicated portfolio teams to deliver separately managed accounts and other advisory programs.

Michael Levenson is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Protiviti and Deloitte & Company. Outside of advising, he completed a technical product management internship at Nike in 2022. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs.

Gregory Earwood is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009 and also instructs classes at ECPI College of Technology. Additionally, he serves as a church steward for Liberty Baptist Church, participating in budget review and approval. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm’s platform includes third-party asset manager relationships and offers both discretionary and non-discretionary account options.

Devon King is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Davenport & Company since 1998. Outside of his advisory role, he is the owner and president of ZONA'S LLC, a business specializing in essential oils and vape products, and also manages Chesapeake Bay Oyster Credits. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and offers a range of advisory programs, including separately managed accounts and mutual funds.

Heather Hall is a financial advisor at Davenport & Company LLC with 22 years of industry experience. She has been with Davenport since 2013 and holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, investment banking, and advisory services. The firm’s investment approach includes separately managed accounts, model delivery platforms, and mutual fund management, supported by dedicated portfolio teams and an investment policy committee.

Alexis Riddick is a financial advisor with Osaic Institutions, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Osaic Institutions, Riddick worked at BayPort Credit Union and CUSO Financial Services, LP. 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 uses a hybrid adviser and broker-dealer structure, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions.