Kevin Knitter is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has worked with various First Command entities since 2016. Outside of his advisory role, Knitter serves as a general board member for the Red Cross Military Outreach, contributing to local strategy development and resource relationships. 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, employing a centralized investment management team to design and monitor model portfolios using a range of mutual funds, ETFs, and third-party managers.

Adam Scott is a financial advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. Prior to joining Bankers Life, he worked at Milliken & Co for four years and Estes Express for seven years. 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 create tailored asset allocations and manages portfolios using a range of securities, with a focus on clients’ goals, risk tolerances, and time horizons.

Sarah Owen is a CFP® with six years of experience in the financial industry. She has worked at Creative Planning since 2020 and previously spent a year at TrueWealth Management. She began her career at the University of Georgia, where she worked for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Zachary Pearson is a CFP® at HB Wealth with experience beginning in 2024. Prior to joining HB Wealth Management, he worked for BL Rankings, LLC from 2013 to 2023. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm provides wealth management, investment management, and financial planning, employing a combined quantitative and qualitative investment process across a range of public and private strategies.

Anthony Crawford is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and has served in the U.S. Army since 2004. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Charles May is a financial advisor at Janney Montgomery Scott with over 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2016, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in community service as a member and co-chair of committees at St Mary on the Hill Catholic Church in Augusta, GA, and serves on the board of the Exchange Club of Augusta. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base—including individuals, families, trusts, charitable organizations, and municipal clients—offering brokerage, financial planning, consulting, and multiple advisory programs with both in-house and third-party portfolio management.

Truitt Forrester is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, Forrester held roles in various companies including Integrity Medical and Palomar Commercial Real Estate. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals—including high net worth and ultra-high net worth clients—as well as employer-sponsored retirement participants. The firm employs a model-driven approach using discretionary unified managed accounts on Envestnet’s platform and offers a range of financial planning and portfolio management services through a large network of advisors.

Emili Robinault is a Series 66-designated advisor with nine years of industry experience, currently working at First Command Advisory Services. She has been affiliated with various entities within the First Command organization since 2016, including First Command Insurance Services and First Command Financial Planning. 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 multiple wrap-fee asset management programs, employing a centralized investment management team to design and manage model portfolios and select third-party managers.

Marcos Colon is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked at multiple entities within the First Command organization since 2019. Prior to that, he had roles at The Scene and Wild Wing Cafe. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team using approved third-party managers.

Chad Fowers is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Planmember since 2005 and has been the president of Creekside Investment & Insurance Services since 1996, where he focuses on fixed insurance sales and investments. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education, support, and personalized retirement planning services.

Marc Tuschen is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with First Command in various capacities since 2018. Outside of his advisory role, he owns Tuschen & Associates, a business established for tax purposes related to managing expenses for his independent contractor activities. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Jeffery Fehrman is a CFP® with 33 years of industry experience and is currently an advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles with Raymond James Financial and Truist Investment Services. Outside of financial advising, he is the owner of Fehrman Farm, LLC, an agricultural business, and serves as a committee member on the finance committee of the National Cutting Horse Association. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Derrick Merck is a financial advisor with Valic Financial Advisors in Augusta, GA, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. His career includes positions at Agia, where he also works as an insurance agent, Ameriprise Financial Services, Inc., and Axa Advisors, LLC. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kristin Cruz is a Series 66-licensed financial advisor with Valic Financial Advisors in Augusta, GA, and has 10 years of industry experience. She has worked at Valic Financial Advisors since 2015 and holds a position at Agia since 2022. Outside of her advisory role, she operates as a notary, providing services related to payroll form notarization for the Richmond County Board of Education. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Eric Swierski is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an Operations Stewardship Team member at the First Presbyterian Church of Augusta, overseeing the church’s financial budgeting and expense monitoring. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

David Barnett is a financial advisor at CWM, LLC in Augusta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Strategic Financial Management and First Citizens Securities Corp. Outside of his advisory role, Barnett is the owner and founder of DPH Technologies, LLC, a company specializing in professional golf data and statistics software. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to offer portfolio management, financial planning, and a range of retirement-plan services.

Angelica Orozco is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Morgan Stanley, Bank of America, Merrill Lynch, Spire Investments, and Corbett Road Wealth Management. Concurrent Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of over 280 advisors and comprehensive operational tools.

Andrew Helmich is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in diving instruction and related roles before joining First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialization in 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.

Brian Campbell is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has worked at First Citizens Investor Services since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through a range of portfolio management options and financial planning. The firm emphasizes IAR-led assessments and utilizes fundamental, quantitative, and technical analysis to guide investment allocations.

Stephen Dorsey is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Bank of America and Kelly Services. Outside of his advisory role, he owns Dorsey's First Command Advising LLC, which manages his commissions and bills related to his advisory business. 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 multiple wrap-fee asset management programs managed centrally by an Investment Management Team.