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 with First Command Advisory Services holding Series 63 and Series 65 licenses and has two years of industry experience. He previously worked at Bank of America and Kelly Services before joining First Command. Outside of advising, he owns a business entity, Dorsey's First Command Advising LLC, which manages his commissions and related billing. First Command Advisory Services is an SEC-registered firm that serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs using model portfolios and third-party managers, with investment selections made centrally through an internal Investment Management Team.

Broadus Cleveland III is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist™ (PFS™) with 22 years of industry experience. He currently works at HB Wealth Management, LLC, where he has been since 2023, following a 19-year tenure at Calvary Wealth, LLC. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary wealth management and financial planning, combining quantitative and qualitative due diligence across public and private strategies, and manages portfolios aligned with clients’ objectives and risk tolerance.

Kristen Wilson is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Independent Financial Group since 2017 and previously at Truist Investment Services, Inc. from 2005 to 2007. Outside of her advisory role, Wilson volunteers in fundraising activities for the Leukemia Lymphoma Society. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of firm- and third-party investment models across multiple platforms.

Jeffrey Anderson is a financial advisor at First Command Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various roles since 2011. Outside of his advisory work, he is the owner of JNAnderson, LLC. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios from approved funds and third-party managers.

Benjamin Lowe is a financial advisor with First Command Advisory Services in Evans, GA, holding a Series 66 designation and eight years of industry experience. He has worked across multiple affiliates of the First Command organization since 2017. Outside of finance, he is a professional musician involved in occasional recording sessions and live performances. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Sherleen Udasco is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 designation and has worked at various First Command entities since 2016, with additional experience at Aston Carter Inc. from 2022 to 2022. Sherleen is based in Evans, GA. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Edwin May is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Morgan Stanley and Pruco Securities LLC. Outside of finance, he has been involved with May Brothers Firewood for nine years. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ross Douglas is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also worked with Agia since 2022. Outside of advisory work, he owns rental properties managed by a third-party company. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kenneth Poole is a financial advisor with Empower Advisory Group in Augusta, GA. He holds a Series 66 designation and has two years of industry experience, including previous roles at Edward Jones and Northwestern Mutual. His background also includes work in logistics and education. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing, delivered within Empower’s recordkeeping and administrative platforms.

Sunara Anderson is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, she served in various roles within the Department of Defense and worked briefly at Edward Jones. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Zachary Montgomery is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked in various capacities within the Bankers Life companies since 2017, including insurance sales and agency management, where he oversees hiring and training of agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to provide customized investment strategies tailored to clients’ goals and risk tolerances.

Robert Wiswell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at Morgan Stanley and Wells Fargo Clearing. He operates a registered investment advisory business under the name Wiswell Wealth Management through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm’s investment approach integrates client goals and risk tolerances with multiple strategies and third-party managers, supported by proprietary and external technology platforms.

Richard Flippo Jr. is a financial advisor with Sanctuary Advisors, LLC who holds the Series 66 designation and has seven years of industry experience. He previously worked at UBS Financial Services from 2018 to 2025 and held various positions in the medical sector prior to that. Outside of his advisory role, he operates his own investment advisory business and manages administrative consulting engagements. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting services, utilizing a range of investment approaches and acting as a fiduciary when advisory agreements are in place.

Kimberly Quick is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously served in the United States Marine Corps with the Marine Cryptologic Support Battalion and 1st Radio Battalion from 2014 to 2021. Before joining Empower in 2022, she held various roles at First Command companies during 2021 and early 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns with services delivered through point-in-time financial plans and optional managed account solutions.

John Mccollum is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and also has longstanding roles with The Guardian Life Insurance Company and Peachtree Planning Corporation. Outside of his primary roles, he is involved in selling insurance products beyond Guardian offerings. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and programs.

Betty Kendra is a financial advisor with Eagle Strategies (NY Life) in Martinez, GA, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Eagle Strategies since 2014 and also serves as Vice President, Secretary, and Treasurer of Kendra Financial Group, LLC, which manages office overhead expenses and offers insurance and annuity products. Kendra is additionally appointed as an insurance broker with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Donna Carr is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Fifth Third Securities since 2002 and with Fifth Third Bank since 1999. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.

Hubert Cooke III is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 44 years of industry experience. He has been associated with Peachtree Planning Corporation, Park Avenue Securities, and Guardian Life Insurance Company since 2001. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, providing various proprietary and third-party investment programs along with financial planning and consulting solutions.