Robert Self is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. He holds Series 63 and Series 65 licenses and is also the owner of Frontline Financial Strategies, LLC, through which he brokers non-registered insurance products. His career includes positions at NYLIFE Securities LLC and New York Life Insurance Co., and he has been affiliated with Strayer University since 2015. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with diverse client types including retirement plans and charitable organizations.

Randall Austill 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 the firm, he served 39 years in the U.S. Air Force. 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 various wrap-fee asset management programs managed through a centralized Investment Management Team.

Samuel Sibert is a financial advisor with Empower Advisory Group in Norfolk, VA, holding Series 66 and Series 63 licenses. He has one year of industry experience and previously worked at JPMorgan Chase and Campbell & Fetter Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated approach linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Thomas Raddatz is a financial advisor with Eagle Strategies (New York Life) based in Norfolk, VA, holding Series 63 and 66 licenses with 30 years of industry experience. He has worked with Eagle Strategies since 2019 and operates Waterside Financial Group, LLC, providing health, disability, group life, and dental insurance products. He serves as a National Committee Person for the Tidewater Association of Insurance and Financial Advisors and is a shareholder in NYLARC Holding Company, Inc. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, with an emphasis on tailoring recommendations to client objectives and institutional plan sponsors.

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 at OSAIC Institutions, Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked at OSAIC since 2023, with prior experience at Bayport Credit Union and CUSO Financial Services, LP. She is also the owner of Grace Financial LLC, an educational and informational business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm utilizes a mix of fundamental and technical analysis and offers access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

Carter Steil is a financial advisor with Principal Financial Services in Norfolk, VA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance since 2019 and previously worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2015 to 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 at Stratos Wealth Partners, Ltd with a Series 66 credential and four years of industry experience. Her prior roles include positions at LPL Financial, Kestra Advisory, Kestra Investment Services, Janney Montgomery Scott, and Vanguard. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional investors. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

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.

Daniel Lattarulo is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at MissionSquare Investment Services, Bank of America, Merrill, SunTrust Investment Services, Morgan Stanley, and Tull Financial Group. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary advice that clients approve prior to execution.

Sidney Phillips is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Phillips has been associated with Dominion Financial Partners, LLC since 2004 and with Nylife Securities Inc. and New York Life Insurance Company since 1996. He serves as a board member for the City of Virginia Beach Community Trust, an organization focused on future planning for individuals with mental disabilities. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice across multiple program types and manages a significant portion of its assets on a non-discretionary basis, including relationships with defined contribution and defined benefit plans.

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 with 29 years of industry experience. He has worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent Inc since 2010. Outside of his advisory work, Kroskey serves as president of the board of directors for the Colonial Shag Club, a nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

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.