Kurt Langenwalter is a CFP® and ChFC® with 23 years of experience in financial planning and advisory services. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2002. He also owns Kurt Langenwalter Financial Planning LLC, a legal entity established to protect family wealth related to his financial planning business. 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 various wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

Douglas Brown is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient. His prior work includes roles at CIPW Service Company, CI Brightworth Private Wealth, and Capital Asset Management Group. Brown has held additional positions outside of finance, including at Virginia Tech and Whitemarsh Valley Country Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party management and utilizes comprehensive risk management tools.

John Russell is a CFP®-certified financial advisor with one year of industry experience, currently with Creative Planning in McLean, VA. He previously worked at Armstrong, Fleming, & Moore Inc. and has a background that includes various roles outside finance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Joseph Looney is a financial advisor with Principal Financial Services in Alexandria, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Principal Life Insurance Company, Northwestern Mutual Investment Services LLC, Edward Shanahan, and Morgan Stanley. Outside of his advisory work, he assists with account and client management as private staff to Garrett Ford. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs with discretionary investment implementation.

Suzanne Berringer is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower Securities and Hightower Advisors since 2011. Suzanne also serves as a notary for investment-related documents in a limited capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting.

Michael Byman is a CFP® and Series 65 credentialed advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. He previously worked at Hemington Wealth Management, LLC for 11 years before joining Beacon Pointe in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager “Focus List,” employs both active and passive asset allocation strategies, and sponsors proprietary investment vehicles while offering discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Scott Faust is a financial advisor at CWM, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at First Command Advisory Services and related entities for over a decade. Faust also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts mostly on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Mandana Sedigh is a financial advisor at &PARTNERS with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, she provides Farsi language tutoring through WyzAnt. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a range of proprietary and third-party strategies with ongoing portfolio monitoring.

Amy Mackay is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. She has worked with Truist Advisory Services since 2022 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Mackay serves on the board of the Community Foundation for Northern Virginia, a public charity focused on advancing equity through philanthropy. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enhanced research and inter-affiliate integration across Truist entities.

Anne Lamb is a CFP® with 28 years of experience in the financial industry, currently serving as an advisor at Truist Advisory Services. Her career includes extensive tenure with Truist and its predecessor entities, including SunTrust and BB&T. She serves on the board of The Campagna Center, a nonprofit organization focused on educational and social development programs in Alexandria, Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary manager relationships supported by advanced research and inter-affiliate integration.

Angela Clardy is a financial advisor with Citigroup Global Markets in Washington, DC. She holds the Series 66 designation and has 11 years of industry experience, all of which have been with Citi Private Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

Jeffrey Banks is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2020. Prior to his financial advisory career, he served as a pilot for United Airlines and was in the United States Air Force from 2014 to 2018. In addition to his advisory role, he is involved in selling annuities and life insurance through an assignment with Triquest for Allianz Life Insurance Company of North America. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts.

Jennifer Bishop is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 65 and Series 63 credentials and 15 years of industry experience. She has been affiliated with various First Command entities since 2010 and currently owns Bentley Mac Financial LLC, operating her independent advisory business. First Command Advisory Services is an SEC-registered firm 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 managed by a centralized Investment Management Team.

Paul Trinh is a financial advisor with Commonwealth Financial Network based in Washington, DC. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Wharf Financial, MML Investors Services, MassMutual, and the University of Maryland. He also spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance services, enabling affiliated advisors to offer customized portfolio solutions.

William Smith is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach combined with shorter-term adjustments, and utilizes both internally managed and third-party strategies.

Joshua Graham is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has two years of industry experience, with prior roles including positions at Wealth Enhancement Advisory Services and the Wealth Enhancement Group, as well as educational experience at Rensselaer Polytechnic Institute. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Brenda Blisk is a CFP® with 40 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. She spent four decades at Spire Wealth Management, LLC before joining her current firms. Brenda serves on the Board of Trustees for Concordia Plan Services in a volunteer capacity. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and offers a range of wealth management and financial planning services supported by a large network of advisors.

Robert Adams III is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Eagle Strategies, he worked in the automotive sector from 2016 to 2022. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plan sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Marilyn Forrester is a financial advisor at VOYA Financial Advisors, Inc. with five years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work history includes roles at New York Life, Life Time Fitness, and the D.H. Gould Company. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through various advisory program structures, emphasizing recommendation-based, non-discretionary relationships.

Cathy Achter is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Merrill, IA Merrill Lynch, Pierce, Fenner & Smith, and Bank of America, N.A. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a consolidated investment platform with access to direct portfolio management, third-party managers, and alternative investment vehicles.