John Mahoney is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds Series 63 and Series 65 licenses and has experience working at the US Department of Defense from 2011 to 2024. He joined First Command Brokerage Services Inc. in 2026 and has a brief period of retirement between 2025 and 2026. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select preapproved third-party managers.

Valerie Vander Molen is a financial advisor at Truist Advisory Services with 23 years of industry experience. Her career includes roles at PNC Investments and SunTrust Advisory Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, with offerings that include asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Timothy Schroth is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds the ChFC® designation along with Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior roles include positions at the Department of Defense and S2 Analytical Solutions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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, utilizing a centralized Investment Management Team to oversee model portfolios and third-party manager selections.

Alia Wagenhoffer is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Cerity Partners LLC and has been with Wealthspire Advisors since 2015. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized and diversified portfolio strategies.

Luther Wiles is a financial advisor at Truist Advisory Services with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist Advisory Services since 2021, as well as affiliated firms including BB&T Securities and Scott & Stringfellow. Outside of his advisory work, he is a landlord of a rental property with his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and integrates technology-driven tools and inter-affiliate resources to support investment decision-making and fiduciary oversight.

John Garstka is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Alexandria, VA, and has four years of industry experience. He has worked at The Harvey Group and Commonwealth Financial Network since 2021. In addition to his advisory role, he spends part of his time selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Kim Galbreath is an advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. Although new to advisory roles with less than a year of industry experience, Kim has worked since 1998 at the United Association National Pension Fund, where they serve as Pension Payment Services Supervisor managing pension analyst operations and process improvements. First Command Advisory Services, Inc. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Jose Feliz is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds the ChFC® designation and the Series 66 license, with three years of industry experience. Prior to joining First Command, he served 25 years in the U.S. Navy and worked at Deloitte LLP for several years. Outside of his advisory role, he owns an LLC, JLF Group L.L.C., which he uses for business and compensation purposes. 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 provides financial planning and multiple wrap-fee asset management programs managed centrally through an Investment Management Team and Wealth Portfolio Managers.

Stephen Pattison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services, Inc. since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary strategies, supported by third-party platform arrangements and AI-enabled research tools.

Peter Webster is a financial advisor with Principal Financial Services in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Ford & Associates Wealth Management LLC since 2018 and has been with Principal Financial Services and Principal Life Insurance Company since 2017. Webster is also managing partner of Ford & Associates Wealth Management LLC, an entity formed to manage shared business expenses with Garrett Ford. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Mary Fife is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 32 years of industry experience. She has been with Commonwealth since 2005 and is also associated with Steve Harvey LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Benjamin Lievestro is a CFP® with 17 years of industry experience, currently advising clients at First Command Advisory Services since 2015. He has been associated with the First Command affiliated entities since 2010. He is also the owner of Benjamin Lievestro, LLC, which exclusively manages his First Command-related business. 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, using a centralized Investment Management Team to design and manage model portfolios with a discretionary approach.

Michael Moreland is a financial advisor with PNC Wealth Management holding a Series 66 designation and 17 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and managed portfolios with mutual funds and ETFs. This offering is currently an invitation-only pilot available to PNC employees.

Karen Foley is a CFP® and ChFC® with 28 years of industry experience. She has been with First Command Advisory Services since 2015 and affiliated with related First Command entities since 1998. 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, using a centralized Investment Management Team to design and manage its model portfolios.

Gwendolyn Rothrock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The firm employs approved model strategies with mutual funds and ETFs, using algorithmic tools for risk assessment and annual rebalancing.

Yen Nguyen is a financial advisor with Truist Advisory Services in Springfield, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Truist, Nguyen has worked with Wells Fargo Advisors and Wachovia Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Morgan Haeberlin is a financial advisor at SPC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Grove Point Advisors, H Beck, and Fidelity Investments. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Justin Graves is a financial advisor with PNC Wealth Management in Alexandria, VA. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining PNC, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of finance, he was involved with Tom's Watch Bar. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes approved model strategies implemented via mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Julia Payne is a financial advisor at PNC Wealth Management with 13 years of industry experience. She has held her current role since 2015. Outside of her advisory work, she is a partial owner of Ready Go Promo, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and executes investments via approved model strategies managed by PNC or third parties.

Stephen Harvey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has operated Steve Harvey LLC since 2005, focusing full-time on his securities and investment advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support. The firm offers advisors discretion to construct client portfolios from diverse securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.