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Andrew G

Series 63, Series 65

Quantico, VA

First Command Advisory Services

Andrew Garlington is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has one year of industry experience, previously serving in various roles at First Command and spending several years in leadership positions within the U.S. Navy, including the Marine Corps Warfighting Laboratory and as Deputy Chief of Naval Operations. 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 provides financial planning and multiple wrap-fee asset management programs, offering centralized investment management through dedicated teams and a range of model portfolios built from mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jocinta P

ChFC®, Series 63, Series 66

Dumfries, VA

J. W. Cole Advisors, Inc.

Jocinta Powell is a ChFC® credentialed financial advisor with 29 years of industry experience. She currently works at J.W. Cole Advisors, Inc. and previously held roles at Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory work, she owns and operates several businesses including Zircon Financial Services and a tutoring service, and she is involved in managing various entrepreneurial ventures. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Daniel C

Series 63, Series 65

Farifax Station, VA

Creative Planning

Daniel Clements is a financial advisor at Creative Planning with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Principal Securities and Principal Life Insurance Company for eight years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Richard H

Series 65, Series 63

Manassas, VA

First Command Advisory Services

Richard Hatton is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has been with First Command since 2025, having held positions across several affiliated entities. He also operates Hatton Professional Services, LLC, an outside business activity. 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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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William C

CFP®, Series 63, Series 65

Woodbridge, VA

First Command Advisory Services

William Cultice is a CFP® with 30 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with various entities within the First Command organization since 1996. Outside of his advisory role, he is a sole proprietor under his own name. First Command Advisory Services is an SEC-registered investment adviser that focuses on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using centrally managed portfolios and third-party managers selected by an internal Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Nicholas C

Series 66

Stafford, VA

First Command Advisory Services

Nicholas Cavano is a financial advisor with First Command Advisory Services and holds the Series 66 designation. He has six years of industry experience, including prior roles at BAE Systems and various First Command entities since 2020. Outside of his advisory work, he is the owner of Cavano Consulting LLC. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jamie H

Series 63, Series 66

Manassas, VA

Truist Advisory Services

Jamie Hudgins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Truist Advisory Services since 2003 and also has experience with Truist Investment Services from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program that integrates third-party managers through a combination of discretionary and non-discretionary approaches.

Founder/Business Owner Executive
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Marcus H

Series 63, Series 65

Woodbridge, VA

First Command Advisory Services

Marcus Harrison Sr. is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to joining First Command, he served in various roles including positions at Research Innovations Inc. and several military training and operational centers. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Donald B

Series 66

Stafford, VA

First Command Advisory Services

Donald Burklew is a financial advisor with First Command Advisory Services holding a Series 66 designation. He has one year of industry experience with prior roles at First Command Insurance Services and First Command Brokerage Services, as well as experience at MOII and positions related to George Mason University, Mantech, and Mary Washington University. 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 wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Robert S

Series 63, Series 65

Manassas, VA

Truist Advisory Services

Robert Sturm is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Outside of his advisory work, he serves on the Finance Committee of the Benedictine Sisters and is the chair of the board for Hopelink, Inc., a nonprofit focused on mental health. 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, supported by third-party platforms and AI-enabled equity research, to deliver asset allocation, fiduciary support, and manager selection programs.

Founder/Business Owner Executive
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Miranda C

Series 63, Series 65

Woodbridge, VA

First Command Advisory Services

Miranda Chenoweth is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and two years of industry experience. Prior to her current role, she worked at First Command Insurance Services, Inc. and First Command Brokerage Services, Inc. She serves as Secretary and Treasurer on the board of the Pikes Peak Region Law Enforcement Family Support Group and is the Secondary Treasurer for Boy Scouts of America Troop 0062. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients with particular attention to active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Robert L

CFP®, Series 63, Series 65

Clifton, VA

Ameritas Advisory Services, LLC

Robert Lee is a CFP® with 34 years of experience in the financial services industry. He is currently with Ameritas Advisory Services, LLC and has previously worked with firms including OneAmerica Securities, American United Life, The O.N. Equity Sales Company, Ohio National, and Securities America Advisors, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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John T

Series 66

Woodbridge, VA

First Command Advisory Services

John Taylor is a Series 66-licensed financial advisor with First Command Advisory Services, bringing five years of industry experience. Before joining First Command, he worked at DynCorp International and the Department of Defense Office of Inspector General. He serves as the unpaid Finance Director for Woodbridge First Church of the Nazarene, where he oversees financial operations and reporting. 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 various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved investment managers and models.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Cristina G

Series 63, Series 65

Alexandria, VA

Ameriprise

Cristina Gabalda is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for seven years before joining Ameriprise in 2022. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph B

Series 66

Alexandria, VA

LPL Financial

Joseph Bommarito is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, and AXA Financial. He is also associated with Pence Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives employing various investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Naila I

Series 63, Series 65

Springfield, VA

Wells Fargo Clearing

Naila Ibrahim is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at J.P. Morgan Securities, Citizens Bank, HSBC Bank, and Nizami Feeds (Pvt.) Limited. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services that include investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions with a focus on research-driven, diversified investment strategies.

Retired Founder/Business Owner
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Carrie H

Series 66

Springfield, VA

LPL Financial

Carrie Hughes is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked with Avantax Investment Services and Englert Financial prior to joining LPL. Hughes also serves as a notary in Springfield, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Steven S

CFP®, Series 63

Woodbridge, VA

OSAIC

Steven Singer is a CFP® professional with 37 years of industry experience. He is currently with OSAIC and previously spent 37 years at Lincoln Financial Advisors Corporation. Singer is also involved in insurance-related activities, offering dental and various life and disability insurance products. OSAIC Wealth serves a wide range of clients including retail investors, retirement plan sponsors, charities, and corporations, delivering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessments and offers multiple investment management options, including discretionary and third-party strategies.

Annuities Private / alternative investments
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Dywane H

Series 63, Series 65

Springfield, VA

LPL Financial

Dywane Hall is a financial advisor with LPL Financial in Springfield, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with LPL Financial since 1985. Hall volunteers as a financial literacy presenter for the Society for Financial Development, focusing on programs for college students at historically Black universities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a combination of proprietary research, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew G

Series 63, Series 65

Manassas, VA

Primerica Advisors

Matthew Gregory is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has concurrent roles with SBC of VA, Fauquier County Schools, and Soul Purpose Church. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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