Alexander Stefanic is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses. He has been with Mutual of Omaha since 2025 and has prior experience at firms including Ernst & Young LLP and PricewaterhouseCoopers LLP. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms like Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Melanie Roberts is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and Edward Jones. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers a variety of investment programs, primarily managing client assets on a non-discretionary basis, and maintains affiliations with United Bank and Wells Fargo.

Lashae Mcmillan is a financial advisor with Signal Advisors Wealth, LLC and holds Series 63 and Series 66 licenses. She has seven years of industry experience, including roles at Fidelity Investments, Merrill, and Bank of America. She also serves in an insurance sales capacity with McGregor Financial Group, providing life insurance and annuity products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded advisers, and their clients. The firm uses a primarily top-down, tactical asset allocation approach and supports thousands of retail accounts while handling portfolio management and administrative functions under limited discretionary authority.

James Massengill is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Capitol Securities Management since 2013. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, providing portfolio management, financial planning, consulting, and access to both sponsored and third-party wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice primarily through advisor-managed programs and separately managed accounts.

Ronald Alley is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1990. He also operates a financial services DBA established for tax purposes that offers life insurance and Medicare-related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans using a range of managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering integrated financial solutions.

Kent Engelke is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Capitol Securities since 2008. Outside of his advisory role, he is a managing partner of KKD LLC, a single-purpose real estate rental business. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors, providing brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through a variety of account types and investment vehicles, delivering advice via a network of representatives who develop client-specific investment policies.

David Shenton is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Capitol Securities since 2007 and previously at Anderson & Strudwick, Incorporated and A&S Capital Advisors, Inc. since 2002. Outside of advisory work, he is a passive investor in a tequila importing and distributing business called Two Sons Imports. Capitol Securities Management serves individual, institutional, and corporate clients, offering portfolio management, financial planning, and consulting services through a multi-team platform. The firm operates as both a broker-dealer and registered investment adviser, providing advisory programs that include discretionary and non-discretionary accounts, model portfolios, and third-party money managers.

John Coulter is a Series 66 licensed advisor at Capitol Securities Management, Inc. with eight years of industry experience. He has been with Capitol Securities Management since 2016 and has prior work experience at Red Robin. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable organizations, trustees, and plan sponsors by offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Thomas Huddleston Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019, following prior roles at LPL Financial LLC and Middleburg Bank. Outside of his advisory work, he is also active as an insurance agent specializing in life, health, and annuity products and is involved with Fresnel Financial Services, LLC. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans by offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and custodial services from Pershing, delivering managed solutions that include both firm-managed and third-party model portfolios.

Daniel Morozov is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and has experience in law and physical therapy fields. He is also licensed as an insurance agent, specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning services. The firm operates within the Mutual of Omaha group, offering investment solutions alongside broker-dealer and insurance activities.

Virginia Pillow is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 65 and Series 63 licenses. She has 13 years of industry experience, all with Mutual Of Omaha and its affiliated firm. In addition to her advisory role, she is licensed as an insurance agent specializing in life, health, dental, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to a broad client base including individuals, corporations, and retirement plans. The firm offers various managed account programs and financial planning services, utilizing platform relationships and third-party managers to deliver tailored investment solutions.

Timothy Nasworthy is a CFP® with 14 years of industry experience currently advising at MissionSquare Retirement. He has held roles at Icma Rc, Pie-Tech Inc, Teleperformance USA, and Arsenal Financial Group LLC. He serves on the Investment Committee of Christ Church Episcopal, where he is involved in reviewing and voting on investment decisions for the church’s endowment fund. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans with comprehensive plan administration, recordkeeping, and advisory services. Its Guided Pathways program offers personalized investment advice and managed accounts developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Tyler Clay is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role since 2018, Tyler worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Outside of advising, he serves as COO and is a 50% owner of Triple C Ranch, a family business involved in buying and selling cattle. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes a platform relationship with Envestnet and acts as an intermediary between clients and third-party money managers.

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience and holds a Series 66 designation. Prior to joining Cary Street Partners, he has held roles at several firms, including Hunter Engineering, Grafana Labs, and Symmetry Financial Group. Outside of his advisory work, he serves as a social media manager for MCE LLC, where he manages lead databases and social media accounts unrelated to investment activities. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, with specialized services for institutional clients such as state and municipal government entities and insurance companies.

Michael Smith is a CFP® professional with 29 years of experience in the financial advisory industry. He currently works at RFG Advisory, LLC and has prior experience at Kestra Financial Services, Inc. and Capstone Financial Partners. Smith is also licensed as an insurance agent through Ash Brokerage Insurance Solutions. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.

Caleb Vaughan is a CFP®-certified financial advisor at RFG Advisory, LLC with 12 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, Concourse Financial Group, and DMJ Wealth Advisors. Vaughan is also an insurance agent with Ash Brokerage Insurance Solutions, providing variable and health insurance advice. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as state and municipal entities. The firm primarily offers discretionary portfolio management using model strategies, third-party platforms, and acts as a sub-adviser to Bluemonte ETFs, providing access to alternative investments and retirement technology.

Andrew Castellano is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Castellano serves as a trustee for Norfolk Collegiate School, participating in governance decisions for the private school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and emphasizes inter-affiliate integration across its services.

Ryan Berry is a financial advisor with Truist Advisory Services in Richmond, VA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at SouthState Bank, LPL Financial, and a long tenure at BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Eric Wolf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at LPL Financial and Charles Schwab. He is also licensed to sell insurance and may recommend insurance products on a commission basis, separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model combines client goal assessment with diversified investment strategies implemented through both direct management and third-party managers.

Sonji Tucker is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at J.W. Cole Financial, GF Investment Services, and American United Life. She is also involved in financial education, providing workshops and courses through EmpowerUs360, and participates in community budgeting credit workshops at Richmond Heritage Federal Credit Union. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting with both discretionary and non-discretionary arrangements.