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.

William Ouzts is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. Prior to joining Truist in 2021, he worked at Bb&T Securities and Scott & Stringfellow. He is also a member of the Hampton Roads Academy Alumni Council, a nonprofit organization focused on alumni engagement. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships along with third-party platforms to support client needs.

William Boyd is a financial advisor at Davenport & Company LLC in Williamsburg, VA, with 32 years of industry experience. He has been with Davenport since 1994 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in Modelogic, a modeling and acting company, where he participates in commercials during non-business hours. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research groups.

Stuart Honenberger is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. He is the owner of Cornerstone Wealth, LLC, and has prior experience at firms including Oikonomos, LLC and Raymond James Financial. Honenberger spends a small portion of his time on fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and customizable investment solutions to retail and institutional clients.

Steadman Knight is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist and its predecessor entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Charles Mc Gee is a CFP® professional with 26 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services and First Command Financial Planning since 1999. Outside of his financial advisory role, he owns and manages McGee Aviation, LLC, through which he operates and flies his personal and business aircraft. First Command Advisory Services is an SEC-registered investment adviser that serves 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Sheila Powers is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist and its affiliated firms since 2010, including Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sherri Petefish is a financial advisor at Davenport & Company LLC with 24 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2001. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio manager teams and an Investment Policy Committee, managing a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Sean Allburn is a financial advisor at Davenport & Company LLC in Williamsburg, VA, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, model delivery, and mutual funds.

Bridget Doane is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services and its predecessor firms since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supplemented by AI-enabled equity research, and emphasizes inter-affiliate integration across its affiliated entities.

Gary Besnier is a financial advisor with Centaurus Financial, Inc. in Williamsburg, VA, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Centaurus Financial since 2011 and has operated as a self-employed advisor since 1996. Besnier also engages in the sale of long-term care and life insurance through Besnier Financial Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, operating both discretionary and non-discretionary arrangements and utilizing a range of analytical approaches.

Christopher Aeillo is a Series 66-licensed financial advisor with First Command Advisory Services in Newport News, VA, where he has worked since 2021. He has five years of industry experience and previously worked with COMTek and All Risks. Aeillo also serves in the United States Army Reserve. 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.

Brian Mccleskey is a CFA® charterholder with 18 years of industry experience. He currently works at Money Concepts Capital Corp and has held roles at Win Advisors, Inc and CAI Group, LLC. Mccleskey also provides asset allocation models as a sub-advisor and consultant for GWN Securities. Money Concepts Advisory Services offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolios, and manages approximately $4.07 billion in client assets through an extensive network of advisors.

Arnold Csan Jr. is a financial advisor with First Command Advisory Services in Williamsburg, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also affiliated with First Command Financial Planning, Inc. since 2014. Outside of his advisory role, he serves as Treasurer for the Skimino Landing Estates Owners Association, managing the community's financial records and reporting. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to oversee model portfolios and third-party managers.

Sophia O’Neal is a financial advisor at Truist Advisory Services with 23 years of industry experience. She holds a Series 66 designation and has worked with Truist Investment Services since 2004, joining Truist Advisory Services in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by technology-driven research and inter-affiliate integration.

Tyler Cruz is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an agent at Vector27 Financial Group, where he focuses on multi-line insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets as of 2025, and provides various account options and third-party asset manager relationships.

Justin King is a financial advisor at Ameriprise in Newport News, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at the Norfolk Circuit Courthouse and has experience in the hospitality industry, including bartending and customer service at the Coach House Bar & Grill. Outside of his advisory role, he occasionally performs standup comedy at local clubs and breweries. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its financial advisors.

Jamie Stallings is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following six years at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools.

Dora Saunders is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes a 15-year tenure at American Funds Service Company and roles at Bank of America and Truist Bank. She has been associated with a real estate business, York County LLC DBA KW Allegiance, as a realtor but has relinquished her license. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Angela Holden is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2016 and operates Holden Global Financial Consulting, a financial consulting support business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs non-discretionary, tailored investment consulting and supports municipal and public finance work through its unique affiliations and specialized advisory programs.