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275 advisors near
22193
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Out of 400,000+ nationwide
Liam Paul G
Series 63, Series 65
Stafford, VA
First Command Advisory Services
Liam Paul Godbold is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica/WFG and Lytos Technologies. He also serves as an engineer officer in the Virginia National Guard. 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 using a centralized Investment Management Team and Wealth Portfolio Managers to select and manage model portfolios.
Jennifer K
Series 63, Series 65
Manassas, VA
Truist Advisory Services
Jennifer Kellett is a financial advisor at Truist Advisory Services with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at several Truist-related entities since 2012. Outside of her advisory role, she operates a small photography business as a sole proprietor. 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 with non-discretionary consulting and employs AI-enabled tools in its investment research and manager oversight.
Austin C
Series 66
Woodbridge, VA
First Command Advisory Services
Austin Chester is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of industry experience, including prior roles at Avalara and several affiliated First Command entities. Chester is the owner of Team Chester LLC, an entity related to his advisory commissions. First Command Advisory Services is an SEC-registered investment adviser that primarily serves 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 discretionary portfolio management through an internal Investment Management Team and Wealth Portfolio Managers.
Colette K
CFP®, PFS™
Alexandria, VA
Cerity partners LLC
Colette Kolanko is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Lumina Financial Consultants and Sullivan, Bruyette, Speros & Blayney, Inc. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation utilizing both proprietary quantitative screening and third-party managers.
Jerome P
Series 63
Burke, VA
Eagle Strategies (NY Life)
Jerome Prentice is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 43 years of industry experience and has worked with firms including Avenue Wealth, The Prentice Group, and New York Life. In addition to his advisory roles, he owns and operates Prentice Farms, a wheat farm in Pennsylvania. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis within an integrated New York Life structure.
Andrew G
Series 63, Series 65
Quantico, VA
First Command Advisory Services
Andrew Garlington is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He has one year of industry experience and previously served in various senior military roles, including four years at the Marine Corps Warfighting Laboratory and six years as Deputy Chief of Naval Operations. First Command Advisory Services is an SEC-registered investment adviser specializing in 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 overseen by a centralized Investment Management Team and Wealth Portfolio Managers.
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.
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.
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 65 and Series 63 licenses. He has been with First Command in various capacities since 2025 and operates Hatton Professional Services, LLC since 2020. Prior to his financial services career, his work experience includes roles at The Home Depot, Inc. and Leidos, Inc. First Command Advisory Services, Inc. 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 overseen by a centralized Investment Management Team and Wealth Portfolio Managers using a structured approach involving model portfolios and pre-approved third-party managers.
William C
CFP®, Series 63, Series 65
Woodbridge, VA
First Command Advisory Services
William Cultice is a CFP® professional with 29 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been associated with various First Command entities since 1996. Outside of his advisory role, he operates a sole proprietorship under his own name. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor diversified model portfolios.
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.
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.
Haelie G
Series 63, Series 65
Bristow, VA
Truist Advisory Services
Haelie Guiney is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its predecessor firms since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and uses AI-enabled research tools alongside traditional methods to support its investment approach.
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.
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.
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.
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 credentials and having one year of industry experience. She has been affiliated with multiple First Command entities since 2024. Outside of her advisory role, she serves as Secretary/Treasurer for the Pikes Peak Region Law Enforcement Family Support Group and as Secondary Treasurer for Boy Scouts of America Troop 0062, both nonprofit organizations. First Command Advisory Services, Inc. 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, employing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.
Alexander R
Series 66
Alexandria, VA
First Command Advisory Services
Alexander Rossi is a financial advisor with First Command Advisory Services in Alexandria, VA, holding a Series 66 designation and 10 years of industry experience. He has worked with various First Command affiliated entities since 2016 and also owns Alex Rossi Financial Planning LLC. Outside of his advisory work, Rossi serves as treasurer for BNI Positive Power, a local referral group in Alexandria. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.
Robert L
CFP®, Series 63, Series 65
Clifton, VA
Ameritas Advisory Services, LLC
Robert Lee is a CFP® professional with 34 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held positions at Ameritas Life Insurance Corp, OneAmerica Securities, The O.N. Equity Sales Company, Ohio National, and Securities America Advisors, Inc. No notable outside activities are listed. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.
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.
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Finding advisors...
275 advisors near
22193
within the area shown on the map
Out of 400,000+ nationwide