Jeremy Goodwin is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 after 25 years of service in the United States Air Force. Outside of his advisory role, he serves as chairman of Ten Ten Life, a nonprofit focused on promoting healing and resilience for military personnel, veterans, and first responders through trauma-informed counseling. 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 managed by a centralized investment team and wealth portfolio managers.

Andrejs Pilajevs is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Creative Planning, LLC, Cetera Advisor Networks, and VLP Financial Advisors, Inc. He holds a Series 66 license and has worked in both financial services and automotive industries. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, and access to alternative investments, utilizing a combination of proprietary quantitative tools and third-party managers.

Sukja Kim is a Certified Financial Planner (CFP®) with over 31 years of experience in the financial services industry. She has worked with Truist Advisory Services since 2021, following extensive tenure at BB&T-affiliated firms dating back to 2009. Outside of her advisory role, she co-owns and manages a rental condominium with her sister. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and consulting supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Cynthia Deavel is a financial advisor with Commonwealth Financial Network, holding CFP® certification and Series 63 and 65 licenses, with 32 years of industry experience. She previously worked at Lincoln Financial Advisors Corp. for 19 years and has been with Commonwealth and Aegis Consulting for the past three years. She is also the owner of Deavel Wealth Advisors, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios while delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Dhilsha Athulathmudali is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to joining Truist, her career included roles at Bank of America and Sarvodaya Finance. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management approaches supported by inter-affiliate integration and employs AI-enabled tools in its research and oversight processes.

Durukhshan Esmati is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Esmati worked at Economist Impact and The Economist Intelligence Unit in roles related to economic research and policy analysis. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-based approach.

Javier Perez Giz is a financial advisor with Eagle Strategies (NY Life) based in Haymarket, VA. He holds a Series 66 credential and has 15 years of industry experience. In addition to his advisory role, he is involved in non-investment activities including working as a driver for Uber and serving as a wine and beer pourer at Barrel Oak Winery. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored advice across multiple program types, primarily managing assets on a non-discretionary basis and providing specialized services to a wide range of institutional sponsors.

Samuel Escorcia is a financial advisor with Cerity Partners LLC and holds a Series 65 license. He has been in the industry since 2025, with prior experience at Verum Partners and a background in education through roles at Virginia Tech and local schools. Cerity Partners provides customized wealth management and related services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, offers private-market investment options, and maintains affiliated practices in retirement consulting, insurance, and venture investing.

Nghiem Nguyen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has worked at Wfg since 2001. Outside of his advisory role, he is involved in timeshare rental activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through a large advisor network and multiple program platforms.

Timothy Vogt is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at NYlife Securities LLC and Avenue Wealth. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client goals, with the majority of its regulatory assets managed on a non-discretionary basis.

Angela Vahue is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. She has 20 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is a children's book author, an empowered mastery coach, and a Girl Scouts troop leader. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Ryan Murphy is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Stout Risius Ross, LLC, Secretariat Advisors Inc., and td ameritrade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing fee-based programs and commission-based products.

Robert Karcz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Merrill from 2010 to 2017 and has served at Commonwealth since 2017. He is also the president and owner of Stonehedge Financial, a private entity operating in securities, investment advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and practice-management support, enabling advisors to offer a wide range of securities and insurance products alongside discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Paul Franklin is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Franklin Capital Strategies, LLC. Outside of his advisory work, he serves as an assistant football coach at Maret School and holds board positions with the Jewish Federation of Greater Washington and Hawken School, along with authoring content on Substack. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives. The firm’s approach includes multiple program types and a predominantly non-discretionary asset management model within an integrated structure affiliated with New York Life.

Robert Smith is a CFP® professional with 32 years of experience in financial advising, currently with First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory work, he serves as an Executive Pastor at Impact Church in Centerville, VA, where he performs religious ceremonies and offers pastoral counseling. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor portfolios from approved fund universes and third-party managers.

Solomon Nabdoya is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Bankers Life Advisory, he worked in senior living and the food service industry. He is also a 1099 agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in portfolio management.

Joshua Togger is a CFA® charterholder with eight years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2021, and previously worked at Heritage Wealth Advisors and Bingham Arbitrage Rebate Services, Inc. He holds the Series 65 and Series 66 licenses. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a broad client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, and employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Jane Reichard is a CFP® with five years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has previously worked at Merrill, UBS Financial Services, and LPL Financial. Outside of her advisory roles, she has been involved with arts organizations including The Santa Fe Opera and The Glimmerglass Festival. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement plan consulting. The firm utilizes technology and a network model combining independent advisors and third-party resources to provide both discretionary and non-discretionary portfolio management.

Michele Walthert is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She has been with Wealthspire Advisors in Potomac, MD since 2015. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework supported by centralized due diligence and investment-committee oversight, and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Garrett Birnbaum is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. Garrett also held positions at Sonoco Products earlier in his career. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.