Newport News, VA Canon Blvd Office

Timothy Joseph is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with First Command Financial Services and its affiliated entities since 2001. 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, employing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios using a selected range of mutual funds, ETFs, and third-party managers.

David Wyman is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served in the US Army for 23 years as an Aviation Maintenance Technician, instructor, and training developer. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Harold Roesch II is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with First Command since 2002 in various related capacities and serves as Executive Director of the VFW Foundation. He is also president of the Old Dominion Honor Flight, which organizes trips for veterans to visit Washington, DC monuments. 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 wrap-fee asset management programs using model portfolios selected and monitored by an internal Investment Management Team and Wealth Portfolio Managers.

Kelsey Segawa is a financial advisor at First Command Advisory Services with four years of industry experience. Prior to joining the firm, Segawa served in the United States Air Force for four years and has held roles at First Command Insurance Services and First Command Brokerage Services. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Shelby Barnetti is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. Shelby has worked with various affiliates of First Command since 2016 and previously with Invested Capital, Inc. Outside of advisory work, Shelby manages Barnetti, LLC, an entity used to support her First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding 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 and wealth portfolio managers who select and monitor model portfolios and approved third-party managers.

Christopher Ruggles is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining First Command, he served 22 years with the U.S. Army and has worked in various roles within First Command’s affiliated entities. Outside of advising, he owns RUGGALUFFAGUS PRODUCTIONS LLC, a digital media business focused on professional and leadership development content. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Itxel De Lucy is a financial advisor with First Command Advisory Services in Newport News, VA. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his financial services career, he served 22 years in the United States Air Force. 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 by a centralized Investment Management Team and Wealth Portfolio Managers, using model portfolios and approved third-party managers.

Jonathon Waechter is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and served 20 years in the United States Coast Guard before beginning his advisory career. 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, managing portfolios through a centralized investment team and Wealth Portfolio Managers using approved third-party managers.

Randall Austill is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining the firm, he served 39 years in the U.S. Air Force. 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 various wrap-fee asset management programs managed through a centralized Investment Management Team.

Shelton Daniels is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked solely with First Command entities since 2013. Daniels also serves as a Professor of Military Science in the US Army Reserves, teaching and training ROTC cadets at Norfolk State University. 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 model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Scott Campbell is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and previously served in the United States Air Force from 2012 to 2020. His career in financial services has been exclusively with First Command since 2019. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Mark Amman is a financial advisor with First Command Advisory Services holding a Series 66 credential and seven years of industry experience. His career has been exclusively with First Command entities since 2019. Outside of finance, he has been involved in the restaurant industry with roles at Amber Ox Public House, Old City BBQ, and Green Leafe Cafe. First Command Advisory Services is an SEC-registered 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, utilizing a centralized Investment Management Team to select model portfolios and third-party managers.

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.

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.

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.