Team

Adam Marx

Career Development Specialist

Assisting top financial professionals in finding the ideal environment to achieve their goals and effectively meet their clients' needs.

LESLIE "ADAM" MORGAN, CFP®

Financial Services Professional, Freedom Point

757-387-3540

amorgan@freedompointus.com

Leslie “Adam” Morgan was born and raised in Franklin, VA, which is a small city in the “Tidewater” region of Virginia. After High School, he attended Radford University where he received his Bachelor’s in Business Administration in...

Akeem Prosser

Managing Partner, PFS Advisors

757-493-4391

AProsser@financialguide.com

Our mission as a team focuses on helping small business owners and busy professionals achieve their desired goals, as well as understanding each client’s unique wants and financial dreams. We strive to empower clients by offering...

Alicia Luppens

Corporate Controller, Business Manager - Agent Contracts/Financing

757-387-3532

alicia.luppens@ffgadvisors.com

Amanda Burton

Financial Services Professional

859-446-8236

amanda@coastalregionbenefits.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Amber Proffitt

Financial Services Professional

240-981-5365

amber.proffitt@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Andrea Harbour

757-288-7492

andrea@coastalregionbenefits.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Andrew Sheeter

CEO, The Sheeter Group

678-612-4003

asheeter@financialguide.com

Andrew has spent his entire career in the financial services industry. He began designing financial strategies for individuals and businesses in 1995, then moved to designing Executive Benefit plans for Community Banks while working...

Annemarie Albertine

Financial Advisor

703-394-7128

acalbertine@financialguide.com

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs....

Anthony Nettles

Financial Services Professional

301-886-5521

anthony.nettles@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

April Romero

Vice President and Financial Advisor, LaRoche Wealth

757-493-4311

april@larochewealth.com

April Romero plays a critical role in both financial planning and operations at LaRoche Wealth Management. April has been a key member of the firm since 2010 and was promoted to Vice President in 2017. Her responsibilities include...

Art Daube

Wealth Management Advisor, Meridian Financial Associates

570-821-1603

arthur.daube@meridianfinancialassociates.com

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Barbara Hunter

Investment Advisor Representative

703-725-4724

barbarahunter@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

BEN GIESE, CFP®, MBA

Financial Advisor, Financial Designs

434-528-0051

benjamingiese@financialguide.com

Ben Giese, CFP®, MBA is a seasoned financial advisor with a decade of experience in financial services, specializing in comprehensive holistic planning for individuals, families, business owners, and working professionals. A Lynchburg...

Benjamin Alpert

ATS/ASA

ben.alpert@ffgadvisors.com

Blair L. Fetzer III, CLTC

Financial Planner, Hill Wealth Partners

301-355-5831

blair.fetzer@ffgadvisors.com

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:Define your personal financial goalsDevelop a...

Bob Strittmatter

Business Development Executive, Coastal Region Benefits

757-278-5675

bob@coastalregionbenefits.com

Knowledge is the key to a successful financial future. Recognizing that each client has individual needs, Bob dedicates himself to understanding and appreciating each client's situation before making recommendations. He believes in...

Bobby Pickett

Brokerage Director

757-493-4371

robert.pickett@massmutualbrokerage.com

Bobby Pickett comes to FFG from Winston Salem, North Carolina as our Brokerage Director and Financial Planner. With 19 years of financial service experience, he works with all clients by taking a holistic approach to understand current...

BRADLEY TROY, CFP®, CAP®, CLU®, CHFC®, AIF®, CPFA®

Retirement Plan Specialist & Wealth Management Advisor

410-804-0079

bradley.troy@ffgadvisors.com

Bradley manages a retirement plan practice for First Financial Group (FFG), a Bethesda based Mass Mutual Agency, while also maintaining / growing a wealth management business.

Brandi Rockley

Financial Services Professional, Coastal Region Benefits

239-347-2208

brandirockley@coastalregionbenefits.com

Brandon Arens

Financial Advisor

614-595-6488

brandon.arens@ffgadvisors.com

Brandon has lived in Columbus, Ohio practically his entire life. He attended St. Brigid of Kildare Elementary School and then Bishop Watterson high school. Upon graduation, he attended The University of Cincinnati and dual majored in...

Brandyn Polmateer

Financial Planning Manager

231-242-3089

brandyn.polmateer@ffgadvisors.com

Brenda Outlaw

Financial Services Representative

703-394-7139

brendaoutlaw@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

BRIAN DOUGHER, CEXP®

Partner & Financial Advisor, Meridian Financial Associates

570-820-5821

BDougher@MeridianFinancialAssociates.com

Business Owner StrategiesCash Flow Strategies Equity Protection Strategies Buy/Sell Strategies Business Transition/Exit Strategies Financial Wellness for Employees Estate Planning Strategies

BRIAN LAROCHE, RICP®, ChFEBC ℠

President and Financial Advisor, LaRoche Wealth Management

757-498-1911

brian@larochewealth.com

Those who know Brian LaRoche appreciate both his love for education and his desire to help others. Brians intense focus, deeply analytical mind, and commitment to the well-being of his clients are well suited to his career choice as a...

BRIAN E. BAKER, CFP®

Partner, Ford Mays Wealth Management

434-239-8810

bbaker@fordmays.com

About Favorite Sports Team – Chicago Cubs, Indianapolis Colts Favorite Book or Movie – Principles by Ray Dalio Ideal Dinner Guest(s) – My Grandfather’s & Great Uncle Qualities I Admire in Others – Compassion; Willingness to be...

Brian Weber

Financial Advisor, Meridian Financial Associates

570-820-5812

brian.weber@meridianfinancialassociates.com

If we're newly connected or it's been a while since we last caught up, take a moment to explore how my team and I help transform the financial futures of families, employees, and businesses… For Families, we create customized college...

Brian A. Jones II

Wealth Management Advisor

757-572-3024 (voice only)

brian.jones@ffgadvisors.com

Brian A. Jones II joined First Financial Group after two years with Northwestern Mutual, where he was a Pacesetter and Fast Track qualifier. He works with individuals, families, and business owners to provide thoughtful,...

BRITTON ADAMS, ChFC®, CExP

President, The Z Group

770-536-1760

badams@startwithZ.com

Business Owner StrategiesCash Flow Strategies Equity Protection Strategies Buy/Sell Strategies Business Transition/Exit Strategies Financial Wellness for Employees Estate Planning Strategies

BROCK JOLLY, CFP®, CLU®, ChFC®, CLTC, CASL®, CFBS®, RICP®, CEPA®

Managing Partner, Veritas Financial

703-424-2401

bjolly@vfwealth.com

Brock Jolly is a Financial Advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®. A sought-after financial advisor and student of the industry, Brock has deep knowledge and resources in all aspects of...

Brooke Larsen

Financial Advisor

757-493-4368

brookelarsen@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Bryan Menard

Practice Development Specialist

bryan.menard@ffgadvisors.com

C Krishnamoorthy

Registered Representative

703-336-1241

ckrishnamoorthy@financialguide.com

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:Define your personal financial...

Caleb Hunt

Financial Services Professional

757-490-9041

caleb.hunt@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Calvin Burton

Financial Services Professional

540-347-2297

cpburton@financialguide.com

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it...

Cameron DiFranco

Financial Advisor

716-208-9274

cdifranco@ffgadvisors.com

Knowledge is the key to a successful financial future. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with...

Carolyn Weldon

Financial Services Professional

315-408-1228

cweldon@financialguide.com

I am a financial coach and Brand Ambassador with Matson Money. I am committed to saving families from speculating and gambling with their hard-earned money by providing ongoing coaching, tools, and breakthrough education around Nobel...

Casmir Reihing

Financial Services Professional

301-355-5800

creihing@financialguide.com

I am dedicated to making a difference in people’s lives. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or...

Chad Reineke

Financial Services Professional

317-582-2922

creineke@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Chad McMains

Financial Services Professional

918-568-9296

chad.mcmains@ffgadvisors.com

I love what I've been called to do, both professionally and personally. Professionally: I provide my clients with agency and access to discovering freedom around their finances. We do this through defining their "True Purpose for...

Charles O'Connell

Financial Advisor

443-980-5480

charlesoconnell@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Chelsea McDermott

Policy Owner Services/Reception

chelsea.mcdermott@ffgadvisors.com

Chris Dyrhaug

Chief Strategy Officer

chris.dyrhaug@ffgadvisors.com

Chris Dyrhaug serves as Chief Strategy Officer at First Financial Group, where he leads the development of strategic initiatives that enhance organizational excellence, drive revenue growth, and foster cross-functional collaboration....

Chris Hockman

Financial Services Professional

614-597-1110

chris.hockman@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Chris Tormey

Financial Services Professional

203-610-2363

chris.tormey@ffgadvisors.com

I have been serving clients in the financial industry for over three decades. Prior to bringing my practice to Bull Harbor Capital, I was a financial advisor at MONECO Advisors, Barnum Financial Group and Strategies for Wealth. Before...

CHRISTOPHER FODER, CExP®

Chief Sales and Development Officer

cwfoder@ffgadvisors.com

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Christopher Muha

Cofounder & President, RBMuha

cmuha@financialguide.com

Chuck Weisiger

ATS

chuck.weisiger@ffgadvisors.com

Chuck Dudley, MBA

Financial Services Professional

501-318-0010

cdudley@financialguide.com

I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:Define your personal financial goalsDevelop a financial strategy that can help you achieve these...

Clay Goldsborough

Partner

240-235-1358

clay.goldsborough@ffgadvisors.com

Clarence “Clay” Goldsborough, Jr. joined FFG in 2012 and has consistently been one of its’ top financial professionals, winning numerous awards and industry recognition. Indeed, Clay was the first associate in FFG’s history to achieve...

Cliff Kwartner

Co-General Agent

301-355-5872

516-945-4457

301-355-5872

ckwartner@financialguide.com

Cliff Kwartner was born in Brooklyn, New York and raised in Plainview on Long Island. He attended Towson University, where he began his career in financial services as a producer with National Life of Vermont. He built his business...

Colin Kimpel

Founding Partner, Wealth Insight Partners

703-424-2407

ckimpel@wipwealth.com

Colin started his career in financial services with MassMutual in 2004 after working in the telecommunications industry. He co-founded a financial services firm, Veritas Financial, in 2013 where he continued to grow his practice and...

Connor Davis

Financial Advisor, Freedom Point

757-387-3556

cdavis@freedompointus.com

Connor wanted to follow in the footsteps of both his grandfather and uncle in the world of finance, to help others achieve their goals while creating close bonds with the individuals and their families. He believes that the philosophy...

Corey Jones

Financial Advisor

757-648-0614

corey.jones@ffgadvisors.com

I became a Financial Advisor so I could help individuals and businesses do everything in their power never to suffer financial failure. My main goal is to eliminate the worries and stress of “what could derail my success?” in my...

Corey Semerad

Financial Advisor

717-493-8226

csemerad@financialguide.com

Preparing for the next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or...

Courtney Antoniewicz

Director of Operations, Beden Wealth Management

703-336-1203

cantoniewicz@bedenwealth.com

Courtney joined Beden Wealth Management in 2022. She holds her Series 7 and 63 licenses in addition to being licensed for life and health insurance. Originally from a small town in northeast Wisconsin, Courtney attended the University...

Craig Beden

CEO and Financial Advisor, Beden Wealth Management

703-394-7148

cjbeden@bedenwealth.com

As founder and CEO of Beden Wealth Management, Craig leads an accomplished team in the management of more than $700 million in assets under management and an additional $100 million in assets under administration.* Craig collaborates...

Curtis "Curt" Turner

, C. Turner & Associates

cturner@financialguide.com

Dana Beden

Financial Advisor, Beden Wealth Management

703-336-1201

dana@bedenwealth.com

A Vienna native, Dana graduated from the Alfred Lerner College of Business and Economics at the University of Delaware. She began her professional career in a client-facing sales role, learning the importance of customer relationships,...

Daniel Norris

Financial Services Professional

301-733-3733

301-281-6763

danielanorris@financialguide.com

Danny Salazar

Financial Services Professional

631-578-9283

danny.salazar@ffgadvisors.com

Daniel brings a wealth of knowledge and dedication to enhancing the financial picture of his clients. He believes the most important aspect of his business is the relationship with his clients. His goal is to positively impact their...

Darius Smith

Financial Services Representative

757-493-4380

darius.smith@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Dave Stephens

757-493-4360

dstephens@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

David Langer

davidlanger@financialguide.com

David Linville

Executive Vice President - North, The Sheeter Group

513-404-7030

dlinville@financialguide.com

David, a Certified Financial Planner (CFP®), got his start in the financial services industry as a financial advisor for high-net-worth clients for one of the largest banks in the country. He was introduced to the credit union industry...

Dawn Dellinger

Chief Growth Officer

dawn.dellinger@ffgadvisors.com

With almost 20 years of industry experience, Dawn has an impressive track record of successfully identifying and matching top talent with financial firms in need, while also providing valuable career guidance to candidates. Her ability...

Debbie Feest

Registered Client Service Associate

debbie.feest@ffgadvisors.com

Deirdre Whitford

Bookkeeper

deirdre.whitford@ffgadvisors.com

Demetrious Doss

Financial Services Professional

703-340-6911

ddoss@financialguide.com

After playing professional football, and a three-year career as an executive in the music industry, Demetrius began embarking on a passionate calling in the financial services industry in 2011…..after a close friend lost his father who...

Denise Daley

Business Manager - Investment Operations

240-235-1332

denise.daley@ffgadvisors.com

I am a strategic financial services leader with 20+ years of experience as Compliance Strategist and Director of Operations. I specialize in aligning operations with regulatory frameworks to drive efficiency, transition management,...

Dennis Bobo

dennisbobo@financialguide.com

Dennis Jumper

Registered Representative, Meridian Financial Associates

570-821-1610

dennis.jumper@meridianfinancialassociates.com

Working with Small Business Owners and Families to Protect and Build Their Wealth

Dianne Louisy

Financial Services Professional

301-691-4145 (voice only)

dlouisy@financialguide.com

Preparing for the next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or...

Dillon Chewning

Founding Partner, HG Wealth Advisors

803-608-0423

dillon@hgwealthadvisors.com

A native of South Carolina, Dillon provides total financial needs analysis through a network of experienced professionals with detailed knowledge in advisory services, retirement planning, estate strategies, employee benefit and...

Dillon Szmala

Financial Services Professional

631-905-9091

dillon.szmala@ffgadvisors.com

Dillon Szmala is a Wealth Management Advisor at Valent Wealth. As a Financial Representative, he works with Valent’s team of experienced specialists to help his clients generate wealth, maximize the value of their assets, and enhance...

Donel Smith

Financial Services Professional

(757)250-5460

dosmith@financialguide.com

Doug Cornish

Financial Advisor

15708290717

douglas.cornish@ffgadvisors.com

Drew Morrison

Registered Representative

540-433-9178

drewmorrison@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Drew Thorsten

Wealth Management Advisor

240-235-1307

drew.thorsten@ffgadvisors.com

Drew's philosophy is simple; educate, empower, enhance. He teaches his clients how to maximize their financial confidence and move towards their ultimate goal of financial freedom. Just married? New parents? College planning? Ready to...

Duane Rollins

Wealth Management Advisor

240-410-6277

duane.rollins@ffgadvisors.com

Conversations about money are often just about... money. Your financial journey is not a series of transactions; it's how you use the resources you have gathered along the way to do the things that are most important to you. Your needs...

EDDIE DRESCHER, CExP

Financial Advisor, Haycox Financial

757-493-4342

edrescher@financialguide.com

I have over 20 years of experience as a Financial Advisor, helping business owners and their families navigate their way through the unique challenges and opportunities necessary to achieve financial security. In addition to my role as...

Edward Tyng

Financial Services Professional

757-490-9041

etyng@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Ellen M. Donahue, ChFC®

Financial Planner

302-754-3168

302-393-1064 (voice only)

edonahue@financialguide.com

I offer total financial needs analysis through a network of experienced professionals with expertise in:Advisory servicesRetirement analysis and programsEstate strategiesEmployee benefit and retention servicesBusiness continuation...

Emma Cole

Client Service Associate

614-683-9674

emma.cole@ffgadvisors.com

Eric Froyen

Financial Advisor

757-591-4284

efroyen@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Eric Hope

Financial Advisor

757-493-4381

757-840-2974

eric.hope@ffgadvisors.com

I help individuals and business owners make confident financial decisions by bringing clear structure to their entire financial picture.Most uncertainty around money comes from decisions being made in isolation. My role is to provide a...

Erin Webb

Financial Planning & Investment Coordinator

614-683-9640

erin.webb@ffgadvisors.com

Evan Martin

Videographer

757-493-4363

evan.martin@ffgadvisors.com

Fang (Amber) Gu

Financial Services Representative, Investment Advisor Representative

301-354-3837

fgu@financialguide.com

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:Define your personal financial goalsDevelop a...

Ford Mays

Partner, Ford Mays Wealth Management

434-239-8810

mrmays@financialguide.com

AboutFavorite Sports Team – All UVA Sports Favorite Book or Movie – The Ultimate Gift Ideal Dinner Guest(s) – Martin Luther King, Jr. Qualities I Admire in Others – Honesty; Work Ethic ProfessionalIn 1981, Ford founded what is today...

Francesca Knight

Director of Operations

301-354-3872

fknight@financialguide.com

With a career change in 2015, Francesca started out in the financial services industry as a Personal Marketing Assistant to a team of financial advisors. She earned her bachelor’s degree from Simmons College in 2006 and holds a...

Frank Surette

Financial Planner, Buster Capital

703-394-7156

fsurette@financialguide.com

I tell my prospects I will be the most conservative advisor they may find. I will help them earn money on their investments while minimizing their losses when possible. Eight months after the sudden death at 58 of my father, a blue...

Frank Hudgins

Financial Services Professional

757-615-1130

fhudgins@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Frank Maguire

Lead ASO

703-394-7177

frank.maguire@ffgadvisors.com

Frank is a native of Northern Virginia, and began his financial services career in 2002, working as an agent for Massachusetts Mutual Life Insurance Company. A graduate of James Madison University, Frank received a degree in English...

Gaffar Chowdhury

President and CEO, District Wealth Strategies

gchowdhury@financialguide.com

Geoffrey Marsh

Financial Services Representative

703-394-7152

gmarsh@financialguide.com

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals.My long term objective is to...

Geoffrey Talbott

Brokerage Director

240-414-4372

301-355-5872

gtalbott@financialguide.com

I am looking to introduce people to a career as a financial professional where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges....

George `Kinigopoulos

301-355-5881

gkinigopoulos@financialguide.com

Gerald Radican

Founding Partner & Wealth Advisor, Veritas Financial

703-729-0655

gradican@vfwealth.com

Back in college, if you had asked Gerald Radican if he could imagine a career in the financial services industry, the instant response would have been a resounding “no!” Yet in the summer of his junior year, Gerald was offered an...

Gerard (Jerry) Ransing CFP®

Investment Specialist, The Washington Group, Rock Creek Financial

301-354-3405

301-355-5872

gransing@financialguide.com

Fresh out of college 30 years ago, with his Economics degree in hand from the University of Delaware (89), Jerry began his career in the financial services industry. Jerry’s specialty is assisting individuals and families to achieve...

Glenn Fleureton

Financial Services Professional, Fleureton Financial Services

410-271-2646

gfleureton@financialguide.com

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:Define your personal financial...

GLENN SMITH, CEPA

Senior Partner & Worksite Specialist, Coastal Region Benefits

757-717-9758

Glenn@coastalregionbenefits.com

Experienced Enhanced Benefits Specialist with a demonstrated history of working in the insurance and benefits industry. Skilled in Employee Benefits, Sales, Cafeteria Plans, Flexible Spending Accounts, Term Life Insurance, and Whole...

Gordon Kimpel

Financial Advisor

703-424-2428

gmkimpel@ffgadvisors.com

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs....

Grant Buster

Founder and President, Investment Advisor Representative, Buster Capital

703-394-7121

gbuster@bustercapital.com

For over 35 years Grant has enjoyed helping others protect their assets and invest wisely. Grant was born in Dallas, Texas. Growing up in a military family, he lived in many different places including Indianapolis, Indiana. His...

Gwen Carey

Business Manager - Agent Onboarding Specialist

570-821-1615

gwen.carey@ffgadvisors.com

Gwendolyn Dailey

Policy Owner Services/Reception

757-498-5700

gwendolyn.a.dailey@ffgadvisors.com

Gwendolyn Solomon

Financial Services Professional

301-355-5836

gsolomon@financialguide.com

Hakeem Harmon

Financial Services Professional

hharmon@financialguide.com

Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies...

Haley Carruthers

Client Service and Operations Associate, Beden Wealth Management

703-336-1256

hcarruthers@bedenwealth.com

Haley joined Beden Wealth Management in 2024. She graduated from the College of Charleston with a Bachelor of Science degree in Exercise Science. Haley enjoys spending time with her dog, Reggie, and volunteering for her local firehouse...

Holly Hatfield

Agency Supervisory Officer

240-235-1380

holly.hatfield@ffgadvisors.com

Hough Johnson Jr.

Financial Services Professional, Hough Johnson

757-493-4395

hough.johnson@ffgadvisors.com

Hough joined the team in late 2021 as our Director of Marketing and now has the pleasure of being a Financial Services Professional. Hough grew up in Virginia Beach, graduated from East Carolina University, and now lives and works...

Hough Johnson Sr.

Founder/Owner, Hough Johnson

757-493-4367

hough@houghjohnson.com

Hough has lived and worked in Virginia Beach all his life. He’s seen the region grow from its small town beginnings into a thriving community with over a million people. For over 40 years, he’s been helping people identify their vision...

Hyo Lee

Sales Manager

hyolee@financialguide.com

Ian Hastings

Partner, Meridian Financial Associates

570-821-1600

ihastings@meridianfinancialassociates.com

As a founding partner of Meridian Financial Associates, I am committed to building a first-class team that helps individuals and families navigate the countless financial decisions and obstacles that they encounter on their journey....

Ignacio Calles, FSCP®, MBA

Financial Advisor

ignacio.calles@ffgadvisors.com

Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies...

Iris LaVigne

Financial Advisor

703-597-5625

ilavigne@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Isabella Brunk

Wealth Management Advisor

240-235-1353

isabella.brunk@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Jack Bouman

Client Service Associate - Operations

240-235-1382

jack.bouman@ffgadvisors.com

Jack Matthews

301-354-3404

jackmatthews@financialguide.com

Jacob Engel

Financial Advisor, Hill Wealth Partners

301-781-5661

jacobengel@financialguide.com

Knowledge is the key to a successful financial future. I help people protect the ones they love through a variety of financial products and solutions to meet their needs.MM202503-300856

Jake Hamsher

Financial Services Professional

jake.hamsher@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

James Ritter

Managing Director - Wealth Management, Wealth Insight Partners

703-424-2406

jritter@wipwealth.com

Jim, Financial Advisor, learned about saving and investments from a young age, and has always been mesmerized by the stock market. Jim earned an engineering degree from Bucknell University. Jim began his career in project management....

James Williams

Financial Services Professional

301-381-1143

301-355-5872

jameswilliams@financialguide.com

Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new...

JAMES BROWN III, MBA, CLTC

Wealth Management Advisor

240-235-1330

james.brown@ffgadvisors.com

I am a Wealth Management Advisor with over 20 years of experience in the Financial Services Industry. Originally from Smithfield, VA, I moved to Washington, DC to attend Howard University where I received my BBA in Finance. Upon...

James (Jim) Seminara

Financial Services Representative, Investment Advisor Representative, Financial Planner

301-354-3835

301-355-5872

jseminara@financialguide.com

BUSINESS PHILOSOPHYThere are differences between accumulating assets for and plotting a successful retirement. My practice is centered on creating a customized strategy in a holistic manner that helps give a sense of financial security...

Jameson Lett

Wealth Management Advisor, Jameson Lett Wealth Management

614-843-5931

jameson.lett@ffgadvisors.com

Jameson Lett is a Financial Advisor with a practice based in Columbus, Ohio. He loves the challenge in honing his craft and all of the unique clients he gets to work with. But the path to get to where he is today was less than...

Janella Williams

Financial Services Professional

757-493-4338

janella.williams@ffgadvisors.com

Ms. Janella K. Williams, born in Washington D.C., is a dedicated individual with a diverse educational background and a strong commitment to service. She earned a Bachelor of Arts degree in Mass Communications & Journalism from Norfolk...

Jaqueline Jones

jaquelinejones@financialguide.com

Jason Hallman

Financial Services Professional, Coastal Region Benefits

757-493-4355

jason@coastalregionbenefits.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Jassmine Brown

New Business Coordinator

240-819-0113

jassmine.brown@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Jay DeVries

Financial Advisor, Envision Wealth

319-404-7983

jaydevries@ewiowa.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Jay Petty

Executive Vice President - West, The Sheeter Group

760-504-5685

jaypetty@financialguide.com

Jay is an experienced executive benefits consultant and has worked in the financial services industry since 1988. He specializes in the design, implementation, financing and ongoing administrative support of supplemental executive...

Jaylen DeVries

Financial Advisor, Envision Wealth

641-420-5720

JaylenDevries@ewiowa.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Jen Boldt

Financial Advisor, Envision Wealth

515-896-0120

jenboldt@ewiowa.com

Jen was born and raised in a small town in Northeast Nebraska. She grew up on a multi-generation farm where she learned the value of hard work. Jen attended Wayne State College where she received her Bachelor of Science degree in 1998....

Jennifer Calara

Financial Advisor

jennifercalara@financialguide.com

I take great pride in getting to know each client personally, allowing me to understand their unique needs and what matters most to them. This approach enables me to recommend tailored products and strategies that address both their...

Jennifer Jackson

Executive Vice President - East, The Sheeter Group

jjackson63@financialguide.com

Jerry L. Hulick, CLU®, ChFC®, ChSNC™, CLTC

Special Care Planner

571-378-0245

jhulick@financialguide.com

Jerry has been active in the financial services industry for over 40 years. Jerry retired as General Agent of The Washington Group of MassMutual in 2004. Realizing that families with special needs members face unique financial...

Jesse Stephens

Partner, Ford Mays Wealth Management

434-239-8810

jstephens@fordmays.com

AboutFavorite Sports Team – New York Yankees Favorite Book or Movie – Legends of the Fall Ideal Dinner Guest(s) – My Grandparents Qualities I Admire in Others – Kindness; Generosity; “Can Do” Attitude; Entrepreneurial Spirit...

Jessica Dougherty

Business Manager, Insurance Operations/Staff Onboarding

717-715-1823

jessica.dougherty@ffgadvisors.com

Jessica Weber

Administrative Director

240-235-1308

jessica.weber@ffgadvisors.com

Jessica Ciccarelli, CLU®, ChFC®

Financial Advisor

330.704.5555

Jim Hanagan

Financial Services Representative, J.L. Hicks Financial Group

703-394-7114

jhanagan@bedenwealth.com

James “Jim” Hanagan, J.D. is an Arlington native and practiced law for 16 years before starting his financial services career in 1993. Jim received a B.A. in psychology from The University of Virginia and graduated from William and...

Jim Ibach

Financial Planner, The Ibach Team

540-878-5741

jamesibach@financialguide.com

Jim began his financial services career in 1999, after graduating from James Madison University (JMU) in Harrisonburg, Virginia. Although a departure from the energy and environment concentration of his degree, the prospect of having a...

Jim Wehr

Financial Advisor, Veritas Financial

703-729-8337

jwehr@vfwealth.com

Jim Wehr graduated from Georgetown University in 1978 and began a career in the financial services industry that same year. He is the Past president of the Leaders Club of Washington and is a member of the Greater Washington...

Jim Fitze

Financial Planner

301-355-5879

jfitze@financialguide.com

Jim Fitze is a Financial Planner with Rock Creek Financial. As an Investment Adviser Representative, he brings a wealth of experience and knowledge to his role as financial adviser. His diverse background and training enables him to...

Jimmy Hicks

Principal and Senior Financial Planner, J.L. Hicks Financial Group

703-394-7176

jimmy@jlhfinancial.com

James, who is more commonly called “Jimmy,” is a CERTIFIED FINANCIAL PLANNER™ professional with J.L. Hicks Financial Group, located in Tysons, Virginia. Jimmy’s broad knowledge of insurance and investment products can give his clients...

Joe Kennedy, ChFC®, CExP

Financial Advisor, The Z Group

(770) 536-1760

jkennedy@startwithZ.com

Joe Kennedy is the co-founder of The Z Group, where he helps business owners and high earners rethink what’s possible with their money. His approach starts where most financial advice stops—by asking the questions most people don’t...

John Osborne

Financial Services Professional

540-725-4810

johnosborne@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

John Ballinger

Business Development Executive, Coastal Region Benefits

757-493-4325

John@coastalregionbenefits.com

I am a Business Development Executive with Coastal Region Benefits in Virginia Beach. We work with Business Owners to enhance their employee Benefits Packages. We provide analysis and proposals for a multitude of carriers. I strive to...

John C. Hill

Agency Executive Senior Partner

301-355-5825

301-517-6715

301-355-5872

johnchill@financialguide.com

You’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products and services. If you qualify, you’ll get concierge-level business and marketing support so...

Jon Berniger

Financial Advisor

614-595-4813

Specializing in Helping to Preserve the Financial Integrity of the Family! I build long-term relationships with my clients and guide them to reach their full financial potential.

Jonathan Rayle

Financial Advisor, J.L. Hicks Financial Group

703-394-7144

jon@jlhfinancial.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Jonathan Anders

CEO, Benecurv

443-841-2096

With over 30+ years of experience in the insurance & employee benefits arena, Jonathan and Benecurv delivers risk management acuity through a proven process. Visit Website Schedule a Consultation

Jordan Phelps

Financial Services Professional

301-719-2532

301-355-5872

jphelps@financialguide.com

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future...

Jose Garcia Torres

Financial Services Professional

240-340-3843 (voice only)

jose.garciatorres@ffgadvisors.com

Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future. Protect those you love. I am dedicated to making a difference in people’s lives.MM202611-311872

Josh Rockwell

Financial Advisor, Freedom Point

757-387-3553

jrockwell@freedompointus.com

Visit Website

Joshua Block

Financial Services Professional

JBlock@financialguide.com

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to...

Julie Ann Hepburn

Financial Services Professional

973-818-7284

julieann.hepburn@ffgadvisors.com

JulieAnn Hepburn is an advisor at Valent Wealth, LLC, an independent full-service wealth management and financial planning firm. With over 31 years of experience, JulieAnn brings a wealth of expertise to her clients. She previously ran...

Justine Perdomo

Financial Services Professional

973-632-2983

justine.perdomo@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Karen D. Poore, ChFC®

Financial Advisor

(302) 502-1500

kpoore@financialguide.com

Karen Poore is a financial planner and financial services representative with MassMutual Greater Washington advocating financial responsibility. Her professional services include:~ Family Legacy Planning~ Business and Estate Planning~...

Ken Kowalski

Financial Services Professional, The Kowalski Network

434-841-6099

kkowalski@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Kent Ashley

Financial Advisor, Cornerstone Financial Advisors

703-394-7175

kashley@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Kevin Heninger

Director of Operations, Clarke Financial Management

757-965-4009

kheninger@financialguide.com

Kevin Heninger is the Director of Operations as well as a Senior Design Consultant at CFM. Kevin is responsible for helping the firm scale its operations and achieve its strategic vision. Kevin was born and raised in Virginia Beach,...

Kevin Mullaney

Senior Financial Advisor, J.L. Hicks Financial Group

202-425-4459

kevin@jlhfinancial.com

Kevin joined J.L. Hicks Financial Group in January 2022 and is an experienced investment advisor with a decades-long career working in the financial services industry. Kevin leverages his broad experience providing comprehensive wealth...

Kevin Moran

Senior Client Specialist, Coastal Region Benefits

757-863-3414

kevin@coastalregionbenefits.com

Preparing for the next step in life isn’t always easy. Kevin’s combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance...

Kristin Niedermeyer

Financial Services Professional, Valent Wealth

360.777.6877

KRISTIN.NIEDERMEYER@VALENTWEALTH.COM

Kristin empowers her clients to be proactive in building a strong financial foundation to ensure a lasting good life for the people they care about most.Many of her clients are good savers, however they are burdened by high taxes, the...

Krysti Robel

Executive Assistant to Finance

240-235-1366

krysti.robel@ffgadvisors.com

Kurt Petrucci

Registered Representative

301-355-5873

410-428-2770 (voice only)

301-355-5872

kpetrucci@financialguide.com

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:Define your personal financial...

Kyle Rasmussen

Founder, HG Wealth Advisors

571-215-1672

kyle@hgwealthadvisors.com

Kyle was born and raised in Washington, DC, and moved to Columbia in 2009 to attend the University of South Carolina. It’s there that Kyle met his now wife, Katie, and decided to put down roots in Columbia. Kyle is a certified...

Kyle Younker

Financial Services Professional, Envision Wealth

641-530-2498

kyleyounker@ewiowa.com

Visit Website

Kyung (Rose) Park

Sales Manager

parkk@financialguide.com

Laine Polmateer

Marketing Associate

301-907-9030

laine.polmateer@ffgadvisors.com

Li Yang

Registered Representative

301-354-3858

301-355-5872

liyang@financialguide.com

Lisa Miller

HR Director

240-235-1337

lisa.miller@ffgadvisors.com

Liz Cathey

Client Service Associate to Clay Goldsborough

740-607-1095

liz.cathey@ffgadvisors.com

Liz Ruth-Brinegar

Financial Services Professional

240-896-4968

301-355-5872

lruthbrinegar@financialguide.com

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future...

Liz Wilkerson

Financial Services Professional

513-650-7947

301-355-5872

liz.wilkerson@ffgadvisors.com

Protect those you love. I help people protect the ones they love through a variety of financial products and solutions to meet their needs. I pride myself in getting to know each client so that I can understand their individual needs...

Lloyd Polmateer

CEO

lloyd.polmateer@ffgadvisors.com

Lloyd is the CEO of First Financial Group (FFG), one of the largest independently owned financial services firms in the Mid-Atlantic. With the simple philosophy of helping people live better lives, First Financial Group has been...

Malcolm Terrell

Financial Advisor, M Louis Capital

757-387-3566

malcolm@mlouiscapital.com

Malcolm Terrell was born in Gaithersburg, MD, a suburb of Washington D.C. After high school, he attended Morgan State University in Baltimore, Maryland. After doing more partying than studying, he decided to take his talents to the...

Mansa McQueen

ATS

410-832-4181

mansa.mcqueen@ffgadvisors.com

Margaret Dziekonski

Marketing Coordinator

240-235-1391

margaret.x.dziekonski@ffgadvisors.com

Mark Lester

Financial Advisor, Beden Wealth Management

703-394-7143

marklester@financialguide.com

Mark is responsible for overseeing Beden Wealth Management’s compliance and regulatory obligations and advises financial planning clients. He joined the firm in 2004. Mark is a native of West Hartford, CT, and began his career as an...

Mark Molowa

Financial Advisor, Wealth Insight Partners

(703) 394-2414

mmolowa@wipwealth.com

Mary Grate-Pyos

Financial Services Professional

703-394-7118

mgrate-pyos@financialguide.com

Mary Grate-Pyos, MBA, considers herself a “Proud Geek in Pearls” and is determined to make a difference and have impact in the lives of others through financial literacy, simple wealth strategies and financial wellness discussion for...

Mary Sullivan

Financial Services Professional

202-952-7743

maryhelensullivan@financialguide.com

I am dedicated to making a difference in people’s lives. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need...

Maryann Keith, CFP®, CIMA®, CDFA®

COO and Financial Advisor, Beden Wealth Management

703-394-2402

mrkeith@bedenwealth.com

Maryann works both in the business, and on the business.She joined Beden Wealth in 2007, bringing us her deep understanding of operations to help us provide a world-class client experience. Since that time, she has gained her...

Maryanne Ibach

Financial Planner, The Ibach Team

540-512-8903

mibach@financialguide.com

Maryanne joined Jim at MetLife in 1989 while concurrently serving as a Nurse Corps Officer in the United States Navy Reserve from which she retired in 1995 having the honor of becoming the first woman promoted to flag rank. Maryanne's...

Matt Gagnon

Wealth Management Advisor

240-534-3835

matthew.gagnon@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

MATTHEW GRACE ChFC®, CLU®, CEPA®, LACP

Financial Advisor & Director of Business Overwatch

240-235-1393

matthew.grace@ffgadvisors.com

Matt works with high and ultra high net worth business clients to bring together the right team of advisors and affiliated Subject Matter Experts to serve their advanced business planning needs. Visit Website Schedule a Consultation

Maurice Clarke

President, Clarke Financial Management

757-965-4009

Maurice Clarke is the President of CFM. He was introduced to the financial industry while still in high school and has professionally worked in the industry since 2005. His success and passion for the industry led him to incorporate...

Michael Lyubinsky

Founder & Wealth Advisor, Woodmont Wealth Advisors

240-235-1322

michael@woodmontwealth.com

Michael founded Woodmont Wealth out of a desire to enhance and expand his clients' experience, with the resources of the industry’s leading financial institutions, to offer a more sophisticated and robust platform that focuses not only...

Michael Dempsey

Marketing and Communications Director

240-235-1333

michael.dempsey@ffgadvisors.com

Michael Blank

President, The Sheeter Group

678-777-2227

michaelblank@financialguide.com

Michael Blank is the Executive Vice-President of The Sheeter Group and has over 17 years of insurance and financial services experience, specializing in non-qualified deferred compensation and succession planning specifically for...

Michael Gee

Financial Services Professional

mgee@financialguide.com

I am dedicated to making a difference in people’s lives. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and...

Michael Ghanem

Financial Services Professional

mghanem@financialguide.com

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:Retirement income solutionsEstate strategiesEmployee benefit and retention...

Michael Lieber, CRPC®

Financial Services Professional

mlieber@financialguide.com

Preparing for the next step in life isn’t always easy. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:Retirement income...

Michelle Vitale

New Business Coordinator

570-266-8561

michelle.vitale@ffgadvisors.com

Michelle Balfe

Financial Advisor, FireMark Financial

301-355-5848

mbalfe@financialguide.com

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:Define your personal financial goalsDevelop a...

Michelle Gamboni

Financial Services Professional

757-490-9041

michelle.gamboni@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Mie Field

Financial Services Professional, Valent Wealth

425-404-1320

MIE.FIELD@VALENTWEALTH.COM

Mike Botto

Financial Advisor, Beden Wealth Management

703-394-7119

michaelbotto@bedenwealth.com

Michael graduated from the Martha and Spencer Love School of Business at Elon University with a B.S.B.A in International Business and a minor in Economics. He joined the team in 2024 with over 10 years of business development...

Misha Schryer

Financial Services Professional

303-319-5770

misha.schryer@ffgadvisors.com

Misha's journey began over 33 years ago, stepping into the world of financial services with a brief stint at a major agency. However, that initial encounter left her disillusioned, perceiving financial advisors as mere salespeople...

Mo Rowe

Senior Vice President & Wealth Management Advisor

301-502-8918

mo.rowe@ffgadvisors.com

With over 29 years helping his clients live their best financial lives, Mo’s philosophy is simple. He teaches his clients how to maximize their financial confidence and move towards their ultimate goal of financial independence. Just...

Mohammad Khishtan

mkhishtan@financialguide.com

Nancy Shaw

301-354-3853

nshaw@financialguide.com

Nick Roberson

ATS/ASA

757-493-4316

nick.roberson@ffgadvisors.com

Niloufar Hormozdi

Project Administrator

240-235-1316

niloufar.hormozdi@ffgadvisors.com

NYLE BERKES, LUTCF

Financial Advisor, Dynamic Wealth Solutions

570-394-2022

nyle@dynamicwealthsolutions.net

Nyle Berkes has been in the financial advisory business for nearly two decades. He has a passion for helping clients attain financial freedom and security through sound and strategic planning. His mission is to offer reliable advice...

Pam Dauer

New Business Coordinator

757-493-4365

pam.dauer@ffgadvisors.com

Pamela Teele

New Business Coordinator

240-235-1399

pamela.teele@ffgadvisors.com

Pamela Thayer

Financial Services Professional

301-355-5853

pamelathayer@financialguide.com

Pat Harris

Agency Wealth Management Support

410-832-4264

pat.harris@ffgadvisors.com

Patrick Masi

Financial Advisor

215-253-6238

patrick.masi@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Patrick Smith

Vice President of Sales & Development

404-754-8999

patrick.smith@ffgadvisors.com

Patrick Smith serves as the Vice President of Sales and Development for First Financial Group’s Charleston office, where he leads the firm’s regional growth initiatives and advisor development strategy. With more than a decade of...

PAUL SWIFT, CEPA

Financial Advisor, Loom Capital

614-589-7315

paul.swift@ffgadvisors.com

Schedule a Call Why do most Americans struggle in climbing up AND down the financial mountain, when we live in the most free and prosperous country in the world? This is a question that I have often contemplated over the past 20 years,...

Penny Crowell

Wealth Management Advisor

757-493-4319

ppcrowell@financialguide.com

She earned a Master of Business Administration in Finance from Florida Institute of Technology in 1999 and received her bachelor’s in business administration in Accounting from California State University, Fresno in 1992. Penny is a...

Peter Glassman

Founding Partner, Wealth Insight Partners

703-394-7147

pglassman@wipwealth.com

For over 30 years, Peter has provided financial advice to some of Washington, DC’s top attorneys. Through this experience, Peter has continually refined his understanding of the unique challenges and opportunities these busy...

Peter Serratore

Financial Representative & Registered Representative, Meridian Financial Associates

570-820-5817

peter.serratore@meridianfinancialassociates.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Phillip Greer

Partner/COO, Coastal Region Benefits

phillip@coastalregionbenefits.com

Knowledge is the key to a successful financial future. Preparing for the next step in life and protecting those you love isn’t always easy. I am dedicated to making a difference in people’s lives. My combination of experience,...

Phuong Tran

phuongtran@financialguide.com

Raj Bhansaly

Registered Representative

301-354-3824

RBhansaly@financialguide.com

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:Define your personal financial...

Ralph Sabine

Agency Supervisory Officer

757-493-4314

ralph.sabine@ffgadvisors.com

Randy Jones

Wealth Management Advisor, Real Randy Jones

571-375-8031

randy.jones@ffgadvisors.com

As a combat medic, I was once told “Medicine is not designed to heal you. It is designed to “sustain” you.” When it comes to finances, the information you receive is not designed to create Financial Freedom, but Financial Maintenance....

Reid Barber

Financial Advisor, Freedom Point

757-387-3561

rbarber@freedompointus.com

Reid Barber graduated from Old Dominion University in 2019 with a Bachelor’s Degree in Finance. He was awarded Most Outstanding Financial Planning Student in 2019. Reid served as the Old Dominion University Class Council of 2019 Vice...

Renee Jbarner

Administrative Receptionist

240-235-1331

renee.barner@ffgadvisors.com

Rhodes Wilson

Financial Advisor, Dynamic Wealth Solutions

215-766-8500

rhodes@dynamicwealthsolutions.net

As a CERTIFIED FINANCIAL PLANNER® practitioner I strive to - Maximize Client Prosperity- Minimize Tax Liabilities- Mitigate Risk Factors I accomplish this by using my education at West Point and the University of South Dakota and my...

Ricardo Garcia

Senior Vice President

301-907-9030

ricardo.garcia@ffgadvisors.com

I offer a range of financial strategies to help you set financial goals or achieve f inancial goals you may already have. I work with small businesses, people of all ages, situations, lifestyle, and income brackets. My philosophy is to...

RICK SCRUGGS, JR. CLU®, ChFC,®C(K)P®

CEO and Financial Advisor, Financial Designs

434-528-0051

fscruggs@financialguide.com

Rick Scruggs has worked with business owners and personal clients in Central Virginia and the Southeast since 1977. Rick is the principal of Financial Designs and the creator of the Vision Advocate Experience. Rick is a graduate of the...

Rob Kaine

Financial Advisor

757-591-4281

rkaine@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

ROBERT FICHTER, LUTCF, CLTC

Partner & Financial Advisor

614-592-6900

rob.fichter@ffgadvisors.com

Rob takes a wholistic and comprehensive approach to financial planning, and is dedicated to always putting the needs of his clients first. His areas of concentration include investments, retirement, and college planning. Following an...

Rob Berkowitz

Vice President of Sales and Development

robert.berkowitz@ffgadvisors.com

Driven. People-focused. Growth-minded. As Vice President of Sales & Development at First Financial Group, I help advisors build powerful, sustainable careers while expanding our impact across the region. My leadership style comes from...

Robert Fitzgerald

Executive Vice President - South, The Sheeter Group

704-284-4855

rfitzgerald@financialguide.com

Rob Fitzgerald has over 17 years of experience in the financial services industry. He specializes in working with credit unions to design, implement, and monitor executive benefit programs. Rob works closely with credit union boards to...

Robert Virden ChFC®, RICP®

Financial Advisor, Investment Specialist, Crescent Financial

301-354-3839

301-355-5872

rvirden@financialguide.com

As a seasoned Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) with over 25 years of experience, Robert brings a wealth of knowledge to guide clients in achieving their financial goals. His...

Robert Lembo CLU^®

Financial Planner

301-354-3409

rlembo@financialguide.com

Robert can help provide sophisticated, yet straight-forward financial guidance through a holistic financial approach.

Rojay Daley

Financial Services Professional

301-355-5864

rdaley@financialguide.com

Protect those you love. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and...

RYAN RIGGS, CFP®, ChFC®, CLU®, CExP

Financial Advisor, Freedom Point

757-387-3541

Ryan helps business owners with planning for the eventual exit from their business, as well as succession planning, buy/sell planning, and strategies to help recruit, retain, and reward employees through executive and key-person planning.

Ryan Saunders

Client Specialist, Coastal Region Benefits

757-278-5691

ryan@coastalregionbenefits.com

“I am passionate about helping individuals and businesses protect what matters most and prepare for a successful financial future. I believe that education is the key to making informed financial decisions, and I work closely with each...

Sam Berryhill

Director of Investment Operations, Beden Wealth Management

703-336-1253

sberryhill@bedenwealth.com

Sam joined Beden Wealth Management in 2024 and holds the FINRA Series 6 and 63 licenses. Sam has 20 years’ experience in the financial services industry. Prior to joining Beden Wealth Management, he was head of investment operations at...

Samantha Varga

Supervisory Operations Coordinator

757-493-4301

samantha.varga@ffgadvisors.com

Sandi Myers

Chief Operating Officer

sandi.myers@ffgadvisors.com

Sarah White, CLU®, ChFC®, CLTC

Financial Planner

301-265-2381

301-355-5837 (voice only)

301-355-5872

sarahwhite@financialguide.com

I am prepared to assist clients with their financial plans and help them meet their short and long-term financial goals. I work closely with my clients and can also work with you. I will help you:Define your personal financial...

Sarah Scruggs Reddell

President, Financial Designs

434-455-1451

sscruggs@financialguide.com

Though her role eludes definition, Sarah Scruggs Reddell describes her role as helping people, regardless of where they find themselves in the spectrum of engagement with our firm. Sarah is involved in the day-to-day operations of...

Scott Ginsburg

sginsburg@financialguide.com

Scott W. Stasny

Practice Development Specialist, Financial Services Professional

301-381-2912

301-355-5872

sstasny@financialguide.com

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future...

Sean Joiner

President

sean.joiner@ffgadvisors.com

Sean joined First Financial Group (FFG) in 2008 as a Financial Representative. He developed a strong practice, earning back-to-back firm sales awards; however, given his entrepreneurial background, Sean turned his attention to...

Seth Pangburn

Social Media Coordinator & Graphic Designer

240-235-1340

seth.pangburn@ffgadvisors.com

Sharon Krohn

skrohn@financialguide.com

Shazeib Parvez

Financial Advisor, Freedom Point

757-387-3543

sparvez@freedompointus.com

As a financial advisor, I partner with my clients to help craft a financial plan that is unique to them. I focus on what my clients want to achieve in their lifetime and the legacy they would like to leave behind. Whether you are...

Sheela Shah

301-354-3826

sheelashah@financialguide.com

Stacy Segal

Wealth Advisor, Veritas Financial

703-336-1209

ssegal@vfwealth.com

An honors graduate of Lake Braddock Secondary School and then The University of Virginia, Stacy has served in the financial services industry since 2004. Immediately following her graduation from UVA, Stacy moved to California to work...

Stephen Lambertson

slambertson@financialguide.com

Steve Hodson

Financial Advisor

703-408-3749

stephenhodson@financialguide.com

Steve and his wife Sue met as Peace Corps Volunteers in Thailand and live in Arlington, Virginia – close enough to spend lots of time with their grandchildren in McLean. Steve considers himself a general practitioner who hones in on...

Steve Paquette

CIO/ASA

240-235-1312

steven.paquette@ffgadvisors.com

Steve Sykes

Financial Advisor

757-493-4384

steven.sykes@ffgadvisors.com

Since beginning my career in the financial services industry in 2008, I have had the privilege of guiding clients through all the phases of the financial planning process. Fully understanding how critical of a role advisors play in...

Sung Mi Kim

Financial Services Representative

757-591-4283

sungmkim@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Susan Springer

Business Solutions Account Manager

240-235-1345

susan.springer@ffgadvisors.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

T. Damian McKenzie

Wealth Management Advisor

703-394-7105

tmckenzie@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Ted Cooprider

Financial Advisor, Cooprider Financial Partners

757-206-1627

tcooprider@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Teresa Mason

Financial Services Professional

tmason@financialguide.com

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to...

Thomas Westmoreland

Financial Advisor

571-554-5106

twestmoreland@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Thomas St Clair

tstclair@financialguide.com

Thomas "Tom" Morris, RFC, LUTCF®

Financial Services Professional

240-573-7475

301-355-5872

tommorris@financialguide.com

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it...

Thomas A. Cabral, ChFC®, CLU®

Managing Associate, Chartered Life Underwriter

ThomasCabral@financialguide.com

Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new...

Tiffany Munden

Business Manager

757-278-5647

tiffany.munden@ffgadvisors.com

Tiffany Smith

Partner/CEO, Coastal Region Benefits

757-387-3546

tiffany@coastalregionbenefits.com

Tiffany has been offering supplemental benefit options to clients since 1997. Tiffany loves working with business owners to create a competitive enhanced benefit package to compliment and support their existing benefits or introduce...

Tim Gottus

Financial Services Professional

412-414-5879

tim.gottus@ffgadvisors.com

Since 2004, Tim has been educating and working with physicians and medical professionals in effective financial decision- making. He has a tremendous passion for helping people make informed decisions, so they can meet their objectives...

Timothy Tillman

Financial Advisor

704-965-6634

timothy.tillman@ffgadvisors.com

Tim Tillman is a mission-driven financial coach committed to making a meaningful difference in people’s lives. With the support of a team of professionals, Tim guides clients in achieving their financial goals, offering personalized...

Timothy Danehower CLU®, LUTCF®

Financial Advisor, The Washington Group

703-218-4015

tdanehower@financialguide.com

As a Financial Services Professional, my goal is to educate my clients in financial decisions. I assist professionals and business owners in many ways, including employee benefits and retention services, advisory services, and estate...

Todd Thomas

Financial Advisor, Envision Wealth

319-675-0010

toddthomas@ewiowa.com

I often will tell people that I have had two careers in the financial professional world. My first three years, which was just transactional in nature, and trying to sell as many products as I could. And then since 2004 doing what I...

Tom Jennings

Partner & Chief Operating Officer, Ford Mays Wealth Management

434-239-8810

tjennings@fordmays.com

AboutFavorite Sports Team – University of Virginia Cavaliers Favorite Book or Movie – The Noticer by Andy Andrews; Man on Fire Ideal Dinner Guest(s) – Ronald Reagan, Denzel Washington, Jerry Seinfeld Qualities I Admire in Others –...

Tommy Battle

434-455-1444

tbattle@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

Tony Patterson

Financial Advisor, Envision Wealth

319-269-8487

tonypatterson@ewiowa.com

Often times, you may hear me jokingly say that I’ve been in the industry my entire life. As a youngster, I spent many nights and weekends hanging out at my father’s office as he grew his own financial strategies practice. After...

Tracy Sledd

Financial Services Professional

540-767-4825

tsledd@financialguide.com

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs....

Travis Swift

Financial Services Professional

301-355-5800

301-355-5872

travisswift@financialguide.com

I am dedicated to making a difference in people’s lives. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies...

TREY DUDLEY, CFP®

Executive Vice President and Partner

757-387-3538

trey.dudley@ffgadvisors.com

I consider it my personal mission and calling to facilitate connections across the country and in our community–– that is, to help bring the right people together–– to create new relationships and potential growth for all. In the wake...

Valerie Ford

Strategic Brand Consultant

240-235-1383

val.ford@ffgadvisors.com

Veronica Ahern

Administrative Assistant

703-394-7181

veronica.ahern@ffgadvisors.com

Vicky Mangan

Senior Client Specialist, Coastal Region Benefits

757-490-9041

vicky@coastalregionbenefits.com

Vicky is a devoted wife, a loving mother, and a fun “Nayla” (her grandmother’s name). She absolutely loves her family but brings that love and dedication into her everyday work life. Vicky has been offering insurance benefits to...

Vince Vaghi

Wealth Management Advisor

240-235-1350

vincent.vaghi@ffgadvisors.com

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in getting to know each client so that I...

VINCENT D'ADDONA*, MSFS, CLU®, ChFC®, CExP, RICP®, CEPA®, AEP®

Financial Services Professional

917-453-4008

Mr. Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, CEPA®, AEP® (Distinguished) is a foundingmember of Valent Wealth, LLC, an independent full-service wealth management and financial planning firm.Valent Wealth seeks ways to blend...

Vinny McLaughlin

Financial Advisor, Beden Wealth Management

703-394-7146

vmclaughlin@bedenwealth.com

With a strong foundation in corporate finance, Vinny has spent over a decade building a successful financial planning practice from the ground up, starting in 2011. Through education, hard work, and unwavering determination, he has...

Vito Recchia

Financial Advisor, Meridian Financial Associates

570-266-8560

vitangelo.recchia@meridianfinancialasscoiates.com

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Walter Clark

walterclark@financialguide.com

Wayne LaPlante

Financial Services Professional

804-426-8387

wlaplante@fsvllc.com

Colen "Wayne" LaPlante, AIF® is a Financial Advisor and Planner. He consults with clients and prospects on a variety of topics to create financial solutions and help provide assurance. Within the firm he serves as a Partner, working...

Wendell Carter

Financial Services Professional

301-355-5832

wcarter@financialguide.com

My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.MM202503-300856

William Haycox

President, Haycox Financial Group

757-493-4320

william@haycoxfinancial.com

Preparing for that next step in life isn’t always easy. William's combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance...

William Davis

Financial Advisor

757-873-3803

wtdavis@financialguide.com

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit...

William Moran

Client Specialist, Coastal Region Benefits

757-927-9979

will@coastalregionbenefits.com

Preparing for the next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies...

William "Bill" Keen

, Professional Benefit Services

wkeen@financialguide.com

Younhee Park

Financial Services Professional, Life Insurance Specialist

571-488-6257

703-999-1705 (voice only)

301-355-5872

ypark@financialguide.com

Zach Buster

Certified Financial Planner, Buster Capital

240-235-1310

zbuster@bustercapital.com

Zach is a passionate financial advisor dedicated to empowering individuals to achieve their financial goals. Driven by a personal understanding of the transformative impact of sound financial strategies, he is committed to guiding...

Zach Lampert

Financial Advisor, Lampert Insurance and Financial Planning

757-620-8779

zlampert@financialguide.com

Zach Lampert was born and raised in Norfolk, graduated from Norfolk Academy with honors, and then graduated from Virginia Tech with honors and majors both in Finance and in Human Resource Management. He started his career in 2005 and...