Brian Booker

Kylisa Harris is a financial advisor at Destiny Money Management with eight years of industry experience. She holds a Series 65 designation and has worked at Destiny Money Management since 2018. Her prior experience includes roles at TIME Systems LLC and Freedom Ring Capital, LLC. Destiny Money Management provides comprehensive financial planning and non-discretionary investment advisory services to individuals, small businesses, and non-profit organizations. The firm emphasizes client education through recurring seminars and workshops and uses a flat or project-based fee structure rather than percentage-of-assets fees.

Mark Castonguay is a financial advisor with American Financial Planning, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Infinex Investments, Inc. and Virginia Asset Group. Outside of advising, he manages a bookkeeping and accounting services business and serves as an administrative assistant for Congregation Zion's Sake. American Financial Planning, Inc. provides financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as corporate pension and charitable accounts. The firm emphasizes diversified index investments combined with occasional active funds and offers customized investment restrictions based on client preferences.

Caitlin Allard is a CFP® with five years of industry experience, currently serving as an advisor at The Wealth Consulting Group. Her prior roles include positions at Sentinel Wealth Management, The Legacy Foundation, Abaco Systems, and S&P Global Market Intelligence. She is a member of the advisory board for the YMCA in Suffolk, VA, where she participates in community outreach efforts. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and offers both direct management and access to third-party programs, with additional services that include fiduciary support and legal-service integration.

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 with First Command spans multiple affiliated entities since 2019. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured 12-month engagements with written financial plans and periodic reviews, supported by an in-house investment management team that oversees discretionary model portfolios.