Randy Kolenda is a financial advisor at NorthStar Wealth Management LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Resurgent Financial Advisors LLC, Kingswood Capital Partners, Hayden Royal, and Wells Fargo Clearing. NorthStar Wealth Management LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis with modern portfolio theory to build long-term, risk-aligned portfolios and offers an invitation-only Comprehensive Financial Leadership program that coordinates specialists to address complex client needs.

Lisa Robinson is a CFP® professional and the sole advisor at Robinson Nelson with one year of industry experience. She previously worked at World Financial Group for seven years and holds current roles outside of investment advising as a senior product manager at United Health Group/Optum and a licensed real estate salesperson. Robinson Nelson is an independent registered investment adviser serving individuals, trusts, estates, business owners, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services with a focus on institutional retirement-plan consulting and pension advisory work.

Kristin Menz Yianni is a financial advisor at CPR Investments Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CPR Financial Group and CPR Investments Inc. since 2016, as well as serving as a consultant for CT Executive Benefits Group since 2003. CPR Investments Inc. primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on downside risk reduction.

Todd Mccandless is a Series 65-licensed financial advisor with nine years of industry experience, currently with HBW Advisory Services LLC. He has worked at Southern Graphic Systems since 2014 and is involved with McCandless Enterprises LLC, a graphic design business he founded in 2001. Outside of advising, he also works as a graphic specialist at Altria Client Services. HBW Advisory Services manages approximately $1.75 billion in assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and offers a high client load per advisor alongside institutional and intermediary services.

Trevor Batt is a financial advisor at Ritholtz Wealth Management with eight years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Ritholtz in 2025, Trevor worked at Cardinal Financial Planning, Indigenous Technologies, and several other firms across finance and technology sectors. Ritholtz Wealth Management serves both individual and institutional clients, offering comprehensive portfolio management and financial planning through advisor-led services and digital platforms. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, managing approximately $9.4 billion in client assets.

Arianne Mc Sellers is a CFP® and Series 65-licensed advisor at Facet with one year of industry experience. Prior to joining Facet, she worked at Garrel Miani Financial Group and operated Abundant Life Financial Coaching Services. Her career also includes roles outside of finance at Sabra Dipping Co. and DSD Partners. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes and model-based asset allocations focused on ETFs, with a flat subscription fee structure rather than asset-based fees.

Sicong Ai is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, NYLIFE Securities LLC, and Equitable Financial Life Insurance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and maintains unique market roles, including operation as a swap dealer and futures commission merchant.

Amber Westbrook is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at BB&T Securities and Dingman Financial Service. Before entering the financial sector, she spent a year in freelance event management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled equity research tools to support its investment approach.

Daniela Vasquez Izquierdo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and two years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and maintains in-house research, security pricing, and unique market roles such as swap dealer and futures commission merchant.

Teng Lin is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Citigroup, Teng worked at Queens College and Queens Borough Community College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market functions.

Joseph Karcic is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position at Citigroup Global Markets since 2012. He holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies underpinned by internal standards and oversight committees, and it leverages its significant institutional scale and distinctive market roles in its service offerings.

Christopher Jolley is a financial advisor with Truist Advisory Services holding the Series 66 designation and four years of industry experience. His prior work includes roles at Ashland Physical Therapy and Maramarc Fitness L.L.C. in addition to his current advisory positions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by AI-enabled research tools and inter-affiliate integration.

Zachary Hess is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses. He has one year of industry experience and previously served in the United States Navy for four years. His background also includes roles at Amazon, Kroger, and Dunkin Donuts. 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 using model portfolios and third-party managers selected by a centralized investment team.

Edward Grosso is a CFP® professional with 26 years of experience in financial advising. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Grosso is also the owner of Webster Grosso Wealth Management, a support company based in Midlothian, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Chandler Dodge is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials and one year of industry experience. He serves as a Second Lieutenant in the Virginia Army National Guard, where he performs administrative and supervisory duties as a Fire Direction Officer over a Field Artillery Battery. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by centralized teams using preapproved third-party managers and model portfolios.

Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Jackson National Life Distributors LLC, MML Investors Services, and MassMutual. He is also the proprietor of Elevate Financial Group, a life insurance brokerage operating under the firm's umbrella. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage alongside investment advice.

Jayne Di Vincenzo is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 27 years of industry experience. She has worked at Kestra since 2021 and previously held roles at Cambridge Investment Research Advisors, Colonial River Wealth Management, and LPL Financial. Di Vincenzo serves on the board of Step Up Savannah and is secretary of International Friends of Animals in Developing Countries. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets, serves large institutional investors including sovereign wealth funds, and supports complex investment solutions within a comprehensive supervisory framework.

Kenneth Barnes is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Creative Planning. He previously worked at Cetera Wealth Services for 11 years and holds a Series 66 designation. Outside his advisory role, he serves as an account executive in a non-sales capacity at SageView Advisory Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Qiaoling Chen is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 license and has held various roles at CitiBank since 2020. Prior to joining CitiBank, she worked at Futiji and has academic experience at Queens College and Queensborough Community College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates institutional-scale resources and market roles uncommon among peers.

Calvin Anthony is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations and previously worked at CoStar Group, Equitable Advisors, LLC, and Scott Insurance. Outside of advising, he is involved with Financial Dynamics & Associates, providing paraplanning and client support services. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and combines digital advice with discretionary and non-discretionary account management.