Arash Zarrabian is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Corbett Road Capital Management and Spire Wealth Management, LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other instruments, supported by extensive platform integrations and affiliated sub-advisory arrangements.

Scott Ward is a CFP®-certified financial advisor with 18 years of industry experience. He currently works at &Partners and previously spent nine years at Wells Fargo Clearing. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through a combination of fundamental, technical, and quantitative analysis, utilizing both in-house and third-party strategies.

Swathi Reddy is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at HSBC Bank Australia for seven years. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of program types from client-directed to fully discretionary accounts, using model risk profiles and a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management.

Andrew Lalley is a CFP® with eight years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has been with the Steward Partners enterprise since 2016 and previously worked at Raymond James Financial Services. Outside of his advisory role, Lalley is involved in coaching crew teams, serving as head coach for the Walter Johnson High School Crew and assistant coach for Washington, DC’s Jackson Reed Crew. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Robert De Young is a financial advisor with TD Private Client Wealth LLC in Vienna, VA. He holds a Series 66 designation and has two years of industry experience. Prior to joining TD Private Client Wealth, he has held roles at TD Bank N.A., Bankers Life, Truist, and Northwestern Mutual, and served in the Armed Forces for 13 years. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation across affiliated and third-party managers, offering portfolio management, financial planning support, and custody services.

Vinay Kaul is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist and its predecessor firms since 2007. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms.

Kevin Henry is a CFP® with 13 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2016 and previously worked at PNC Wealth Management from 2012 to 2014. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with an emphasis on strategic asset allocation and customized investment solutions.

Nikita Lodha is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been associated with SunTrust Bank and SunTrust Investment Services, Inc. since 2012. 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 approaches supported by third-party manager arrangements. The firm integrates multiple affiliates to offer a range of services including the AMC Advantage manager-selection program and AI-enabled research tools.

Lawrence Fisher II is a financial advisor at Chevy Chase Trust Company with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Chevy Chase Trust since 2010. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach focused on secular trends and sector themes, emphasizing longer-term holdings and combining fiduciary trust and custody functions with investment management.

Linly Ramlal is a financial advisor with Transamerica Financial Advisors in Laurel, MD, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also president of LKR Strategic Solutions Inc. Additionally, she works as a part-time real estate agent with Taylor Properties. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party managed portfolios with both discretionary and non-discretionary program options.

Peter Darke is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. Citigroup Global Markets is notable for its large institutional scale, multi-asset, multi-manager strategies, and its roles as a swap dealer and futures commission merchant.

Christopher Patterson is a financial advisor with Concurrent Investment Advisors, LLC and holds the PFS™ credential along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including prior roles at Spire Wealth Management and Spire Investment Partners. Patterson is also an agent of Spire Insurance Agency and operates under the dba Patterson Wealth Management Group. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by an integrated platform with affiliated sub-advisory arrangements and third-party solutions.

Maria Nikitina is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Eagle Strategies, she worked at NYLIFE Securities LLC and New York Life Insurance Company, and has experience in nonprofit educational event organization related to sunburn prevention in children. She is also a partner at Cherry Blossom LLC, providing consulting on marketing strategy and personal branding. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Morgan Douglass is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2021. Prior to that, he spent eight years at Sullivan, Bruyette, Spero & Blayney, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and institutional services.

Kathy Moritz is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Eagle Strategies since 2016 and associated with New York Life and its affiliated entities since 2015. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives and manages the majority of its assets on a non-discretionary basis.

William Cunningham is a CFP® certificant with 19 years of industry experience. He currently works at Concurrent Investment Advisors, LLC and has previously held advisory roles at Corbett Road Wealth Management, RE Advisers Corporation, Homestead Funds, and RE Investment Corporation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

Andrew Stevens is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and has previously worked at TD Ameritrade, Charles Schwab, and SunTrust Advisory Services. His career has focused on wealth management and financial planning. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm’s guidance is based on proprietary asset allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Mark Johannessen is a CFP® professional with 24 years of industry experience, currently serving at Creative Planning since 2021. Prior to this, he spent 30 years at IA Sullivan, Bruyette, Spero & Blayney. He serves on the Board of the CFP Board, focusing on initiatives to develop future financial planners and increase diversity and inclusion within the profession. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated non-investment businesses and integrated private market investment opportunities.

Lissett Johnson is a financial advisor at Truist Advisory Services with a Series 66 designation and four years of industry experience. She has held roles within various Truist entities since 2019 and previously worked at M&T Securities and M&T Bank from 2014 to 2019. 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, supported by third-party platforms and AI-enabled research tools.

Dennis O'Brien is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Spire Investment Partners, SEIA / SES, and Fidelity Investments. Outside of his advisory role, he performs as a guitarist with the band The Montaines. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios that include ETFs, mutual funds, and other investment vehicles, supported by internal due diligence and strategic asset allocation.