Andrew Prevost is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services since 2010. Outside his advisory role, he is the owner of Meltzer Management Company, a holding company unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

Chima Uzobuihe is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience and a Series 66 designation. His career includes roles at Deloitte and involvement with the Maryland Health Benefits Exchange and Essential Benefits Alliance, where he manages Medicare Part C and D enrollments. He also works part-time in real estate sales. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment programs, including discretionary and non-discretionary options.

Carrie Leinbach is a financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Hemington Wealth Management for six years. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across various asset classes.

Colleen Clements is a financial advisor with Principal Financial Services based in Bethesda, MD. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Clements has served as a bank and trust officer supporting Principal retirement plan accounts, bridging the insurance, broker-dealer, and bank/trust divisions of Principal. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Ingrid John is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds the PFS™ and Series 65 designations. Prior to joining Hightower in 2021, she worked at Alexandria Capital, LLC for eight years. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and access to a variety of investment vehicles, serving clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts.

Valery Volkau is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing portfolio management utilizing model and customized portfolios under a fiduciary standard.

Christopher Milligan is a financial advisor with Guardian Life, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 25 years of industry experience, including over two decades with Park Avenue Securities and Guardian Life. Outside of his advisory role, he also sells long-term care insurance and group and individual health benefits, and manages an LLC related to his insurance activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through both discretionary and non-discretionary management, combining proprietary and third-party investment solutions with access to insurance products and alternative investments.

Gregory Wilkinson is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Deloitte Consulting, LLP. Wilkinson also serves as an independent contractor for Potomac Financial Group. 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 offers wealth and investment management, financial planning, and retirement plan advisory services, using customized long-term portfolios primarily composed of ETFs and mutual funds, supported by a network of approximately 286 advisors.

Avanee Patel is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked at Citi since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and it operates at a large institutional scale with unique market roles and commercial arrangements.

Harris Rubin is a CFP® and holds the Series 66 designation, with 14 years of experience in the financial industry. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., where he has worked since 2018. His prior experience includes roles at SunTrust Advisory Services, Wells Fargo Clearing, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on tailored recommendations with at-least-annual reviews, executing trades only with client authorization.

Alexander Naula is a financial advisor with Principal Financial Services, holding a Series 66 designation and possessing one year of industry experience. His background includes roles at the International Monetary Fund and Deloitte, as well as experience in insurance and self-employment with NetSolver LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Andrea Hohler is a financial advisor with Transamerica Financial Advisors in Fairfax, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has served as Principal at Cacciamatta & Associates since 2022 and owns CST Coaching LLC, a business focused on general business coaching and consulting. Hohler has been with Transamerica Financial Advisors since 2013. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Edward Vonlange is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2018. His previous roles include positions at Commonwealth Financial Network, Foundation Financial Advisors Inc., and The Advisors, Inc., where he has worked since 1998. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation across various asset classes.

Scott Weitz is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with New York Life Insurance Company since 1990 and operates Weitz Financial Group, LLC since 2011. He serves as president and advisor to the Terrapin Club at the University of Maryland, supporting student athletes through alumni donations. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, with specialized services for plan sponsors and ties to insurance and annuity products within the New York Life affiliate structure.

Ariel Rosero Quinteros is a financial advisor with Prime Capital Financial in Bethesda, MD, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Goldman Sachs, Franklin Templeton, and Legg Mason. Outside of advisory work, he has engaged in delivery services with Amazon Flex and Instacart. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, and retirement plan sponsor support. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary alongside a family office practice.

Craig Frye is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with several affiliated entities including Truist Investment Services and BB&T in various capacities since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, leveraging third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Myrna Nasser is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup since 2018, with prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Based in McLean, VA, she provides investment advisory services within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies and integrates in-house research, swap dealing, and futures commission merchant activities, supporting both discretionary and non-discretionary investment solutions.

Stacey Osborne is a financial advisor with VOYA Financial Advisors, Inc. She holds the ChFC® designation and Series 63 and 66 licenses and has 35 years of industry experience. Before joining VOYA Financial Advisors in 2014, she worked at Voya Financial Partners, LLC from 2005 to 2011. Osborne is also involved in teaching personal finance to students at River Hill High School through Junior Achievement. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, using both affiliated and unaffiliated products, with a focus on client relationships structured around investment policy statements and model portfolios.

Geoffrey Finkel is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He previously worked at Prudential Holmes for 11 years before joining TIAA-CREF in 2022. Outside his advisory role, he owns Rock Venture Consulting, a business development and growth consulting firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

Alexandra Mccomb is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Her previous roles include positions at Hightower Advisors, Farr Miller & Washington, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and Core Family Office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and it integrates comprehensive tax and accounting services uncommon among large advisory enterprises.