Yan Zhang is a financial advisor with Transamerica Financial Advisors and holds the PFS™ and Series 63 designations. Yan has seven years of industry experience, including prior work at Grant Thornton, LLP. In addition to advisory services, Yan is the founder and managing member of YMMD Tax and Wealth Planning, LLC, which provides accounting and tax services. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers services primarily through model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in assets under management.

Wenjinn Chang is a CFP® professional with 23 years of industry experience, currently serving at Independent Financial Group, LLC since 2012. He holds Series 63 and Series 65 licenses and is involved as an officer and director of the Taiwanese Chamber of Commerce, a nonprofit organization, and volunteers with the Overseas Compatriot Affairs Commission in Taiwan. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse range of clients including high-net-worth individuals and institutional investors.

Hannah Collman is a CFP® professional with six years of industry experience. She has been with Focus Partners Wealth, LLC since 2021 and previously worked at Kitces.Com and Savant Capital Management. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad network of affiliated service companies and product relationships.

Collin Verfurth is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower in 2025, he worked at LMI Consulting for three years and held roles with the New England Revolution and Loudoun United, as well as at Virginia Tech. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment options such as mutual funds, ETFs, and alternative investments.

Jason Wallach is a CFA® charterholder with 18 years of industry experience. He has been with TD Private Client Wealth LLC since 2012 and concurrently with TD Bank, N.A. since 2013. He holds Series 63, 65, and 66 licenses and is based in Vienna, VA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Stephen Schuler is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC since 2018, following a prior role at Bridgewater Wealth & Financial Management, LLC from 2014 to 2017. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that includes active and passive strategies, private funds, and ETFs.

Matthew Vahue is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with both Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he volunteers as a youth soccer coach with the Virginia Soccer Association and is involved with a life coaching venture called Campfire Culture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage and advisory services utilizing a combination of proprietary and third-party investment programs.

David Moler is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 66 licenses with 10 years of industry experience. His career includes roles at BluePoint Financial, LLC, NYLIFE Securities LLC, Northwestern Mutual Investment Services, Merrill Edge, and Peter Tillinghast. Moler is also involved in brokering non-registered insurance products through BluePoint Financial, LLC. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kevin Fearnow is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at CIBC National Trust Company since 2017, following two years at Atlantic Trust Company NA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach combines internal teams and committees to create customized portfolios using both proprietary and external strategies, serving a broad client base including high net worth individuals and investment companies.

Brian Leach is a CFA® charterholder with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Sterling Capital Management LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm utilizes a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Bradley Burton is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2005 and operates Avenue Wealth, focusing on New York Life products and services. He is also involved in managing investment-related entities formed to purchase books of business and serves as a partner in Strategic Financial Associates LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a mix of individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and tailored recommendations within an integrated New York Life affiliate structure.

Brian Kuhn is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Triad Advisors, Inc. Outside of his advisory work, Kuhn occasionally works as a background actor in television and film and is an author of several personal finance books, including a children’s book and a guide on federal employee benefits. He also speaks publicly on personal finance topics in the Maryland, DC, and Virginia area. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and retirement consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Alan Bisenieks is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and has been with First Command advisory and affiliated companies since 2015. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage portfolios from approved managers and model portfolios.

Thomas Emberger is a financial advisor with TIAA-CREF in Washington, DC. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Cambridge Associates LLC and Captain Cookie and the Milkman. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides point-in-time planning and ongoing discretionary portfolio management, operating within a vertically integrated group that includes advisory services to a donor-advised fund.

Omon Brewton is a financial advisor at Citigroup Global Markets with credentials including Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Citigroup, he held positions at Citibank, PNC Bank, Walmart, and Regions Bank. Outside of his advisory role, Brewton works as a warehouse worker for Uniter Parcel Services in Springfield, VA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside specialized market functions.

Richard Suh is an investment advisor with Eagle Strategies (NY Life) in Fairfax, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2011. Outside of his advisory role, he serves as the President of CBMC Y Federation, a Christian nonprofit focused on evangelism and discipleship among young business professionals. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, offering a range of program types tailored to client objectives and plan sponsor criteria.

Jason Morris is a financial advisor with Truist Advisory Services who holds a Series 66 credential and has 17 years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as previous experience with BB&T-affiliated firms dating back to 2009. Outside of finance, he is the sole proprietor of Manhattan Laundry DC LLC, a restaurant and beerhall located in Washington, DC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decision-making.

Lone Bjork is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2020, Bjork worked at Raymond James Financial Services and Cambridge Investment Research. Outside of advisory work, Bjork was involved with The Swedish School for Children from 2015 to 2018. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

John Purtill is a financial advisor at Steward Partners Investment Advisory, LLC with credentials including the Series 66 license. He has been in the industry since 2026 and has prior experience with Schwab Family Office and the U.S. House of Representatives Committee on Appropriations. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a variety of advisory and portfolio management solutions.

Jacob Niemeyer is a financial advisor with Valic Financial Advisors in Arlington, VA, holding a Series 66 credential and four years of industry experience. Prior to his advisory role, he worked with the Fredericksburg Nationals in a statistical capacity. Outside of his advisory work, Niemeyer serves as a DakStats operator for the Fredericksburg Nationals during evenings and weekends. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high-net-worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors and employs a technology-driven approach to client service.