Anthony Felipe is a CFP® professional with five years of experience in the financial industry. He is currently with Creative Planning, having previously worked at Rossby Financial, Cambridge Investment Research Advisors, and Variant Private Wealth. Felipe’s background also includes roles outside finance, such as supporting academic services for student athletes at Virginia Tech. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Answan Johnson is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He previously worked at The Colony Group, LLC and Bridgewater Wealth and Financial Management. 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 utilizing a combination of active and passive strategies within an enhanced open architecture framework.

Stephen Brown is a financial advisor with First Command Advisory Services in Alexandria, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with First Command Advisory Services since 2015 and is also affiliated with related First Command entities since 2014. Outside of his advisory role, he serves as Secretary of the Indian Springs Estates Homeowners Association, responsible for managing meeting records and association communications. First Command Advisory Services is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, implementing model portfolios and third-party manager selections through a centralized Investment Management Team.

Mark Falamoun is a CFP® professional with one year of industry experience, currently with Mercer Global Advisors Inc. in McLean, VA. His prior experience includes roles at Octagon Financial Services and various positions related to finance and financial services. Outside of advising, he is a part-owner of a personal rental property in Arlington, VA. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management, utilizing a variety of implementation options including ETFs, mutual funds, and separate accounts.

Karen Ahn is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including High Calling Inc. and Kellogg Insurance Marketing. Outside of her advisory work, she is involved with High Calling Inc. in a capacity spanning several years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Joseph De Acosta is a financial advisor at First Command Advisory Services with two years of industry experience. Prior to joining First Command, he served six years in the United States Navy. First Command Advisory Services is an SEC-registered investment adviser that serves 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Damianos Mylonas is a financial advisor with Primerica Advisors, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Guardian Life Insurance Company and Financial Growth Partners. Outside of finance, he has worked in customer service roles at a fitness center and as a restaurant server. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting various account types and lending solutions.

Robert Murphy is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank LLC and RBC Capital Markets. Based in Washington, DC, he has been with Oppenheimer since 2022. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services incorporating strategic and tactical asset allocation, investment consulting, and financial planning.

Glen Lambinicio is a financial advisor at Brown Advisory with 27 years of industry experience. He holds a Series 65 designation and has worked at IA Beaty Haynes & Patterson, Inc. since 1997. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a range of strategies including equity, fixed income, and sustainable-investment options.

Cara Kennedy is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Rock & Co LLC. Outside of her advisory role, she is a part-time fitness instructor at DivaFit, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment advisor and a registered broker-dealer with a consolidated investment platform.

Anthony Ivener is a financial advisor with TLG Advisors, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with The Leaders Group Inc. since 2015 and has operated Ivener Group, Inc. and IVENER Management Group since 2011 and 2010, respectively. Outside of his advisory work, he serves as president of IVENER Management Group, providing consulting on best practices and succession planning for closely held businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. TLG delivers advice through independent representatives and sub-advisors, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Brian Ruther is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at SunTrust Advisory Services, SunTrust Bank, and Wells Fargo. He also serves as an adjunct instructor at George Washington University, teaching undergraduate courses in finance and leadership development. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Luke Keck is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P./Mercer Allied and Summit Financial Resources. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the broader Goldman Sachs organization.

Shikhar Jhalani is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citi since 2023. His prior experience includes roles at Canadian Imperial Bank of Commerce, Fidelity Investments, and the University of Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and derivatives services.

James Clark is a financial advisor with PNC Wealth Management in Washington, DC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to PNC Bank employees. The firm uses algorithmic questionnaires to guide investment risk bands and implements portfolios using approved strategies with mutual funds and ETFs.

Debritu Kassa is a CFP® with 19 years of industry experience and has been with Chevy Chase Trust Company since 2012. She holds Series 63 and Series 65 licenses. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, emphasizing longer-term holdings and utilizing a combination of equities, fixed income, ETFs, and alternative funds.

Justin Hurley is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of advising, he operates Hurley Tax Preparation Services, which provides tax preparation for individuals and small businesses. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital platforms, supporting both discretionary and non-discretionary account management.

Cynthia Kurz is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mariner with two years of industry experience. Her prior roles include positions at Aspire Planning Associates, NASA Federal Credit Union, and JSK Financial Services. Mariner serves a diverse range of clients, including individuals, high-net-worth households, retirement plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, and it offers integrated tax services and family office solutions alongside traditional portfolio management.

Oluseun Adeyemi is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and possessing eight years of industry experience. Prior to joining Citigroup in 2021, he worked at Merrill from 2017 to 2021 and at Relocation Insurance Group from 2015 to 2017. Outside of finance, he is the founder of Simply Feel Good LLC, a life coaching business focused on confidence and anxiety. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and a range of execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a security-based swap dealer and futures commission merchant.

Edward Dobranetski III is a CFA® charterholder with 22 years of industry experience. He has been with Chevy Chase Trust Company since 2005. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversified portfolio construction, combining trust, custody, and fund-management roles.