Eamon Vera is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Prior to joining HSBC, he worked at Bank of America for four years and has held various positions in education and retail. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several client-directed and discretionary portfolio options. The firm uses a structured investment process involving multiple model risk profiles and collaborates with HSBC Global Asset Management and other affiliated providers for fund selection and monitoring.

David Shober is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Woodbury Financial Services, National Planning Corporation, and Banc of America Investment Services among others. He is also the owner of SZC Financial Planning & Management, a registered representative business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple investment platforms, serving clients that include sovereign wealth funds and other sizable institutional investors.

Vincent Yuen is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience and has been with TD Private Client Wealth LLC since 2023. Prior to this, he was affiliated with TD Waterhouse Canada Inc. beginning in 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Christopher Sims is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for seven years before joining Citigroup in 2023. Based in Washington, DC, Sims provides advisory services within a major global financial institution. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including unique market roles such as security-based swap dealing and futures commission merchant activities.

James Fowkes II is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Steward Partners entities since 2014, previously working at Raymond James Financial Services, Inc. He is also a member of the Legacy Wealth Partners team. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account solutions through both proprietary and third-party portfolio management programs.

George Michael is a financial advisor at Janney Montgomery Scott LLC with two years of industry experience. He holds the Series 66 designation and has worked at RiverFront Investment Group and ALPS Distributors prior to joining Janney. His work history also includes roles outside finance, such as positions at Elon University and several retail and delivery companies. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party portfolio management solutions.

Eric Mangasarian is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Outside of his advisory work, he is involved in managing a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program that combines discretionary and non‑discretionary approaches with third‑party platform partnerships.

Sonia Castillo Smith is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with HSBC Securities since 2011 and HSBC Bank USA N.A. since 2012. Outside of her advisory role, she is a member of the Rotary Club of Dulles International Airport, where she volunteers on community service and scholarship committees. HSBC Securities (USA) Inc. offers managed account programs to a range of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with due diligence from HSBC Global Asset Management and affiliated providers, operating programs that serve both discretionary and client-directed portfolios.

Violette Depagnier is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she works as a beauty consultant at Palm Beach Tan. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Blake Doyle is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Chevy Chase Trust in 2016, she worked at Height Analytics, LLC from 2012 to 2017. Ms. Doyle serves on the Board of Directors and the Audit Committee of Insteel Industries Inc. (NYSE: IIIN). Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm’s thematic investment approach emphasizes macro views and sector trends, combining fiduciary trust and custody functions with active portfolio management.

David McMillan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His career includes roles at Netlaw Group, WealthWave, and the Heartland Institute of Financial Education, where he serves as a certified financial educator. He is also involved in health insurance enrollment activities under the Affordable Care Act and provides supplemental insurance solutions through affiliated companies. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory services primarily through model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Katherine Stith is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides bespoke solutions for high-net-worth clients.

Morgan Tester is a CFP®, ChFC®, and Series 65-registered financial advisor with five years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2024. Prior to that, he was employed at Carmichael Hill for five years and Estabrook & Company for one year. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services, overseeing $72.3 billion in assets as of May 31, 2026.

Angela Macon is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at MissionSquare Retirement and ICMA-RC Services, LLC. Outside of finance, Macon owns and operates Beautifly Makeup Services, providing professional makeup artistry. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of advisers using both affiliated and unaffiliated investment products.

Douglas Woodward is a CFP® professional with 27 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2017, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Jairo Castaneda is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates inter-affiliate resources to manage investment programs such as the AMC Advantage.

Michael Conrad is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022, following nine years at Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Jonathan Giordani is a CFA® charterholder with 24 years of industry experience. He is affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and Planning Solutions Group. Outside of advisory services, he is involved as a senior vice president in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and utilizing both proprietary and third-party resources.

Shady Jadali is a financial advisor with CIBC Private Wealth Advisors, Inc. in Washington, DC, holding a Series 65 credential and four years of industry experience. He has been with CIBC Private Wealth Management since 2013. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal investment teams, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, including options hedges and structured notes.

Evgeniya Komarova is a CFP® and Series 66 professional with seven years of industry experience. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab, having previously worked at Bank of America and Merrill. Komarova is based in Tysons Corner, VA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm relies on Charles Schwab & Co.’s asset-allocation models and research tools to offer tailored recommendations, with trades executed only upon client authorization.