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 holding a Series 66 designation and 17 years of industry experience. He has worked at various Truist entities since 2009, including Truist Bank and Truist Investment Services, and previously with BB&T firms. Outside of finance, he is the owner of a restaurant/bar business located in Washington, DC. 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 manager relationships supported by inter-affiliate integration across its affiliated broker-dealer and bank.

Lone Bjork is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. Bjork holds a Series 66 designation and has previously worked at firms including LPL Financial, Raymond James Financial Services, Cambridge Investment Research Advisors, and Equitable Advisors. Prior to entering the financial sector, Bjork was employed at The Swedish School for Children. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and employs a variety of investment strategies often implemented through third-party managers and advisory programs.

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.

Jenny Zhan Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. She has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Victoria Harrell is a financial advisor at Hightower Advisors with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Hightower since 2022, following prior roles at Savant Wealth Management and Yeske Buie. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual investors, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Aidan Mejia is a financial advisor at Citigroup Global Markets, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Charles Schwab, Bolton Securities Corp, Bolton Global Capital, and JP Morgan Chase. Mejia is also dual registered with Bolton Global Capital as a Registered Representative and Bolton Securities as an Investment Advisor. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized services including derivatives and futures trading.

Diane Kessler is a Series 66-licensed financial advisor at Citigroup Global Markets with 27 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and specialized market roles.

James De Lucas is a CFP® professional with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Hemington Wealth Management, Yeske Buie Inc., and Virginia Tech. Beacon Pointe Advisors, LLC provides wealth advisory, 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 public and private asset classes.

Chen Xi Chung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Citigroup since 2014 and continues his career with its affiliate Citigroup Global Markets since 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and specialized commercial arrangements.

Donald Lord is a CFP® with 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 25 years with The Family Firm, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a disciplined investment approach centered on asset allocation across third-party independent managers, supported by a formal due-diligence process and proprietary investment vehicles.

Samantha Josselyn is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, she worked at CFI Financial Advisors and has experience in educational and community roles including Virginia Tech and Long Branch Ocean Rescue. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an investment approach that emphasizes diversified asset allocation and access to private-market investments.

Jenny Kim is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and one year of industry experience. She previously worked at CST Group CPA's for 14 years. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management along with personal trust and wealth planning services. The firm employs a thematic investment approach that focuses on macroeconomic views and secular trends, combining trust, custody, and fund-management roles primarily for multi-million dollar client relationships.

Patrick Mcclintock is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with SunTrust-affiliated firms since 2007. Outside of his advisory role, he works as an Uber driver. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, employs a mix of discretionary and non-discretionary manager relationships, and integrates AI-enabled research tools alongside inter-affiliate resources.

Matthew Dawson is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Edward Jones, Prudential Insurance Company of America, and M&T Bank. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, predominantly non-discretionary solutions across various program types.

Jonathan Wienecke is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement firms since 2019 and previously held roles at Planning Solutions Group, LLC and Triad Advisors, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Maria Zoubroulis is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked at Truist Investment Services, Truist Financial, and Citizens Bank. Outside of her advisory role, she assists with administrative operations for a coffee roasting business she co-owns. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to support client portfolios.

Matthew Marquez is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and also acts as adviser to a donor-advised fund.