Richard Allison III is a CFP® and Series 65-licensed advisor with Savant Wealth Management, bringing three years of industry experience. He previously served at Alliant Wealth Advisors and is a part owner of an online retail family business. Allison also serves as a Lieutenant Colonel in the United States Air Force Reserve, acting as a liaison between the FAA and the Department of Defense. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a broad client base, including individuals, families, and institutions. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and supports these offerings with affiliated accounting, legal, and trust services.

Tiffany Liggon is a financial advisor at Truist Advisory Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and a range of affiliated platform arrangements.

Carol Zirkle is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and eight years of industry experience. She has worked with LPL Financial since 2018 and has managed her own CPA firm, Carol Zirkle CPA PLLC, since 1990. In addition to her advisory roles, she serves on the board of Pinnacle Consulting Services. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers customized investment management, financial planning, and family office services, employing a long-term investment approach combined with multiple model and wrap options.

Bradley Howe is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 66 credential. He has 15 years of industry experience, including roles at LPL Financial, Lincoln Financial Advisors, and Intellisource Financial Services. His outside business activities include a CPA affiliate program with Intellisource Financial Services. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Gerald Ketchum is a financial advisor with First Command Advisory Services in Fairfax, VA, holding a Series 66 designation and bringing five years of industry experience. Prior to his advisory career, he served 26 years in the U.S. Army. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers a range of financial planning and wrap-fee asset management programs, utilizing a centralized team to design and manage investment portfolios.

Xinge Zhang is a financial advisor with Bankers Life Advisory Services, Inc. based in Chantilly, VA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Bankers Life in 2022, Zhang worked at Transamerica Financial Advisors and World Financial Group. Zhang also serves as a field manager recruiting and training insurance agents for Bankers Life and is the sole owner of an S-corporation established to organize business income and expenses related to these activities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple asset classes, with a connection to insurance and mortgage-related businesses through its parent company, CNO Financial Group.

Robert Wells is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Valic Financial Advisors for five years before joining Private Advisor Group and LPL Financial in 2017. Outside of his advisory role, Wells is involved in coffee roasting and performs as a musician with The Imaginary Blues Band. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms and strategies.

John Brosnahan is a financial advisor with VOYA Financial Advisors, Inc. based in Fairfax, VA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and third-party money manager access, combining in-house and external strategists with technology-enabled tools to support client investment decisions.

Brennan Nelson is a financial advisor with Bankers Life Advisory Services, Inc. in Chantilly, VA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2006. In addition to his advisory role, he manages a team of agents, overseeing hiring and training, and is involved in Medicare planning and various insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to portfolio management.

Shawn Wilson is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. His prior firms include Ameriprise and Osaic FA, Inc., before joining Integrated Wealth Concepts and LPL Financial in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income through both internal management and third-party managers.

Gary Ritterstein is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has been with Voya since 2025. His prior work experience includes roles at M+R Strategic Services, TNR Campaigns, Lake Research Partners, and GMMB, as well as running his own business from 2019 to 2025. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Kathryn Risch is a financial advisor at Focus Advisor Solutions, LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes multiple roles at Savant Capital Management and Buckingham Strategic Partners, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving a relatively small advisor base with a substantial regulatory asset volume.

Jeffrey Fischer is a financial advisor with United Planners Financial Services of America and holds the ChFC® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience with prior roles at Morgan Stanley, Strategic Financial Associates, and NYLife Securities. Fischer also operates Fischer Financial Services, Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a primarily non-discretionary asset management approach.

Charles Baskervill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at Truist Advisory Services and related affiliates since 2015, including prior roles at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Linda Cheng is a Series 66 licensed financial advisor with 21 years of industry experience. She has worked at VOYA Financial Advisors, Inc. since 2015 and previously held positions at Ameriprise. In addition to her advisory work, she is a certified yoga instructor through her own business, Dragonfly Method LLC. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes both in-house and external strategies, providing many accounts on a non-discretionary basis while also offering select discretionary management options.

George Rapp Jr. is a financial advisor with Valic Financial Advisors in Manassas, VA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Valic, he held roles at Agia, where he sold non-securities insurance products, and has a background involving community sports organizations including the Virginia Soccer Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm leverages centralized technology and model solutions to support its advisors and manages approximately $29.2 billion in assets.

Aarti Sethi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been associated with various SunTrust entities since 2015. Outside of her advisory role, she co-owns rental properties with minimal management involvement. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies supported by inter-affiliate platforms and AI-enabled research, with a focus on manager selection and fiduciary support.

Benjamin Turner is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at firms including National Life Group and Knights of Columbus, following 15 years at Potomac Consulting Group, LLC. Outside of his advisory role, he serves as Director of Marketing and Outreach for the Prince William Chapter of the Catholic Business Network. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term strategies.

Amy Oviedo is a financial advisor with Integrated Wealth Concepts LLC in Manassas, VA, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at Integrated Wealth Concepts since 2016 and previously held positions at Osaic FA, Inc., Concourse Financial Group Securities, Inc., and Uvest Financial Services Group, Inc. Outside of advisory work, she is involved in motivational speaking and serves as a notary. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, implementing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income and employing a long-term investment approach alongside shorter-term trades for portfolio management.

Valerie Kaiser is a CFP® with 30 years of experience in the financial services industry. She has worked with Eagle Strategies (NY Life) since 2004 and has held roles at Mahoney & Associates and Mahoney Financial Organization. Kaiser serves as a board member for ProVisors, a national business networking organization, where she leads a local group in the DC Metro area. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.