John Exner is a financial advisor with Integrated Wealth Concepts LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at LPL Financial and First Command Financial Services. Outside of his advisory work, he teaches SCUBA diving and serves as vice president on a homeowners association board. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using a variety of asset classes.

Joseph Byers is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at M&T Bank and in roles outside finance, including Lansdale Parks & Recreation and Golf Galaxy. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm employs a technology-driven approach with discretionary unified managed accounts and overlay services for taxable equity sleeves.

Joseph Morelli III is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously spent 26 years at Guardian Life and has operated Morelli & Associates, Inc., a tax preparation and planning firm, since 1989, serving as its president and CEO. Morelli also acts as a retired agent servicing client contracts from Guardian Life. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management with model portfolios, access to third-party managers, and both wrap and non-wrap platforms, supported by an in-house Investment Management & Research team.

Ambreen Shahab is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC since 2012, working in wealth management since 2021. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists, with investment implementation delegated to external parties.

Kristen Comeau is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience and holds a Series 65 designation. She previously worked at Naqvi-Van Ness Asset Management before joining Mercer Global Advisors, where she has been since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, and other vehicles, and it provides a range of specialized advisory and educational services.

John Frisch is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. He has been with Savant Wealth Management since 2022, following prior roles at Alliant Wealth Advisors and Alexandria Capital. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Robert Singleton is a financial advisor at First Command Advisory Services with nine years of experience in the industry. He holds a Series 66 designation and has worked at First Command and Lockheed Martin. Singleton also operates Bob Singleton Financial Planning, LLC, where he provides financial planning services on a limited basis. 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 multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Philip Leopold is a financial advisor at First Command Advisory Services with 36 years of industry experience. He holds the CFP® and ChFC® designations and has been affiliated with First Command in various capacities since 1989. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Armine Graham is a Series 66-licensed financial advisor with First Command Advisory Services and has five years of industry experience. Prior to entering the financial sector, Graham worked as a freelance musician for over a decade, including a seven-year tenure with the National Philharmonic Orchestra. Graham continues to engage in music professionally alongside financial advising. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Saidah Smalls is a financial advisor at PNC Wealth Management with Series 63 and Series 66 licenses and three years of industry experience. She has worked at PNC Investments LLC since 2022 and previously spent time at PNC Bank and Bed Bath & Beyond. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online, discretionary model account available by invitation to employees. The firm’s approach relies on algorithm-driven risk assessment and implements investments using approved model strategies managed by PNC or third-party strategists.

Timothy Hucko is a financial advisor at PNC Wealth Management with 15 years of industry experience. He has held his current role since 2014 and holds a Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolio strategies implemented with mutual funds and ETFs.

Christabelle Cook is a financial advisor with Principal Financial Services in Alexandria, VA, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Principal Securities, Principal Life Insurance, and Hartford Funds. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jeffrey Schatz is a CFP® professional with 14 years of industry experience currently serving at Savant Wealth Management since 2022. His prior roles include positions at Alliant Wealth Advisors, West Financial Services, Inc., and Cetera Wealth Services, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Adri Lourens is a financial advisor at Valic Financial Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Voya and Voya Financial Advisors before joining her current firm. Additionally, she is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and a combination of centralized technology and model solutions.

Jordan Yeomans is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and eight years of industry experience. His career includes positions at Charles Schwab Bank, Charles Schwab & Co., T. Rowe Price, Merrill, and State Farm agencies. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, including high-net-worth clients, retirement plans, charitable organizations, and corporate clients. The firm offers a broad range of financial planning and portfolio management services, utilizing both in-house and third-party strategies with an emphasis on both discretionary and non-discretionary account management.

Evan Royster is a CFP® with eight years of industry experience, currently advising at Truist Advisory Services. He previously worked at Edward Jones for five years and EVERFI, Inc. for two years. Royster is involved with the Washington Commanders Charitable Foundation as a player representative, participating in charitable events. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program.

Caroline Kramer is a financial advisor with First Command Advisory Services and holds the ChFC® designation as well as Series 63 and Series 65 licenses. She has 13 years of industry experience, including over a decade at First Command in various capacities. Outside of her advisory role, she is a passive investor in a private brewery and owns Caroline Kramer Financial Planning, LLC. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

John Crane is a ChFC® credentialed financial advisor with 24 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held various roles at Guardian Life and its subsidiaries since 2015. Outside of his advisory duties, Crane is an author of financial literacy books, including "HEALTHY MONEY - Making a Successful Transition from Resident to Attending" and "The One-Number Budget: Why Traditional Budgets Fail and What to Do About It." He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment strategies tailored to client needs, combining advisor-led discretionary management with model-based solutions and a digital advisory platform.

Brian Willey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has worked at several firms, including Primerica Financial Services and PFS Investments Inc. Outside of his primary advisory role, Willey is involved with Incisive Financial Group and Business Benefits Group, focusing on retirement plans, wealth planning, and commercial benefits consulting. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients, offering asset management, financial planning, retirement plan advisory, and variable product subaccount management. The firm utilizes a variety of investment platforms and strategies, combining model portfolios, mutual funds, ETFs, and individual securities to meet client needs.

Jason Whiteman is a financial advisor at PNC Wealth Management with 23 years of industry experience. He has held positions at Merrill, Bank of America, United Brokerage Services, and Empower Financial Services. Outside of his advisory role, Whiteman is an author and speaker. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and utilizes mutual funds and ETFs, with portfolio implementation delegated to third parties.