Sarala Katta is a financial advisor with Voya Financial Advisors, Inc. in Fairfax, VA, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. She has been with Voya Financial Advisors since 2015. Katta serves as a board member for the Career and Technical Education/Academy of Finance and Business Management Academy, where she participates in activities such as mock interviews and internship identification. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services like financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures and primarily operates on a non-discretionary basis, maintaining a dual role as both an SEC-registered investment adviser and a broker-dealer.

Michael Montgomery is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the PFS™ designation and Series 66 license. Montgomery is also a partner and vice president at Ludwick, Montgomery & Stapp, P.C., a tax, audit, and accounting firm, and he serves as a board member and financial director for Tamra Learning Academy, a school for children with learning disabilities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a range of discretionary and non-discretionary arrangements, utilizing various analytical approaches and third-party managers.

Stacey Osborne is a ChFC® credentialed financial advisor with 35 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. since 2014. She is also active as an independent insurance agent and teaches personal finance to high school students. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering a range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures.

Melissa Sotudeh is a CFP® with 17 years of industry experience and currently serves as a financial advisor at MAI Capital Management, LLC. She previously worked at Halpern Financial, Inc. for 11 years before joining MAI in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services including trust administration and insurance through its affiliates.

Eric Hiatt is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC with seven years of industry experience. His prior roles include positions at Oak Hill Wealth Advisors and Ameriprise Financial Services, INC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Mark Kuniholm is a CFP® with 22 years of experience in financial advising. He is currently with Truist Advisory Services and has previously worked at firms including Moors Cabot Inc, Creative Planning, and Raymond James Financial Services. 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 third-party platform and manager arrangements, to deliver its offerings.

Jack Shiao is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of advising, he participates in a family-owned realty office and assists with financial matters in a music sheet sales business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Michael Cohn is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 credential. He has 23 years of industry experience, including 18 years at UBS Financial Services and concurrent roles at Independent Advisor Alliance and LPL Financial since 2020. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines a network model with technology-enabled solutions and access to third-party managers and estate-planning platforms.

Teresa Shaffer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior experience includes roles at Bb&T Investments and Bb&T Securities from 2014 to 2021. Outside of her advisory work, she manages residential rental properties in Sterling, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to deliver its asset management and fiduciary services.

Brian Widmayer is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Chad McLane is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation, and he has operated The McLane Agency, Inc. since 2005. He serves as a notary public, providing free notarization services for pension paperwork related to municipal employees. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm utilizes a variety of investment approaches across discretionary and non-discretionary accounts, including financial planning, portfolio management through its CLASSIC Plus platform, and specialized advisory management of annuity and variable life sub-accounts.

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.

Nichole Toledo is a financial advisor at Centaurus Financial, Inc. with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Centaurus Financial and Securities America Advisors, among other firms. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a mix of fundamental, technical, bottom-up, and top-down analysis while allowing access to various specialized investment services.

Xinge Zhang is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. Zhang holds Series 65 and Series 63 credentials and has worked at Bankers Life entities since 2022, following prior roles at Transamerica Financial Advisors, Inc, Cvent, Hughes Network Systems, and World Financial Group, Inc. Outside of advisory services, Zhang is a field manager responsible for recruiting and training insurance agents and manages an S-corp that organizes business income and expenses related to her advisory 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 consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to clients' goals and risk tolerances.

Kelsey Davidson Todd is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and eight years of industry experience. She previously worked at Royal Alliance and has a background in education with Charlotte Mecklenburg Schools. Outside of her advisory role, she teaches pre-retirement classes for federal employees and provides federal benefits and emergency management training to agencies such as FEMA. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party investment models and combines strategic asset allocation with multi-manager portfolios across various risk profiles.

David Warner is a financial advisor with PNC Wealth Management in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2011. Outside of his advisory role, he owns two non-investment-related businesses, Northpoint Group LLC and 2600 Juniper Avenue LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Mitchell Mahoney is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, Symphony Financial, and Virginia Tech. Outside of his advisory role, he is also an independent insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, employee education, and advisor-managed accounts, serving a wide range of investors including large institutional clients.

John Brosnahan is a financial advisor with VOYA Financial Advisors, Inc. in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has worked at Fair Lakes since 2011. In addition to his advisory role, he operates as an independent insurance agent focusing on the sales of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary recommendations and maintains a dual role as both an SEC-registered investment adviser and broker-dealer.

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.

Gary Ritterstein is a financial advisor at Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at M+R Strategic Services, self-employment, and various positions in the research and campaign sectors. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including both discretionary and non-discretionary arrangements.