Keith Brennan is a financial advisor at F.L. Putnam Investment Management Co. with nine years of industry experience. He has previously worked at Sei Private Wealth Management, Brighton Jones, SVB Wealth, and Wellesley Asset Management. F.L. Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers a team-based, customized investment approach that combines internally managed strategies and third-party managers across multiple asset classes, incorporating tax-aware rebalancing and options for sustainable investing.

Michael Bui is a financial advisor with ValMark Advisers, Inc. in Ashburn, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with ValMark Advisers since 2011 and is also a partner and owner of W3 Wealth Management, LLC in Akron, OH, where he oversees daily activities and client meetings. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence and operational resources.

John Tattersall is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, New England Securities, and Mass Mutual Investors Services. Outside of his advisory work, he owns and operates a fly fishing guide business in Sterling, Virginia. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based advising approach supported by proprietary technology and behavioral economics, offering both passive and active portfolio management alongside retirement plan advisory services.

Gregory Clarke is a financial advisor at Capitol Securities Management, Inc. in Reston, VA, with 41 years of industry experience. He has been with Capitol Securities Management since 2015. Clarke holds Series 63 and Series 65 licenses. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering advisory programs that include discretionary and non-discretionary management, separately managed accounts, and third-party Money Managers.

Michael Romano is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His career includes roles at Forge Financial, Wells Fargo Clearing, Wells Fargo Bank NA, and Merrill. Outside of his advisory work, he owns MAR, LLC, an entity established for owning antique cars and real estate. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and a range of investment products.

Angela Larkin is a Series 66-credentialed financial advisor at Cerity Partners LLC with six years of industry experience. She previously worked at Oak Hill Wealth Advisors and Wells Fargo Clearing. In addition to her advisory role, she is a commissioned notary, performing document notarizations occasionally. Cerity Partners serves a wide range of clients including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management solutions that incorporate quantitative screening, manager selection, and direct security selection, along with access to alternative and private market investments for qualified clients.

Christopher Gordon is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for seven years. Outside of his advisory role, he serves as an adjunct professor teaching retirement courses at Howard Community College and Anne Arundel Community College. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and allowing both discretionary and non-discretionary arrangements.

Patrick Mccarthy is a CFA® charterholder with 20 years of industry experience. He is currently with Oppenheimer and previously worked at BTIG LLC, Carbon Advisors, Capewell Aerial Systems, and Neptune Holding. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, manager selection, and portfolio reviews on both discretionary and non-discretionary bases.

Michael Kitces is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Focus Partners, he worked at The Colony Group, Buckingham Strategic Wealth, and Pinnacle Advisory Group. Kitces is also the owner of Kitces.com, where he writes and speaks on financial planning topics, and he co-founded several organizations including XY Planning Network, AdvicePay, New Planner Recruiting, and fpPathFinder, which support financial advisors and the planning profession. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and family office support. The firm uses a long-term investment approach blending active and passive strategies within an enhanced open architecture framework.

Kenneth Shall Jr. is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. His professional background includes longstanding roles at both firms since 2016, as well as operating an independent insurance agency since 2001. He is also commissioned as a notary and engages in outside sales for other life and health insurance companies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Thomas Regan is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Wells Fargo Advisors and Keystone Asset Management. His background also includes time at Virginia Tech University and experience with community organizations such as the Cardinal Hill Swim and Racquet Club. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and incorporates a proprietary investment framework that combines quantitative screening, manager selection, and both third-party and direct security strategies, with access to alternative and private market solutions for qualified clients.

Carl Kielbasa is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following brief tenures at LeBaron Financial Group and Harbour Investments, Inc. Outside of his advisory role, he is involved with Carroll Retirement Plans and Investments as a registered representative and also operates CK Financial Services LLC, a payroll and business accounts payable service. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of analytical approaches and provides both discretionary and non-discretionary management, with access to specialized overlay programs and third-party money managers.

Lars Okeson is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2020, following a four-year tenure at Pagnato Karp Partners, LLC. Okeson serves on the accounting board of the College of William & Mary’s Raymond A. Mason School of Business. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and conducting structured due diligence to tailor portfolios to client objectives and risk profiles.

Robert Davidson Jr. is a financial advisor with Independent Financial Group, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Royal Alliance and Centaurus Financial, Inc. He also teaches a pre-retirement course for federal employees through Arlington County Public Schools. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning, portfolio management through various platforms, and uses a combination of firm- and third-party models to tailor strategies based on client risk profiles.

Jennifer Davis is a CFP® professional with 11 years of industry experience. She has worked at MAI Capital Management, LLC since 2024, following nine years at Halpern Financial, Inc. MAI Capital Management, LLC provides discretionary and non-discretionary 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 offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships, managing over $72 billion in assets.

Robert Harscheid is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and 14 years of industry experience. He has been with Bankers Life entities since 2005, currently serving as a unit sales manager and insurance agent responsible for managing and training insurance sales agents and selling life, health, and annuity products. 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 employs a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across a variety of securities with periodic rebalancing and performance reviews.

Jack Island is a financial advisor at Guardian Life with a Series 66 credential and three years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Outside the financial sector, he has worked in hospitality and service roles at Bushel and a Peck Kitchen and Bar, Konstantine's Greek Taverna, and the Virginia Tech Golf Course. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, to tailor client relationships across various mandates and consulting services.

Kevin Wiley is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Osaic, he worked at Amazon Web Services for nine years. He also provides financial advisory services at Aeon Wealth Management, where he assists with client onboarding and financial planning. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing multiple strategies and platform relationships to deliver tailored solutions.

Amanda Plonski is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to her current role, she worked at PagnatoKarp Partners, LLC for four years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional investors, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public and alternative investments.

Joan Confoy is a CFP® professional with 33 years of industry experience. She is currently with Private Advisor Group, LLC and LPL Financial, and has prior experience at Raymond James Financial Services Advisors and FINRA’s Office of Dispute Resolution, where she has served as an arbitrator since 2000. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs including proprietary and third-party managed account solutions.