Lauren Woodward is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. She has worked at Kaplan Financial Group and Virginia Tech, with prior roles in public education and local government parks and recreation. Woodward is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a broad platform including managed-account programs, third-party asset manager access, and custody services.

Jeffrey Mc Closkey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2015. Outside of his advisory role, he serves as Treasurer for the Poolesville Area Chamber of Commerce, a nonprofit organization focused on local business and community development. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary strategies supported by third-party platforms and extensive inter-affiliate integration.

I Shiuan Lee is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses. Lee has 11 years of industry experience, having worked at Transamerica Financial Advisors since 2015 and with World Financial Group since 2013. Lee is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios and programs with discretionary and non-discretionary options.

Liam Desmond is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation with one year of industry experience. His career includes roles as a student from 2014 to 2023 and advisor positions at Wealthspire Advisors beginning in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, utilizing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

Eric Blackman is a financial advisor with United Planners Financial Services of America, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Ernst and Young, as well as academic positions at the University of Maryland and Robert H. Smith School of Business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives who use a combination of custodians, third-party money managers, and platform programs to implement client-directed investment strategies.

Charles Smith is a financial advisor with Truist Advisory Services, holding a Series 66 credential and bringing 10 years of industry experience. His prior experience includes roles at Morgan Stanley and SunTrust Advisory Services. Outside of his advisory work, he serves as a board member for Boy Scouts of America Troop 68. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and consulting supported by a dedicated Equity Research team and integrates services across affiliated entities.

Michael Tedeschi is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Advisory Services, Cetera, and LPL Financial. Outside of his advisory role, he owns Visionairy Art, an AI art and t-shirt business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio approaches and custodial platforms.

Joshua Olds is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2024. His previous roles include a decade at New Potomac Partners, LLC, and multiple years with Johnston Lemon Asset Management Inc., as well as a brief tenure at Morgan Stanley. He participates in educational programming through the Washington, DC Society of Financial Analysts’ Wealth Management Sub-Committee. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, with an emphasis on centralized due diligence and monitoring of third-party managers.

Sarah Burdette is a financial advisor at Osaic Advisory Services, LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Aeon Wealth Management for seven years and Smokehouse Live for one year. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical analysis, tactical trading, and alternative investments, supported by platform relationships and an affiliated ecosystem.

David Shober is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with Kestra Advisory. His prior roles include positions at Woodbury Financial Services, SSN Advisory, and National Planning Corporation. Outside of his advisory work, he owns SZC Financial Planning & Management and is involved in insurance services offering fixed annuities and life and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers comprehensive fiduciary consulting, plan design, and employee education services supported by extensive due diligence and access to multiple management platforms.

Morgan Tester is a CFP®, ChFC®, and Series 65-registered financial advisor with five years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2024. Prior to that, he was employed at Carmichael Hill for five years and Estabrook & Company for one year. MAI Capital Management, LLC provides 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 manages a broad range of strategies and integrates financial planning, tax, and administrative services, overseeing $72.3 billion in assets as of May 31, 2026.

Jonathan Owens is a financial advisor with Commonwealth Financial Network in Ashburn, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2008. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Patrick Larkin III is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Oak Hill Wealth Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Cerity Partners serves a wide range of clients including high-net-worth individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and asset allocation, alongside access to alternative and private market solutions for qualified clients.

Christopher Kiessling is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized approach with diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Janice Janjanin is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Centaurus since 2010, following roles at Questar Asset Management and Mony Securities Corporation. In addition to her advisory work, Janice owns and operates Janjanin Financial Group, a business focused on the sale of property and casualty, life, health, disability, and long-term care insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary portfolio management, utilizing a blend of fundamental and technical analysis, model overlay programs, and tax-overlay services.

James Mcdermott is a CFP® with 25 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Prior to joining MAI, he worked for 24 years at Madison Financial Advisors, Ltd. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other wealth services.

Stephen Zelcer is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at several firms including Shober Zelcer and S. Z. Financial. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, vendor searches, and plan design. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Christopher Lawson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Samantha Cooke is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She previously worked at Kaplan Financial Group and spent seven years at George Mason University. Outside of her advisory role, Samantha hosts a local trivia event called District Trivia in Woodbridge, VA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

Brianna Buckley is a financial advisor at Cerity Partners LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Oak Hill Wealth Advisors, ACNB Bank, Cetera, PNC Investments, and Equitable Advisors. Outside of her advisory role, she is an author of a cookbook sold on Amazon and creates content promoting brands on social media. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.