Danielle Dunne is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. Her prior work includes positions at Gretchen Meyer Financial and academic roles at Fairfield University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, employers, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a range of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and integration with broader Goldman Sachs affiliates.

Andrew Martin is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2013. He serves as a trustee for his brother-in-law's irrevocable trust. Oppenheimer serves a broad client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Michael Wilson is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities, LLC since 2014 while maintaining his own firm, Wilson & Associates, since 1982. Outside of financial advising, he serves as a board member and partial owner of Nerds to Go, a computer support and repair franchise in the Washington DC metro area. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Thomas Gletner Jr. is a financial advisor with Truist Advisory Services in Washington, DC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2000. Gletner also serves on the Georgetown University Alumni Admission Program Board of Advisors. 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 and non-discretionary management, supported by a team that integrates AI-enabled research and cross-affiliate resources.

Pamela Wise is a financial advisor with \&PARTNERS in Washington, DC, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She previously worked at Bank of America and Merrill for 14 years. Outside of advising, she owns Owlbat Industries LLC, a dressmaking company, and serves on the board and investment committee of St. David's Church in Washington, DC. \&PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting services utilizing a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Maxwell Mcadams is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer, he operated McAdam Financial and has experience working with Theta Chi Fraternity and West Virginia University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches, ranging from strategic asset allocation to manager selection, and manages approximately $36.7 billion in assets as of the end of 2025.

Rebecca Craig is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 designations and has 30 years of industry experience. She has been with Kestra Advisory since 2016 and has operated Craig & Treff Financial Services since 2004, where she is involved in income tax preparation, planning, and insurance services including life insurance, long-term care insurance, and annuities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Heather Errigo is a CFP®, CFA®, and holds a Series 65 license with 25 years of industry experience. She has worked at CIBC Private Wealth Advisors, Inc. since 2025 and spent 21 years at Lynx Investment Advisory, LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to build customized portfolios using proprietary and external strategies, managing approximately $67.8 billion in assets with 175 advisors.

Victor Maldonado is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has previously worked at Widmann Financial Services, Raymond James Financial Services, and other firms. Maldonado is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Antonio Galliani is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His career includes roles at Citigroup, Cetera Investment Services, and PNC Bank. He is based in Washington, DC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Reginald Cox Jr. is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Empower Advisory Group, he held positions at Empower Financial Services, Anschutz Medical Campus, and several other organizations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Ma. Jessica Bellota is a Series 66 registered advisor with First Command Advisory Services in Arlington, VA, with two years of industry experience. She previously held roles at Togetech Inc. and Nessotech Inc., and currently serves as president and board member of Togetech Inc., a financial technology wallet service provider in the Philippines focused on financial inclusion and regulatory compliance oversight. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Craig Elliott is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at T. Rowe Price, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Marion Barkley is a Series 66-registered financial advisor with Empower Advisory Group in Pasadena, MD. She has over 19 years of industry experience, including a lengthy tenure at Wells Fargo from 2005 to 2024. Barkley joined Empower Advisory Group and Empower Financial Services, Inc. in 2026. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and utilizes an integrated model tied to Empower’s administrative platforms.

Jason Twomey is a financial advisor at Oppenheimer with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oppenheimer since 2011. Outside of his advisory role, he serves as a trustee for several family trusts, including those for his son and deceased father, without compensation. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

Charles Beal is a ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Truist Advisory Services since 2016, having previously worked at SunTrust Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Lauren Rathsack is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Prior to joining Wealthspire Advisors in 2025, she worked at Janney Montgomery Scott and InFocus Financial Advisors. She is involved with the Baltimore Estate Planning Council. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a customized, relationship-driven approach with institutional-style asset allocation and utilizes a variety of investment vehicles and third-party platforms to manage client portfolios.

Joi Thompson is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase and Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and provides a range of investment solutions including separately managed accounts, mutual funds, ETFs, and alternative products.

Madison Hedrick is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Penn Mutual/Aspire Wealth Planners. Outside of her advisory role, Madison is a seasonal field hockey coach at Paint Branch High School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a range of account options.

James Eichelberger is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. He has been with Wealthspire Advisors since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.