Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including Nationwide Investment Advisors and Lincoln Financial Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers personalized investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Isaiah Carter is a financial advisor with MissionSquare Retirement in Washington, DC, holding the ChFC® designation along with Series 66 and Series 65 licenses. He has 16 years of industry experience, including over a decade with ICMA-RC Services, LLC and ICMA Retirement Corporation. Prior to that, he worked at MSI Financial Services, Inc. for three years. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary managed accounts and nondiscretionary fund advice based on Morningstar Investment Management’s models.

Elise Hoffmann is a Series 65-licensed financial advisor with 29 years of industry experience, currently at Marshfield Associates. She has worked at Marshfield Associates since 1997 and previously at Bushido Capital Partners LLC and Yogi Advisors, LLC. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base including high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investing approach with a concentrated Core Value Equity Strategy and an optional Balanced Strategy, emphasizing quality and a strict margin-of-safety buy discipline.

James Musgrave is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including ten years at Purshe Kaplan Sterling Investments and concurrent roles since 2022 at Regal Investment Advisors and Regulus Financial Group. Outside of advisory work, he is a financial seminar presenter for the nonprofit Society for Financial Awareness. Regal Investment Advisors, operating under the name LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, focusing on proprietary and third-party strategies through a sub-advisory platform managing approximately $2.88 billion in assets.

Megan Brinsfield is a CFP® with 12 years of industry experience, currently advising at Apollon Wealth Management, LLC. She previously spent 11 years at Motley Fool Wealth Management, LLC. Outside of financial advising, she works as a health coach posting content on healthy living and weight loss and provides seasonal tax preparation services. Apollon Wealth Management is a multi-team registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and other institutional clients, employing a combination of centrally managed strategies and locally managed portfolios supported by research, technology, and risk-based investment models.

Lysa Rothenberg is a CFP® professional with 36 years of industry experience, currently affiliated with Capitol Securities Management, Inc. She has worked at Capitol Securities and Money Matters Inc since 2018 and previously held roles at Navy Federal Financial Group and its related entities from 2007 to 2017. In addition to her advisory work, she is the president and business owner of Money Matters Inc, a tax preparation business. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, and insurance products. The firm utilizes a range of investment strategies and third-party managers to deliver client-specific portfolio management.

Donnell Williams Jr. is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Icma Rc since 2015. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Vernon Holleman III is a financial advisor with M Holdings Securities, Inc. holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at M Holdings Securities since 2000 and at Bcg Companies since 2013, in addition to a longstanding role at Phoenix Home Life Mutual Insurance Co. Holleman serves as a trustee for the Federal City Council, is on the Board of Directors for the Washington DC Estate Planning Council, and acts as Secretary-Treasurer for the St. Albans School Alumni Association Board. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities nationwide through independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory services.

Todd Tocco is a CFP® professional with 23 years of experience in the financial advisory industry. He is currently associated with Certified Advisory Corp and has been managing TJT Financial, LLC since 2014. His career includes over a decade at Certified Advisory Corp and continuing work at TJT Financial, LLC. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional analysis techniques with digital platforms like Betterment to provide comprehensive portfolio management and plan-level consulting.

James Smith is a CFP® with 12 years of experience in financial advisory roles. He currently works at Mission Wealth Management, LP, joining the firm in 2025 after prior positions at LPL Financial, Burke and Herbert Bank, and several other firms. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment strategies with tax, trust, philanthropy, and risk planning, utilizing both internal and external management resources.

James Gibbons is a financial advisor with Thurston Springer Advisors in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory role, Gibbons is involved in organizing nonprofit technology events and programs, and he co-founded the Annapolis chapter of the Google Developers Group. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management with both buy-and-hold and active investment strategies.

Christopher De Giacomo is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has worked at McAdam LLC since 2019 and previously was affiliated with Johns Hopkins Business School and Johns Hopkins University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts primarily on a discretionary basis, employing a diversified approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized exposures such as direct indexing and private investment funds.

Brendan O’Rourke is a CFP® with 11 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. His career includes roles at Kestra Advisory Services, Charles Schwab, Morgan Stanley, and First Command Financial Planning. He is also the owner of True North Wealth Solutions, LLC, a separate financial planning and wealth management business used for marketing and tax purposes. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs various methods such as modern portfolio theory and technical analysis, often utilizing third-party managers and offering specialized in-house models.

Charles Holt is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He joined Verdence in 2017 after five years with HighTower Securities, LLC and Hightower Advisors. Outside of his advisory role, he is a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis for discretionary portfolio management and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Amanda Avila is a financial advisor at Mission Wealth Management, LP with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Goldman Sachs & Co. LLC and has an academic background from The George Washington University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering discretionary and client-directed portfolio management that includes a diverse range of investments and specialized advisory services.

Kirk Blackman is a financial advisor with Eagle Strategies (NY Life) based in Mitchellville, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities since 2005, as well as experience with Equitable Advisors prior to that. He serves as chairman of the Hillside Work-Scholarship Connection Prince Georges Advisory Council and is treasurer of the Epsilon Phi Boule Foundation, both organizations focused on youth development and education in Prince George’s County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and corporate clients. The firm emphasizes tailored solutions delivered largely on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Ani Inyang is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2007. Ani is based in Washington, DC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Michael Burley is a financial advisor with Eagle Strategies (NY Life) in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2022 and is the owner of Burley Financial Group, which brokers a range of insurance and financial products. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

Laila Moumou is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She holds a Series 66 designation and has worked at Citigroup Global Markets and its predecessor, Citicorp Investment Services, since 2002. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Michelle Hodge is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and one year of industry experience. Her prior experience includes roles at Steward Partners Investment Solutions, Bates White, StartEngine, Morgan Stanley, and The Maryland General Assembly. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients through a range of personalized and third-party portfolio management solutions, offering services that include financial planning, pension consulting, and managed account programs.