Jin Park is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been associated with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled equity research and inter-affiliate integration within the Truist financial ecosystem.

Talar Sarkis is a financial advisor with Citizens Securities, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining Citizens Securities, Sarkis worked at Wells Fargo Clearing and Wells Fargo Bank, and earlier at Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Gabriel Adams is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Truist since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager arrangements and uses AI-enabled research tools to support investment decisions.

Shateela Winters is a CFP® and ChFC® with 17 years of experience in the financial advisory industry. She is currently with Prime Capital Financial and has prior experience at Edelman Financial Engines, Raymond James Financial Services, and other firms. Outside of her advisory work, she is the treasurer and proprietor of the Della Woodward Chapman Scholarship Fund and maintains a website documenting her travels to see the Buffalo Bills play in every stadium. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, using a mix of investment strategies and maintaining an affiliated accounting subsidiary.

Nelson Santos is a financial advisor with Integrated Wealth Concepts LLC in Arlington, VA, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, constructing customized portfolios using a long-term approach combined with tactical rebalancing.

Mohammad Maroof Ziaey is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has less than one year of industry experience and prior work history includes roles at Turbo Tax, Blueprint Schools Network, and Primerica Financial Services. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Amy Melenson is a financial advisor at Money Concepts Capital Corp with three years of industry experience. She holds a Series 66 designation and has worked at Money Concepts Capital Corp since 2024, with prior experience at Peraton and a longstanding role at U.S. Capitol Police. Outside of financial services, she is a consultant for Pampered Chef, offering kitchen and household products through direct sales. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients with both discretionary and non-discretionary account structures.

David Burgess is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized tactics such as direct indexing and tax-loss harvesting.

Elizabeth Miller is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 25 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Thomas Graham is a financial advisor at Janney Montgomery Scott in Alexandria, VA, with 31 years of industry experience. He has been with Janney Montgomery Scott since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a rental property in Bumpass, VA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Rachel Richardson is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked primarily at First Command-affiliated firms since 2020. Prior to her financial services career, she spent several years at St. Elizabeth Ann Seton School. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, using an Investment Management Team to design and manage model portfolios with discretionary authority granted by clients.

Alexander Rossi is a financial advisor with First Command Advisory Services in Alexandria, VA, holding a Series 66 designation and 10 years of industry experience. He has worked with various First Command affiliated entities since 2016 and also owns Alex Rossi Financial Planning LLC. Outside of his advisory work, Rossi serves as treasurer for BNI Positive Power, a local referral group in Alexandria. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Lance Harting is a CFP® professional with nine years of industry experience, currently advising at Oppenheimer since 2024. Prior to joining Oppenheimer, he worked for Bank of America and Merrill from 2017 to 2024 and was employed at a pool service company from 2010 to 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of advisory and consulting services across multiple asset classes, offering both discretionary and non-discretionary management, and maintains custody of client assets as a qualified custodian.

Darla Aycock is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 1998. Outside of her advisory role, she is involved in her local community as president of the Stratton House Condominiums and manages a residential and commercial cleaning service. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs and manages multiple mutual funds, employing dedicated portfolio teams and research groups to deliver diversified investment strategies.

Margi Coutinho-Betancourt is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2015. She has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant and Financial Consultant. Prior to joining Fidelity, she worked at First Command Financial Planning Services from 1991 to 2012, starting as an Administrative Assistant and later becoming a Financial Advisor. Her expertise includes retirement planning, income planning, and wealth planning, working closely with clients to develop customized financial plans that align with their short- and long-term goals. Margi emphasizes building strong relationships with clients based on trust throughout the financial planning process. Outside of her professional work, Margi has interests in cooking and baking, football, golf, theater, traveling, and volunteering.

Cristina Gabalda is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for seven years before joining Ameriprise in 2022. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Nowak is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2021. Prior to his advisory role, he attended the University of Wisconsin-Madison and worked at Westborough High School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven process grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Stephen Stavrou is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual, JP Morgan Chase, and Bank of America. Outside of his advisory roles, he operated a dog walking business from 2022 to 2023. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software tools and offers a range of programs including estate settlement and employer-sponsored planning.

Bradley Martin is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he has held roles at Paul Martin, Yes Hearing, SmartBrief, All Digital Dental Design Studio, and Star City Games. He also serves as an administrator or executor of an estate and trustee of a revocable trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers, and offers ERISA fiduciary services to qualified plans.

Lakeisha Hill is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines. She has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. since 2018. Outside of her advisory role, she is the president of the Arlington Traditional School PTA and an author of a personal memoir titled *Breath of Grace: My life with sickle cell, God and Yoga*. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.