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.

Jack Island is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation with three years of industry experience. His background includes roles at Park Avenue Securities and Guardian Life Insurance, as well as brief involvement in the hospitality sector with Bushel and a Peck Kitchen and Bar and Konstantine's Greek Taverna. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

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. Wiley also serves as a financial advisor at Aeon Wealth Management, a branch office under Osaic, where he works directly with clients on financial reviews and planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other related services through multiple program models, using both proprietary guidance and third-party platforms.

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.

Patrick Mc Lane is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including USA Financial Securities and National Planning Corporation. He is also a licensed attorney who provides occasional legal advice and services outside of his investment practice. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, businesses, and foundations, offering financial planning and portfolio management through the CLASSIC Plus platform. The firm utilizes both discretionary and non-discretionary arrangements and employs a variety of analytical approaches in managing client assets.

Joseph Falchek III is a CFP® with 11 years of industry experience currently serving at Cresset Asset Management, LLC. His prior experience includes roles at Sullivan Bruyette Speros & Blayney and PagnatoKarp Partners, LLC. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and provides a range of services including portfolio management, financial planning, private fund advisory, and family office services.

Alia Wagenhoffer is a Certified Financial Planner® with 12 years of industry experience. She is currently with Cerity Partners LLC in Reston, VA, and previously worked at Wealthspire Advisors for nine years and Highline Wealth Management, LLC for two years. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening in its investment approach, and offers a range of services including financial planning, retirement consulting, tax planning, and access to alternative investments.

Timothy Hughes is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2015. He holds a Series 65 license and is based in Reston, VA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Mary Reilly Will is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 38 years of industry experience and has been affiliated with Guardian Life and Park Avenue Securities since 1991. Outside of her advisory role, she serves as trustee and executrix of her mother’s estate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and both proprietary and third-party investment advisory programs.

Daniel Trumbower is a CFP® with 21 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Halpern Financial, Inc. and his own firm, Trumbower Financial Advisors, LLC. MAI Capital Management 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 manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Stephen Berardi is a CFA® charterholder with 19 years of industry experience. He has worked at Cresset Asset Management, LLC since 2020 and previously held positions at Pagnatokarp Partners, LLC and Abbot Downing. He is based in Reston, VA and holds a Series 65 license. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and private fund management across various asset classes.

Theodore Leasure is a financial advisor with Wealthspire Advisors in Reston, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wealthspire Advisors since 2017 and previously worked at Capital Fiduciary Advisors, LLC from 2015 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering 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 and ongoing portfolio reviews.

Jennifer Donnelly is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 designations and bringing 24 years of industry experience. Her career includes roles at LPL Financial and Raymond James Financial Services Advisors Inc. She is also involved with JTB International Inc. and Global Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model utilizing technology platforms and third-party managers to implement a range of investment strategies.

James Barnette Jr. is a CFP® professional with 39 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also affiliated with LPL Financial, having previously worked at Raymond James Financial and Fixed Insurance Services. Barnette is involved with JTB International, Inc., a business entity he established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging proprietary and third-party investment strategies through various technology platforms.

Donna Cabrisses is a financial advisor with Truist Advisory Services in Ashburn, VA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes roles at Merrill Lynch, Pierce, Fenner & Smith and various Truist entities since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, employing both discretionary manager relationships and non-discretionary consulting supported by AI tools and extensive inter-affiliate integration.

Carol Castillo is a financial advisor with Kestra Advisory in Reston, VA, holding a Series 66 license and nine years of industry experience. Her prior roles include positions at Marjon Management Advisors LLC, Valic Financial Advisors, and Itau Bank. She is also a registered representative for CURO Private Wealth, where she manages client relationships and supports financial planning and portfolio analysis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Scott Dillie is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Capital Fiduciary Advisors, LLC for three years. He holds a Series 63 license and is based in Reston, VA. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Joseph Lamoglia is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth and Potomac Financial Private Client Group, LLC since 2012, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.