Matthew Mc Lane is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation. Outside of his advisory work, he is involved in life insurance marketing through The McLane Agency, Inc. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services utilizing a variety of investment strategies and both discretionary and non-discretionary arrangements.

Abigail Holmes is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. She holds the CFP® designation and Series 65 license. Her prior experience includes roles at Brightside Advisory Partners, LLC and WMS Partners, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and private-fund management.

Judy Redpath is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. She has been with Commonwealth since 2006, with a concurrent role as owner of VISTA Wealth Strategies LLC, a private entity facilitating securities and financial planning activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering access to discretionary model portfolios and various program structures.

Leslie Roberts is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and 65 credentials and over 35 years of industry experience. He has worked at Centaurus Financial since 2007 and has been affiliated with Long Financial Services since 1989. Roberts also sells term life insurance through a separate activity in Boca Raton, FL. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting, using a range of investment analysis techniques and both discretionary and non-discretionary account management.

Michael Ness is a financial advisor at Cerity Partners LLC with 21 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Cerity Partners in 2022, he worked at FJY Financial for five years and at Fieldstone Financial Management Group, LLC for one year. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens, and offers access to alternative and private-market investments alongside comprehensive planning and consulting services.

Brandon Gromadzki is a financial advisor at Cerity Partners LLC with five years of industry experience. He previously worked at Oak Hill Wealth Advisors LLC, Bank of America Merrill Lynch, and The Vanguard Group, Inc. He holds Series 63 and Series 66 licenses. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Lisa Gilland is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and previously worked at Financial Growth Partners and Grant Thornton. She works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary portfolios, and combines proprietary and third-party strategies.

Grayson Hurley is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Forge Financial Group, Potomac Financial Private Client Group, and Commonwealth Financial Network. His background includes roles outside finance, such as working at Hollywood Golf Course. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.

Melissa Taro is a CFP® professional with 11 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023. Her prior roles include positions at Lumina Financial Consultants, Virtual FP LLC, and FJY Financial. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, tailoring portfolios through diversified asset allocation and proprietary quantitative screening.

Kirsty Peev is a CFP® professional with 16 years of industry experience. She has worked at Halpern Financial, Inc. for 22 years before joining MAI Capital Management, LLC, where she has been since 2024. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diversified client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across multiple strategies and combines these with financial planning, tax, and administrative services.

Susan Krimigis is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Rockefeller Financial, she worked at Citigroup Global Markets from 2007 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with broker-dealer services, offering a consolidated investment platform and a range of discretionary and non-discretionary solutions.

Ashley Ott is a financial advisor with Commonwealth Financial Network in Leesburg, VA, holding a Series 66 designation and 11 years of industry experience. She has been affiliated with Commonwealth Financial Network since 2012 and is also the owner of Vantage Point Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Tristan Bliesner is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, and Cetera Advisors. Outside of financial advisory, he owns Patriot Printing Services, a business involved in buying and selling printed materials. Osaic Advisory Services is an SEC-registered adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and planning services delivered through multiple advisory program models, utilizing a combination of proprietary and third-party platforms.

Ann Marie Hindley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Her prior experience includes roles at FJY Financial, HomeMaker, and RH Paradis & Associates. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Ariana Ahmadi is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, she held roles at Castro & Company and Wendroff & Associates. Her background includes work in the food service and production industries. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and advanced overlay services.

John Witcher is a CFA® charterholder with 15 years of industry experience. He has worked at MAI Capital Management, LLC since 2023 and previously spent 13 years with Cambridge Associates, LLC. 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 manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services into client relationships.

Sanjeev Butani is a financial advisor with Eagle Strategies (NY Life) in Sterling, VA, holding a ChFC® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including roles at NYLIFE Securities LLC, New York Life Insurance Company, Prudential, and AIG. Outside of his advisory work, he is involved in insurance brokering and property and casualty sales. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis, with a significant focus on advisory services related to insurance and annuity products.

Marguerite Wiese is a CFP® credentialed financial advisor with nine years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Herndon, VA. Her prior roles include positions at Eldenstreet Financial and New York Life, among others. Outside of her advisory work, she serves as a co-chair and precinct captain for the Braddock District Democratic Committee and is a director for the Park West Community Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm emphasizes tailored advice delivered through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Martin Hickey III is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has one year of industry experience, including recent roles at Private Advisor Group and LPL Financial, and previously worked for The Chem-Met Company for 19 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary and third-party platforms and follows a fiduciary-based advisory model.

Nathan Addo is a CFP® with 14 years of industry experience. He is currently an advisor with Private Advisor Group, LLC and LPL Financial, having formerly worked at Wells Fargo and HSBC prior to his current roles. He volunteers with the Old Vandals Alumni Association of North America. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.