David Dickman is a financial advisor at Wealthspire Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Billings Capital Management from 2013 to 2020 before joining Wealthspire Advisors. 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 framework with a diverse mix of investments and offers tailored wealth management, retirement-plan consulting, and other advisory services.

Tin Li is a CFP® professional with 20 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has held roles at Upright Planning, LLC, Acacia Financial Advisors, Acacia Life Insurance Co, and Equitable Advisors. Outside of financial advising, he provides dental care services as an independent contractor. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm provides financial planning and portfolio management through various platforms and programs, utilizing a combination of passive and active investment strategies tailored to client risk profiles.

Robin Dobbs is a CFP® professional with 16 years of industry experience, currently serving at Wealthspire Advisors since 2015. He holds a Series 65 license and is based in Potomac, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, and financial planning services. The firm employs a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

Eric Hiatt is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC with seven years of industry experience. His prior roles include positions at Oak Hill Wealth Advisors and Ameriprise Financial Services, INC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other 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, emphasizing diversified asset allocation and customized portfolios.

Haijie Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Xiao has worked with multiple healthcare and insurance companies, including United Healthcare, Kaiser Permanente, and Cigna Corporation. Outside of financial advising, Xiao operates Xiao Appraisal, a real estate appraisal business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm uses model portfolios and third-party managers for portfolio management and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Jeffrey Byas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 16 years before joining Private Advisor Group and LPL Financial in 2020. In addition to his advisory role, he serves as a seminar instructor for Business Management Associates and Planning, Inc., teaching topics related to financial and retirement planning. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates third-party strategists and technology platforms to deliver a range of investment approaches.

Mark Kuniholm is a CFP® with 22 years of experience in financial advising. He is currently with Truist Advisory Services and has previously worked at firms including Moors Cabot Inc, Creative Planning, and Raymond James Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its offerings.

Paul Schneider is a CFA® charterholder with 17 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at Vector Financial Advisors LLC, Ameritas Life Insurance Corp, and Acacia Financial Advisors LLC. Schneider also serves as Managing Director of Vector Recovery Group, LLC, providing consulting and financial analysis to small businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a variety of program platforms and leverages both firm-developed and third-party investment models.

Limin Lee is a financial advisor with Wealthspire Advisors, holding a Series 63 designation and bringing 25 years of industry experience. Prior to joining Wealthspire Advisors in 2017, Lee worked at Tricapital Advisors Inc. for 17 years and has been associated with Yorke, Burke & Lee since 1984. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering tailored wealth management and investment advisory services. The firm employs a relationship-driven process and emphasizes diversified, institutional-style asset allocation across various investment vehicles.

Ethan Copeland is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Wasserman. His background includes various roles at James Madison University and a decade of experience at The Bullis School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and family office services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

Michael Cohn is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 credential. He has 23 years of industry experience, including 18 years at UBS Financial Services and concurrent roles at Independent Advisor Alliance and LPL Financial since 2020. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines a network model with technology-enabled solutions and access to third-party managers and estate-planning platforms.

Jay Weinstein is a CFA® charterholder and holds a Series 65 license with 15 years of experience in the financial advisory industry. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing customized wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven approach with institutional-style asset allocation and a range of portfolio options tailored to client objectives.

Teresa Shaffer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior experience includes roles at Bb&T Investments and Bb&T Securities from 2014 to 2021. Outside of her advisory work, she manages residential rental properties in Sterling, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to deliver its asset management and fiduciary services.

Robert Cox is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Bankers Life in 2024, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also appointed as an insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Harpine is a Series 66-licensed financial advisor with Truist Advisory Services, based in Rockville, MD, and has nine years of industry experience. He has worked at Suntrust Advisory Services, Suntrust Investment Services, and Suntrust Bank since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management strategies, supported by AI-enabled equity research and an established network of third-party managers.

Brian Widmayer is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Ryan Jordan is a financial advisor with Wealthspire Advisors in Potomac, MD. He holds a Series 65 designation and has four years of industry experience. Prior to joining Wealthspire Advisors, he worked at CrossPoint Wealth Partners and Mason & Associates. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

James Fegan Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company over multiple overlapping periods since 1998. Outside of his advisory roles, he is involved with Fegan Insurance, LLC, an investment-related business. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies across multiple platforms.

Christopher Laughlin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance, Ameritas Investment Corp., and Wealth Advisors Group LLC for two decades or more. Outside of his advisory role, he owns Laughlin Financial Group, a small business unrelated to investing. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management and financial planning through multiple program platforms and employs a combination of model portfolios, mutual funds, ETFs, and individual securities, leveraging third-party technology and managers.

Chad McLane is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation, and he has operated The McLane Agency, Inc. since 2005. He serves as a notary public, providing free notarization services for pension paperwork related to municipal employees. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm utilizes a variety of investment approaches across discretionary and non-discretionary accounts, including financial planning, portfolio management through its CLASSIC Plus platform, and specialized advisory management of annuity and variable life sub-accounts.