Lauren Lehman is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds the CFP® and CFA® designations, as well as Series 65 and Series 66 licenses. Prior to joining NewEdge Advisors in 2023, she worked for SOL Capital Management Company for 12 years and LPL Financial for 4 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Mark Schlossenberg is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Freedom Financial Advisors of Maryland, and Potomac Wealth Advisors. Schlossenberg serves as a board member of Shoresh Inc., a nonprofit organization focused on building positive Jewish identity among children and their families. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios combined with fundamental, technical, and cyclical analysis in its investment approach, offering diverse services through a broad network of affiliated offices and advisers.

Wenjinn Chang is a CFP® professional with 24 years of industry experience. He has been with Independent Financial Group, LLC since 2012, following roles at Ameritas Investment Company, LLC and Equitable Advisors. Chang serves on the board of the Taiwanese Chamber of Commerce and volunteers with the Overseas Compatriot Affairs Commission, Taiwan. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs both firm- and third-party models for portfolio management, combining active and passive strategies across various risk profiles.

Kelsey Davidson Todd is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and eight years of industry experience. She previously worked at Royal Alliance and has a background in education with Charlotte Mecklenburg Schools. Outside of her advisory role, she teaches pre-retirement classes for federal employees and provides federal benefits and emergency management training to agencies such as FEMA. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party investment models and combines strategic asset allocation with multi-manager portfolios across various risk profiles.

Mitchell Mahoney is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, Symphony Financial, and Virginia Tech. Outside of his advisory role, he is also an independent insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, employee education, and advisor-managed accounts, serving a wide range of investors including large institutional clients.

Aidan Mejia is a financial advisor with Citigroup Global Markets, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab, Bolton Securities Corp, Bolton Global Capital, and JP Morgan Chase & Co. He is dual registered with Bolton Global Capital as a Registered Representative and Bolton Securities as an Investment Advisor. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad set of advisory, execution, and custody services.

Chen Xi Chung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Citigroup since 2014 and continues his career with its affiliate Citigroup Global Markets since 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and specialized commercial arrangements.

Robert Smith is a financial advisor with Equity Services, Inc. in Glenwood, MD, holding the ChFC® and Series 63 designations and over 53 years of industry experience. He has been with Equity Services, Inc. since 1972. In addition to his advisory role, he operates as an insurance agent through Evolution Financial Group, selling life, health, disability, and long-term care insurance. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading and specialized instruments.

Patrick Mcclintock is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with SunTrust-affiliated firms since 2007. Outside of his advisory role, he works as an Uber driver. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, employs a mix of discretionary and non-discretionary manager relationships, and integrates AI-enabled research tools alongside inter-affiliate resources.

Mark Cecil is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Acacia Financial Group, AFP Group, and United Wealth Advisors Group. He is also licensed as an independent insurance agent, primarily selling fixed insurance products. 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 a range of services such as asset management, financial planning, and retirement plan advisory, utilizing various model portfolios and third-party managers to build customized investment solutions.

Lauren Woodward is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. She has worked at Kaplan Financial Group and Virginia Tech, with prior roles in public education and local government parks and recreation. Woodward is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a broad platform including managed-account programs, third-party asset manager access, and custody services.

John Rogers is a financial advisor with United Planners' Financial Services of America in Rockville, MD. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes roles at R&G Insurance Associates Inc and multiple Nationwide entities, where he worked from 1988 to 2019. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives, using various custodians and third-party managers, and emphasizes non-discretionary account management alongside formalized advisor transition support.

Frederick Cornelius III is a CFP® and CFA® with 24 years of industry experience. He is currently an advisor at Creative Planning in North Bethesda, MD, having previously worked at Burt Associates, Inc. for 24 years. 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 assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Joseph Sladek Jr. is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2016, following a three-year tenure at Wells Fargo Advisors. Sladek and his wife own a rental property that they use as an investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that distinguishes between one-time planning and ongoing portfolio management.

I Shiuan Lee is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses. Lee has 11 years of industry experience, having worked at Transamerica Financial Advisors since 2015 and with World Financial Group since 2013. Lee is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios and programs with discretionary and non-discretionary options.

Liam Desmond is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation with one year of industry experience. His career includes roles as a student from 2014 to 2023 and advisor positions at Wealthspire Advisors beginning in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, utilizing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

Eric Blackman is a financial advisor with United Planners Financial Services of America, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Ernst and Young, as well as academic positions at the University of Maryland and Robert H. Smith School of Business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives who use a combination of custodians, third-party money managers, and platform programs to implement client-directed investment strategies.

Katy Chase is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Lighthouse Financial Advisors and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee and quantitative and fundamental research.

Charles Smith is a financial advisor with Truist Advisory Services, holding a Series 66 credential and bringing 10 years of industry experience. His prior experience includes roles at Morgan Stanley and SunTrust Advisory Services. Outside of his advisory work, he serves as a board member for Boy Scouts of America Troop 68. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and consulting supported by a dedicated Equity Research team and integrates services across affiliated entities.

Lawrence Weber is a financial advisor with VOYA Financial Advisors, Inc. in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial and its advisory affiliate since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement services to individuals, corporate clients, and organizations. The firm combines in-house and third-party strategies with technology-enabled tools to deliver primarily non-discretionary investment management through a broad network of advisers.