Susan Cantus is a Series 65 licensed advisor at Hightower Advisors with 29 years of industry experience. She was previously with IA Farr, Miller & Washington, LLC for 25 years before joining Hightower Advisors in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Jennifer Collin is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at the US Naval Academy and research laboratories affiliated with the US Navy. Outside of her advisory work, she is a distributor for Hotels Etc memberships. First Command Advisory Services 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Donald Harris is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He is currently with The Colony Group, LLC, having previously worked at Sterling Capital Management LLC and De Garmo & Kelleher. He is based in Washington, DC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach uses a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework emphasizing tax- and fee-sensitive portfolio construction.

Benjamin Lievestro is a CFP® with 17 years of industry experience, currently advising clients at First Command Advisory Services since 2015. He has been associated with the First Command affiliated entities since 2010. He is also the owner of Benjamin Lievestro, LLC, which exclusively manages his First Command-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with a discretionary approach.

Sarah Ennis is an advisor at Oppenheimer with a Series 66 designation and experience beginning in 2024. She has held positions at firms including Hanover Research, Virginia Asset Management, and Colliers International. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

James Wise is a financial advisor at &Partners in Washington, DC, holding a Series 66 designation with four years of industry experience. He previously worked for nine years at Ernst & Young Infrastructure Advisors. Outside of his advisory role, Wise serves on the finance committee of the Washington Waldorf School and is involved as a member overseeing construction in a real estate LLC restoring a historic property. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies and maintains registrations that allow municipal advisory and underwriting roles.

Nicholas Crance is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at T. Rowe Price Investment Services and Aberdeen Proving Grounds Federal Credit Union. He is also affiliated with the University of Maryland University College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Kevin Shaw is a CFP® professional with 21 years of experience in the financial services industry. He currently works at Citizens Securities, Inc. and previously held roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. Shaw serves on the Board of Directors for the Hoyas Unlimited University Athletics Alumni Association at Georgetown University, where he is engaged in supporting the athletics program as an alumnus and former varsity soccer player. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory and brokerage services. The firm’s advisory programs include a digital advisory platform utilizing proprietary algorithms and risk profiling, alongside a Managed Account program, providing diversified investment solutions.

Steven Smith is a financial advisor with CIBC Private Wealth Advisors, Inc. in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Atlantic Trust Na and has been with CIBC National Trust Company since 2017. He serves as a trustee for the Emily E Scholsberg Educational Trust and several private grandchild trusts under his role at CIBC. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs an investment process involving internal teams and committees to create customized portfolios and offers strategies including options hedges and structured notes, managing approximately $67.8 billion in assets with 175 advisors.

Aahoo Sigarchi is a financial advisor with HSBC Securities (USA) Inc., holding a Series 66 designation and one year of industry experience. Prior to joining HSBC Securities, Sigarchi worked at HSBC Bank USA, N.A., Citizens Bank, and Burlington Stores Inc. among other roles. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. Its investment process incorporates strategic and tactical asset allocation with risk-profile-based models, offering both discretionary and client-directed portfolio management options.

Michael Feldman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior experience includes roles at Farr Miller & Washington, LLC, Cheffy Passidomo, P.A., Karpus Management Inc., and Private Capital Management, L.P. Feldman holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified portfolio management and financial planning services.

Nathan Williams is a CFP® affiliated with TIAA-CREF, based in Washington, DC, with eight years of industry experience. He has worked at TIAA since 2018 and was previously employed at GLG from 2014 to 2017. Outside of his advisory role, he serves on the Finance Committee of the City Teaching Alliance, an organization focused on supporting career educators. TIAA‑CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior relationships through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management with a fiduciary standard and operates within a vertically integrated structure that includes affiliated funds.

Nathan James is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, he held positions at George Mason University and Villagio Hospitality Group, among others. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, such as acting as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.

Samuel Grelck is a CFA® charterholder and holds Series 65 and Series 63 licenses, with five years of experience in the financial industry. He is currently with Truist Advisory Services, where he has worked since 2021. His prior roles include positions at Capital Group and DoorDash, as well as entrepreneurial and educational experience. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary manager relationships with third-party platform and manager arrangements.

Karen Foley is a CFP® and ChFC® with 28 years of industry experience. She has been with First Command Advisory Services since 2015 and affiliated with related First Command entities since 1998. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage its model portfolios.

Jackson Good is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Citigroup in 2022, he worked at Bank of America and Merrill from 2019 to 2022. Outside of his advisory role, Good officiates high school and collegiate basketball in the San Francisco Bay Area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Mohammad Khan is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers diverse advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services.

Christopher Detmer is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services. Detmer serves on the advisory board of Ethos ESG, providing strategic guidance to the firm. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through Steward Partners-branded solutions and third-party money managers.

Diana Roble is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Wells Fargo. Outside of finance, she was involved with Vivi Luxe LLC, operating a bakery business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Stefana Stan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she worked at the State Employee Federal Credit Union and held various roles at Binghamton University and the Niskayuna School District. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, tactical allocation models, and affiliated Goldman Sachs capabilities to tailor solutions across multiple platforms and fee arrangements.