Michael Washer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and over 23 years of industry experience. He has worked with various entities including ICS Financial Group, Inc. and Group Underwriters Agency Inc, where he serves as CEO. Outside of his advisory activities, Washer is involved in insurance sales and recruitment through ICS Financial, Inc. and holds ownership roles in related business entities. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, incorporating in-house and third-party managed portfolios, with a platform approach that includes co-advisory relationships and integration with Ameritas affiliates.

Alaa Khashan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, SunTrust Investment Services, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and delegated portfolio management employing mutual funds and ETFs.

David Watson is a CFP® and ChFC® with 10 years of industry experience. He is currently with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he co-owns an LLC used for accounting and commission tracking related to his insurance activities. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level solutions including lending and donor-advised funds.

Andrew Woolridge is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining Cresset in 2020, he worked at PagnatoKarp Partners, LLC from 2016 to 2020. Outside of his advisory role, Woolridge is involved in managing rural real estate and natural resources interests and holds officer positions in family-owned businesses, including an independent insurance agency. Cresset Asset Management is a multidisciplinary firm managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled vehicles. The firm employs a risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive strategies across equities, fixed income, and alternatives.

Pyper Friedman is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 credential and previously worked at SCH Group and taught at The College of William & Mary and at middle and high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Andrew Preisendanz is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2021 before joining Cresset. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled vehicles. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private-fund management across various asset classes.

Robert Sturm is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Outside of his advisory work, he serves on the Finance Committee of the Benedictine Sisters and is the chair of the board for Hopelink, Inc., a nonprofit focused on mental health. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled equity research, to deliver asset allocation, fiduciary support, and manager selection programs.

Sikander Mehdi is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials. Based in Reston, VA, he has approximately one year of industry experience, including roles at LPL Financial, Global Advisor Group, and Private Advisor Group. Prior to his advisory career, Mehdi’s background includes work and study at George Mason University and entrepreneurial experience with EZ Moving & Storage LLC. Private Advisor Group serves a broad mix of clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to various advisory programs, third-party asset managers, and model portfolios supported by notable strategists and custodians.

Janna Climer is a Series 66-licensed financial advisor at Primerica Advisors with one year of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Private Advisor Group, LLC, and LPL Financial. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers various investment programs and solutions, including proprietary model portfolios, third-party managers, and digital advice platforms.

Roland Geronimo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Truist Investment Services since 2004 and joined Truist Advisory Services in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms and manager relationships.

Kathryn O'Connor is a financial advisor at Wealthspire Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked in educational roles at Virginia Tech and middle/high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, and nonprofits, using an institutional-style asset allocation framework implemented through a diversified mix of investments and centralized oversight.

Jack Keating is a financial advisor at Wealthspire Advisors with six years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2019. His prior experience includes roles at Bronfman Rothschild, Walsingham Academy, the College of William and Mary, and Virginia Tech. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework.

Mario Orozco is a financial advisor with Eagle Strategies (NY Life) based in Herndon, VA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 2014 and also operates Eldenstreet Financial, LLC, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services with an emphasis on tailored solutions and a predominantly non-discretionary asset management approach.

Vitale Christy is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Kestra, Christy held roles at Wells Fargo, Robinhood Markets, Inc., and Equitable Advisors. Outside of finance, Christy serves as President and CEO of Stray Dogs Studios, a production company managing all creative and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional clients. The firm offers fiduciary consulting, plan design and compliance testing, and access to a range of management platforms and third-party solutions.

Kounian Ding is a Series 66-credentialed financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. His background includes roles at Bankers Life and Casualty, Bank of America, Merrill, and George Mason University. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with ongoing reviews and rebalancing.

Kedisha Ebanks is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. Prior to her current role, she spent 17 years at Ernst & Young, LLP. She is also the owner of Aspiro Consulting Group, LLC, a business consulting venture. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

Arthur Washer is a financial advisor at Ameritas Advisory Services, LLC with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has been associated with Ameritas entities since 2016. Outside of his advisory role, he serves on the Fauquier County Board of Supervisors in Virginia. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that combines in-house model portfolios, third-party managers, and integration with Ameritas affiliates.

Jonathan Myers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Truist Advisory Services since 2021 and previous positions at Bb&T Securities, Bb&T Investments, and Bb&T Bank dating back to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled equity research, with a distinctive integrated approach involving affiliated broker-dealer and bank services.

Robert Lee is a CFP® with 34 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His prior work includes roles at OneAmerica Securities, American United Life, The O.N. Equity Sales Company, and Ohio National. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers, and maintains integration with various Ameritas affiliates.

Jeffrey Armstrong is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Advisors from 2011 to 2016 before joining Integrated Wealth Concepts and LPL Financial in 2016. Armstrong also operates JMA Wealth Management, a business entity for tax and investment purposes. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services and utilizes customized portfolios with a long-term investment approach combined with strategic rebalancing.