Grant Ruder is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

Elizabeth Dawson is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cerity Partners in 2020, she worked at Worldview Wealth Advisors from 2017 to 2020. Outside of her advisory role, she provides pro-bono financial counseling to recently widowed individuals through Wings for Widows. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-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 alternative investment access, emphasizing diversified asset allocation and customized portfolios.

Jodi Van Voorhis is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Equitable, LPL Financial, and CURO Private Wealth. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Brian Wobensmith is a financial advisor with Primerica Advisors in Reston, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Virginia Tech, and several firms across different sectors. He is also involved in insurance sales outside of Guardian. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs various investment strategies through proprietary and third-party models and offers both discretionary and non-discretionary account management.

Raghu Thota is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Thota’s background includes roles at Transamerica Financial Advisors, Cognizant Technology Solutions, and various entrepreneurial ventures such as Alluri Realty and Ensure Home Loans. He is also involved in life insurance sales and mortgage loan origination. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in assets and offers diverse investment solutions through discretionary accounts, model portfolios, and third-party sub-advisers.

Alexandra Anderson is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Julia Simmons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Private Advisor Group since 2021 and previously at LPL Financial and Raymond James Financial Services. Simmons provided investment advisory services through Private Advisor Group, an independent firm, starting in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based advisory model with a range of investment strategies and technology platforms, often implementing advice through third-party managers and programs.

Joseph Holinka IV is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Financial Growth Partners and North Star Resource Group, among others. Outside of his advisory work, he operates Green Cloud Consulting LLC, which provides back-office and administrative services. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Timothy Shean is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network and Potomac Financial Private Client Group, LLC, where he has worked since 2011. Prior to that, he was with Equitable Advisors from 2006 to 2011. He is a co-owner of Potomac Financial Private Client Group. 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 offers a broad range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Joseph Masella is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial LLC, Israel Discount Bank of New York, IDB Capital Corp., and Fortigent, LLC. He also serves as a senior investment strategist for Global Advisor Group, a DBA associated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm provides a fiduciary-based advisory model that includes discretionary and non-discretionary management, utilizing third-party managers and technology platforms to implement diverse investment strategies.

Angel Garcia is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, he has worked at GuidePoint Financial Planning and South Block, and has a background in education with teaching roles at several schools. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens and offers a range of investment and consulting services, including access to alternative and private-market investments.

Leslie Niblock is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 23 years of industry experience. Prior to joining Citigroup in 2023, Leslie worked at PNC Investments for 11 years. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides services such as derivatives trading and bespoke discretionary solutions.

John Sheehan is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for several years. Outside of his advisory role, he owns and operates Altamont Farm Cattle Company LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm employs a Private Advisor model and a consolidated investment platform that provides a range of discretionary and non-discretionary solutions across asset classes.

Jeanne Marie Sands is a CFP® and Series 65 credentialed financial advisor with seven years of industry experience. She has worked at MAI Capital Management, LLC since 2024 and previously spent six years at Madison Wealth Management. 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 a broad range of strategies and offers comprehensive financial planning and administrative services, with $72.3 billion in assets under management as of May 31, 2026.

Madison Cappas is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation and one year of industry experience. Prior to joining the financial sector, Madison worked in education and retail, including positions at Fairfax County Public Schools, Great Lakes Academy, and Total Wine & More. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Emily Kestler is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Arbor Point Advisors and Securities America Inc. Outside of advising, she owns a rental property that is occupied by family members. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base such as individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed through various advisory programs and custodians like Schwab and Fidelity.

John Koester is a CFP® professional with 33 years of industry experience, currently serving with Kestra Advisory. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2016. Outside of his advisory role, he serves as treasurer for the Corbitt By the Lake Association and secretary for the Kappa Phi Chapter Housing Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and it manages approximately $79.8 billion in assets across diverse client types including large institutional investors.

Bradley Smith is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at MTX Wealth Management for nine years before joining MAI Capital Management in 2019. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Lily Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. She previously worked at RS Will Wealth Management and has a background that includes four years at James Madison University and six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers customized wealth management and investment advisory services using a relationship-driven process and institutional-style asset allocation.

Christopher Milligan is a financial advisor with Primerica Advisors based in Reston, VA, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 24 years of industry experience, including 23 years at Park Avenue Securities and Guardian Life Insurance Company. Milligan also sells long-term care insurance and health benefits outside of Guardian Life when client needs require it. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial and retirement planning. The firm offers a range of investment strategies through proprietary and third-party managers, supporting both discretionary and non-discretionary accounts.