Wanjia Li is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2018. His prior work includes roles at AroundCampus Group LLC and the Daily Iowan, as well as full-time education at the University of Iowa. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm combines multi-asset, multi-manager strategies with in-house research and unique market roles, catering to diverse client needs from workplace accounts to ultra-high-net-worth relationships.

Xiaohuan Xu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 10 years of industry experience. Xu has been affiliated with Transamerica since 2015 and serves as president of Catherine Xu Financial Dynasty LLC. Outside of advisory work, Xu is involved in health insurance sales and has an investment in the food and beverage sector. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party investment models, with both discretionary and non-discretionary program options.

Alexander Cochran is a financial advisor with Kestra Advisory, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Seia LLC, Royal Alliance, Wealth Enhancement Advisory Services, and LPL Financial, among others. He also serves as a Planning & Investment Associate at CURO Private Wealth, where he manages client service operations and supports financial planning and trading activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and diverse client types.

Nichole Toledo is a financial advisor at Centaurus Financial, Inc. with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Centaurus Financial and Securities America Advisors, among other firms. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a mix of fundamental, technical, bottom-up, and top-down analysis while allowing access to various specialized investment services.

Matthew Witchko is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Commonwealth since 2015 and has been associated with Kaplan Financial Group since 2007. Outside of his advisory role, he is a co-owner of Kaplan Benefits Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios with a broad range of securities and insurance products.

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 designations. His prior experience includes roles at AE Wealth Management, Freedom Financial Advisors of Maryland, Re/Max Town Center, Westex Group, Inc., and Potomac Wealth Advisors, LLC. He 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 uses a mix of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach.

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.

Omon Brewton is a financial advisor at Citigroup Global Markets with credentials including Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Citigroup, he held positions at Citibank, PNC Bank, Walmart, and Regions Bank. Outside of his advisory role, Brewton works as a warehouse worker for Uniter Parcel Services in Springfield, VA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside specialized market functions.

David Warner is a financial advisor with PNC Wealth Management in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2011. Outside of his advisory role, he owns two non-investment-related businesses, Northpoint Group LLC and 2600 Juniper Avenue LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

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 at Citigroup Global Markets, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Charles Schwab, Bolton Securities Corp, Bolton Global Capital, and JP Morgan Chase. Mejia is also 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 a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized services including derivatives and futures trading.

Diane Kessler is a Series 66-licensed financial advisor at Citigroup Global Markets with 27 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and specialized market roles.

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.

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.

Jeffrey Mc Closkey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2015. Outside of his advisory role, he serves as Treasurer for the Poolesville Area Chamber of Commerce, a nonprofit organization focused on local business and community development. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary strategies supported by third-party platforms and extensive inter-affiliate integration.

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.