Tyree Chapman is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Fidelity Investments and McLean Asset Management Corporation. Chapman is based in Washington, DC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach utilizes proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Colin Murphy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2016, including SunTrust Advisory Services prior to the firm's rebranding. Outside of his advisory role, he has a property rental business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies and integrates third-party platforms and manager arrangements to support its AMC Advantage program and ongoing due diligence.

Makendy Massillon is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has been with Truist Advisory Services since 2016 and concurrently with Truist Investment Services, Inc. since 2015. 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Margaret Hunter Smith is a financial advisor at Oppenheimer with 25 years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services, UBS Financial Services, Merrill, and Morgan Stanley. Outside of her advisory role, she serves as a co-trustee of a family trust, assisting with administrative decisions. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting, with a notable portion of assets managed on a non-discretionary basis.

Aaron Brachman is a CFP® with 24 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has worked with multiple Steward Partners entities since 2016 and previously held a role at Raymond James Financial Services. He serves on the advisory board of Ethos ESG, providing strategic guidance. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Nadira Deery is a Certified Financial Planner® (CFP®) with 24 years of industry experience. She is currently with Creative Planning, where she has worked since 2017. Her prior roles include positions at Goldman Sachs Wealth Services, Truist Investment Services, Fidelity, and Charles Schwab. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Alvin Fonkoua Sop is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Goldman Sachs Wealth Services since 2019, following prior roles at Charles Schwab and Winthrop University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and manager selections supported by proprietary analytics and provides access to a broad range of investment and advisory services through the Goldman Sachs network.

Arthur Gibb III is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked with First Command in various capacities since 2019. Gibb also serves as an adjunct professor at the U.S. Naval Academy and is a facilitator for Battlefield Leadership, which provides experiential leadership development workshops. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Kenneth Clarke is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Advisory Services since 2016 and also has experience with Peake Financial and Ameritas Life Insurance Corp. Clarke is involved with Peake Financial Group LLC as a financial representative focused on insurance and investments. Ameritas Advisory Services, LLC provides advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Sofia Kostopoulos is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. She has 25 years of industry experience, including prior roles at Wells Fargo and JP Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and a range of specialized market roles.

Dee Schedler is a financial advisor at CIBC Private Wealth Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has been associated with Investment Advisers, Inc. since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to offer customized portfolio management and wealth advisory services, leveraging both proprietary and external strategies.

Matthew Robertson is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, applying a fiduciary standard to its advisory services and acting as adviser to a donor-advised fund.

Brita Jones is a financial advisor with Stratos Wealth Partners, Ltd. She holds the ChFC® designation and Series 66 license and has 27 years of industry experience. Prior to joining Stratos Wealth Partners in 2016, she worked at LPL Financial and Uvest Financial Services Group, Inc. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors managing $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services from financial planning to outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

David York is a Series 66-licensed financial advisor with four years of industry experience, currently serving clients at Steward Partners Investment Advisory, LLC. His career includes roles at various Steward Partners entities since 2018 and Raymond James Financial Services. Outside of his advisory work, he has experience affiliated with Virginia Polytechnic Institute & State University and Belle Haven Country Club. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Lynn Snyder is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at TIAA-CREF. Prior to joining TIAA-CREF, Lynn worked at Private Client Services, LLC and Securities America, Inc. She has also been associated with Johnson Bixby & Associates, where she maintained a role concurrent with her other positions. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, serving clients often connected through employer retirement plans.

William Olmstead is a financial advisor with Citigroup Global Markets in Washington, DC. He holds a Series 66 designation and has 11 years of industry experience, having been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by in-house research and risk oversight, maintaining a large institutional scale alongside unique market roles and arrangements.

Karsten Siebert is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds the Series 66 designation and has worked at Truist and its predecessor firms since 2018, as well as Merrill from 2013 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary arrangements.

Zachary Wilkes is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at CitiBank, Bank of America, Merrill, Constellis, Wells Fargo Advisors, and American University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and market roles such as swap dealing and futures commission merchant activities.

William Lovett II is a financial advisor at Creative Planning with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lockton Investment Advisors and Diversified Investors Securities Corp. He has been with Creative Planning since 2021. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques.

Courtney Cain is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments, Citi, Amazon, Booz Allen Hamilton, and the Department of Defense. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.