I Shiuan Lee is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses. Lee has 11 years of industry experience, having worked at Transamerica Financial Advisors since 2015 and with World Financial Group since 2013. Lee is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios and programs with discretionary and non-discretionary options.

Liam Desmond is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation with one year of industry experience. His career includes roles as a student from 2014 to 2023 and advisor positions at Wealthspire Advisors beginning in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, utilizing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

Eric Blackman is a financial advisor with United Planners Financial Services of America, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Ernst and Young, as well as academic positions at the University of Maryland and Robert H. Smith School of Business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives who use a combination of custodians, third-party money managers, and platform programs to implement client-directed investment strategies.

Charles Smith is a financial advisor with Truist Advisory Services, holding a Series 66 credential and bringing 10 years of industry experience. His prior experience includes roles at Morgan Stanley and SunTrust Advisory Services. Outside of his advisory work, he serves as a board member for Boy Scouts of America Troop 68. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and consulting supported by a dedicated Equity Research team and integrates services across affiliated entities.

Michael Tedeschi is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Advisory Services, Cetera, and LPL Financial. Outside of his advisory role, he owns Visionairy Art, an AI art and t-shirt business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio approaches and custodial platforms.

Joshua Olds is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2024. His previous roles include a decade at New Potomac Partners, LLC, and multiple years with Johnston Lemon Asset Management Inc., as well as a brief tenure at Morgan Stanley. He participates in educational programming through the Washington, DC Society of Financial Analysts’ Wealth Management Sub-Committee. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, with an emphasis on centralized due diligence and monitoring of third-party managers.

Sarah Burdette is a Series 66-licensed advisor with Osaic Advisory Services, LLC, where she has worked since 2026. She has seven years of prior experience at Aeon Wealth Management and additional experience with Osaic Wealth Inc and Smokehouse Live. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and access to alternative investments through multiple advisory programs.

David Shober is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Woodbury Financial Services, National Planning Corporation, and Banc of America Investment Services among others. He is also the owner of SZC Financial Planning & Management, a registered representative business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple investment platforms, serving clients that include sovereign wealth funds and other sizable institutional investors.

Morgan Tester is a CFP®, ChFC®, and Series 65-registered financial advisor with five years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2024. Prior to that, he was employed at Carmichael Hill for five years and Estabrook & Company for one year. MAI Capital Management, LLC provides 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 integrates financial planning, tax, and administrative services, overseeing $72.3 billion in assets as of May 31, 2026.

Charles Baskervill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at Truist Advisory Services and related affiliates since 2015, including prior roles at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Jonathan Owens is a financial advisor with Commonwealth Financial Network in Ashburn, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2008. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Patrick Larkin III is a financial advisor with Cerity Partners Retirement Plan Consultants in Lansdowne, VA. He holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Oak Hill Wealth Advisors and Wells Fargo Advisors. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and ongoing administrative support. The firm focuses on asset-allocation driven model portfolios, investment policy statement monitoring, and non-discretionary management, and offers educational and fiduciary support services for plan committees.

Tracy Heichelbech is a financial advisor at First Command Advisory Services with 21 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Heichelbech has been with First Command Financial Services and its affiliated entities since 2005 and is also the owner of Tracy A Heichelbech LLC. First Command Advisory Services 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Kiessling is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized approach with diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Brian Riley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has long-standing affiliations with Ameritas Life Insurance Corp, Ameritas Investment Corp., and Acacia Financial Advisors LLC. Riley is also licensed as an independent insurance agent, focusing on the sale and service of fixed insurance products including life, disability, and long-term care insurance, as well as fixed annuities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of portfolio management strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Janice Janjanin is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Centaurus since 2010, following roles at Questar Asset Management and Mony Securities Corporation. In addition to her advisory work, Janice owns and operates Janjanin Financial Group, a business focused on the sale of property and casualty, life, health, disability, and long-term care insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary portfolio management, utilizing a blend of fundamental and technical analysis, model overlay programs, and tax-overlay services.

Marcus Odinec is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company for 12 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

James Mcdermott is a CFP® with 25 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Prior to joining MAI, he worked for 24 years at Madison Financial Advisors, Ltd. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, 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 manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other wealth services.

Stephen Zelcer is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes roles at Shober Zelcer, National Planning Corporation, and operating his own firm, Stephen Zelcer, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, supporting client investments with due diligence and access to multiple management platforms and third-party solutions.

Christopher Lawson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.