Justin Wunder is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Kendall Capital Management and Clever Profits, as well as teaching roles at McDaniel College and Century High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, offering diversified, risk-class based investment strategies that combine passive and active management supported by an internal Investment Committee.

Michele Walthert is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She has been with Wealthspire Advisors in Potomac, MD since 2015. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework supported by centralized due diligence and investment-committee oversight, and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Tamara Haskins is a financial advisor with Eagle Strategies (NY Life) based in Clarksburg, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior work includes roles at Mahoney Financial Organization, BluePoint Financial, and New York Life Insurance Company. Outside of advisory work, she owns the Haskins and Haskins Group, LLC, which promotes her son Dwayne Haskins's football career, and serves as an officer of the Haskins Family Foundation, a nonprofit focused on community outreach and educational programming. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and primarily managing assets on a non-discretionary basis.

Sai Ying Chu is a financial advisor with Lincoln Investment in Ashburn, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Lincoln Investment, Chu worked at Capital Analysts, Agia, Valic Financial Advisors, The National Leadership Academies, and Torpedo Factory Art Center. Outside of finance, Chu provides grocery delivery services as an Instacart contractor. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach involves advisor-led consulting, financial planning, and portfolio management supported by an in-house investment management team and an array of third-party managers.

Matthew Main is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked across various Truist entities since 2015, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jennifer Mac Lennan is a CFP® with 11 years of industry experience. She has worked at Creative Planning since 2025 and spent the prior 10 years at Burt Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside access to private market investments and various institutional services.

Bradley Schell is a CFP® with 17 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. from 2009 to 2026 before joining Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments in 2026. Outside of his advisory roles, he serves as an associate financial advisor through an independent contractor arrangement with Potomac Financial Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Lei Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Lei has been with Transamerica Financial Advisors since 2012 and is also involved with Financial Training Inc. and Insurance Marketing Center in roles outside of direct investment advisory. Lei previously worked with the Chinese Friendship Affairs Association, Inc. from 2018 to 2021. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm primarily employs model portfolios and third-party managers to implement its advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Gloria Makino is a Series 66-licensed financial advisor with Independent Financial Group, LLC and has two years of industry experience. Prior to her financial services career, she spent nearly three decades as a performing artist, working as a singer, actress, dancer, pianist, and teacher. She also operates Makino Financial, a DBA used for marketing purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers various portfolio management solutions and financial planning services, utilizing both firm- and third-party models tailored to client risk profiles.

Garrett Scranton is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds a Series 65 credential and has previously worked at Sagevest Wealth Management, Olio Financial Planning, and served in educational roles including at Virginia Tech and in middle and high schools. 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 approach emphasizing diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management strategies.

Moises Abascal Carrasco is a Series 65-licensed financial advisor with one year of experience, currently with Cerity Partners LLC. He previously worked at SOL Capital Management Company for seven years and TD Bank for two years. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services, combining quantitative screening and manager selection with access to alternative and private market investments.

Tony Perry is a financial advisor with Truist Advisory Services in Olney, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at various SunTrust entities since 2013 and has been self-employed since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a blend of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Bart Lanman is a CFP® with 25 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2017 and concurrently with Squire Lemkin & O'Brien since 2006. Prior to that, he worked at Tricapital Advisors Inc. from 2001 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation using a range of investment vehicles and ongoing due diligence.

Patrick Moriarty is a financial advisor at Foundations Investment Advisors LLC with 38 years of industry experience. He has held positions at Foundations since 2019 and previously worked at CETERA Advisor Networks LLC from 2016 to 2019. Outside of his advisory role, Moriarty is also an insurance agent, selling life, annuities, and long-term care insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a variety of investment strategies and uses model portfolios combined with discretionary or non-discretionary authority assigned to its representatives.

Yeoshen Tsui is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services and its affiliated entities since 2016. Outside of his advisory role, Tsui is involved as a co-owner of a water damage restoration business and participates in real estate activities primarily related to personal property with his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Stanley Epps is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Centaurus Financial since 2006 and has been involved with Epps & Associates, Inc. since 2001. Outside of his advisory roles, he serves as president of Epps Financial Services, which provides life and health insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, with an investment approach that includes both discretionary and non-discretionary arrangements and utilizes fundamental, technical, bottom-up, and top-down analysis.

Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Equitable Advisors and Ameritas-affiliated entities. Outside of advisory work, he serves as president of US-Asia Links, an international business consulting firm focused on environmental and clean water initiatives, and holds a commissioner role advising on Asian Pacific American community issues. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes diverse investment programs and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.

Ruxian Gong is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Glass Jacobson Investment Advisors LLC, Wells Fargo, Bank of America, Merrill, and Edward Jones. Outside of her advisory role, she serves as treasurer for a nonprofit Toastmasters club where she manages the club's finances. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Peter Chen is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

Christine Koy is a financial advisor with Transamerica Financial Advisors in Rockville, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with Transamerica Financial Advisors since 2018 and has been affiliated with World Financial Group since 2015. Outside of her advisory role, she assists with management inquiries related to a rental property she co-owns. Transamerica Financial Advisors serves individual investors, pension plans, trusts, and charitable organizations through both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and offers a range of discretionary and non-discretionary investment programs.