Lanta Evans is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Wike Financial, LLC, Raymond James Financial, LEM Financial Services, LLC, and Morgan Stanley DW Inc. Since 2008, she has owned LEM Financial Services, LLC, providing financial and business consulting unrelated to investment advisory. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by sub-advisory arrangements and platform integrations.

Harold Michael is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including MissionSquare Investment Services and PFS Investments Inc. Outside of finance, he is engaged as a ride-sharing and food delivery driver. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and third-party strategies with technology-enabled tools to manage primarily non-discretionary accounts through a large network of advisors.

Anne Lamb is a CFP® with 28 years of experience in the financial industry, currently serving as an advisor at Truist Advisory Services. Her career includes extensive tenure with Truist and its predecessor entities, including SunTrust and BB&T. She serves on the board of The Campagna Center, a nonprofit organization focused on educational and social development programs in Alexandria, Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary manager relationships supported by advanced research and inter-affiliate integration.

Angela Clardy is a financial advisor with Citigroup Global Markets in Washington, DC. She holds the Series 66 designation and has 11 years of industry experience, all of which have been with Citi Private Bank since 2015. 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 utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

William Blake III is a financial advisor at Steward Partners Investment Advisory, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, high-net-worth clients, institutions, and charitable organizations, offering a range of advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Adam Corder is a financial advisor at Wealthspire Advisors with a Series 65 designation and three years of industry experience. Prior to joining Wealthspire Advisors in 2022, he worked at The Nordic Inn and held research roles at the University of Chicago’s National Opinion Research Center and the US Census Bureau. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and utilizes a third-party platform to manage held-away retirement assets.

Patrick Bransford is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Oppenheimer, having joined in 2025, and has prior experience at firms including Wells Fargo, Bank of America, Merrill, Morgan Stanley, Citigroup, and Prudential Equity Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Sean Wilson is a financial advisor with TIAA-CREF in Washington, DC, holding Series 63, 65, and 66 licenses and having 22 years of industry experience. He has worked at TIAA-CREF since 2012 and previously with UBS Financial Services and Legg Mason Wood Walker, Incorporated. 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, frequently serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized management within a vertically integrated structure that includes affiliated funds.

Jill Beaudry is a financial advisor with Carson Wealth in Washington, DC, holding Series 63 and Series 66 credentials and possessing seven years of industry experience. Her prior work includes roles at Cetera Wealth Services and Family Wealth Guidance, where she also serves as a client relationship and operations manager. Additionally, she holds a notary public commission. Carson Wealth is an SEC-registered enterprise platform that manages approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios while providing tailored investment solutions and integrated custodial and technology support.

Johnny Kim is a Series 66-credentialed financial advisor at Truist Advisory Services with three years of industry experience. He previously worked at LPL Financial LLC and has held positions at several financial institutions, including M&T Bank, SunTrust Bank, and Capital One Bank. Kim serves as a board member for the Ladies First Foundation, a nonprofit organization. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary management approaches and integrates third-party platforms and AI-enabled research tools to support its investment offerings.

Alexander Hellewell is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Citi Private Bank for four years. His career also includes time at Bankers Life and the University of Tampa. 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 relies on both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Howard Kluttz is a financial advisor with Oppenheimer in Washington, DC, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and was previously with Merrill from 1988 to 2003. 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 asset management, financial planning, and retirement consulting.

Sandra Martin is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo, Morgan Stanley, and TD Private Client Wealth. Outside of her advisory role, she coaches athletes at Nevermore Crossfit in Baltimore. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission services.

Jesus Vega Rojas is a financial advisor with PNC Wealth Management in Washington, DC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at CUNA Mutual Group, Bank of America, Merrill Lynch, Citigroup, and AXA Advisors. He serves as a board member of the Garden Ridge Condo Association. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot for employees that uses algorithmic risk assessment and invests in approved mutual funds and ETFs.

Kevin Williams is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His prior experience includes 16 years at H. Beck, Inc., along with ownership roles in Williams Financial Services and K.Q. Williams & Associates, which provides tax preparation and accounting services. He also serves as a church deacon, assisting with church services and congregation care. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investments tailored to client risk profiles.

Kathleen Nolan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her previous roles include positions at LPL Financial and Planning Solutions Group, LLC. She is based in Fulton, MD. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Jayne Ly is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has 22 years of industry experience, including prior roles at Bankers Life Advisory Services and Grove Point Investments. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Ivan Brown Jr. is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with several affiliated firms, including First Command Insurance Services and Blue Sky Capital Management. He is the owner of Blackwing Financial Holding Corporation, an S corporation used to support business operations related to his work at First Command. 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, delivering investment management through a centralized team that selects and monitors approved portfolios and third-party managers.

Bradley Pottorf is a financial advisor at Oppenheimer with eight years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Advisors, LLC for eight years and also has experience at Capital One. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Lloyd Prudent is a financial advisor at First Command Advisory Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with First Command-affiliated firms since 2005. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.