Kadri Emini is a financial advisor at First Command Advisory Services with one year of industry experience. They hold Series 63 and Series 65 credentials and have worked within various First Command entities since 2024. Prior to entering the advisory field, Kadri was involved with Auto Salloni 01 for ten years. 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 featuring model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

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.

Gabriel Krawczak is a financial advisor with Truist Advisory Services in Washington, DC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with Suntrust Securities, Inc. since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Daniel Mizell is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Davenport & Company LLC since 2014. Mizell is also a member of Mizell Partners, LLC, an investment-related entity. Davenport & Company serves individual and institutional clients offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees strategies across separately managed accounts, mutual funds, and ETFs.

John Mc Carthy is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and previously worked at RMR Wealth Builders, Fidelity, and Target before joining Janney. Mc Carthy serves as an uncompensated board member at Seton Hall University, participating in alumni activities and board committees. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

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.

Stephen Harvey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has operated Steve Harvey LLC since 2005, focusing full-time on his securities and investment advisory business. 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 services along with operations, trading, technology, investment management, compliance, and practice-management support. The firm offers advisors discretion to construct client portfolios from diverse securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Timothy Landicho is a CFP® professional affiliated with Commonwealth Financial Network in Arlington, VA, with experience beginning in 2026. He has previously worked at Marotta Wealth Management and has a background that includes roles in education and wellness organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a large client base. The firm offers a comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services including trading, reporting, and custody.

Lynn Snyder is a CFA® charterholder with 11 years of industry experience. She is currently an advisor at TIAA-CREF and has previously worked at Private Client Services, LLC, Securities America, Inc., and Johnson Bixby. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with prior relationships through TIAA‑administered retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, employing model portfolios or customized portfolios managed under client-approved investment policies.

Raphael Lewis is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Alexandria Capital from 2017 to 2021 and FIC Capital from 2012 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, with an emphasis on manager selection and multi-manager solutions utilizing both affiliated and third-party managers.

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.

Matthew Mc Leod is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott and other financial firms. Outside of his advisory work, he is a publisher with Warszawska Firma Wydawnicza in Poland and owns Sweet Boy Bakery, a home baking business in Arlington, VA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

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.

Roberto Herrera is a financial advisor with Creative Planning in Falls Church, VA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Edward Shanahan, Principal Securities Inc., and Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Gregory Curtin is a financial advisor with First Command Advisory Services in Arlington, VA, holding Series 65 and Series 63 licenses. He has one year of industry experience and has been associated with several First Command entities since 2024. Outside of his advisory role, he has been involved with the Arlington Soccer Association and coaching at Capstone Soccer/Performance Training. 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 centrally by an Investment Management Team, emphasizing in-person financial coaching and an employee-ownership structure.

Robin Christman is a financial advisor with Janney Montgomery Scott in Alexandria, VA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and several other firms. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage, financial planning, and managed account services.

Nicholas Marten is a financial advisor at &Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equinox. Outside of advising, he has assisted with maintenance operations at Equinox Sports Club. &Partners serves a diverse client base including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary services. The firm utilizes a combination of fundamental, technical, and quantitative analysis and provides access to proprietary and third-party investment strategies.

Sarrah Schreffler is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Goldman Sachs in 2021, she worked at Cambridge Associates for three years. She also has experience in academic and retail settings, including roles at Denison University and J.Crew. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models alongside specialized programs and integrates resources across the Goldman Sachs ecosystem to offer a broad range of advisory and investment services.