Caroline Morris is a CFP® and ChFC® with 13 years of industry experience. She is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, Financial Growth Partners, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of her advisory work, she teaches for the College Funding Coach. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Myka Koenen is a CFP® and Series 65-licensed financial advisor at Wealthspire Advisors with 12 years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and family office support using a relationship-driven process and institutional-style asset allocation.

Matthew Lankford is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Navy Federal Investment Services, Edward Jones, New York Life Insurance Co, and the Central Intelligence Agency. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Ryan Kellinger is a CFP®-certified financial advisor with seven years of industry experience, currently with Commonwealth Financial Network. He has been associated with Commonwealth in various capacities since 2016 and also has experience at Potomac Financial Private Client Group, LLC. In addition to advisory services, he spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive platform of managed-account programs, third-party asset manager access, and custody services, supporting a variety of portfolio implementation options.

Michael Von Berg is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 26 years of industry experience. He has worked with SunTrust Advisory Services since 2012 and Wells Fargo Clearing from 2004 to 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools in its investment process.

Michael Perez is a financial advisor with Truist Advisory Services in Sterling, VA, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked with SunTrust Bank and its related entities since 2014. Outside of his advisory role, Perez manages rental properties through an LLC. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management strategies and utilizes third-party platforms and AI-enabled equity research to support its investment offerings.

Robert Bell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in a fixed insurance business separate from Guardian. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Ted Halpern is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He previously founded and led Halpern Financial, Inc. for over three decades before joining MAI Capital Management in 2024. He holds Series 63 and Series 65 designations. MAI Capital Management, LLC provides discretionary and non-discretionary 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 investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Whitney Walls is a financial advisor at PNC Wealth Management with a Series 66 designation and seven years of industry experience. Prior to joining PNC Wealth Management, Walls held roles at Merrill, Bank of America, and Navy Federal Credit Union. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm’s approach uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio implementation delegated to third-party firms.

Kehinde Soyannwo is a financial advisor with PNC Wealth Management in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining PNC Investments LLC in 2023, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary portfolio offering currently in an employee-only pilot phase that utilizes algorithm-driven model selection and executes investments via mutual funds and ETFs with annual rebalancing.

Andrejs Pilajevs is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Creative Planning, LLC, Cetera Advisor Networks, and VLP Financial Advisors, Inc. He holds a Series 66 license and has worked in both financial services and automotive industries. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, and access to alternative investments, utilizing a combination of proprietary quantitative tools and third-party managers.

Cynthia Deavel is a CFP® professional with over 33 years of industry experience. She is currently affiliated with Commonwealth Financial Network and has previously worked at Lincoln Financial Advisors Corp. and 1st Global Advisors Inc. Cynthia also owns Deavel Wealth Advisors, LLC, a private entity facilitating securities, advisory, and insurance business. 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 hundreds of thousands of clients. The firm offers a comprehensive platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Dhilsha Athulathmudali is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to joining Truist, her career included roles at Bank of America and Sarvodaya Finance. 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 management approaches supported by inter-affiliate integration and employs AI-enabled tools in its research and oversight processes.

Samuel Escorcia is a financial advisor with Cerity Partners LLC and holds a Series 65 license. He has been in the industry since 2025, with prior experience at Verum Partners and a background in education through roles at Virginia Tech and local schools. Cerity Partners provides customized wealth management and related services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, offers private-market investment options, and maintains affiliated practices in retirement consulting, insurance, and venture investing.

Angela Vahue is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. She has 20 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is a children's book author, an empowered mastery coach, and a Girl Scouts troop leader. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Ryan Murphy is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Stout Risius Ross, LLC, Secretariat Advisors Inc., and td ameritrade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing fee-based programs and commission-based products.

Joshua Togger is a CFA® charterholder with 8 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2021. His prior experience includes roles at Heritage Wealth Advisors, Bingham Arbitrage Rebate Services, Inc., and Northwestern Mutual Investment Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles using a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across multiple asset classes.

Jane Reichard is a CFP® with five years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has previously worked at Merrill, UBS Financial Services, and LPL Financial. Outside of her advisory roles, she has been involved with arts organizations including The Santa Fe Opera and The Glimmerglass Festival. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement plan consulting. The firm utilizes technology and a network model combining independent advisors and third-party resources to provide both discretionary and non-discretionary portfolio management.

Garrett Birnbaum is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. Garrett also held positions at Sonoco Products earlier in his career. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

David Watson is a CFP® and ChFC® credentialed advisor with 11 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013. Outside of his advisory role, he co-owns an LLC involved in managing accounting expenses related to his insurance activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory options, including digital solutions and model portfolios from both in-house and third-party managers.