Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Ameritas Advisory Services since 2021 and is president of Acacia Financial Advisors LLC, an independent insurance agency. Additionally, he serves as commissioner advising the Governor on Asian Pacific American community issues and leads US-Asia Links, a consulting firm focused on international business connections related to environment and clean water. Ameritas Advisory Services provides investment advisory and planning to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory services across various program platforms and uses a broad range of investment products and third-party technology to build customized client portfolios.

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, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has worked with Transamerica Financial Advisors since 2018 and with World Financial Group, Inc. since 2015. Outside of her advisory role, she is occasionally involved in managing rental property inquiries for a condo owned jointly with her husband. 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.

Molalign Daniel is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citi Group and Wells Fargo in various capacities. Outside of finance, he produces Ethiopian traditional music for YouTube through his entertainment company. 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 manager relationships and non-discretionary consulting, supported by AI-enhanced equity research and inter-affiliate resources.

Adam Sauri is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to joining Cerity Partners in 2026, he worked at SOL Capital Management Company from 2012 to 2025. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing with proprietary quantitative screens and third-party managers, and offers services such as portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Helen De Bearn is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on delivering personalized financial advice and portfolio management services to her clients. Her professional expertise includes areas such as divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Helen assists clients in building tailored wealth management approaches that align with their individual financial goals. Helen holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from George Washington High School. She is also involved in the community through participation in Women Giving Back. Outside of work, Helen's personal interests include cooking, dancing, gardening, horseback riding, and music.

Andrew Brand is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Cetera and its affiliated entities since 2023 and was previously with Financial Advantage and Minnesota Life/Securian Financial Services from 2013. Outside of his advisory role, he owns a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program and custodial options.

Lisa Carpenter is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. She serves on the Board of Directors and acts as Secretary for Shepherd's Care Children's Center, Inc., a nonprofit preschool affiliated with her church. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles and utilizing a mix of in-house and third-party investment managers.

Colleen Smith is a financial advisor with OSAIC holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Morgan Stanley, FSC Securities Corporation, and Kramer Financial LLC. Outside of financial services, she works as an American Sign Language interpreter for Purple Communications. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services along with access to various managed account solutions. The firm employs comprehensive asset allocation tools and a mix of investment products tailored to client needs, supported by a complex corporate structure and multiple third-party partnerships.

Charles Carson Jr. is a financial advisor with Morgan Stanley in Leesburg, VA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Jared Bjornberg is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Planning Consultant, and Workplace Planning Consultant. Jared's professional experience encompasses financial consulting and planning, with a focus on helping clients build tailored financial strategies. Throughout his tenure at Fidelity Investments, Jared has worked closely with individuals to co-create financial roadmaps aligned with their unique lifestyles and goals. His approach centers on supporting clients through significant financial decisions to foster better financial futures. Outside of his professional responsibilities, Jared has interests in fitness, food, outdoor adventures, reading, and running.

Connell Lee is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise since 2011, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory role, Lee teaches financial planning topics such as retirement and investing through adult education programs in Fairfax and Loudoun counties. Ameriprise is a large institutional firm offering a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mara Da Silva is a CFP® and Series 66-designated financial advisor with 14 years of experience at RBC Capital Markets, where she has worked since 2012 in Rockville, MD. She is affiliated with RBC Wealth Management, a division of RBC Capital Markets, LLC, which serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Erica Nolan is a financial advisor at OSAIC with 19 years of industry experience and holds the Series 66 designation. She previously worked at Securities America Advisors and Securities America Inc for nine years before joining OSAIC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizes asset-allocation tools and third-party platforms, and manages portfolios across various investment types on both discretionary and non-discretionary bases.

Heath Chavis is a CFP® with 13 years of experience in financial advisory roles, currently with Cetera. His prior experience includes positions at Avantax Advisory Services, Triad Advisors, and H.D.Vest Advisory Services. In addition to his advisory work, he owns The IBC Group, a full-service tax and accounting firm providing services to small businesses and individuals. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to affiliated and third-party investment managers and manages over $256 billion in assets.

Wei Luo is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and H. Beck, Inc. He is also the owner of Wayland Financial Group LLC, a marketing DBA through which he has provided financial and insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Alvin Hailstorks is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2018. He previously worked with 1 St Global Advisors, Inc. and 1 St Global Capital Corp for nine years and has operated Holmes And Associates Accounting Services, a tax preparation and accounting firm, for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by extensive technology and a network of over 22,800 advisors.

Duncan Mcclure is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Laura S. Jenkins, P.C., D'AMURA and ZAIDMAN, and Chaplin and Associates. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios spanning mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.