Reece Eddy is a financial advisor at &PARTNERS with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in roles with the Premier Lacrosse League, Boston University, and Canisius College. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with both proprietary and third-party strategies.

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.

John Exner is a financial advisor with Integrated Wealth Concepts LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at LPL Financial and First Command Financial Services. Outside of his advisory work, he teaches SCUBA diving and serves as vice president on a homeowners association board. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using a variety of asset classes.

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.

Gunn Thongniyom is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Rockefeller Capital Management, Rock & Co LLC, Bank of America, and Merrill. He is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking 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.

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.

Kristina Saunders is a CFP® professional with 13 years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Sterling Capital Management, Farr Miller & Washington, and Cassaday & Co Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Charles Held II is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. since 2011. 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 and utilizes third-party platforms and AI-enabled research tools to support manager selection and oversight.

Morin Lam is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal standards and oversight committees to select and monitor managers.

Alexander Douma is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments and the University of Maryland. 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 offers tailored investment strategies supported by dedicated advisory teams and integrates resources across the Goldman Sachs network to deliver a broad range of wealth management services.

Kristen Comeau is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience and holds a Series 65 designation. She previously worked at Naqvi-Van Ness Asset Management before joining Mercer Global Advisors, where she has been since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, and other vehicles, and it provides a range of specialized advisory and educational services.

Clara Montanez is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, previously holding positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, Montanez serves as a Rotary International Representative to the World Bank and is a member of the finance and audit committees at the Cosmos Club in Washington, DC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.