Sun Min Kim is a CFP® with six years of experience in the financial industry, currently practicing at Equity Services, Inc. in Fairfax, VA. Prior to joining Equity Services in 2020, Kim held roles at NeoImmunetech and National Life Group, and also works as a freelance translator. Outside of financial advising, Kim is involved in retail business management and serves as a statutory auditor for NeoImmunetech. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies alongside options for shorter-term trading and specialized instruments.

Mary Reilly Will is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 38 years of industry experience, including over three decades with Guardian Life. Outside of her advisory role, she serves as a trustee and executrix of her mother’s estate. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Colleen Stutz is a financial advisor with Eagle Strategies (NY Life) based in Fairfax, VA, holding the ChFC® and Series 63 credentials and bringing 25 years of industry experience. She has been affiliated with New York Life Insurance Co. since 2001 and operates Sonrise Strategies, LLC, through which she sells New York Life products and brokers non-registered insurance products. Outside of her advisory work, Stutz serves on the boards of BetterALife, a nonprofit providing meals for hungry families, and the Purcellville Business Association. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and charitable organizations. The firm provides multiple program types and emphasizes tailored advice, managing most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Benjamin Thompson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has four years of industry experience, including prior roles at Brewer Law Firm and Charleston School of Law. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate operating arrangements.

Daniel Trumbower is a CFP® with 21 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Halpern Financial, Inc. and his own firm, Trumbower Financial Advisors, LLC. MAI Capital Management 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.

Kevin Carey is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Deloitte Consulting LLP for six years and served in the United States Navy for 23 years. First Command Advisory Services is an SEC-registered investment adviser that serves 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 using model portfolios and a centralized Investment Management Team to oversee manager selections and portfolio administration.

Ryan Bartholomew is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at The Colony Group, LLC and GW & Wade, LLC. Outside of his advisory role, he serves as an agent under power of attorney for the Roux Family, handling private investments, charitable grants, and personal transactions without compensation. Focus Partners Wealth, LLC 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, third-party managers, and private funds within an enhanced open architecture framework.

Samuel Landphair Henneke is a CFP®-certified financial advisor with one year of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at LPL Financial, Valeo Financial Advisors, Hopwood Financial Services, Virginia Tech, and St. Christopher's Episcopal School. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, constructing customized portfolios with a long-term approach while employing shorter-term trades for rebalancing or cash needs.

Stephen Berardi is a CFA® charterholder with 19 years of industry experience. He has worked at Cresset Asset Management, LLC since 2020 and previously held positions at Pagnatokarp Partners, LLC and Abbot Downing. He is based in Reston, VA and holds a Series 65 license. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and private fund management across various asset classes.

Theodore Leasure is a financial advisor with Wealthspire Advisors in Reston, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wealthspire Advisors since 2017 and previously worked at Capital Fiduciary Advisors, LLC from 2015 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio reviews.

Jennifer Donnelly is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and LPL Financial. She is also associated with Global Advisor Group, a business related to her advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Michael Bugg II is a financial advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work experience includes roles at multiple financial services firms, including Western & Southern Life, where he also serves as a full-time sales agent. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to offer personalized investment solutions, often managing accounts on a non-discretionary basis with advisor involvement in trade authorization.

James Barnette Jr. is a CFP® professional with 39 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also affiliated with LPL Financial, having previously worked at Raymond James Financial and Fixed Insurance Services. Barnette is involved with JTB International, Inc., a business entity he established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging proprietary and third-party investment strategies through various technology platforms.

Donna Cabrisses is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 20 years of industry experience. Her career includes positions at Merrill Lynch, Pierce, Fenner & Smith, as well as extended tenure within various Truist entities since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Carol Castillo is a financial advisor with Kestra Advisory in Reston, VA, holding a Series 66 license and nine years of industry experience. Her prior roles include positions at Marjon Management Advisors LLC, Valic Financial Advisors, and Itau Bank. She is also a registered representative for CURO Private Wealth, where she manages client relationships and supports financial planning and portfolio analysis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Scott Dillie is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Capital Fiduciary Advisors, LLC for three years. He holds a Series 63 license and is based in Reston, VA. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Rafael Gutierrez is a financial advisor with Voya Financial Advisors, Inc. holding Series 66 and Series 63 licenses and has 13 years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., and several other financial firms. He is also an independent insurance agent and serves as a notary public in Virginia. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and outside strategists, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Leal Deddens is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management.

Joseph Lamoglia is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth and Potomac Financial Private Client Group, LLC since 2012, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Matthew Mc Lane is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation. Outside of his advisory work, he is involved in life insurance marketing through The McLane Agency, Inc. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services utilizing a variety of investment strategies and both discretionary and non-discretionary arrangements.