Walter Worley IV is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with United Planners' Financial Services of America as a limited partner and also serves as president of W1 Wealth LLC. His prior work includes positions at Chesapeake Capital Associates, LLC and Fi360. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Damon Ridley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at LPL Financial and the Householder Group Estate & Retirement Specialists. He has been involved in realty since 2007 alongside his advisory career. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Todd Wike is a CFP® professional with 20 years of industry experience. He is affiliated with Concurrent Investment Advisors, LLC and previously spent 17 years at Raymond James Financial. Outside of his advisory role, he owns an LLC established to purchase a small office building for relocating his branch. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and integrates sub-advisory and third-party platform solutions in its investment approach.

Jason Labarge is a financial advisor with AE Wealth Management, LLC and holds Series 65 and Series 63 licenses. He has 13 years of industry experience and has worked with firms including Madison Avenue Securities, Cetera, and Summit Financial Group. Outside of his advisory role, Labarge serves as treasurer for the Annapolis and Anne Arundel County Coalition to End Homelessness and is an author of a recently published book. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Andrew Marshall is a CFA® charterholder with 16 years of industry experience, currently serving at Citigroup Global Markets. He previously worked at Chevy Chase Trust Company, Freed Advisors, and West Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including research, security pricing, and derivatives services.

Joseph Evans is a CFP® with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Merrill, Bank of America, Centaurus Financial, and multiple Wealth Enhancement entities. He also holds a Series 66 designation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies, supported by an internal Investment Committee.

Mandie Peters is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at several firms, including Capital Analysts, Lincoln Investment, Questar Capital Corporation, and Ameriprise. In addition to her advisory role, she is also involved as an insurance agent with American Senior Benefits and serves as a notary. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a range of programs through various platforms, supporting strategies that include discretionary accounts, model portfolios, and third-party sub-advisers.

Jean Mondestil is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Bank of America, Merrill, and Bank of America, N.A. His current tenure at Oppenheimer began in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services on both discretionary and non-discretionary bases, with a notable portion of assets managed non-discretionarily and maintains custody of client assets as a qualified custodian.

James Farrell is a Series 66–registered financial advisor with Janney Montgomery Scott in Washington, DC, where he has worked since 2018. He has 18 years of industry experience, including two years at Wells Fargo Clearing prior to joining Janney. Outside of his advisory role, he serves as a director and treasurer on his local homeowners association board. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Larry Schwartzman is a financial advisor with Oppenheimer in Washington, DC, holding Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ferris, Baker Watts, LLC, and Citigroup Global Markets. He has been with Oppenheimer since 2018. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management approaches.

Justin Beers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he served in the US Navy and worked at Booz Allen Hamilton and Zenetex. First Command Advisory Services, Inc. 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 designed and managed by a centralized Investment Management Team.

Heather Calianno is a financial advisor at Wealth Enhancement Advisory Services, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including Planning Solutions Group, Triad Advisors, LPL Financial, and various entities within the Wealth Enhancement group since 2010. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and investment management services, utilizing a strategic allocation process that combines passive and active management supported by quantitative and fundamental research.

Marharita Sophia Tavpash is a financial advisor with Centaurus Financial, Inc. in Annapolis, MD, holding a Series 66 credential and four years of industry experience. She previously worked at Morgan Stanley and has held various roles including financial analysis and business development. Outside of her advisory work, she has been involved in business development activities through Amway. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management approaches.

Delaney Alejandro Negron is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior roles include multiple positions at the University of Rochester and Goldman Sachs Ayco. 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 solutions supported by proprietary research and a range of operational tools, with access to the broader Goldman Sachs ecosystem.

Kevin Broderick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2008, following 12 years at Citigroup Global Markets. Outside of finance, he owns Shamrock Lacrosse, LLC, a sports training company that hosts lacrosse camps. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs with both discretionary and non-discretionary advisory services, managing equity, balanced, and fixed-income portfolios through strategic asset allocation and manager selection.

Ekaterina Brovina is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. She previously worked at Goldman Sachs Ayco Personal Financial Management before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and futures commission merchant activities.

Valerie Powers is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Paul Weaver is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2015, with additional experience at Osman Leasing LLC and Texas Road House. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and employing third-party custodians for client assets.

Sophia Haney is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 designation and has been with Oppenheimer & Co. Inc since 2017. Prior to that, she worked at NES Creative for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individual and institutional clients, including high net worth individuals, corporations, and charitable organizations. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios, and manages both discretionary and non-discretionary accounts.

Justin Roland is a financial advisor with Citigroup Global Markets in Washington, DC. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Raymond James & Associates, OFFICINA, EAB, Kaldis, and Caribou Coffee. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functions as a swap dealer and futures commission merchant.