John Majkowski is a CFP® with 32 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services Advisors. He is the owner of The Verus Team, a financial services support company based in Washington, DC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Jordan Yeomans is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and eight years of industry experience. His career includes positions at Charles Schwab Bank, Charles Schwab & Co., T. Rowe Price, Merrill, and State Farm agencies. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, including high-net-worth clients, retirement plans, charitable organizations, and corporate clients. The firm offers a broad range of financial planning and portfolio management services, utilizing both in-house and third-party strategies with an emphasis on both discretionary and non-discretionary account management.

Samuel Campbell is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Rock & Co LLC. Campbell began his career after completing his studies at James Madison University. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Evan Royster is a CFP® with eight years of industry experience, currently advising at Truist Advisory Services. He previously worked at Edward Jones for five years and EVERFI, Inc. for two years. Royster is involved with the Washington Commanders Charitable Foundation as a player representative, participating in charitable events. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program.

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.

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.

John Crane is a ChFC® credentialed financial advisor with 24 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held various roles at Guardian Life and its subsidiaries since 2015. Outside of his advisory duties, Crane is an author of financial literacy books, including "HEALTHY MONEY - Making a Successful Transition from Resident to Attending" and "The One-Number Budget: Why Traditional Budgets Fail and What to Do About It." He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment strategies tailored to client needs, combining advisor-led discretionary management with model-based solutions and a digital advisory platform.

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.

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.

Robert Hensley is a financial advisor with First Command Advisory Services holding a Series 66 license and four years of industry experience. Prior to his advisory career, he served in the U.S. Army for 27 years. First Command Advisory Services, Inc. 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 using model portfolios constructed and managed by a centralized Investment Management Team and Wealth Portfolio Managers.

George Vera is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2019, with prior roles at The Prudential Insurance Company of America and Capital One Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and manages large institutional scale operations with unique market roles including derivatives and futures services.

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.

Jordan Hawks is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 license and has worked at various Rockefeller entities since 2018, as well as Eton Advisors LLC and Wake Forest University. 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 portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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.

Logan Jagodzinski is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and the University of Rochester, in addition to his current role. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Matthew Humphrey is a financial advisor at Carson Wealth with 14 years of industry experience. He holds a Series 66 designation and previously served as Director of Wealth Management at United Bank for ten years. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm provides discretionary asset management, financial planning, variable sub-account management, sub-advisory relationships, and retirement plan services, supported by an Investment Committee that manages model portfolios using fundamental and technical analysis.