Theodore Schwab is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Raymond James Financial Services and multiple Steward Partners entities since 2013. Outside of advisory work, he is the founder and owner of The Schwab Group and has co-founded and held leadership roles in nonprofit organizations such as SPARK THE JOURNEY and the Hundredfold Foundation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC‑registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

Jeffrey Richardson is a financial advisor with First Command Advisory Services in Annapolis, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with First Command entities since 2006 and operates Richardson Financial LLC, through which he manages his advisory business. First Command Advisory Services, an SEC-registered investment adviser, serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Gerhard Olsen is a financial advisor at Oppenheimer with 19 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following prior roles at Bank of America and Merrill Lynch. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a range of investment options, and acts as a qualified custodian while providing both discretionary and non-discretionary management programs.

Mitchell Mccarthy is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and brokerage services, implementing multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

Jay Burmaster Jr. is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Truist entities, Scott & Stringfellow, and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and a manager-selection program that leverages discretionary and non-discretionary approaches along with AI-enhanced research tools.

Shippen Royer is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. Prior to that, he was involved with Phyxius Arbitrage Fund LP and held roles at Bank of America and Merrill. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services with a range of investment management programs, financial planning, and private-fund management, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Matthew Hammaker is a financial advisor at Commonwealth Financial Network with a Series 65 credential and approximately one year of industry experience. His prior experience includes service in the United States Marine Corps and roles in higher education at Kennesaw State University and Wingate University. He has also worked in hospitality and physical therapy support roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed account programs and access to third-party asset managers, providing clients with diverse investment options and back-office services.

Christina Raya is a financial advisor with PNC Wealth Management in Washington, DC, holding a Series 66 license and 15 years of industry experience. She has worked at PNC Investments since 2018 and previously held positions at Bank of the West, BancWest Investment Services, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

Leland Detmer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has two years of industry experience and previously worked on the PGA Tour for five years. Detmer is also the co-founder and secretary of the BCCC Scholarship Foundation, which provides scholarships for underprivileged children to attend golf camps. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse clientele, including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

John Nauss III is a financial advisor at TIAA-CREF in Silver Spring, MD, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers customized portfolio management alongside model portfolio options and serves as adviser to the TIAA Donor Advised Fund.

Eamon Vera is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Prior to joining HSBC, he worked at Bank of America for four years and has held positions in education and retail. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary portfolio options. The firm uses a range of model risk profiles and combines strategic and tactical asset allocation with global manager selection to serve its clients.

Christopher Sims is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for seven years before joining Citigroup in 2023. Based in Washington, DC, Sims provides advisory services within a major global financial institution. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including unique market roles such as security-based swap dealing and futures commission merchant activities.

James Fowkes II is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Steward Partners entities since 2014, previously working at Raymond James Financial Services, Inc. He is also a member of the Legacy Wealth Partners team. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account solutions through both proprietary and third-party portfolio management programs.

Katherine Stith is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2010. 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 unique market roles, including in-house research and security pricing, and provides bespoke solutions for high-net-worth clients.

Angela Macon is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Voya, she worked at MissionSquare Retirement and ICMA-RC Services, LLC. Outside of her advisory role, she owns and operates Beautifly Makeup Services, providing professional makeup to clients, and has been a tax preparer through her business Taxes2U for over 18 years. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services through multiple program structures, primarily providing non-discretionary advice that clients must approve before execution.

Michael Conrad is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022, following nine years at Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Shady Jadali is a financial advisor with CIBC Private Wealth Advisors, Inc. in Washington, DC, holding a Series 65 credential and four years of industry experience. He has been with CIBC Private Wealth Management since 2013. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal investment teams, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, including options hedges and structured notes.

Kayla Gignac is a financial advisor at Truist Advisory Services with Series 66 credentials and one year of industry experience. Prior to joining Truist Advisory Services, she held positions at Truist Investment Services and Truist Bank. Her earlier work experience includes roles in the hospitality industry. 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, investment policy analysis, fiduciary support, and a manager-selection program that leverages both discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

Ankit Choksi is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets. He previously worked for eight years at Campion Asset Management, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and integrates in-house research and unique market roles to support its large-scale institutional client base.

Stephen Derrick is a ChFC® credentialed financial advisor with Primerica Advisors in Annapolis, MD, where he has worked since 1999. He has 38 years of industry experience, including a long tenure with Guardian Life Insurance Company beginning in 1992. Outside of his advisory role, he serves as Vice President/President Elect of the South County Rotary Club with plans to become President in 2025. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates a range of financial planning and consulting solutions.