Jordan Yeomans is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank, Charles Schwab & Co., T. Rowe Price, and Merrill. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, primarily providing non-discretionary recommendations.

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 since 2021. He previously worked for seven years at Chevy Chase Trust Company. Based in Washington, DC, he holds Series 65 and Series 63 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale, including in-house research and unique market roles such as swap dealer and futures commission merchant.

Michael Weston is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 12 years at Ameriprise Financial Services and multiple tenures at Commonwealth Financial Network since 2017. Outside of his advisory role, he owns Wharf Financial, LLC and is involved in fixed insurance sales through that entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers diverse investment solutions, including discretionary model portfolios and customized advisory programs.

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, and Merrill. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection and various investment strategies to meet client objectives.

James Farrell is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at Janney Montgomery Scott since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director and treasurer on the board of his homeowners association. Janney Montgomery Scott LLC 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, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

John Crane is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding the ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience and has worked at Guardian Life and Park Avenue Securities since 2015. Outside of his advisory role, he is the author of two books focused on personal finance transitions and budgeting. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of brokerage services, financial planning, and investment advisory programs that include proprietary and third-party managed portfolios.

Larry Schwartzman is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2018. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a variety of investment approaches tailored to each program and advisor, managing approximately $36.7 billion in assets as of December 2025.

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 with Oppenheimer in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he is the owner of Shamrock Lacrosse, a sports training company that hosts lacrosse camps. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm uses strategic and tactical asset allocation along with manager selection and various investment strategies to build client portfolios.

Ekaterina Brovina is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs Ayco Personal Financial Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary solutions.

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 since 2017. Prior to joining Oppenheimer, she spent time at NES Creative. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income strategies.

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 in Washington, DC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Merrill Lynch and the University of Rochester. Janney Montgomery Scott LLC 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 plans, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Jennifer Lewis is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Citi Private Alternatives and HSBC entities since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles including in-house research and derivatives services.