Morgan Tester is a CFP®, ChFC®, and Series 65-registered financial advisor with five years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2024. Prior to that, he was employed at Carmichael Hill for five years and Estabrook & Company for one year. MAI Capital Management, LLC provides 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 strategies and integrates financial planning, tax, and administrative services, overseeing $72.3 billion in assets as of May 31, 2026.

Robert Glass is a CFP® professional with 15 years of experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at The Mather Group, Financial Engines Advisors, and Edelman Financial Services. Outside of his advisory work, he is involved with Windsor Care Homes, an LLC focused on elderly care. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers integrated tax services and coordinated Family Office offerings, employing discretionary, customized portfolios supported by in-house research and third-party allocations.

Jean Marie Leonard is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds Series 63 and Series 66 licenses and has seven years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, she serves as chapter president of the McLean Business Connections networking group and teaches private flute lessons. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brandon Truong is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at PNC Investments LLC, CITIGROUP, Woodbury Financial Services, and Capital One Investing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and approved model strategies to manage investments with mutual funds and ETFs.

Nicholas Balmer is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with TIAA-CREF since 2018 and previously worked at TD Ameritrade and Scottrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary model that includes customized and model-based investment approaches.

Paul Cusumano is a CFA® charterholder with five years of industry experience. He is currently an advisor at Allworth Financial, L.P. and has previously worked at Arthur Stein Financial, Morgan Stanley, and Point72 Asset Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite, pure-index, and specialized models such as Buffered Equity ETFs, and utilizes both discretionary and non-discretionary management approaches.

Jonathan Owens is a financial advisor with Commonwealth Financial Network in Ashburn, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2008. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Patrick Larkin III is a financial advisor with Cerity Partners Retirement Plan Consultants in Lansdowne, VA. He holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Oak Hill Wealth Advisors and Wells Fargo Advisors. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and ongoing administrative support. The firm focuses on asset-allocation driven model portfolios, investment policy statement monitoring, and non-discretionary management, and offers educational and fiduciary support services for plan committees.

Tracy Heichelbech is a financial advisor at First Command Advisory Services with 21 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Heichelbech has been with First Command Financial Services and its affiliated entities since 2005 and is also the owner of Tracy A Heichelbech LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Kiessling is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized approach with diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Brian Riley is a financial advisor at Ameritas Advisory Services, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameritas entities since 2003 and Acacia Financial Advisors LLC since 1993. He is also a licensed independent insurance agent specializing in fixed insurance products, including life, disability, long-term care insurance, and fixed annuities. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a mix of in-house and third-party investment strategies and maintains affiliations with Ameritas affiliates to support a broad range of advisory programs.

Deanna Tomasetti is a CFP® professional with 13 years of industry experience. She is currently with Creative Planning and has previously worked at Burt Wealth Advisors and McKinley Carter Wealth Services. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a broad range of retirement plan services.

Marcus Odinec is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company for 12 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Stephen Zelcer is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at National Planning Corporation, Shober Zelcer, and running his own advisory firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and advisor-managed accounts, and serves large institutional investors such as sovereign wealth funds.

Christopher Lawson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Samantha Cooke is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She previously worked at Kaplan Financial Group and spent seven years at George Mason University. Outside of her advisory role, Samantha hosts a local trivia event called District Trivia in Woodbridge, VA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

John Nocita is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Strategic Financial Associates, New York Life Insurance Co, and Ast Investor Services LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, working with a variety of plan sponsors and clients.

Brianna Buckley is a financial advisor at Cerity Partners LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Oak Hill Wealth Advisors, ACNB Bank, Cetera, and PNC. Outside of her advisory role, she is an author of a cookbook sold on Amazon and is active as a content creator promoting brands via social media. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s investment approach involves tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Skerdi Kostreci is a CFP®-certified financial advisor with 20 years of industry experience, currently with Eagle Strategies (NY Life). His career includes long-term roles at Eagle Strategies and NYLIFE Securities LLC, along with experience at multiple financial advisory firms. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dariana Gordon is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. 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 uses multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a security-based swap dealer and futures commission merchant.