Rosalyn Brown is a CFP®-certified financial advisor with 19 years of industry experience, currently with Principal Financial Services. Her prior roles include positions at PNC Capital Advisors, Newport Group, and Principal Life Insurance Company. She serves as president of the Women in Pension Network, an organization supporting women in the retirement industry, and is active as a speaker on inclusive teamwork and audience engagement. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs delivered through advisory and promoter arrangements.

Bryant Westcoat is a financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with VOYA since 2014. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary arrangements.

John Rust is a financial advisor at Oppenheimer with 52 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of his advisory work, he serves as trustee for The Rust Foundation, a family private foundation focused on charitable giving, and is chairman of St Lucie Milkmaid, a non-investment-related business. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement planning, and private-fund management. The firm employs strategic and tactical asset allocation and a variety of investment vehicles, with a distinctive role as a qualified custodian and a substantial focus on non-discretionary advisory programs.

Mark Spitler is a financial advisor at First Command Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated First Command entities since 1993. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

Offer Tidhar is a financial advisor at Oppenheimer with 36 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services encompassing discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management, utilizing a range of asset allocation and investment strategies tailored to client objectives.

Alexander Canas Barrera is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. He previously worked at Truist Bank for 11 years before joining Truist Advisory Services and Truist Investment Services in 2025. Outside of his advisory role, he manages an Airbnb rental property in El Salvador. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary arrangements, supplemented by AI-enabled research tools and inter-affiliate service integration.

Kevin Brown is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and ICMA Retirement Corporation. Brown is based in Ft. Washington, MD. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

Lindsey Dejonghe is a CFP® affiliated with Commonwealth Financial Network in Arlington, VA, with three years of professional experience. Prior to her current role, she has worked at Clarendon Wealth Management and Variant Private Wealth, and held various positions in education and retail. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Samantha Mello is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Advisory Services, Suntrust Investment Services, and Fidelity Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions that include asset allocation, investment policy analysis, and a third-party manager selection program. The firm combines discretionary manager relationships with non-discretionary consulting and integrates advanced tools such as AI-enabled research to support its investment processes.

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.

Michael Dargusch is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services and Bb&T Investment Services. Outside of his advisory role, he serves as Committee Chair for BSA Scout Troop 1195 and Venturing Crew 1195 in Manassas, VA, overseeing recruiting, funding, and logistics. 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, and institutional clients, providing brokerage, financial planning, and advisory services through a variety of programs and in-house portfolio management.

David Dansby is a CFP® professional affiliated with Janney Montgomery Scott LLC, with 26 years of industry experience. He has been with Janney Montgomery Scott since 1998. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, delivering investment advice through in-house portfolio management, third-party managers, and multiple advisory programs.

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.

Lyndsie Slusher is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. She has one year of industry experience, having previously served in the US Army for seven years and currently engaged with UNC Chapel Hill. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific 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.

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.