Luis Mendoza is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Jacqueline Lonnerdal is a financial advisor at Hightower Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. She also serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of portfolio construction strategies.

Jonathan Kobets is a financial advisor with Chevy Chase Trust Company, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at UBS Financial Services, AllianceBernstein Investments, Inc., and Neuberger Berman LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management along with personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, blending fiduciary trust and custody functions with investment management.

J. Hunter Hart is a CFP® professional with 14 years of experience, currently serving as an investment advisory representative at CWM, LLC. He has held roles at Cetera Wealth Services, LLC, Equity Planning, Inc., and LPL Financial. Hart is also involved in expense management through a separate business venture. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with various sub-advisory and customization tools.

Samuel Sandler is a financial advisor at Cerity Partners LLC with 35 years of industry experience. Prior to joining Cerity Partners in 2026, he worked at SOL Capital Management Company for 38 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Joming Chiang is a CFA® charterholder currently with Cerity Partners LLC, where he has worked since 2026. He has two years of industry experience, with prior roles at SOL Capital Management Company, Universal Investment, DWS, and BlackRock. Outside of finance, he spent time engaged in extended travel between 2016 and 2017. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, while also offering specialized private-market investments and affiliated services such as pension consulting and insurance solutions.

Frank Bartolini is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm operates a fiduciary advisory model and offers multiple managed account options, including customized portfolios and model-driven strategies.

Oleksa Gerlak is a CFA® charterholder with 15 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at ProShares and CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

Michelle Barry is a Series 66-licensed financial advisor with 29 years of industry experience, currently with Transamerica Financial Advisors. Her career includes roles at Grove Point Investments, H. Beck, and Hornor Townsend and Kent. At Transamerica, she may also perform home office functions supporting other business units. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party investment models, supporting both discretionary and non-discretionary program options.

Rosani Hernandez Madrid is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior work includes roles at OneMain Financial and NYLIFE Securities LLC. Outside of her advisory work, she owns and manages a residential rental property. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations to meet client and Plan Sponsor objectives within an integrated New York Life affiliate structure.

Karly Holland is a CFP® professional at EP Wealth Advisors with six years of industry experience. Prior to joining EP Wealth Advisors in 2026, she worked at Divergent Planning, LLC and Moisand Fitzgerald Tamayo, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Andrea Dykes is a CFP® and holds a Series 66 license with 21 years of industry experience. She is currently affiliated with TLG Advisors, Inc. and has been a Managing Partner and agent at Howard Insurance since 2014. In addition to her advisory role, she is involved in the sale of fixed insurance products and acts as a referral source for health insurance and employee benefits. TLG Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and offers both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Ittai Dvir is a CFP® with 16 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked at Independent Financial Group since 2011 and at Plotkin Financial Advisors since 2009. Dvir is an officer and director of several business entities including Monarch Global Partners, LLC, which offers institutional marketing and referrals, and he provides consulting services to a fund through ID Financial Advisors, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management utilizing both firm- and third-party models with a combination of passive and active investment exposures.

Dwayne Grady is a financial advisor at Prime Capital Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he teaches scuba diving as a dive instructor. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, family office offerings, and employs various investment strategies with both discretionary and non-discretionary account management.

Jay Schiff is a financial advisor at Oppenheimer with 26 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs encompassing asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Pranali Fortini is a CFP®-credentialed financial advisor with nine years of industry experience. She is currently with Creative Planning and has previously worked at firms including Burt Wealth Advisors, Brighton Jones, and Financial Engines Advisors. Fortini serves on the board of Rock Spring Children's Center, a nonprofit childcare organization. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages approximately $295.6 billion in assets across more than 1,100 advisors and offers a range of institutional and private investment solutions.

Jackson Traxler is a financial advisor at Rockefeller Financial LLC with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and Truist Advisory Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, along with broker-dealer services, variable insurance products, and investment banking through a Private Advisor model and a consolidated investment platform.

Kenneth Clarke is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Advisory Services since 2016 and also has experience with Peake Financial and Ameritas Life Insurance Corp. Clarke is involved with Peake Financial Group LLC as a financial representative focused on insurance and investments. Ameritas Advisory Services, LLC provides advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Leah Jones is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she owns a small rental property in Chicago. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and retirement plans. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers across various investment vehicles.

Christopher Johnson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.