Sarala Katta is a CFP® and ChFC® with 36 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2015. Her prior work includes roles at MSI Financial Services, Marsh Securities LLC, and MetLife Investment Fund Services LLC. She serves on the board of the Career and Technical Education/Academy of Finance and Business Management Academy, where she contributes to educational initiatives and industry engagement. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-driven tools to deliver client solutions across both advisory and broker-dealer platforms.

Ambreen Shahab is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC since 2012, working in wealth management since 2021. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists, with investment implementation delegated to external parties.

Joshua Stark is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 license and bringing 24 years of industry experience. He has worked with Ameriprise, Osaic FA, Inc., and LPL Financial before joining Integrated Wealth Concepts in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a primarily long-term approach with portfolios customized through mutual funds, ETFs, equities, and fixed income.

John Koester is a CFP® professional with 33 years of industry experience, currently serving with Kestra Advisory. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2016. Outside of his advisory role, he serves as treasurer for the Corbitt By the Lake Association and secretary for the Kappa Phi Chapter Housing Association. 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 plan design, fiduciary consulting, investment advice, and employee education, and it manages approximately $79.8 billion in assets across diverse client types including large institutional investors.

Bradley Smith is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at MTX Wealth Management for nine years before joining MAI Capital Management in 2019. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Lily Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. She previously worked at RS Will Wealth Management and has a background that includes four years at James Madison University and six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers customized wealth management and investment advisory services using a relationship-driven process and institutional-style asset allocation.

Garrett Dunlap is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, PNC Investments, E*TRADE Capital Management, and Fidelity Brokerage Services. Dunlap is based in Fairfax, VA. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of services including model portfolio management and customized portfolio solutions, operating under a fiduciary standard within a vertically integrated structure.

Cory Saylor is a CFP® with three years of industry experience, currently serving as a financial advisor at TIAA-CREF. He has been with TIAA since 2016 and transitioned to TIAA-CREF in 2025. 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 working with clients who have pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and operates a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Christopher Milligan is a financial advisor with Guardian Life, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 25 years of industry experience, including over two decades with Park Avenue Securities and Guardian Life. Outside of his advisory role, he also sells long-term care insurance and group and individual health benefits, and manages an LLC related to his insurance activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through both discretionary and non-discretionary management, combining proprietary and third-party investment solutions with access to insurance products and alternative investments.

Andrea Hohler is a financial advisor with Transamerica Financial Advisors in Fairfax, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has served as Principal at Cacciamatta & Associates since 2022 and owns CST Coaching LLC, a business focused on general business coaching and consulting. Hohler has been with Transamerica Financial Advisors since 2013. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Michael Montgomery is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the PFS™ designation and Series 66 license. Montgomery is also a partner and vice president at Ludwick, Montgomery & Stapp, P.C., a tax, audit, and accounting firm, and he serves as a board member and financial director for Tamra Learning Academy, a school for children with learning disabilities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a range of discretionary and non-discretionary arrangements, utilizing various analytical approaches and third-party managers.

Stacey Osborne is a financial advisor with VOYA Financial Advisors, Inc. She holds the ChFC® designation and Series 63 and 66 licenses and has 35 years of industry experience. Before joining VOYA Financial Advisors in 2014, she worked at Voya Financial Partners, LLC from 2005 to 2011. Osborne is also involved in teaching personal finance to students at River Hill High School through Junior Achievement. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, using both affiliated and unaffiliated products, with a focus on client relationships structured around investment policy statements and model portfolios.

Kelly Mc Nerney is a CFP® professional with eight years of industry experience. He has been with Cerity Partners LLC since 2022 and previously worked at FJY Financial from 2014 to 2022. He serves as Chair of the Board for the Financial Planning Association - National Capital Area. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Melissa Sotudeh is a CFP® with 17 years of industry experience and currently serves as a financial advisor at MAI Capital Management, LLC. She previously worked at Halpern Financial, Inc. for 11 years before joining MAI in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services including trust administration and insurance through its affiliates.

Joseph Pabis is a CFP® professional with 11 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC since 2020 and previously worked at Raymond James Financial Services Advisors from 2016 to 2020. Outside of his advisory role, he is involved with ZHCP Holdings LLC, a tax and investment-related business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizes multiple investment strategies, and integrates technology platforms to support client portfolios.

Eric Hiatt is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Oak Hill Wealth Advisors and Ameriprise Financial Services, INC. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

William Shelton Jr. is a ChFC® with 49 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held various roles within Guardian Life since 2013 and Park Avenue Securities since 2022. He is also involved in the solicitation and sale of insurance products including long-term care, fixed annuities, disability income, and health insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, complemented by access to insurance products and alternative investments.

Corey Laprade is a financial advisor with Guardian Life and holds a Series 66 credential. He has 18 years of industry experience with roles at firms including Merrill, TD Ameritrade, and various wealth management practices. Outside of his advisory work, he has been involved in an automotive products business for over a decade. Park Avenue Securities LLC, where he also operates, provides brokerage and advisory services to individual, corporate, and institutional clients. The firm combines discretionary and model-based investment strategies and offers financial planning, consulting, and access to proprietary and third-party solutions.

Jeffrey Byas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 16 years before joining Private Advisor Group and LPL Financial in 2020. In addition to his advisory role, he serves as a seminar instructor for Business Management Associates and Planning, Inc., teaching topics related to financial and retirement planning. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates third-party strategists and technology platforms to deliver a range of investment approaches.

Mark Kuniholm is a CFP® with 22 years of experience in financial advising. He is currently with Truist Advisory Services and has previously worked at firms including Moors Cabot Inc, Creative Planning, and Raymond James Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its offerings.