Margaret Molloy is a financial advisor at Oppenheimer with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for four years. Her background also includes roles at R&R Mechanical LLC and Clemson University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services.

Terrell Allen III is a financial advisor at Voya Financial Advisors, Inc. He holds Series 66 and Series 65 credentials and has experience working in academic institutions including Johns Hopkins University, University of Maryland, and George Washington University. He joined Voya Financial Advisors in 2026. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Dragana Petrovic is a financial advisor at TIAA-CREF with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Bank of America, and Societe Generale Bank Serbia. Outside of her advisory role, she volunteers with the Dominion Heights Condominium Association, where she reviews financial statements. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides ongoing discretionary management through model portfolios and customized accounts, acting as adviser to a donor-advised fund within a vertically integrated structure.

William Brockman is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and over 49 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company since 2019 and prior experience with Mass Mutual and MetLife. Outside of his advisory work, he serves as an elder at Wallace Presbyterian Church and is president of the NAIFA-GWDC Helping Hands Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of financial planning, advisory, and brokerage services.

Francisco Castellanos is a Series 66-licensed financial advisor at Citigroup Global Markets with eight years of industry experience. He previously worked at Merrill for nine years and served at the Department of State for twenty years. Castellanos is also a board member of the Congressional Hispanic Caucus Institute. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies with a combination of large institutional scale and specialized market roles.

Christopher Pirtle is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Ameritas and related entities since 2006. Outside of advisory work, he is involved in healthcare services as CEO and Chairman of Wellcentric Health Group Inc., a provider engaged with government-managed care programs. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio strategies and program platforms, incorporating both proprietary and third-party models, and provides a broad range of asset management and financial planning solutions.

Thomas Toggas is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Royal Fund Management, LLC and Hindsight Asset Management. Outside of financial advising, he operates as an independent insurance agent. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse range of clients, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

William Tyson is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Inc. and Betz Financial Advisory, LLC. Outside of his advisory role, he serves as a pastor at Woodlawn Baptist Church, where he occasionally speaks and oversees a small volunteer staff. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Nicholas Foster is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. He has worked at Truist Investment Services since 2021 and previously operated Foser Global Endeavors, LLC for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and a comprehensive manager selection and oversight process.

Tyrone Chaplin Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at multiple financial services firms, including United Financial Services and Pruco Securities, LLC. Outside of advisory work, he is part owner of Allied Nursing Services, LLC, a company focused on elderly care services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Gregory Banasz is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets, in addition to his current tenure at Steward Partners and related entities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both in-house and third-party investment solutions.

Ida Cacanindin is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she worked with The Washington Ballet. She has also spent time in full-time education and as a student. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal research team and third-party managers, and provides integrated tax and accounting services along with specialized financial wellness and family office capabilities.

David Ponder is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has worked at New York Life Insurance Co since 2001 and operates under the names Ponder Financial Group and Alpha Solutions Group for brokering insurance products. Outside of his advisory work, he serves as chairman of the Planned Giving Professional Advisory Committee for Maharishi University of Management. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Dixon is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 2014. Dixon serves as Treasurer of the United States Naval Academy Alumni Association Annapolis Chapter and is Vice President of the United States Naval Academy Class of 1979 board. He also owns Dixon Financial Group LLC and holds leadership roles in community organizations, including as Stewardship and Finance Elder at First Presbyterian Church. First Command Advisory Services 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 managed by a centralized Investment Management Team using prescreened third-party managers and model portfolios.

Austin Verity IV is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked previously at CIBC World Markets Corp. and has been with Fahnestock & Co. Inc. since 2003. Verity serves as trustee of family and personal investment trusts. Oppenheimer is a registered investment adviser and broker‑dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and financial planning services, managing portfolios using strategic asset allocation and manager selection, and maintains custody of client assets while providing both discretionary and non‑discretionary advisory solutions.

Bryan Slovon is a Series 65 licensed advisor with 17 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years at Global Financial Private Capital, LLC. He is also the owner of Stuart Financial Group, an insurance agency based in Greenbelt, MD, which he has operated since 1990. Additionally, Slovon serves as vice president of SFG Marketing, Inc., where he oversees branding and marketing activities. J.W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts using both discretionary and non-discretionary strategies that combine fundamental and technical analysis.

Thomas Desiderio Jr. is a CFP® credentialed financial advisor with 31 years of industry experience, currently serving at Kestra Advisory since 2016. He has held roles at Kestra Investment Services, LLC since 2009 and operates Thomas Desiderio, CPA, LLC, providing tax preparation and accounting services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, with services ranging from fiduciary consulting to plan-level investment advice and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients such as sovereign wealth funds.

Connor Nagelvoort is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds the Series 65 and Series 63 credentials. His work history includes roles at Mercer Global Advisors Inc., Robinhood Markets, Inc., Robinhood Financial, and Fidelity Brokerage Services LLC. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and private fund platforms.

David Manderfield is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His work history includes roles at Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., CIBC World Markets, and Banker Finance Investment. He also serves as a trustee for family and marital trusts in a non-compensated capacity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services with both discretionary and non-discretionary management, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Tatiana Dadykina is a CFP® with 10 years of experience in the financial services industry. She has worked at Wealthspire Advisors since 2018 and previously spent three years with AXA Advisors LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.