James Eichelberger is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. He has been with Wealthspire Advisors since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Ernest Kwong is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has been with the firm since 2025 and has prior experience working in education and retail sectors, including roles at Towson University and CVS Pharmacy. Kwong also served on the Maryland Council on Economic Education in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Adam Deal is a financial advisor with Rockefeller Financial LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at BB&T Bank and Securities, Truist Advisory Services, and Rockefeller Capital Management. He is also a member of DNA Holdings LLC, an investment holding company for personal passive investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Sien Vernyns is a CFP® certificant with one year of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, Vernyns worked at The Family Firm for a total of nine years, interspersed with brief periods outside the industry. Vernyns holds a minor ownership interest in a family paint business based in Belgium. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven, asset-allocation approach using a proprietary “Focus List” and offers discretionary wealth management, fiduciary services, and outsourced CIO solutions.

Grant Bartlett is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, First Republic, and Bank of America/Merrill Lynch. Bartlett is based in Rockville, MD. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Michelle Muhammed is a CFP® and ChFC® professional with 25 years of industry experience. She currently serves as a financial advisor at Stratos Wealth Partners, Ltd and has previously worked with firms including Financial Engines Advisors, Edelman Financial Service, and Fidelity. In addition to her advisory role, she provides divorce financial counseling through an unrelated business focused on helping clients understand the financial implications of divorce settlements. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

Andrew Goudeaux is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bloomsburg University of Pennsylvania and Bohemia Manor High School. 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 assessments and invests in mutual funds and ETFs with annual rebalancing.

Anne Lurton is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Janney and its predecessor firms since 1990. 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 client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and wrap/advisory programs.

Mitchell Lerner is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the financial services sector since 2000, including tenures at UBS Financial Services and Wells Fargo Clearing before joining Janney Montgomery Scott in 2016. 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 client base with brokerage services, financial planning, consulting, and multiple advisory programs, employing both in-house and third-party portfolio management solutions.

Seythe Leffall Mc Coy is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc, Axon, Inc., Republic Services, Booz Allen Hamilton, and the Association for American Railroads. Outside of his advisory role, Mc Coy is involved in several community and alumni organizations, including serving as Immediate Past President and 2nd Vice President in chapters of the National Hampton Alumni Association, as well as participating in personal safety instruction and disaster relief volunteering. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and implements portfolios via approved model strategies using mutual funds and ETFs, with portfolio management delegated to third parties.

Seong Ho Kim is a financial advisor at Wealthspire Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Kim has been with Wealthspire Advisors since 2019. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through a diversified mix of investment vehicles and centralized oversight.

Christopher Virgili is a financial advisor at Cerity Partners LLC with a Series 65 credential. He has experience working at Sol Capital Management Co., Freedom Mortgage, Otters on the Green, and Exleys Landscaping. Virgili has been with Cerity Partners since 2026. 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’s investment approach combines customized investment profiles, proprietary quantitative screening, and access to alternative and private market solutions, supported by a suite of affiliated businesses that enhance its service offerings.

Ara Abrahamian is a financial advisor at EP Wealth Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Divergent Planning, LLC and H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a variety of investment strategies.

Elchin Bagirov is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, St. Johns Ebra Investments, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its combination of large institutional scale and specialized market roles, including in-house research and security pricing, as well as its capacity to provide bespoke discretionary solutions for very large relationships.

Stephen Harper Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at PNC Investments LLC and Wells Fargo, where he worked for over a decade. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, implementing multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines institutional scale with unique market roles, offering advisory programs alongside execution, custody, and derivatives services.

Karl Stiegmann is a Certified Financial Planner® (CFP®) with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Virginia Tech from 2013 to 2017. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using a diversified mix of investment vehicles, with services tailored through client interviews and ongoing monitoring.

Matthew Bacon is a CFP® professional with 14 years of experience in financial advisory. He currently works at MAI Capital Management, LLC and has held previous roles at Carmichael Hill & Associates, University Federal Credit Union, CUSO Financial Services, MSI Financial Services, and New England Securities. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm employs a range of portfolio management strategies and serves as both product sponsor and adviser to mutual funds and private investment vehicles.

James Adkins Jr. is a financial advisor at Eagle Strategies (New York Life) with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Mahoney Financial Organization and Strategic Financial Associates. In addition to his advisory role, he is involved in operating Strategic Financial Associates, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis through multiple program types within an integrated New York Life affiliate structure.

Morgan Sarraf is a CFP® professional with six years at Hightower Advisors and nine years with Closet Stretchers, totaling 15 years of industry experience. He is based in Bethesda, MD. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager approach that includes affiliated and third-party managers.

Charles Bubeck is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and previously worked for the State of Maryland for five years. In addition to his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets through a range of managed-account programs, third-party asset managers, and custody services.