Timothy Shean is a CFP® professional with 21 years of industry experience, currently serving as a co-owner of Potomac Financial Private Client Group, LLC and an advisor at Commonwealth Financial Network since 2011. His work focuses on securities, advisory, and insurance services. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing a platform that includes operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios designed to meet diverse client needs.

Marilyn Forrester is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at D.H. Gould Company, NYLife Securities LLC, New York Life, and Life Time Fitness. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients by providing financial planning, portfolio management through wrap and unified managed accounts, and brokerage and insurance product distribution. The firm utilizes model portfolios, affiliated and third-party strategies, and offers non-discretionary advisory services alongside commission-based brokerage activities.

Steven Richardson is a CFP® professional with 23 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Potomac Financial Private Client Group, LLC. He has been with both firms since 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Leigh Pell is a financial advisor with Truist Advisory Services who holds Series 66 and Series 63 credentials and has nine years of industry experience. Prior to joining Truist in 2025, Leigh worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 15 years and had a brief tenure at Sandy Spring Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary investment approaches supported by third-party platforms and AI-enabled research tools.

Daniel Gilliland is a financial advisor with Integrated Wealth Concepts LLC, holding the Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at LPL Financial and Lincoln Financial Advisors, as well as operating his own CPA practice since 1987. He is also involved with a CPA affiliate program through Gilliland & Associates, PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans via a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach combined with tactical rebalancing.

Joseph Masella is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Israel Discount Bank of New York and IDB Capital Corp. Masella serves as a senior investment strategist and provides advisory services through Private Advisor Group and affiliated entities. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Christopher Piczak is a CFP® professional with 42 years of industry experience, currently serving at VOYA Financial Advisors, Inc. since 2014. He is also an Independent Insurance Agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and predominantly non-discretionary asset management programs.

James Ahn is a financial advisor with Truist Advisory Services in Fairfax, VA, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent several years with Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Leslie Niblock is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 23 years of industry experience. Prior to joining Citigroup in 2023, Leslie worked at PNC Investments for 11 years. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides services such as derivatives trading and bespoke discretionary solutions.

John Sheehan is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2013 to 2023. Outside of his advisory role, he owns Altamont Farm Cattle Company LLC, a cattle business based in Round Hill, VA. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with the Rockefeller Global Investment Management platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting services, along with broker-dealer functions and alternative investment placement.

Jeanne Marie Sands is a CFP® and Series 65 credentialed financial advisor with seven years of industry experience. She has worked at MAI Capital Management, LLC since 2024 and previously spent six years at Madison Wealth Management. 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, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers comprehensive financial planning and administrative services, with $72.3 billion in assets under management as of May 31, 2026.

Joseph Byers is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at M&T Bank and in roles outside finance, including Lansdale Parks & Recreation and Golf Galaxy. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm employs a technology-driven approach with discretionary unified managed accounts and overlay services for taxable equity sleeves.

Phylyp Wagner is a CFP® with 44 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2021. His prior experience includes a 30-year tenure at H. Beck, Inc. Wagner maintains involvement in insurance sales on a limited basis. Integrated Wealth Concepts LLC provides services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing internal management alongside third-party asset managers.

Sarala Katta is a CFP® and ChFC® with 35 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2015. She is a board member of the Career and Technical Education/Academy of Finance and Business Management Academy, where she participates in educational activities such as mock interviews and internship development. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of advisor-led programs, third-party money management, and brokerage services, with a focus on both discretionary and non-discretionary investment solutions.

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 designation and 24 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously at Lincoln Financial Advisors from 2013 to 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing primarily long-term investment strategies with customized portfolios using 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.