Christopher Pirtle is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career spans roles at Ameritas entities since 2006, Mellon Street Investment Trust since 2013, and Peake Financial Wealth Management since 2003. Outside of advisory services, he is CEO and Chairman of the Board at Wellcentric Health Group Inc., which provides healthcare and pharmacy services for government-managed care programs in Washington, DC. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management through various programs and focuses on retirement-plan advisory services alongside discretionary and non-discretionary portfolio management.

Michele Walthert is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She has been with Wealthspire Advisors in Potomac, MD since 2015. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework supported by centralized due diligence and investment-committee oversight, and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Tamara Haskins is a financial advisor with Eagle Strategies (NY Life) based in Clarksburg, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior work includes roles at Mahoney Financial Organization, BluePoint Financial, and New York Life Insurance Company. Outside of advisory work, she owns the Haskins and Haskins Group, LLC, which promotes her son Dwayne Haskins's football career, and serves as an officer of the Haskins Family Foundation, a nonprofit focused on community outreach and educational programming. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and primarily managing assets on a non-discretionary basis.

Matthew Main is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked across various Truist entities since 2015, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jennifer Mac Lennan is a CFP® with 11 years of industry experience. She has worked at Creative Planning since 2025 and spent the prior 10 years at Burt Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside access to private market investments and various institutional services.

Rupal Jhaveri is a financial advisor at PNC Wealth Management with 24 years of industry experience. She previously worked at Wells Fargo Clearing Services, Citigroup, and Capital One Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot accessible to employees via online banking credentials. The firm utilizes approved model strategies with mutual funds and ETFs, employing algorithmic questionnaires for risk assessment and portfolio construction.

Melvin Morris Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lei Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Lei has been with Transamerica Financial Advisors since 2012 and is also involved with Financial Training Inc. and Insurance Marketing Center in roles outside of direct investment advisory. Lei previously worked with the Chinese Friendship Affairs Association, Inc. from 2018 to 2021. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm primarily employs model portfolios and third-party managers to implement its advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Gloria Makino is a financial advisor at Independent Financial Group, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Commonwealth Financial Network. Prior to her financial career, she worked as a performing artist for nearly three decades. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Garrett Scranton is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds a Series 65 credential and has previously worked at Sagevest Wealth Management, Olio Financial Planning, and served in educational roles including at Virginia Tech and in middle and high schools. 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 approach emphasizing diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management strategies.

Moises Abascal Carrasco is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company and TD Bank. Cerity Partners provides customized wealth management and related services to individuals, families, trusts, business entities, charitable organizations, and institutional investors nationwide. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Tony Perry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been self-employed since 2009. 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, utilizing third-party platforms and AI-enabled research tools for investment oversight and manager selection.

Julie Babcock is a financial advisor with Principal Financial Services in Sterling, VA, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. She has been with Principal Financial Services since 2001 and also held a role at Principal Life Insurance Company from 2000 to 2025. In addition to her advisory role, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Lewis Baker is a CFP® professional with 31 years of industry experience, currently affiliated with Farther. He founded Rock Creek Wealth Planners and has held roles at Coliseum Wealth Management and United Planners. Baker serves on the board of Yazam Inc. and is involved with several investor development roles and advisory boards outside of his advisory work. Farther serves individual investors, trusts, and estates through a technology-driven platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Bart Lanman is a CFP® with 25 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2017 and concurrently with Squire Lemkin & O'Brien since 2006. Prior to that, he worked at Tricapital Advisors Inc. from 2001 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation using a range of investment vehicles and ongoing due diligence.

Ryan Ohlin is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2016 and also operates Avenue Wealth Management, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Yeoshen Tsui is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services and its affiliated entities since 2016. Outside of his advisory role, Tsui is involved as a co-owner of a water damage restoration business and participates in real estate activities primarily related to personal property with his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Angela Vaughan is a financial advisor at Stratos Wealth Partners, Ltd. She holds the Series 65 designation and has two years of industry experience. Prior to joining Stratos in 2026, she worked at Lifespan Financial Strategies in various roles from 2022 to 2026 and spent six years with Montgomery County Public Schools. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of investment and financial planning services using an open-architecture approach that incorporates both advisor-managed and model-based strategies.

Dunstan Oyugbo is a financial advisor at PNC Wealth Management with two years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at JPMorgan Chase Bank, Bank of America, HSBC Bank Australia, and Westpac Banking Group. His work history includes roles in both banking and securities firms. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that uses approved strategies executed via mutual funds and ETFs with annual rebalancing. The program is currently offered as an employee pilot relying on an algorithmic questionnaire for risk assessment.

Sarine Zenian is a CFP® with 19 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, she worked at Raymond James and Associates from 2012 to 2025. She serves on the Finance/Investment Committee of the Armenian Church Eastern Diocese of America, where she participates in financial record review and audit oversight. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm employs a range of investment strategies, integrating financial planning and tax services, and manages over $72 billion in assets.