James Clark is a financial advisor with PNC Wealth Management in Washington, DC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to PNC Bank employees. The firm uses algorithmic questionnaires to guide investment risk bands and implements portfolios using approved strategies with mutual funds and ETFs.

Oluseun Adeyemi is a financial advisor with Citigroup Global Markets in Washington, DC, holding a Series 66 designation and nine years of industry experience. Prior to joining Citigroup in 2021, he worked at Merrill from 2017 to 2021 and Relocation Insurance Group from 2015 to 2017. Outside of his advisory role, he is the founder of Simply Feel Good LLC, a life coaching business focused on confidence and anxiety. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker‑dealer services. The firm employs multi‑asset, multi‑manager strategies with oversight committees and combines large institutional scale with unique market roles and commercial arrangements.

Michael De Spirito is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA and its related entities since 2001. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Samuel Solondz is a CFP®-certified financial advisor at Truist Advisory Services with 17 years of industry experience. He has been with the firm and its predecessor entities since 2016. Outside of his advisory role, he serves as a managing member of SMS Development, a real estate development company focused on property renovation and management. 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 and uses AI-enabled research tools alongside traditional analysis to support its investment approach.

Justin Matarazzo is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at Citigroup Global Markets since 2008, with a brief tenure at The Hershey Company and Milton Hershey School. Citigroup Global Markets 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 specialized market roles, providing comprehensive advisory, execution, and custody services.

Craig Dyson is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Scott & Stringfellow, BB&T Securities, SunTrust Bank, and SunTrust Investment Services. Dyson has been with Truist since 2019 through its predecessor entities. 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, integrating discretionary and non-discretionary approaches supported by inter-affiliate relationships and AI-enabled research tools.

Lawrence Lee is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for over a decade at Gratus Capital, LLC and Gratus Capital Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Berlan is a CFP® professional affiliated with TIAA-CREF in Washington, DC, with six years of industry experience. He has worked at TIAA and TIAA-CREF since 2007, including two separate tenures at TIAA-CREF from 2012 to 2017 and from 2025 to the present. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated model that separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Gladys Heath is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and previously worked for Merrill from 2013 to 2025. Outside of her advisory role, she acts as a power of attorney for her parents. 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 offers a range of portfolio management and financial planning services, operating both as a registered broker-dealer and investment advisor with a consolidated platform that includes equities, fixed income, alternatives, and personalized managed account solutions.

Christopher Martin is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CGMI / Citi Private Bank since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized roles, including swap dealing and futures commission merchant services.

Rosario Vezzi is a financial advisor with Oppenheimer, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has worked at several major firms, including Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, he serves as trustee for private family trusts. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of advisory and brokerage services. The firm offers programs spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and retains custody of client assets while operating its broker-dealer and advisory businesses.

George Fellows Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2012. His prior experience includes roles at Merrill from 2007 to 2012 and Citigroup Global Markets from 1995 to 2007. Outside of his advisory work, he serves as a co-trustee of a family trust established to assist in the care and financial support of a relative. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management with strategic and tactical asset allocation.

Colette Kolanko is a CFP® and PFS™ with 15 years of experience in financial advisory. She has worked at Cerity Partners LLC since 2023 and previously spent four years at Lumina Financial Consultants and ten years at Sullivan, Bruyette, Speros & Blayney, 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. The firm offers customized wealth management services, combining quantitative screening and direct security selection with access to alternative and private market solutions.

Lance Robbins is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at SunTrust Bank and Starbucks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Robert Kraus is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Citigroup in 2017, he worked at Chevy Chase Trust from 2006 to 2017 and Chevy Chase Financial Services from 2004 to 2009. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.

William Schroen is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Simplicity, PNC Investments LLC, Bank of America, Merrill, LPL Financial, Amazon, CUNA Brokerage Services, Morgan Stanley, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Charles Ruttenberg is a financial advisor at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009, following a 14-year tenure at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs with both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Kristin Chisam is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup and Citibank NA since 2013, with a brief period of unemployment in 2025. Based in Washington, DC, her career has been focused within the Citi organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Steven Dominguez Paredes is a financial advisor at TIAA-CREF with eight years of industry experience and a Series 66 credential. His prior roles include positions at Commonwealth Financial Network, Wells Fargo Clearing Services, Merrill, and U.S. Trust Bank of America Private Wealth Management. Outside of his advisory work, he owns an LLC that leases office space to a nail salon business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Michael Hohenstein is a CFP® professional with 15 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within various entities of First Command since 2011. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with an emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.