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.

Kristian Albornoz is a CFP®-designated advisor with 13 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he has worked since 2024. Prior to this, he spent nine years with Keeney Financial Group, Inc. and Triad Advisors, Inc. He is also the owner of Kristian I Albornoz LLC, a holding company for equity interests. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across multiple asset classes, offering both active and passive strategies along with comprehensive reporting and analytics.

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.

James Brown is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. His career includes seven years at Next Financial Group Inc and seven years at Sagepoint Financial, INC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing Envestnet’s platform for discretionary unified managed accounts and overlay services.

Matthew Bacon is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Carmichael Hill & Associates, Inc and has prior experience at University Federal Credit Union and Cuso Financial Services, L.P. He is based in Gaithersburg, MD. Matthew is affiliated with MAI Capital Management, LLC, an enterprise firm managing $72.3 billion in assets as of May 31, 2026. MAI provides a range of services including discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services for individuals, families, sports professionals, trusts, and institutional clients.

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.

Christopher Clark Jr. is a Series 66-credentialed financial advisor with 10 years of industry experience, currently serving at VALIC Financial Advisors since 2016. He has held a role at AGIA since 2022. Clark is a board member of Jacob’s Well, Inc., a nonprofit organization in Baltimore City that provides housing and services for mentally challenged community members. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients and retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, using a centralized technology platform and model solutions.

Gregory Speier Jr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has a role with Agia. Outside of his advisory work, he volunteers with the Greater Ashburn Young Life Committee and performs as a guitarist on an as-needed basis. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Phillip Garrett is a CFP® with five years of industry experience, currently serving at MAI Capital Management, LLC since 2024. His prior experience includes roles at Carmichael Hill & Associates, Inc. and Cambridge Investment Research Advisors. 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 offers customized portfolio management across multiple strategies and integrates financial planning, tax, and administrative services within many client relationships.

Nicholas Crance is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at T. Rowe Price Investment Services and several Truist entities. He is also affiliated with the University of Maryland University College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enhanced research to support manager selection and oversight.

Brett Somerville is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 credential and previously worked at SOL Capital Management Company and Cartica Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Barton George is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked with VALIC Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Charles Moore III is a CFP® professional with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 11 years with The Family Firm. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private asset classes.

Michael O'Leary is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has prior experience at The Colony Group, Lowell Blake & Associates, and State Street Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm uses a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Brian Hutt is a financial advisor with Eagle Strategies (New York Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has roles with multiple related entities including AP Benefit Advisors, LLC and Bluepoint Financial, LLC. Outside of advisory work, he is involved as an investor in a popcorn company and holds investor roles in a community bank and a holding company related to life insurance. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Michael Hay is a financial advisor with Empower Advisory Group holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, Inc., and T. Rowe Price Investment Services, Inc. He is based in Catonsville, MD. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping platforms and offers both point-in-time financial plans and optional managed account solutions.

Jacqueline Lonnerdal is a financial advisor at Hightower Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. She also serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of portfolio construction strategies.