Sergio Contijoch is a financial advisor at Cerity Partners LLC with a Series 65 designation and has experience dating back to 2017. He previously worked at SOL Capital Management Company for eight years and joined Cerity Partners in 2026. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

Erick Roshelli is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 11 years before joining Hightower in 2019. Outside of advisory activities, he has an ownership interest in a rental property. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction that integrates mutual funds, ETFs, alternative investments, and custom indexing.

Nihad Basic is a CFP® professional with three years of industry experience currently affiliated with Kestra Advisory. Prior to joining Kestra, he worked at Raymond James Financial and has held roles outside the financial sector, including teaching positions at Castleton University and involvement with Special Olympics Vermont. He is also employed with Hickok & Boardman Capital Management, a support company for a financial branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by extensive due diligence and multiple management platforms.

William French is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds the Series 66 designation and has three years of industry experience. In addition to his role at Eagle Strategies, he is associated with BluePoint Financial LLC, where he serves clients under the BluePoint Financial name. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Christopher Maxey is a financial advisor at Wealthspire Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2018, following prior roles at Steben & Company Inc. from 2015 to 2018. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation across various investment vehicles.

Paul Doupe is a financial advisor with Janney Montgomery Scott in Bethesda, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morningstar, Inc., Refinitiv, and John Hancock entities. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs with a blend of in-house and third-party portfolio management.

Matthew Swanson is an investment advisor representative at Kestra Advisory with 20 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at LPL Financial. Outside his advisory role, he is also involved as a producer in the insurance business with The Meltzer Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and vendor benchmarking. The firm serves a broad range of investors, including large institutional clients and sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Daniel Guadalupe is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual and Mark Savino. Outside of his advisory role, he may earn commissions from insurance companies or brokerage agencies for sales of non-investment related insurance products. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Lanta Evans is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Wike Financial, LLC, Raymond James Financial, LEM Financial Services, LLC, and Morgan Stanley DW Inc. Since 2008, she has owned LEM Financial Services, LLC, providing financial and business consulting unrelated to investment advisory. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by sub-advisory arrangements and platform integrations.

Evan Nowack is a financial advisor at Hightower Advisors with 29 years of industry experience. He has held positions at Hightower Securities, LLC and Hightower Advisors since 2011. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Alexandra Anderson is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Scott Brody is a financial advisor with Wealthspire Advisors in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wealthspire Advisors since 2015 and previously spent 18 years with Alpha Capital Research LLC, where he remains a managing member involved in the firm's day-to-day operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors. The firm serves individuals, high-net-worth clients, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach that combines mutual funds, ETFs, private investments, and third-party managers under centralized oversight.

Ramona Mockoviak is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 13 years before joining Chevy Chase Trust in 2022. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships through a combination of trust, custody, and fund-management roles.

Sarah Kaplan is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is affiliated with Commonwealth Financial Network since 2015 and is the co-owner and managing partner of Kaplan Financial Group and Kaplan Benefits Group, both established in 2003. Kaplan is also involved in fixed insurance sales and serves as a co-trustee of the Kaplan Financial Group 401(k) plan. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Yichuan Li is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including East West Bank, TD Bank N.A., and Morgan Stanley Smith Barney LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Irina Gavrilyaka is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at The Vanguard Group for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary strategies supported by third-party manager arrangements and AI-enabled research tools.

Michael Burke is a financial advisor at Wealthspire Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2017, following a 17-year tenure at Tricapital Advisors Inc. Burke also serves as director and chairman of Capital Bank, a community bank in Rockville, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and retirement-plan services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

Maria Camp is a financial advisor with Cerity Partners LLC and holds a Series 65 credential. She has 19 years of industry experience, including 23 years at SOL Capital Management Company prior to joining Cerity Partners. Outside of her advisory work, she owns and operates an artwork business, Angiempaints LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Ryan De Leon is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation. He has been with Wealthspire Advisors since 2024 and has prior experience at Franklin Templeton. Ryan’s background includes four years at the University of Maryland and six years working in high and middle schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

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.