David Burgess is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized tactics such as direct indexing and tax-loss harvesting.

Nicholas Demczar is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2016. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary assets under management.

Elizabeth Miller is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 25 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Thomas Graham is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2012, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he has a rental property in Bumpass, Virginia. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

William Godfrey is a financial advisor at Oppenheimer in Washington, DC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Red Ventures, Best Buy, and New Age Marketing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Rachel Richardson is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked primarily at First Command-affiliated firms since 2020. Prior to her financial services career, she spent several years at St. Elizabeth Ann Seton School. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using an Investment Management Team to design and manage model portfolios with discretionary authority granted by clients.

Alexander Rossi is a financial advisor with First Command Advisory Services in Alexandria, VA, holding a Series 66 designation and 10 years of industry experience. He has worked with various First Command affiliated entities since 2016 and also owns Alex Rossi Financial Planning LLC. Outside of his advisory work, Rossi serves as treasurer for BNI Positive Power, a local referral group in Alexandria. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Ryan Myers is a CFP® with 35 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. His career includes nearly three decades at Fortis Investors, Inc., as well as roles at MissionSquare Retirement and Allstate Insurance. Myers is involved in nonprofit leadership and community service, serving as Chairperson of the Board of Directors for the Northern Virginia Urban League and Treasurer of the Omega Psi Phi Fraternity, Inc. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, institutions, and nonprofits. The firm uses a combination of in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product platform.

Lance Harting is a CFP® professional with nine years of industry experience, currently advising at Oppenheimer since 2024. Prior to joining Oppenheimer, he worked for Bank of America and Merrill from 2017 to 2024 and was employed at a pool service company from 2010 to 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of advisory and consulting services across multiple asset classes, offering both discretionary and non-discretionary management, and maintains custody of client assets as a qualified custodian.

Jaron Reynolds is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at firms including Fisher Investments and Fidelity, with a total of five years at Fisher Investments and several years at Fidelity in various capacities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process combining passive and active management overseen by an internal Investment Committee.

Louis Liberatore is a CFA® charterholder and financial advisor at Hightower Advisors with five years of industry experience. His previous roles include positions at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers portfolio management, financial planning, and retirement consulting, serving clients including pension plans, charitable organizations, corporations, and financial institutions.

Chad Gerber is a CFP® with 27 years of industry experience currently with Truist Advisory Services. He has worked at Truist Investment Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled equity research.

Eric Walker is a CFP® with 17 years of experience in financial services. He is currently with Rockefeller Financial LLC and has previously worked at Janney Montgomery Scott and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and retirement plans. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a comprehensive investment platform that includes equities, fixed income, and alternative investments.

Jazeb Qamar is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 66 designations. Prior to joining TIAA-CREF, he worked at JPMorgan Chase Bank NA and Morgan Stanley in various roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model portfolio-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Darla Aycock is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 1998. Outside of her advisory role, she is involved in her local community as president of the Stratton House Condominiums and manages a residential and commercial cleaning service. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs and manages multiple mutual funds, employing dedicated portfolio teams and research groups to deliver diversified investment strategies.

Peter Gwynn Sackson is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. His prior work includes roles at Boston Consulting Group and Compass Real Estate, as well as a position at Mighty Dog Roofing of Arlington. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Aaron Lucash is a financial advisor with Citizens Securities, Inc. in Washington, DC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he has experience working in hospitality and restaurant settings. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm utilizes both discretionary and non-discretionary approaches and is wholly owned by Citizens Bank, N.A.

Andrew Hug is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has previous work experience at Aronimink Golf Club, Overbrook Golf Club, Waynesborough Country Club, and Episcopal Academy. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation and manager selection with proprietary research tools and leverages the broader Goldman Sachs ecosystem to provide a wide range of financial services.

Jeffrey Conn is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Goldman Sachs in 2021, he spent 11 years at The McLean Group and Mclean Securities, LLC. He serves as a board member at Avantalytics Corporation, a software and consultancy firm based in Arlington, VA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services through integrated teams and affiliated entities.

Solmaz Azar is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. She has worked previously at Wells Fargo Clearing and Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.