Hang Nguyen is a CFP® professional affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, with one year of industry experience. Prior to joining United Planners in 2025, Nguyen held roles at Arnold Financial Services and Financial Services Advisory, and worked at Bank of America from 2015 to 2017. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory services through independent representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Lakhi Narang is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining PNC Investments LLC in 2023, Narang worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2023, and held various roles at PNC Bank and PNC Investments between 2014 and 2020. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary portfolio service for employees that uses algorithm-driven risk assessments and manages investments via approved model strategies and mutual funds or ETFs.

Alicija Dearth is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. She is currently with Kestra Advisory and Kestra Investment Services, LLC, having previously held roles at Cardone Wealth Advisors, Domain Money Advisors, Fidelity Investments, TIAA-CREF, and Merrill. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from typical institutional investors to sovereign wealth funds.

Oscar Cornejo is a CFP® professional based in Bethesda, MD, with three years of industry experience. He has worked at The Colony Group, LLC since 2018, following brief roles at Bridgewater Wealth & Financial Management, LLC and Virginia Tech. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside tools such as trend-following and options overlays.

Donald Farren is a CFP® with 25 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2017. Prior to this, he worked at Tricapital Advisors Inc. for 16 years and has operated Farren Financial Services since 1978. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, and family office support through a relationship-driven, customized process that emphasizes diversified, institutional-style asset allocation.

Gary Sobelman is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealthspire Advisors since 2015. 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 process with an emphasis on diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Jayne Ly is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has 21 years of industry experience, including roles at Grove Point Investments, LLC, and Bankers Life Advisory Services, Inc. She is based in Silver Spring, MD. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Maria Cornelius is a CFP® with over 33 years of industry experience. She is currently with Creative Planning, where she has worked since 2025, following a long tenure at Burt Associates, Inc. from 1992 to 2025. 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 assets and employs a financial planning-led investment approach that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Kathleen Hinman is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds the Series 66 designation and previously worked at H. Beck, Inc. for 10 years before joining Kestra in 2020. Outside of her advisory role, she is also a real estate agent, providing administrative support for a real estate business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm serves large institutional investors, including sovereign wealth funds, and provides services such as fiduciary consulting, plan design, and third-party managed solutions.

Justin Terrell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been affiliated with Principal Securities Inc. and Principal Life Insurance Co. since 2015. In addition to his advisory role, he serves as a bank officer at Principal Bank and Principal Trust Company, supporting the management of retirement plan account relationships across the firm’s offerings. Principal Securities provides brokerage and registered investment advisory services to 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.

Deborah Kelly is a CFP® with 17 years of industry experience, currently advising at Concurrent Investment Advisors, LLC. She previously worked at Raymond James Financial Services, Inc. for 17 years. Outside of her advisory role, she is president of D&E Kelly Services LLC, a support company unrelated to investment activities. 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 offers customized wealth and investment management, financial planning, and retirement plan advisory services, employing a primarily long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Kyle Schliefer is a financial advisor at CWM, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Wealth Services, LLC. Outside of finance, he is a professional actor with over 25 years of experience in theatre and film. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, employing a discretionary investment approach based on model portfolios managed by an in-house Investment Committee.

Sherwin Najand is a financial advisor with Truist Advisory Services in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services since 2014. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Kevin Pinto is a CFP® professional with 27 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial Services, Merrill, and Chevy Chase Financial Services. Pinto is also the owner of DHJ Advisors, LLC, a support company. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Abigail Malone is a financial advisor at Wealthspire Advisors with a Series 65 designation. She has less than one year of industry experience. Prior to her current role, she worked in education, including positions at Loudoun County Public Schools and James Madison University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors serving individuals, corporations, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Amy Raskin is a financial advisor at Chevy Chase Trust Company with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2014. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on secular trends and diversification, serving primarily multi-million dollar client relationships.

Claire Voorhees is a financial advisor at Chevy Chase Trust Company with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo and Saybrook Fund Advisors. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing discretionary and non-discretionary investment management along with trust, custody, and financial planning services. The firm employs a thematic investment approach focused on macro trends and sector themes, combining fiduciary trust and custody functions with investment management.

Jonathon Gunn is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2022. His prior roles include positions at HSBC Securities and SunTrust Advisory Services. He is a board member of Shepherd's Table, a nonprofit addressing food insecurity and homelessness through various support programs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Rahm Dvir is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for SOL Capital Management Company for 21 years. Rahm is based in Rockville, MD. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. 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, emphasizing customized portfolios and diversified asset allocation.

William Chao is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. His prior roles include positions at Morgan Stanley, Spire Investment Partners, and TIAA. Outside of his advisory work, he is involved as a soccer coach with the Lions Soccer Club and is the owner of a goldfish breeding business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.