Anthony Ivener is a financial advisor with TLG Advisors, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with The Leaders Group Inc. since 2015 and has operated Ivener Group, Inc. and IVENER Management Group since 2011 and 2010, respectively. Outside of his advisory work, he serves as president of IVENER Management Group, providing consulting on best practices and succession planning for closely held businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. TLG delivers advice through independent representatives and sub-advisors, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Jonathan Owens is a financial advisor with Commonwealth Financial Network in Ashburn, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2008. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Patrick Larkin III is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Oak Hill Wealth Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Cerity Partners serves a wide range of clients including high-net-worth individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and asset allocation, alongside access to alternative and private market solutions for qualified clients.

Justin Hurley is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Financial Growth Partners and KPMG. Outside of his advisory work, he operates Hurley Tax Preparation Services, which provides tax services to individuals and small businesses. Park Avenue Securities LLC, where he is affiliated, offers brokerage and investment advisory services to a variety of clients, including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Janice Janjanin is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Centaurus since 2010, following roles at Questar Asset Management and Mony Securities Corporation. In addition to her advisory work, Janice owns and operates Janjanin Financial Group, a business focused on the sale of property and casualty, life, health, disability, and long-term care insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary portfolio management, utilizing a blend of fundamental and technical analysis, model overlay programs, and tax-overlay services.

Tristan Papouyan is a financial advisor with TIAA-CREF in Alexandria, VA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Janney Montgomery Scott, Bank of America, Merrill, and service in the Army National Guard. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm operates within a vertically integrated structure, providing both planning and ongoing portfolio management services through model and customized portfolios.

Jessica Jarosik is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently affiliated with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Focus Wealth Management, Ltd., and Bridgewater Wealth & Financial 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Mcdermott is a CFP® with 25 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Prior to joining MAI, he worked for 24 years at Madison Financial Advisors, Ltd. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other wealth services.

Daniel Sullivan is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS and Potomac Financial Private Client Group. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Krystyn Rash is a CFP® with seven years of industry experience, currently affiliated with Focus Partners Wealth, LLC. She has previously worked with The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners 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.

Milan Cavic is a financial advisor at Truist Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Citibank. Milan is based in Fairfax, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager‑selection programs, combining discretionary and non‑discretionary approaches with integrated inter‑affiliate resources.

David Mcgaughey is a CFP® with 33 years of experience in the financial industry. He has worked at Oppenheimer since 2020 and previously held roles at Ameriprise Financial Services, RBC Capital Markets, Ferris, Baker Watts, LLC, and Johnston Lemon Asset Management. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of programs and advisory services encompassing equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Valerie Kaiser is a CFP® with 30 years of experience in the financial services industry. She has worked with Eagle Strategies (NY Life) since 2004 and has held roles at Mahoney & Associates and Mahoney Financial Organization. Kaiser serves as a board member for ProVisors, a national business networking organization, where she leads a local group in the DC Metro area. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Junghyun Lee is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Lee has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and was previously with EldenStreet Financial and Heritage Financial Place, Inc. since 2015. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Hayley Gregory is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. She previously worked at Lincoln Financial Advisors Corporation for eight years before joining Commonwealth and Aegis Consulting. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Brianna Buckley is a financial advisor at Cerity Partners LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Oak Hill Wealth Advisors, ACNB Bank, Cetera, PNC Investments, and Equitable Advisors. Outside of her advisory role, she is an author of a cookbook sold on Amazon and creates content promoting brands on social media. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

William Moore is a financial advisor at Ameritas Advisory Services, LLC with 38 years of industry experience. He holds a Series 63 designation and has worked with Ameritas in various capacities since 2003. Outside of his advisory role, he participates in professional bowling tournaments nationwide. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, offering asset management, financial planning, retirement plan advisory, and variable product subaccount management through a variety of program platforms and model-based portfolios.

Elvis Castro is a financial advisor with Truist Advisory Services in Oakton, VA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. 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, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michelle Washington is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with Bankers Life Securities, Inc. since 2016 and Proequities Inc. since 2014, and she also serves as a Unit Supervisor at Bankers Life & Casualty, where she manages a team of agents and oversees hiring and training. Additionally, she is the owner of an LLC established for tax purposes. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Joseph Fulkerson is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and Series 63 designations. He has 49 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the early 1970s, and has operated his own firms, including Fulkerson Financial Group and Eldenstreet Financial. He is also a partner at Eldenstreet Financial, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, 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.