Deanna Tomasetti is a CFP® professional with 13 years of industry experience. She is currently with Creative Planning and has previously worked at Burt Wealth Advisors and McKinley Carter Wealth Services. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a broad range of retirement plan services.

Julia Catuara is a CFP® with 36 years of experience, currently affiliated with Eagle Strategies (NY Life). She has been involved with Eagle Strategies since 2008 and also operates Catuara & Bell, Inc., through which she brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Marcus Odinec is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company for 12 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Bobbi Young is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Outside of her advisory role, she participates as a mystery shopper and teaches yoga. 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, utilizing a diversified investment approach that blends passive and active management overseen by an internal Investment Committee.

Stephen Zelcer is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at National Planning Corporation, Shober Zelcer, and running his own advisory firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and advisor-managed accounts, and serves large institutional investors such as sovereign wealth funds.

Christopher Lawson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jianmin You is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at People Builders Financial, Inc., Kaiser Permanente, and International Medical Group. He also provides health insurance options through several affiliations, including Donahoe & Associates LLC and IMG. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services. The firm employs a model portfolio approach combined with third-party managers and digital programs, managing approximately $1.7 billion in assets.

Leonardo Toledo is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services and Deloitte Tax, LLP. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools alongside traditional research in its investment process.

Samantha Cooke is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She previously worked at Kaplan Financial Group and spent seven years at George Mason University. Outside of her advisory role, Samantha hosts a local trivia event called District Trivia in Woodbridge, VA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

John Nocita is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Strategic Financial Associates, New York Life Insurance Co, and Ast Investor Services LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, working with a variety of plan sponsors and clients.

Buna Cumbie II is a financial advisor with Primerica Advisors in Columbia, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience, including over 27 years with Primerica Advisors and an ongoing association with Guardian Life Insurance Co. of America since 1987. Outside of his primary roles, he occasionally sells insurance policies with companies other than Guardian. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers both brokerage and advisory services, utilizing a combination of proprietary and third-party investment strategies, and supports a range of account-level services such as lending solutions and donor-advised funds.

Skerdi Kostreci is a CFP®-certified financial advisor with 20 years of industry experience, currently with Eagle Strategies (NY Life). His career includes long-term roles at Eagle Strategies and NYLIFE Securities LLC, along with experience at multiple financial advisory firms. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dariana Gordon is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a security-based swap dealer and futures commission merchant.

Bobby Watson is a financial advisor with PlanMember Securities Corporation in Elkridge, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with PlanMember since 2008. Outside of his advisory role, he is an independent insurance agent and volunteers as a youth soccer and basketball coach. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers education, support services, and uses a top-down strategic asset allocation framework to manage risk-based mutual-fund portfolios.

Elvis Langha is a financial advisor at Transamerica Financial Advisors with a PFS™ designation and recent experience in the industry. He also serves as CFO of Pristine Medical Equipment and Accessories Inc and is principal at LGE Advisory Services LLC, where he provides accounting, tax, and business consulting services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, employing proprietary and third-party model portfolios to deliver both discretionary and non-discretionary investment solutions.

Lisu Gu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Transamerica Financial Advisors since 2013 and has been affiliated with World Financial Group since 2012. Outside of her advisory role, she serves as a caregiver for her elderly father through Nova Adult Home Care and is president of LG Solutions LLC, an insurance sales business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, employing a combination of proprietary and third-party model portfolios with discretionary and non-discretionary options.

Keith Prather is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and over 39 years of industry experience. He has worked with Paladin Advisor Group and MetLife Group, and has been self-employed since 1983, specializing in insurance sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management under ERISA Section 3(38) and participant investment options through asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Keith Burgess is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 63, Series 66, and Series 65 designations and has been affiliated with Nfp Securities Inc. since 2010. Outside of his advisory work, Burgess coaches his daughter’s 10-year-old soccer team. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients, offering a range of solutions including fiduciary consulting, plan design, employee education, and advisor-managed accounts.

John Koutras is an investment advisor representative at NewEdge Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Towson, and Sunoco. He also provides administrative support to NewEdge Advisors and offers insurance products, including life, health, and accident coverage, through his business activities. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management via a wrap fee program that combines asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.

Nianke Ma is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and Northstar Financial Education Group since 2015, where she serves as president. Her other business activities include sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.