Adam Deal is a financial advisor with Rockefeller Financial LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at BB&T Bank and Securities, Truist Advisory Services, and Rockefeller Capital Management. He is also a member of DNA Holdings LLC, an investment holding company for personal passive investments. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Sien Vernyns is a CFP® certificant with one year of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, Vernyns worked at The Family Firm for a total of nine years, interspersed with brief periods outside the industry. Vernyns holds a minor ownership interest in a family paint business based in Belgium. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven, asset-allocation approach using a proprietary “Focus List” and offers discretionary wealth management, fiduciary services, and outsourced CIO solutions.

Grant Bartlett is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, First Republic, and Bank of America/Merrill Lynch. Bartlett is based in Rockville, MD. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Michelle Muhammed is a CFP® and ChFC® professional with 25 years of industry experience. She currently serves as a financial advisor at Stratos Wealth Partners, Ltd and has previously worked with firms including Financial Engines Advisors, Edelman Financial Service, and Fidelity. In addition to her advisory role, she provides divorce financial counseling through an unrelated business focused on helping clients understand the financial implications of divorce settlements. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

Andrew Goudeaux is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bloomsburg University of Pennsylvania and Bohemia Manor High School. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Jared Ford is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with PlanMember Securities Corporation. He has worked at several firms since 2016, including Paladin Advisor Group and Securities USA. Outside of his advisory role, he is involved with Paladin Advisor Group in securities and insurance sales and services. 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 employs a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, alongside offering education and support services such as seminars and personalized retirement planning.

Kathleen Feeney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and having 43 years of industry experience. She 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 broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Anne Lurton is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Janney and its predecessor firms since 1990. 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, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and wrap/advisory programs.

Mitchell Lerner is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the financial services sector since 2000, including tenures at UBS Financial Services and Wells Fargo Clearing before joining Janney Montgomery Scott in 2016. 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 with brokerage services, financial planning, consulting, and multiple advisory programs, employing both in-house and third-party portfolio management solutions.

Trey Book is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has experience in the food service industry and has held roles related to recreation and sports organizations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm’s program uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing.

Seythe Leffall Mc Coy is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc, Axon, Inc., Republic Services, Booz Allen Hamilton, and the Association for American Railroads. Outside of his advisory role, Mc Coy is involved in several community and alumni organizations, including serving as Immediate Past President and 2nd Vice President in chapters of the National Hampton Alumni Association, as well as participating in personal safety instruction and disaster relief volunteering. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and implements portfolios via approved model strategies using mutual funds and ETFs, with portfolio management delegated to third parties.

Seong Ho Kim is a financial advisor at Wealthspire Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Kim has been with Wealthspire Advisors since 2019. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through a diversified mix of investment vehicles and centralized oversight.

Christopher Virgili is a financial advisor at Cerity Partners LLC with a Series 65 credential and experience spanning several roles since 2016, including positions at Sol Capital Management Co. and Freedom Mortgage. He also worked in landscaping with Exleys Landscaping and was involved with Otters on the Green. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors, using a combination of proprietary quantitative methods and third-party managers to build tailored investment programs.

Lajoi Thompkins is a financial advisor with Valic Financial Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Valic, Thompkins has held roles at Agia, Century21, Redfin Corporation, Optum, and other organizations. Outside of financial advising, Thompkins is an agent for non-securities insurance products with Agia and a real estate salesperson with Century21. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, utilizing centralized technology and model solutions across its large network of advisors.

Ara Abrahamian is a financial advisor at EP Wealth Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Divergent Planning, LLC and H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a variety of investment strategies.

Elchin Bagirov is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, St. Johns Ebra Investments, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its combination of large institutional scale and specialized market roles, including in-house research and security pricing, as well as its capacity to provide bespoke discretionary solutions for very large relationships.

Kristian Albornoz is a CFP®-designated advisor with 13 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he has worked since 2024. Prior to this, he spent nine years with Keeney Financial Group, Inc. and Triad Advisors, Inc. He is also the owner of Kristian I Albornoz LLC, a holding company for equity interests. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across multiple asset classes, offering both active and passive strategies along with comprehensive reporting and analytics.

Karl Stiegmann is a Certified Financial Planner® (CFP®) with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Virginia Tech from 2013 to 2017. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using a diversified mix of investment vehicles, with services tailored through client interviews and ongoing monitoring.

James Brown is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD. He holds Series 63 and Series 65 licenses and has 35 years of industry experience, including prior roles at Next Financial Group Inc, Sagepoint Financial, and American General Securities Incorporated. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Matthew Bacon is a CFP® professional with 14 years of experience in financial advisory. He currently works at MAI Capital Management, LLC and has held previous roles at Carmichael Hill & Associates, University Federal Credit Union, CUSO Financial Services, MSI Financial Services, and New England Securities. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm employs a range of portfolio management strategies and serves as both product sponsor and adviser to mutual funds and private investment vehicles.