Steven Smith is a financial advisor with CIBC Private Wealth Advisors, Inc. in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Atlantic Trust Na and has been with CIBC National Trust Company since 2017. He serves as a trustee for the Emily E Scholsberg Educational Trust and several private grandchild trusts under his role at CIBC. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs an investment process involving internal teams and committees to create customized portfolios and offers strategies including options hedges and structured notes, managing approximately $67.8 billion in assets with 175 advisors.

Joshua Groce is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 designations. He has one year of experience in the financial services industry, including prior work at LPL Financial LLC. Before entering the financial sector, he held positions in education and public service. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages portfolios through discretionary unified managed accounts and offers financial planning and consulting services supported by a large network of advisors and centralized technology.

Michael O'Leary is a financial advisor at Focus Partners Wealth, LLC with Series 65 credentials and six years of industry experience. Prior to joining Focus Partners in 2024, he worked at The Colony Group, LLC, Lowell Blake & Associates, and State Street Bank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Aahoo Sigarchi is a financial advisor with HSBC Securities (USA) Inc., holding a Series 66 designation and one year of industry experience. Prior to joining HSBC Securities, Sigarchi worked at HSBC Bank USA, N.A., Citizens Bank, and Burlington Stores Inc. among other roles. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. Its investment process incorporates strategic and tactical asset allocation with risk-profile-based models, offering both discretionary and client-directed portfolio management options.

Michael Feldman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior experience includes roles at Farr Miller & Washington, LLC, Cheffy Passidomo, P.A., Karpus Management Inc., and Private Capital Management, L.P. Feldman holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified portfolio management and financial planning services.

Jacqueline Lonnerdal is a financial advisor at Hightower Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. She also serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of portfolio construction strategies.

Jonathan Kobets is a financial advisor with Chevy Chase Trust Company, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at UBS Financial Services, AllianceBernstein Investments, Inc., and Neuberger Berman LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management along with personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, blending fiduciary trust and custody functions with investment management.

J. Hunter Hart is a CFP® and Series 66-credentialed advisor with 14 years of industry experience. He is affiliated with Carson Wealth and has held prior roles at Cetera Wealth Services, LPL Financial, and Merrill. Hart is also involved with Equity Planning, Inc. and CWM, LLC, both SEC-registered firms where he provides financial planning and advisory services. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients using a model portfolio approach overseen by an Investment Committee, and it integrates various technology and custodial partnerships to support portfolio management and reporting.

Nathan Williams is a CFP® affiliated with TIAA-CREF, based in Washington, DC, with eight years of industry experience. He has worked at TIAA since 2018 and was previously employed at GLG from 2014 to 2017. Outside of his advisory role, he serves on the Finance Committee of the City Teaching Alliance, an organization focused on supporting career educators. TIAA‑CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior relationships through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management with a fiduciary standard and operates within a vertically integrated structure that includes affiliated funds.

Vertti Iso Ahola is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2017, with prior roles at Ameriprise Financial Services and Cypress Wealth Management. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction across a broad range of securities and insurance products.

Nathan James is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, he held positions at George Mason University and Villagio Hospitality Group, among others. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, such as acting as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.

Richard Weber is an advisor at First Command Advisory Services with Series 65 and Series 63 licenses. He has military experience, having served in the United States Marine Corps for 22 years before beginning his financial services career in 2026. He is also involved with Nexus Web Commerce LLC. First Command Advisory Services 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, utilizing a centralized Investment Management Team to design and manage portfolios based on model allocations and approved third-party managers.

Samuel Grelck is a CFA® charterholder and holds Series 65 and Series 63 licenses, with five years of experience in the financial industry. He is currently with Truist Advisory Services, where he has worked since 2021. His prior roles include positions at Capital Group and DoorDash, as well as entrepreneurial and educational experience. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary manager relationships with third-party platform and manager arrangements.

Adam Tobin is a Certified Financial Planner™ with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Raymond James Financial Services and T. Rowe Price. Tobin is also a commissioned notary in Maryland. 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 investment approach combining passive and active strategies overseen by an internal Investment Committee.

Jackson Good is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Citigroup in 2022, he worked at Bank of America and Merrill from 2019 to 2022. Outside of his advisory role, Good officiates high school and collegiate basketball in the San Francisco Bay Area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Mohammad Khan is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers diverse advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services.

Wesley Lindquist is a financial advisor with Bankers Life Advisory Services, Inc. He holds the ChFC® designation and Series 63 and 66 licenses, and has eight years of industry experience. His prior firms include Thrivent Financial and Elite Income Advisors, Inc. He is also involved in investment educational services as an owner and educator. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Christopher Detmer is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services. Detmer serves on the advisory board of Ethos ESG, providing strategic guidance to the firm. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through Steward Partners-branded solutions and third-party money managers.

Diana Roble is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Wells Fargo. Outside of finance, she was involved with Vivi Luxe LLC, operating a bakery business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Ya Meng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with organizations including United Health Care and Kaiser Permanente and is co-owner of Octisys LLC, a company focused on software development and IT consulting. Meng also serves as a college consultant with the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of advisors and multiple program platforms that emphasize model portfolios and third-party managers. The firm supports individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses.