Caroline Morris is a CFP® and ChFC® with 13 years of industry experience. She is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, Financial Growth Partners, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of her advisory work, she teaches for the College Funding Coach. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Douglas French is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Truist and its predecessor entities since 2008, including roles at BB&T and Truist Investment Services. Outside of his advisory work, he serves as a board member and treasurer of the Northern Virginia Bonsai Society, a club dedicated to the art and education of bonsai. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program implemented through third-party managers and platforms.

Myka Koenen is a CFP® and Series 65-licensed financial advisor at Wealthspire Advisors with 12 years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and family office support using a relationship-driven process and institutional-style asset allocation.

Matthew Lankford is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Navy Federal Investment Services, Edward Jones, and New York Life Insurance Company. Before entering the financial sector, he spent four years with the Central Intelligence Agency. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, and offers a broad range of services including portfolio management, financial counseling, and fiduciary consulting.

Jeanette Lehner is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. Prior to her advisory role, she worked for over a decade at Victoria's Secret in sales support. Outside of her advisory duties, she serves as secretary at St. Andrew the Apostle Catholic Church. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with 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.

Ryan Kellinger is a CFP® with seven years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with the firm since 2016 and is based in Reston, VA. Kellinger also spends part of his time engaged in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive support platform, including managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Darren White is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust Advisory Services and SunTrust Bank since 2015. 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 and non-discretionary approaches and incorporates third-party platforms and AI-enabled research tools in its investment process.

Marta Steane is a ChFC® credentialed financial advisor with over 31 years of industry experience, currently serving at Voya Financial Advisors, Inc. since 2014. She is also active as an independent insurance agent and volunteers with the Humane Society of Warren County. Voya Financial Advisors, Inc. serves individual, retirement plan, and institutional clients by providing financial planning, portfolio management, and brokerage services through a combination of affiliated strategies and third-party managers. The firm operates as both an SEC-registered investment adviser and broker-dealer, offering a range of advisory and commission-based products.

Michael Von Berg is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2012. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a closely integrated inter-affiliate structure.

Michael Perez is a financial advisor with Truist Advisory Services in Sterling, VA, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked with SunTrust Bank and its related entities since 2014. Outside of his advisory role, Perez manages rental properties through an LLC. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management strategies and utilizes third-party platforms and AI-enabled equity research to support its investment offerings.

Robert Bell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in a fixed insurance business separate from Guardian. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Michael Stone is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has served in roles at Ameritas and related firms since 2007 and is president of Incisive Financial Group, where he focuses on marketing investment products. Stone is also involved with Business Benefits Group Inc, advising and selling retirement plans to small businesses and individuals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and uses model portfolios and third-party sub-advisers, with a notable focus on plan sponsors and participants.

Timothy Williams is a CFP® professional with 11 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, Inc. and Charles Schwab, having joined both firms in 2025. Prior to this, he worked at Morgan Stanley Smith Barney LLC from 2014 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm serves clients with comprehensive financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while maintaining a non-discretionary advisory approach.

Ted Halpern is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He previously founded and led Halpern Financial, Inc. for over three decades before joining MAI Capital Management in 2024. He holds Series 63 and Series 65 designations. 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, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Erik Scudder is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 20 years of industry experience. He has worked with Integrated Wealth Concepts since 2016 and previously with Lincoln Financial Advisors from 2013 to 2016. Integrated Wealth Concepts serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach.

Thomas Mcdonnell III is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager arrangements and employing AI-enabled tools for research and oversight.

Whitney Walls is a financial advisor at PNC Wealth Management with a Series 66 designation and seven years of industry experience. Prior to joining PNC Wealth Management, Walls held roles at Merrill, Bank of America, and Navy Federal Credit Union. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm’s approach uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio implementation delegated to third-party firms.

Kehinde Soyannwo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining PNC Investments LLC in 2023, Soyannwo worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees. This program uses algorithmic risk assessments to recommend investment models implemented via approved mutual funds and ETFs with annual rebalancing.

Peter Cabezas is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to his current role, he served in multiple capacities within the United States Army from 2016 to 2024. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios.

Jeremy Goodwin is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 after 25 years of service in the United States Air Force. Outside of his advisory role, he serves as chairman of Ten Ten Life, a nonprofit focused on promoting healing and resilience for military personnel, veterans, and first responders through trauma-informed counseling. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized investment team and wealth portfolio managers.