Cynthia Deavel is a financial advisor with Commonwealth Financial Network, holding CFP® certification and Series 63 and 65 licenses, with 32 years of industry experience. She previously worked at Lincoln Financial Advisors Corp. for 19 years and has been with Commonwealth and Aegis Consulting for the past three years. She is also the owner of Deavel Wealth Advisors, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios while delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Dhilsha Athulathmudali is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to joining Truist, her career included roles at Bank of America and Sarvodaya Finance. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management approaches supported by inter-affiliate integration and employs AI-enabled tools in its research and oversight processes.

Durukhshan Esmati is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Esmati worked at Economist Impact and The Economist Intelligence Unit in roles related to economic research and policy analysis. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-based approach.

Javier Perez Giz is a financial advisor with Eagle Strategies (NY Life) based in Haymarket, VA, holding a Series 66 license and 14 years of industry experience. He has been with Eagle Strategies since 2017 and has additional experience working with New York Life Insurance and NYLIFE Securities since 2016. Outside of his advisory role, he is involved as a wine pourer at Barrel Oak Winery and also drives for Uber. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and holds a significant non-discretionary assets under management, with a focus on fiduciary responsibilities to retirement investors.

Samuel Escorcia is a financial advisor with Cerity Partners LLC and holds a Series 65 license. He has been in the industry since 2025, with prior experience at Verum Partners and a background in education through roles at Virginia Tech and local schools. Cerity Partners provides customized wealth management and related services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, offers private-market investment options, and maintains affiliated practices in retirement consulting, insurance, and venture investing.

Angela Vahue is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. She has 20 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is a children's book author, an empowered mastery coach, and a Girl Scouts troop leader. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Ryan Murphy is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Stout Risius Ross, LLC, Secretariat Advisors Inc., and td ameritrade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing fee-based programs and commission-based products.

Robert Smith is a CFP® professional with 32 years of experience in financial advising, currently with First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory work, he serves as an Executive Pastor at Impact Church in Centerville, VA, where he performs religious ceremonies and offers pastoral counseling. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor portfolios from approved fund universes and third-party managers.

Joshua Togger is a CFA® charterholder with eight years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2021, and previously worked at Heritage Wealth Advisors and Bingham Arbitrage Rebate Services, Inc. He holds the Series 65 and Series 66 licenses. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a broad client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, and employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Jane Reichard is a CFP® with five years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has previously worked at Merrill, UBS Financial Services, and LPL Financial. Outside of her advisory roles, she has been involved with arts organizations including The Santa Fe Opera and The Glimmerglass Festival. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement plan consulting. The firm utilizes technology and a network model combining independent advisors and third-party resources to provide both discretionary and non-discretionary portfolio management.

Garrett Birnbaum is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. Garrett also held positions at Sonoco Products earlier in his career. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Michael Washer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and over 23 years of industry experience. He has worked with various entities including ICS Financial Group, Inc. and Group Underwriters Agency Inc, where he serves as CEO. Outside of his advisory activities, Washer is involved in insurance sales and recruitment through ICS Financial, Inc. and holds ownership roles in related business entities. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, incorporating in-house and third-party managed portfolios, with a platform approach that includes co-advisory relationships and integration with Ameritas affiliates.

Alaa Khashan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, SunTrust Investment Services, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and delegated portfolio management employing mutual funds and ETFs.

David Watson is a CFP® and ChFC® with 10 years of industry experience. He is currently with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he co-owns an LLC used for accounting and commission tracking related to his insurance activities. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level solutions including lending and donor-advised funds.

Mary Szabat is a CFP® professional with one year of industry experience, currently advising at MAI Capital Management, LLC. She previously worked at Key Private Bank, Tompkins Financial Advisors, Canandaigua National Bank and Trust Company, and Bank of Charles Town. Outside of financial advising, she is a co-owner of Suddenly You..., a startup focused on developing educational materials related to life events, health, and happiness. MAI Capital Management, LLC provides investment management, 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 offers a range of customizable strategies and also serves in product-sponsor roles, managing mutual funds and private investment vehicles.

Andrew Woolridge is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining Cresset in 2020, he worked at PagnatoKarp Partners, LLC from 2016 to 2020. Outside of his advisory role, Woolridge is involved in managing rural real estate and natural resources interests and holds officer positions in family-owned businesses, including an independent insurance agency. Cresset Asset Management is a multidisciplinary firm managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled vehicles. The firm employs a risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive strategies across equities, fixed income, and alternatives.

Pyper Friedman is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 credential and previously worked at SCH Group and taught at The College of William & Mary and at middle and high schools. 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 uses an institutional-style asset allocation approach and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Andrew Preisendanz is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2021 before joining Cresset. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled vehicles. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private-fund management across various asset classes.

Jon Yankee is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he spent 16 years at FJY Financial. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Sikander Mehdi is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials. Based in Reston, VA, he has approximately one year of industry experience, including roles at LPL Financial, Global Advisor Group, and Private Advisor Group. Prior to his advisory career, Mehdi’s background includes work and study at George Mason University and entrepreneurial experience with EZ Moving & Storage LLC. Private Advisor Group serves a broad mix of clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to various advisory programs, third-party asset managers, and model portfolios supported by notable strategists and custodians.