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 and holds Series 65 and Series 63 licenses. He has 23 years of industry experience and a background that includes leadership and ownership roles in insurance and financial service companies, notably as CEO of Group Underwriters Agency Inc. Washer is also involved in recruiting and producing agents for fixed life insurance and annuity products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and charitable organizations. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities.

Alaa Khashan is a financial advisor at PNC Wealth Management with 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and SunTrust Investment Services. He holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party managed strategies implemented with mutual funds and ETFs.

David Watson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013 and 2015 respectively. Outside of advisory services, he co-owns an LLC used for accounting related to his insurance activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning and consulting services.

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 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across multiple asset classes.

Jon Yankee is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. Prior to that, he spent 16 years at FJY Financial, three years at Rembert Pendleton Jackson, and one year at Merrill. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and a client-specific investment framework that incorporates both proprietary and third-party strategies, with access to alternative and private market solutions for qualified clients.

Robert Sturm is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Outside of his advisory work, he serves on the Finance Committee of the Benedictine Sisters and is the chair of the board for Hopelink, Inc., a nonprofit focused on mental health. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled equity research, to deliver asset allocation, fiduciary support, and manager selection programs.

Sikander Mehdi is an advisor at Private Advisor Group, LLC with Series 63 and Series 65 licenses. He has professional experience spanning multiple roles in various industries since 2019, including positions at LPL Financial and Global Advisor Group, and has a background that includes work in education and service sectors. Mehdi has also managed operations for EZ Moving & Storage LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and multiple investment strategies while often implementing advice through third-party managers and TAMPs.

Carolina Paramo Aguilera is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. She is based in Fairfax, VA. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and offers both point-in-time planning and ongoing portfolio management through various managed account programs.

Janna Climer is a financial advisor at Guardian Life with two years of industry experience. She holds a Series 66 designation and has worked previously at Private Advisor Group, LLC and LPL Financial. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations, offering a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Roland Geronimo is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Truist and its affiliates since 2004, including a two-year period at Quick & Reilly, Inc. prior to that. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Julie Babcock is a financial advisor with Principal Financial Services in Sterling, VA, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. She has been with Principal Financial Services since 2001 and also held a role at Principal Life Insurance Company from 2000 to 2025. In addition to her advisory role, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Kathryn O'Connor is a financial advisor at Wealthspire Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked in educational roles at Virginia Tech and middle/high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, and nonprofits, using an institutional-style asset allocation framework implemented through a diversified mix of investments and centralized oversight.

Pamela Cappelli is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 65 designation and nine years of industry experience. She has been with TIAA since 2009 and with TIAA-CREF since 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm distinguishes its point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Jack Keating is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 65 designation and has previously worked at Bronfman Rothschild. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach based on endowment and foundation models, using a mix of mutual funds, ETFs, private investments, and unaffiliated separate account managers with centralized oversight.

Mario Orozco is a financial advisor with Eagle Strategies (NY Life) based in Herndon, VA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked with Eagle Strategies and New York Life since 2014 and previously spent eight years at Valic Financial Advisors. He operates Eldenstreet Financial, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Vitale Christy is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Kestra, Christy held roles at Wells Fargo, Robinhood Markets, Inc., and Equitable Advisors. Outside of finance, Christy serves as President and CEO of Stray Dogs Studios, a production company managing all creative and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional clients. The firm offers fiduciary consulting, plan design and compliance testing, and access to a range of management platforms and third-party solutions.

Wesley Clark is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has worked with TIAA-CREF and its related entities since 2018, as well as PNC Investments and PNC Bank from 2013 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm combines point-in-time planning with ongoing discretionary management using model or customized portfolios and operates as adviser to a donor-advised fund.