Gerald Scheinman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 65, Series 63, and Series 66 credentials and having 10 years of industry experience. His prior work includes 15 years at United States Anesthesia Partners. Outside of his advisory role, he is an investor in an Italian deli in Washington, DC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Phyllis Afriyie is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is the owner of Prime Textile Group LLC, a dry cleaning business based in Rockville, MD. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including in-house research and derivatives services.

Matthew Brock is a CFP® with 23 years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously spent nine years at Divergent Planning, LLC and seven years at H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services including tax preparation and estate-document preparation for qualifying clients.

James Worfolk is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group since 2018, previously spending eight years with Independent Financial Partners and sixteen years associated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm’s network of investment adviser representatives delivers advisory solutions utilizing multiple custodians, third-party asset managers, and proprietary WealthSuite model portfolios supported by major strategists such as Fidelity and BlackRock.

Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at HUB Investment Partners, Millennium Advisory Services, and engaged in various roles outside finance, including in the food service industry. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with third-party managers and a range of investment strategies.

Benjamin Albright is a CFP® professional with one year of experience at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he spent nine years at The Family Firm and has served in the U.S. Marine Corps since 2008. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Heather Errigo is a CFP®, CFA®, and holds a Series 65 license with 25 years of industry experience. She has worked at CIBC Private Wealth Advisors, Inc. since 2025 and spent 21 years at Lynx Investment Advisory, LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to build customized portfolios using proprietary and external strategies, managing approximately $67.8 billion in assets with 175 advisors.

Ryan Mccall is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth Financial Network since 2007, with a period overlapping a role at Clarendon Wealth Management since 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Victor Maldonado is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has previously worked at Widmann Financial Services, Raymond James Financial Services, and other firms. Maldonado is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Mohammad Rehan is a financial advisor at PNC Wealth Management with 30 years of industry experience. He has been with PNC Investments since 2005. He has Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a registered agent for Dawlay LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed via an invitation-only employee pilot. The firm utilizes approved model strategies with annual rebalancing and employs an algorithmic questionnaire to assist with risk assessment and model selection.

Antonio Galliani is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His career includes roles at Citigroup, Cetera Investment Services, and PNC Bank. He is based in Washington, DC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Mark Ulicny is a CFP® with 25 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Private Client Services, Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. He is also involved as an insurance agent with PCRM, LLC, focusing on fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm utilizes a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary and family office practice.

Donald Walters is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, Walters owns TRIADVISE, a financial services firm, and operates a website producing compliance-approved educational finance videos. He is also the creator of an e-course focused on Social Security Widow Benefit planning. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers a variety of financial planning and portfolio management services, delivering advice primarily through non-discretionary arrangements and multiple program structures such as Unified Managed Account wrap programs and third-party money manager access.

Craig Smith is a financial advisor with Principal Financial Services in Bethesda, MD, holding a Series 66 license and 19 years of industry experience. He has worked at several Principal entities since 2011 and serves as a bank officer at Principal Bank and Trust Company. Outside of his financial advisory role, he provides wedding officiant and pre-marital counseling services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes access to direct advisory programs, financial planning, retirement plan consulting, and third-party money manager solutions.

Valerie Vander Molen is a financial advisor at Truist Advisory Services with 23 years of industry experience. Her career includes roles at PNC Investments and SunTrust Advisory Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, with offerings that include asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Reginald Cox Jr. is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Empower Advisory Group, he held positions at Empower Financial Services, Anschutz Medical Campus, and several other organizations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Caroline Szivos is a financial advisor at Chevy Chase Trust Company with one year of industry experience. She holds Series 65 and Series 63 licenses and previously operated ArtfulPrint LLC for 14 years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on secular trends and sector themes, emphasizing longer-term holdings and combining fiduciary trust and custody functions with investment management.

Ma. Jessica Bellota is a Series 66 registered advisor with First Command Advisory Services in Arlington, VA, with two years of industry experience. She previously held roles at Togetech Inc. and Nessotech Inc., and currently serves as president and board member of Togetech Inc., a financial technology wallet service provider in the Philippines focused on financial inclusion and regulatory compliance oversight. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Craig Elliott is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at T. Rowe Price, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Robert Crandall is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has been with Principal Securities Inc. since 2004. Outside his advisory role, he is involved in fixed insurance activities including life, disability, annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.