Carolina Paramo Aguilera is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services combining point-in-time planning and ongoing portfolio management within a vertically integrated group that includes affiliated funds.

Janna Climer is a Series 66-licensed financial advisor at Primerica Advisors with one year of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Private Advisor Group, LLC, and LPL Financial. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers various investment programs and solutions, including proprietary model portfolios, third-party managers, and digital advice platforms.

Roland Geronimo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Truist Investment Services since 2004 and joined Truist Advisory Services in 2016. 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms and manager relationships.

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 six years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2019. His prior experience includes roles at Bronfman Rothschild, Walsingham Academy, the College of William and Mary, and Virginia Tech. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework.

Mario Orozco is a financial advisor with Eagle Strategies (NY Life) based in Herndon, VA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 2014 and also operates Eldenstreet Financial, LLC, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services with an emphasis on tailored solutions and a predominantly non-discretionary asset management approach.

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.

Kounian Ding is a Series 66-credentialed financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. His background includes roles at Bankers Life and Casualty, Bank of America, Merrill, and George Mason University. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with ongoing reviews and rebalancing.

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.

Kedisha Ebanks is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. Prior to her current role, she spent 17 years at Ernst & Young, LLP. She is also the owner of Aspiro Consulting Group, LLC, a business consulting venture. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

Arthur Washer is a financial advisor at Ameritas Advisory Services, LLC with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has been associated with Ameritas entities since 2016. Outside of his advisory role, he serves on the Fauquier County Board of Supervisors in Virginia. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that combines in-house model portfolios, third-party managers, and integration with Ameritas affiliates.

Jonathan Myers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Truist Advisory Services since 2021 and previous positions at Bb&T Securities, Bb&T Investments, and Bb&T Bank dating back to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled equity research, with a distinctive integrated approach involving affiliated broker-dealer and bank services.

Nicolette Davicino is a CFP® with seven years of industry experience, currently advising at Cresset Asset Management, LLC. She previously worked at Commonwealth Financial Network and Armstrong, Fleming & Moore. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering wealth management, portfolio management, retirement plan consulting, family office services, and advisory services to private funds.

Stanley Epps is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Centaurus Financial since 2006 and has been involved with Epps & Associates, Inc. since 2001. Outside of his advisory roles, he serves as president of Epps Financial Services, which provides life and health insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, with an investment approach that includes both discretionary and non-discretionary arrangements and utilizes fundamental, technical, bottom-up, and top-down analysis.

Grant Zauner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, using a combination of discretionary manager relationships and non‑discretionary consulting supported by third‑party platforms and AI-enabled research tools.

Jeffrey Armstrong is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Advisors from 2011 to 2016 before joining Integrated Wealth Concepts and LPL Financial in 2016. Armstrong also operates JMA Wealth Management, a business entity for tax and investment purposes. Integrated Wealth Concepts serves 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 consulting services and utilizes customized portfolios with a long-term investment approach combined with strategic rebalancing.

Bryan Stretton is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2015. He holds Series 63 and Series 65 licenses and is based in Reston, VA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Aradhya Ray is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SunTrust Advisory Services and its related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party manager relationships and AI-enabled research tools, to deliver tailored investment solutions.