John Barker Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and seven years of industry experience. He has worked with Bankers Life Securities since 2018 and has been involved with Bankers Life & Casualty since 2001, where he supervises and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Maria Quinteros is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.

Samantha Pardee is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has held various roles within Truist and its predecessor firms since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Timothy Judge is a financial advisor at Truist Advisory Services in Richmond, VA, holding Series 65 and Series 63 licenses with nine years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and First Citizens Bank and Investor Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Patrick Breen is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Truist. 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 third-party platforms, with a focus on inter-affiliate integration and oversight.

Roman Pickering is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been associated with SunTrust Advisory Services since 2016 and with related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Benjamin Bishop is a Series 65 licensed financial advisor with 13 years of industry experience. He is currently with D.A. Davidson & Co., where he has worked since 2024, following roles at Davidson Investment Advisors, Inc. and Caprin Asset Management, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, equity research, comprehensive financial planning, and a dedicated private wealth program for clients with over $20 million in net worth.

Bradley Ostermann is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Allegis Group (Aerotek). Outside of his advisory work, he is an active baseball umpire, officiating games at youth, high school, and local adult league levels. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research, with a distinctive approach involving inter-affiliate integration across affiliated broker-dealer and bank services.

Melissa Abas is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. from 2016 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Tyler Bowman is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at WealthForge Securities, LLC, before joining Truist Investment Services and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, offering asset allocation, investment policy analysis, and fiduciary support. The firm uses a combination of discretionary and non-discretionary approaches and leverages third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Michael Harripersaud is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup Global Markets in 2022, he worked at Citibank NA from 2001 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a wide range of advisory, execution, custody, and derivatives services.

Warren Poirier is a financial advisor with Eagle Strategies (New York Life) based in Prince George, VA, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been affiliated with New York Life Insurance Company and related entities since 2011 and operates Poirier Financial Strategies LLC since 2022. Outside of his advisory work, Poirier competes in tournament bass fishing and serves as a board member of the Hopewell-Prince George Crimesolvers, a community organization offering rewards for anonymous crime tips. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a network of affiliated advisers. The firm offers a variety of advisory programs tailored to client needs, with a significant portion of its assets managed on a non-discretionary basis.

Lachelle Moses is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at BB&T Securities before joining Truist in 2015. Outside of her advisory role, she serves as a trustee and associate pastor at Children of God Victory Tabernacle Church, where she mentors youth and supports community affairs. 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 approaches and integrates inter-affiliate resources, including its affiliated broker-dealer and bank, to deliver its AMC Advantage manager-selection program.

Stephen Halstead is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 63 and Series 66 designations and has 22 years of industry experience. Halstead has been with Bankers Life Advisory Services since 2017 and has over three decades of experience with Bankers Life & Casualty, where he has also served as a branch sales manager training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ objectives and risk profiles.

Lorenzo Huff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Bank since 2007. 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 approaches supported by third-party platforms and manager relationships.

Erin Fuselier is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. Prior to joining Truist in 2023, she worked at Virginia Asset Management and Securian Financial Services from 2019 to 2023, and BB&T Securities from 2015 to 2019. Outside of her advisory role, Erin teaches group fitness classes at Gold's Gym and the Burkwood Recreation Association in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platform arrangements to support its AMC Advantage manager-selection program.

Jin Wen Lin is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He has been with Citigroup Global Markets since 2013. He holds Series 63, Series 65, and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and distinctive market roles, including research, security pricing, and derivatives services.

Harry Jaeger is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously served 25 years in the U.S. Navy. His career at First Command includes roles across several affiliated entities since 2018. 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, using a centralized Investment Management Team to select and monitor model portfolios from approved mutual funds, ETFs, and third-party managers.

Brian Ramrup is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup, he held roles at Bank of America, Merrill, and earlier at Citigroup. Outside of finance, he owns Glenhead Martial Arts and Fitness and serves on the board of CharitableUSA Karate, where he consults on karate-related activities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and provides solutions including separately managed accounts, mutual funds, ETFs, alternative funds, and digital-asset exposure.

Susan Timok is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its affiliated entities since 2016, including positions at BB&T Securities and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches.