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.

Afya Gabriel is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds the Series 66 designation and has worked previously with firms including Equitable Advisors, Wells Fargo Clearing Services, Edward Jones, and MassMutual Carolinas. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and managed accounts while operating as a broker-dealer and insurance agency.

Jason Twomey is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Oppenheimer for a total of 17 years since 2006. He serves as a trustee for multiple family trusts but does not receive compensation for these roles. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment and retirement services using both discretionary and non-discretionary approaches, managing a broad range of equity, balanced, and fixed-income portfolios.

Claire Weil is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Wells Fargo Advisors, and Prudential Equity Group, LLC. Outside of advising, she manages a rental property in Scotland, handling tax reporting and occasional maintenance coordination. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Joi Thompson is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase and Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and provides a range of investment solutions including separately managed accounts, mutual funds, ETFs, and alternative products.

Madison Hedrick is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Penn Mutual/Aspire Wealth Planners. Outside of her advisory role, Madison is a seasonal field hockey coach at Paint Branch High School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a range of account options.

Kenneth Brown is a Series 66 licensed financial advisor with 24 years of industry experience, currently affiliated with Truist Advisory Services. He has been with various Truist entities since 2012, including Truist Investment Services and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that incorporates discretionary and non-discretionary strategies supported by AI-enabled research tools and inter-affiliate integration.

John Olson is a CFP® with 16 years of experience in financial advising, currently affiliated with Commonwealth Financial Network. He has previously worked at First Command Financial Planning and Advisory Services for a decade. Olson is also a board member of Tipton Airport. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options, including mutual funds, ETFs, and personalized indexing.

Adam Deal is a financial advisor with Rockefeller Financial LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at BB&T Bank and Securities, Truist Advisory Services, and Rockefeller Capital Management. He is also a member of DNA Holdings LLC, an investment holding company for personal passive investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Elmira Tasharofi is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citizens Bank, HSBC Bank, Bank of America, and Nordstrom. Outside of financial services, she is a freelance cosmetic brand representative for Estée Lauder. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process combining strategic and tactical asset allocation with global fund due diligence, providing both client-directed and discretionary portfolio options.

Sien Vernyns is a CFP® certificant with one year of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, Vernyns worked at The Family Firm for a total of nine years, interspersed with brief periods outside the industry. Vernyns holds a minor ownership interest in a family paint business based in Belgium. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven, asset-allocation approach using a proprietary “Focus List” and offers discretionary wealth management, fiduciary services, and outsourced CIO solutions.

Grant Bartlett is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, First Republic, and Bank of America/Merrill Lynch. Bartlett is based in Rockville, MD. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Craig Bennett is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with VOYA Financial Advisors since 2014. In addition to his advisory role, he is a partner at TRIADVISE, a firm involved in financial services and investment management, and operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and various program structures with a preference for non-discretionary, recommendation-based advisory relationships.

Alia Wagenhoffer is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Cerity Partners LLC and has been with Wealthspire Advisors since 2015. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. 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, emphasizing customized and diversified portfolio strategies.

Luther Wiles is a financial advisor at Truist Advisory Services with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist Advisory Services since 2021, as well as affiliated firms including BB&T Securities and Scott & Stringfellow. Outside of his advisory work, he is a landlord of a rental property with his wife. 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 and integrates technology-driven tools and inter-affiliate resources to support investment decision-making and fiduciary oversight.

Nikolas Naymik is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. His prior roles include positions at Equitable Advisors and Evolution Capital Group. Outside of finance, he has work experience in the restaurant industry and education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and operating as a swap dealer and futures commission merchant.

Bryan Keane is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Alexandria Capital and Opus Advisory Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, using proprietary research and various portfolio construction techniques.

Michelle Muhammed is a financial advisor at Stratos Wealth Partners, Ltd with 25 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Her prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Service, Fidelity, and Equitable Advisors. Muhammed is also principal of The Next Chapter Divorce, where she provides financial counseling specifically for clients navigating divorce settlements. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting, supported by a large network of investment adviser representatives that deliver both discretionary and non-discretionary portfolio management through multiple custodians and strategic partnerships.

Anne Lurton is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Janney and its predecessor firms since 1990. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and wrap/advisory programs.