Mark Cecil is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Acacia Financial Group, AFP Group, and United Wealth Advisors Group. He is also licensed as an independent insurance agent, primarily selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing various model portfolios and third-party managers to build customized investment solutions.

Lauren Woodward is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. She has worked at Kaplan Financial Group and Virginia Tech, with prior roles in public education and local government parks and recreation. Woodward is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a broad platform including managed-account programs, third-party asset manager access, and custody services.

Tapfuma Chibaya is a CFA® charterholder with 11 years of industry experience and has been with Chevy Chase Trust Company since 2016. He holds a Series 63 license and is based in Bethesda, MD. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with trust, wealth planning, and custody services. The firm uses a thematic investment approach focused on macro trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Brian Thornton is a CFP® credentialed financial advisor with Principal Financial Services, based in Bethesda, MD. He has 26 years of industry experience, including roles at Principal Securities Inc. since 2009 and Principal Life Insurance Company since 2008. Thornton is also a designated bank officer supporting Principal 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’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Mc Closkey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2015. Outside of his advisory role, he serves as Treasurer for the Poolesville Area Chamber of Commerce, a nonprofit organization focused on local business and community development. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary strategies supported by third-party platforms and extensive inter-affiliate integration.

Amy Cousins is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 66 designations and 11 years of industry experience. She has worked with Eagle Strategies since 2020 and has been associated with New York Life Insurance and its affiliated entities since 2015. Amy also operates BluePoint Financial, LLC, through which she brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ari Wiener is a CFP® with nine years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. His career includes roles at firms such as Investment Planning Associates, TIAA-CREF, Charles Schwab Investment Advisory, and ThomasPartners. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management through various strategies and investment vehicles, integrating financial planning and other services across many client relationships.

John Rogers is a financial advisor with United Planners' Financial Services of America in Rockville, MD. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes roles at R&G Insurance Associates Inc and multiple Nationwide entities, where he worked from 1988 to 2019. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives, using various custodians and third-party managers, and emphasizes non-discretionary account management alongside formalized advisor transition support.

Frederick Cornelius III is a CFP® and CFA® with 24 years of industry experience. He is currently an advisor at Creative Planning in North Bethesda, MD, having previously worked at Burt Associates, Inc. for 24 years. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Joseph Sladek Jr. is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2016, following a three-year tenure at Wells Fargo Advisors. Sladek and his wife own a rental property that they use as an investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that distinguishes between one-time planning and ongoing portfolio management.

I Shiuan Lee is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses. Lee has 11 years of industry experience, having worked at Transamerica Financial Advisors since 2015 and with World Financial Group since 2013. Lee is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios and programs with discretionary and non-discretionary options.

Liam Desmond is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation with one year of industry experience. His career includes roles as a student from 2014 to 2023 and advisor positions at Wealthspire Advisors beginning in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, utilizing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

James Nguyen is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including BDO Wealth Advisors, LLC, Biegel Waller, Complex Capital Management, LLC, and Lockheed Martin Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining discretionary and non-discretionary portfolio management across equities and fixed income.

Natalie Gosselin is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. She has 17 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Cardinal Wealth Management, XML Financial Group, LPL Financial, and Morgan Stanley & Co. LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios primarily using ETFs and mutual funds, supported by a network of approximately 286 advisors.

Thura Aung is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. Prior to joining Rockefeller Financial LLC, Aung held positions at Rockefeller Capital Management, Truist Advisory Services, Truist Investment Services, Truist Bank, Bb&T Bank, and Bank of America. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Christopher Young is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Chevy Chase Trust Company, where he has worked since 2022. Prior to this, he held roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2015 to 2022. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach that emphasizes diversification, long-term holdings, and tailored fixed-income strategies, combining trust, custody, and fund-management functions.

Steven Collins is a financial advisor at Kestra Advisory with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services Inc and Independent Financial Group. In addition to his advisory role, Collins sells term insurance and fixed annuities through Collins Capital Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Daniel Ialeggio is a CFP® with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles within various Steward Partners entities since 2016. Prior to that, he was affiliated with Raymond James Financial Services Advisors Inc. and co-founded Philleo & Ialeggio Wealth Strategies. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Steven Lynch is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services, Wells Fargo Clearing, UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, he provides notary services in Bethesda, MD. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients through a range of investment advisory, financial planning, pension consulting, and managed account programs with both discretionary and non-discretionary portfolio management options.

Simeon Spruill is a CFP® with three years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company. His prior roles include positions at Focus Partners Wealth, WMS Partners, and T3 Trading Group. Outside of financial advising, he works as a real estate salesperson with Fathom Realty. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach focusing on secular trends and uses a combination of equities, fixed income, ETFs, and alternative instruments, often emphasizing longer-term holdings.