Afya Gabriel is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at 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, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.

Jason Twomey is a financial advisor at Oppenheimer with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oppenheimer since 2011. Outside of his advisory role, he serves as a trustee for several family trusts, including those for his son and deceased father, without compensation. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

Claire Weil is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Outside of her advisory work, she manages a rental property in Scotland, handling income and expense tracking and occasional interaction with the management company. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment and wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach and integrates fundamental and quantitative analysis with affiliated service companies and product relationships.

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 the Series 63 and Series 66 designations and has previously worked at Citizens Bank, HSBC Bank, Bank of America, and Nordstrom. Outside of financial services, she works as a freelance cosmetic brand representative for Estée Lauder. HSBC Securities (USA) Inc. provides managed account programs for a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment programs supported by a structured risk-profile framework and partnerships with global asset and fund management specialists.

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.

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 CFP® and ChFC® with 25 years of industry experience. She is currently a senior wealth advisor and managing partner at Stratos Wealth Partners, Ltd, joining the firm in 2024. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Service, LLC. Additionally, she provides divorce financial counseling through her businesses, offering services that analyze the financial effects of divorce settlements and related planning. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of personalized portfolio management and financial planning services through a network of independent investment adviser representatives using an open-architecture platform.

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.

Kim Galbreath is an advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. Although new to advisory roles with less than a year of industry experience, Kim has worked since 1998 at the United Association National Pension Fund, where they serve as Pension Payment Services Supervisor managing pension analyst operations and process improvements. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Mitchell Lerner is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2016. 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 through brokerage services, financial planning, consulting, and various advisory programs, combining in-house portfolio management with third-party managers.

Susan Cantus is a Series 65 licensed advisor at Hightower Advisors with 29 years of industry experience. She was previously with IA Farr, Miller & Washington, LLC for 25 years before joining Hightower Advisors in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.