James Barnette Jr. is a CFP® professional with 39 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also affiliated with LPL Financial, having previously worked at Raymond James Financial and Fixed Insurance Services. Barnette is involved with JTB International, Inc., a business entity he established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging proprietary and third-party investment strategies through various technology platforms.

Michael O'Leary is a financial advisor at Focus Partners Wealth, LLC with Series 65 credentials and six years of industry experience. Prior to joining Focus Partners in 2024, he worked at The Colony Group, LLC, Lowell Blake & Associates, and State Street Bank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brian Hutt is a financial advisor with Eagle Strategies (New York Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has roles with multiple related entities including AP Benefit Advisors, LLC and Bluepoint Financial, LLC. Outside of advisory work, he is involved as an investor in a popcorn company and holds investor roles in a community bank and a holding company related to life insurance. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Luis Mendoza is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Jacqueline Lonnerdal is a financial advisor at Hightower Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. She also serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of portfolio construction strategies.

Jonathan Kobets is a financial advisor with Chevy Chase Trust Company, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at UBS Financial Services, AllianceBernstein Investments, Inc., and Neuberger Berman LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management along with personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, blending fiduciary trust and custody functions with investment management.

J. Hunter Hart is a CFP® professional with 14 years of experience, currently serving as an investment advisory representative at CWM, LLC. He has held roles at Cetera Wealth Services, LLC, Equity Planning, Inc., and LPL Financial. Hart is also involved in expense management through a separate business venture. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with various sub-advisory and customization tools.

Carol Castillo is a financial advisor with Kestra Advisory in Reston, VA, holding a Series 66 license and nine years of industry experience. Her prior roles include positions at Marjon Management Advisors LLC, Valic Financial Advisors, and Itau Bank. She is also a registered representative for CURO Private Wealth, where she manages client relationships and supports financial planning and portfolio analysis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base, including large institutional investors and sovereign wealth funds.

Samuel Sandler is a financial advisor at Cerity Partners LLC with 35 years of industry experience. Prior to joining Cerity Partners in 2026, he worked at SOL Capital Management Company for 38 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Scott Dillie is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Capital Fiduciary Advisors, LLC for three years. He holds a Series 63 license and is based in Reston, VA. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Joming Chiang is a CFA® charterholder currently with Cerity Partners LLC, where he has worked since 2026. He has two years of industry experience, with prior roles at SOL Capital Management Company, Universal Investment, DWS, and BlackRock. Outside of finance, he spent time engaged in extended travel between 2016 and 2017. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, while also offering specialized private-market investments and affiliated services such as pension consulting and insurance solutions.

Frank Bartolini is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm operates a fiduciary advisory model and offers multiple managed account options, including customized portfolios and model-driven strategies.

Diana Roble is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials and five years of industry experience. Her background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Brightwheel, as well as co-owning Vivi Luxe LLC, a bakery business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates.

Oleksa Gerlak is a CFA® charterholder with 15 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at ProShares and CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

Michelle Barry is a Series 66-licensed financial advisor with 29 years of industry experience, currently with Transamerica Financial Advisors. Her career includes roles at Grove Point Investments, H. Beck, and Hornor Townsend and Kent. At Transamerica, she may also perform home office functions supporting other business units. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party investment models, supporting both discretionary and non-discretionary program options.

Jennine Lacroix is a Certified Financial Planner (CFP®) with 27 years of industry experience. She has been with Wealthspire Advisors in Annapolis, MD since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management, financial planning, and trustee services, using an institutional-style asset allocation approach and a mix of investment vehicles.

Rosani Hernandez Madrid is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior work includes roles at OneMain Financial and NYLIFE Securities LLC. Outside of her advisory work, she owns and manages a residential rental property. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations to meet client and Plan Sponsor objectives within an integrated New York Life affiliate structure.

Joseph Lamoglia is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth and Potomac Financial Private Client Group, LLC since 2012, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Karly Holland is a CFP® professional at EP Wealth Advisors with six years of industry experience. Prior to joining EP Wealth Advisors in 2026, she worked at Divergent Planning, LLC and Moisand Fitzgerald Tamayo, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Alex Dansberger is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several firms including LPL Financial and Planning Solutions Group. Outside of advisory work, he dedicates time as a financial advisor involved in fixed insurance activities. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class-based allocations that combine passive and active management, supported by an internal Investment Committee and a range of implementation tools.