Allison Dunlap is a financial advisor at Farther with eight years of industry experience. She holds a Series 65 designation and has worked at several firms, including Harbour Capital Advisors, Pennington Partners & Co., and Wealthcare Advisory Partners. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Max Meltzer is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2015. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. Wealthspire employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

Matthew Burnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. His career includes 11 years at Wells Fargo Securities and multiple roles at Guardian Life and Park Avenue Securities since 2020. Outside of his advisory work, he serves as Treasurer for Washington Men's Camerata, Inc. and Mastersingers USA, Incorporated, and is active in Master Networks. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs using both proprietary and third-party models.

Hermann Cruz is a financial advisor at TIAA-CREF with six years of industry experience and a Series 66 designation. His prior roles include positions at Bank of America, Merrill, and the DC Government Office. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm distinguishes between point-in-time planning and ongoing discretionary management, applying a fiduciary standard to its RIA services.

Patrick Mccarthy is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2026. His prior roles include positions at Btig LLC, Carbon Advisors, Capewell Aerial Systems, and Neptune Holding. Oppenheimer provides a range of advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering various programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of late 2025.

Michael Kitces is a CFP® and ChFC® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, and Pinnacle Advisory Group, Inc. He is the founder and chief contributor of Kitces.com, a platform dedicated to financial planning education, and is also a co-founder of XY Planning Network, AdvicePay, and fpPathFinder, businesses focused on supporting financial advisors and the planning profession. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, and institutional clients, offering investment management, financial counseling, family office services, retirement plan fiduciary support, tax and business management, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a broad platform of affiliated service companies and product relationships.

Todd Olsen is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has prior experience working at Volvo Group and Komatsu Mining Corp. and has been with his current firms since 2025 and 2026. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Yu Huang Lee is a CFA® charterholder and Series 63 licensee with three years of experience in financial advising. He has worked at Transamerica Financial Advisors since 2020 and concurrently holds roles at VW Credit Inc. and World Financial Group, Inc. Lee’s background also includes six years at Capital One Bank. In addition to his advisory work, he is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, estates, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through a large network of advisors and multiple program platforms.

Ali Azam is a financial advisor at PNC Wealth Management in Washington, DC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Wells Fargo Bank, T. Rowe Price, Morgan Stanley, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and authorized third-party strategists for portfolio implementation.

Nicholas Cipollone is a financial advisor at Hightower Advisors with the Series 65 designation and two years of industry experience. He has worked at several firms, including Stout Risius Ross and Vallit Advisors, prior to joining Hightower. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Kenneth Shall Jr. is a CFP® with 25 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held roles at both firms since 2016 and operates as an independent insurance agent. In addition to his advisory work, he is a commissioned notary. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Thomas Regan is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Keystone Asset Management. He also has a background in education, having worked at Virginia Tech University and Marshall High School. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation strategies, proprietary quantitative screens, and access to private-market investments to build client programs.

Laura Siragusa is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding a Series 66 designation and bringing 11 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney and Ally Invest Securities LLC. She currently operates across multiple affiliated entities, including Alpha Solutions Group LLC and Nylife Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, defined contribution and benefit plans, and charitable and corporate clients, delivering tailored advice through various program types and emphasizing non-discretionary asset management.

Nancy Cuellar is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Janney Montgomery Scott since 2024 and previously spent nine years at Wells Fargo Clearing. 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 plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Kaitlyn Fanaroff is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Rockefeller Financial LLC and has prior experience with J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill, and Bernard R. Wolfe and Associates. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform, providing a range of discretionary and non-discretionary solutions across multiple asset classes.

John Bromhead is a financial advisor at Truist Advisory Services holding Series 66 and Series 63 licenses. He has recent experience at Truist Advisory Services and Truist Investment Services, as well as Morgan Stanley. Prior to his advisory career, he worked in roles outside finance, including at Onelife Fitness and Crunch Fitness, and has been affiliated with American University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers solutions such as asset allocation analysis, fiduciary support, participant advice, and a third-party manager selection program, implementing strategies through a combination of discretionary manager relationships and consulting services.

Gerald Scheinman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 65, Series 63, and Series 66 credentials and having 10 years of industry experience. His prior work includes 15 years at United States Anesthesia Partners. Outside of his advisory role, he is an investor in an Italian deli in Washington, DC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Phyllis Afriyie is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is the owner of Prime Textile Group LLC, a dry cleaning business based in Rockville, MD. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including in-house research and derivatives services.

Matthew Brock is a CFP® with 23 years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously spent nine years at Divergent Planning, LLC and seven years at H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services including tax preparation and estate-document preparation for qualifying clients.

Lars Okeson is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2020, following a four-year tenure at Pagnato Karp Partners, LLC. Okeson serves on the accounting board of the College of William & Mary’s Raymond A. Mason School of Business. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and conducting structured due diligence to tailor portfolios to client objectives and risk profiles.