Scott Hall is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors since 2008. He also holds Series 63 and Series 66 licenses and has been affiliated with Agia since 2022. Outside of his advisory role, he is involved in a private mortgage business in Hagerstown, Maryland, primarily managing loan payments. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.

Lanta Evans is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Wike Financial, LLC, Raymond James Financial, LEM Financial Services, LLC, and Morgan Stanley DW Inc. Since 2008, she has owned LEM Financial Services, LLC, providing financial and business consulting unrelated to investment advisory. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by sub-advisory arrangements and platform integrations.

Harold Michael is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including MissionSquare Investment Services and PFS Investments Inc. Outside of finance, he is engaged as a ride-sharing and food delivery driver. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and third-party strategies with technology-enabled tools to manage primarily non-discretionary accounts through a large network of advisors.

Evan Nowack is a financial advisor at Hightower Advisors with 29 years of industry experience. He has held positions at Hightower Securities, LLC and Hightower Advisors since 2011. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Phillip Nguyen is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at StoneBridge Advisors LLC and several positions at the University of Maryland. Outside of finance, he has worked in the food service industry at Roggenart Bakery and Glory Days Grill. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage roughly $29.2 billion across close to 300,000 clients.

Ramona Mockoviak is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 13 years before joining Chevy Chase Trust in 2022. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships through a combination of trust, custody, and fund-management roles.

Anne Lamb is a CFP® with 28 years of experience in the financial industry, currently serving as an advisor at Truist Advisory Services. Her career includes extensive tenure with Truist and its predecessor entities, including SunTrust and BB&T. She serves on the board of The Campagna Center, a nonprofit organization focused on educational and social development programs in Alexandria, Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary manager relationships supported by advanced research and inter-affiliate integration.

Angela Clardy is a financial advisor with Citigroup Global Markets in Washington, DC. She holds the Series 66 designation and has 11 years of industry experience, all of which have been with Citi Private Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

Christopher Brian is a financial advisor at PNC Wealth Management in Columbia, MD, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Finalis Securities LLC, Maverick Capital LLC, NewEdge Wealth, and UBS Financial Services Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend investment strategies implemented via mutual funds and ETFs.

Cathy Achter is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Merrill, IA Merrill Lynch, Pierce, Fenner & Smith, and Bank of America, N.A. 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 a consolidated investment platform with access to direct portfolio management, third-party managers, and alternative investment vehicles.

William Blake III is a financial advisor at Steward Partners Investment Advisory, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, high-net-worth clients, institutions, and charitable organizations, offering a range of advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Sean Jupitz is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has worked with various entities affiliated with Bankers Life since 2012. Outside of advising, he is involved in insurance services as an agent. Bankers Life Advisory Services, Inc. serves primarily mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Gehret Shemeld is a financial advisor at Rockefeller Financial LLC with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill. Shemeld is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and utilizes a Private Advisor model alongside its Rockefeller Global Investment Management platform to deliver a range of investment solutions across asset classes.

Catherine Mulcahy is a CFP® professional with seven years of experience in financial advising. She has worked at Hightower Advisors since 2021 and previously spent eight years at Alexandria Capital, LLC. Mulcahy serves as a board member leading the Membership Committee for the Financial Planning Association National Capital Area chapter. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering both proprietary and third-party investment options tailored to a wide range of portfolio needs.

Gulsanga Jalawan is a financial advisor with Integrated Wealth Concepts LLC in Arlington, VA, holding a Series 66 designation and 23 years of industry experience. She has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Her other business activities include providing disability, traditional life, and term life insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a broad network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios with a primarily long-term approach implemented through mutual funds, ETFs, equities, and fixed income.

Joseph Hosi is a financial advisor with Rockefeller Financial LLC in Arlington, VA, holding a Series 66 designation and five years of industry experience. He has been with Rockefeller Financial since 2019, following a brief tenure at Merrill and prior experience at Virginia Polytechnic Institute and State University. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Derek Smith is a CFP® professional with 16 years of industry experience, currently serving at Truist Advisory Services. His work history includes roles at SunTrust Advisory Services and SunTrust Bank, where he has been employed since 2012, as well as prior positions at Capital One Financial Advisors LLC and Signator Investors, Inc. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Patrick Bransford is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Oppenheimer, having joined in 2025, and has prior experience at firms including Wells Fargo, Bank of America, Merrill, Morgan Stanley, Citigroup, and Prudential Equity Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Sean Wilson is a financial advisor with TIAA-CREF in Washington, DC, holding Series 63, 65, and 66 licenses and having 22 years of industry experience. He has worked at TIAA-CREF since 2012 and previously with UBS Financial Services and Legg Mason Wood Walker, Incorporated. 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, frequently serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized management within a vertically integrated structure that includes affiliated funds.

Jill Beaudry is a financial advisor with Carson Wealth in Washington, DC, holding Series 63 and Series 66 credentials and possessing seven years of industry experience. Her prior work includes roles at Cetera Wealth Services and Family Wealth Guidance, where she also serves as a client relationship and operations manager. Additionally, she holds a notary public commission. Carson Wealth is an SEC-registered enterprise platform that manages approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios while providing tailored investment solutions and integrated custodial and technology support.