Jonathan Jagolinzer is a CFP® professional with 21 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and has been affiliated with The George Washington University since 2003. 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 provides a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Suzanne Moran is a financial advisor at TD Private Client Wealth LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Jamie Blum is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Triad Hybrid Solutions, Triad Advisors, Councilor, Buchanan & Mitchell, Financial Divorce Solutions, Certified Contractors Network, and Maggio Roofing Co. Blum serves as President-Elect of the DC Academy of Collaborative Professionals, a nonprofit focused on education and networking for collaborative divorce professionals. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and consulting services delivered through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

David Weiss is a financial advisor at &PARTNERS with the ChFC® designation and Series 63 and 65 licenses. He has five years of industry experience and previously worked at firms including Wells Fargo Clearing, Creative Planning LLC, and AMJ Financial Wealth Management LLC. &PARTNERS serves a wide range of clients, including high-net-worth individuals and institutional entities, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers discretionary and non-discretionary portfolio management through both in-house advisors and vetted third-party managers.

Steven Zeigler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2023 and has been with Charles Schwab since 2018. Prior to joining Schwab, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal asset-allocation models and research tools, with client-tailored recommendations and trades executed only with client authorization.

Ashley Galvin is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management, financial planning, and retirement consulting services.

Christopher Airey is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. Prior to these roles, he spent over two decades at Spire Wealth Management, LLC. Outside of his advisory duties, Airey is president and owner of Corbett Road Capital Management, an affiliated registered investment adviser formed through a joint venture with Spire Wealth Management, and he is also an independent insurance agent. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, long-term portfolios and affiliated sub-advisory arrangements.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets through over 1,100 advisors.

Alana Light is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has previously worked at McLean Asset Management Corporation and Eagle Strategies, among other firms. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, retirement plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private markets.

Samantha Stidham is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she served in the US Army from 2016 to 2019 and has experience in other roles including Hampden Optical and homemaking. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs, employing a centralized Investment Management Team that selects model portfolios and third-party managers from approved lists.

Kathryn Risch is a financial advisor at Focus Advisor Solutions, LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes multiple roles at Savant Capital Management and Buckingham Strategic Partners, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving a relatively small advisor base with a substantial regulatory asset volume.

Tu Nguyen is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platform and manager arrangements, and integrates affiliated services including Truist Investment Services and Truist Bank sweep features.

Vincent Yuen is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience and has been with TD Private Client Wealth LLC since 2023. Prior to this, he was affiliated with TD Waterhouse Canada Inc. beginning in 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Jeffrey Fischer is a financial advisor with United Planners Financial Services of America and holds the ChFC® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience with prior roles at Morgan Stanley, Strategic Financial Associates, and NYLife Securities. Fischer also operates Fischer Financial Services, Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a primarily non-discretionary asset management approach.

Sonia Castillo Smith is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with HSBC Securities since 2011 and HSBC Bank USA N.A. since 2012. Outside of her advisory role, she is a member of the Rotary Club of Dulles International Airport, where she volunteers on community service and scholarship committees. HSBC Securities (USA) Inc. offers managed account programs to a range of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with due diligence from HSBC Global Asset Management and affiliated providers, operating programs that serve both discretionary and client-directed portfolios.

Douglas Woodward is a CFP® professional with 27 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2017, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Evgeniya Komarova is a CFP® and Series 66 professional with seven years of industry experience. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab, having previously worked at Bank of America and Merrill. Komarova is based in Tysons Corner, VA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm relies on Charles Schwab & Co.’s asset-allocation models and research tools to offer tailored recommendations, with trades executed only upon client authorization.

Andrew Baron III is a financial advisor with Concurrent Investment Advisors, LLC in McLean, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Spire Investment Partners, LLC and Costco Wholesale Corporation. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of roughly 286 advisors serving over 13,000 clients.

Keenan Stout is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management LLC. He has been involved with the Evergreen Lacrosse Club outside of his advisory work. Mercer Global Advisors provides comprehensive investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified portfolios implemented through a range of vehicles including ETFs, index funds, and private funds, alongside a broad suite of specialized financial and consulting services.

Luke Jackson is a CFP® and holds a Series 63 license. He has one year of industry experience and is currently with Mercer Global Advisors Inc. Prior to joining Mercer, he worked at NYLife Securities LLC and New York Life Insurance. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various specialized programs and platforms.