Nicholas Balmer is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with TIAA-CREF since 2018 and previously worked at TD Ameritrade and Scottrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary model that includes customized and model-based investment approaches.

Glen Lambinicio is a financial advisor at Brown Advisory with 27 years of industry experience. He holds a Series 65 designation and has worked at IA Beaty Haynes & Patterson, Inc. since 1997. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a range of strategies including equity, fixed income, and sustainable-investment options.

Brian Ruther is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at SunTrust Advisory Services, SunTrust Bank, and Wells Fargo. He also serves as an adjunct instructor at George Washington University, teaching undergraduate courses in finance and leadership development. 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, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Paul Cusumano is a CFA® charterholder with five years of industry experience. He is currently an advisor at Allworth Financial, L.P. and has previously worked at Arthur Stein Financial, Morgan Stanley, and Point72 Asset Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite, pure-index, and specialized models such as Buffered Equity ETFs, and utilizes both discretionary and non-discretionary management approaches.

Jonathan Owens is a financial advisor with Commonwealth Financial Network in Ashburn, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2008. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Debritu Kassa is a CFP® with 19 years of industry experience and has been with Chevy Chase Trust Company since 2012. She holds Series 63 and Series 65 licenses. 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. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, emphasizing longer-term holdings and utilizing a combination of equities, fixed income, ETFs, and alternative funds.

Tracy Heichelbech is a financial advisor at First Command Advisory Services with 21 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Heichelbech has been with First Command Financial Services and its affiliated entities since 2005 and is also the owner of Tracy A Heichelbech LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular 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.

Edward Dobranetski III is a CFA® charterholder with 22 years of industry experience. He has been with Chevy Chase Trust Company since 2005. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversified portfolio construction, combining trust, custody, and fund-management roles.

Christopher Kiessling is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized approach with diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Brian Riley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has long-standing affiliations with Ameritas Life Insurance Corp, Ameritas Investment Corp., and Acacia Financial Advisors LLC. Riley is also licensed as an independent insurance agent, focusing on the sale and service of fixed insurance products including life, disability, and long-term care insurance, as well as fixed annuities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of portfolio management strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Paula Landau is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2015. She holds Series 63 and Series 66 licenses and is based in Bethesda, MD. Chevy Chase Trust Company advises high-net-worth individuals, families, and various institutional clients, offering investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining discretionary and non-discretionary portfolio management with trustee and custody services.

Deanna Tomasetti is a CFP® professional with 13 years of industry experience. She is currently with Creative Planning and has previously worked at Burt Wealth Advisors and McKinley Carter Wealth Services. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a broad range of retirement plan services.

Marcus Odinec is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company for 12 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Andrew Karr is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Outside of his advisory work, Karr serves on the investment committee for the United Jewish Endowment Fund and chairs the investment committee at Woodmont Country Club. 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 combines portfolio management, financial planning, and consulting with broker-dealer services and offers a consolidated investment platform delivering discretionary and non-discretionary solutions across multiple asset classes.

Natalie Jairath is a financial advisor with Integrity Alliance, LLC and holds a Series 65 designation. She has several years of industry experience, having worked at firms including Lion Street Advisors, Kestra Advisory Services LLC, Facet Wealth, StratWealth, & wealth, Snowden Lane Partners, and Cambridge Investment Research Inc. Outside of her advisory role, she serves as an account manager at Risk Strategies, a consulting and insurance solutions company. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and varied advisory services through a combination of discretionary accounts, model portfolios, and third-party sub-advisers.

Stephen Zelcer is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes roles at Shober Zelcer, National Planning Corporation, and operating his own firm, Stephen Zelcer, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, supporting client investments with due diligence and access to multiple management platforms and third-party solutions.

Christopher Lawson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Valerie Kaiser is a CFP® with 30 years of experience in the financial services industry. She has worked with Eagle Strategies (NY Life) since 2004 and has held roles at Mahoney & Associates and Mahoney Financial Organization. Kaiser serves as a board member for ProVisors, a national business networking organization, where she leads a local group in the DC Metro area. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Junghyun Lee is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Lee has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and was previously with EldenStreet Financial and Heritage Financial Place, Inc. since 2015. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Samantha Cooke is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She previously worked at Kaplan Financial Group and spent seven years at George Mason University. Outside of her advisory role, Samantha hosts a local trivia event called District Trivia in Woodbridge, VA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, compliance, and practice management.