Jason Twomey is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Oppenheimer for a total of 17 years since 2006. He serves as a trustee for multiple family trusts but does not receive compensation for these roles. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment and retirement services using both discretionary and non-discretionary approaches, managing a broad range of equity, balanced, and fixed-income portfolios.

Charles Beal is a ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Truist Advisory Services since 2016, having previously worked at SunTrust Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Claire Weil is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Wells Fargo Advisors, and Prudential Equity Group, LLC. Outside of advising, she manages a rental property in Scotland, handling tax reporting and occasional maintenance coordination. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Lauren Rathsack is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Prior to joining Wealthspire Advisors in 2025, she worked at Janney Montgomery Scott and InFocus Financial Advisors. She is involved with the Baltimore Estate Planning Council. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a customized, relationship-driven approach with institutional-style asset allocation and utilizes a variety of investment vehicles and third-party platforms to manage client portfolios.

Jared Ganzert is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Truist Bank from 2021 to 2025. Prior to his financial services career, Jared had roles outside the industry, including at TIMS Rivershore Restaurant and Therapy and Life Counseling, LLC. 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 that combines discretionary and non-discretionary strategies supported by technology and inter-affiliate integration.

Joi Thompson is a Series 66 licensed financial advisor with 10 years of industry experience. She is currently with Citigroup Global Markets, where she has worked since 2022, following prior roles at JP Morgan Chase and Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including swap dealer and futures commission merchant activities.

Madison Hamilton is a financial advisor with Hornor, Townsend & Kent, LLC, holding the Series 66 designation and three years of industry experience. Prior to joining Hornor, Townsend & Kent, Madison worked at Penn Mutual/Aspire Wealth Planners and is currently employed as a field hockey coach at Paint Branch High School. Madison is also involved in multiple administrative assistant roles supporting insurance and investment services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a range of third-party asset manager relationships, managing both discretionary and non-discretionary accounts.

James Eichelberger is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. He has been with Wealthspire Advisors since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Kenneth Brown is a Series 66 licensed financial advisor with 24 years of industry experience, currently affiliated with Truist Advisory Services. He has been with various Truist entities since 2012, including Truist Investment Services and Truist Advisory Services. 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 that incorporates discretionary and non-discretionary strategies supported by AI-enabled research tools and inter-affiliate integration.

Ernest Kwong is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has been with the firm since 2025 and has prior experience working in education and retail sectors, including roles at Towson University and CVS Pharmacy. Kwong also served on the Maryland Council on Economic Education in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Adam Deal is a financial advisor with Rockefeller Financial LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at BB&T Bank and Securities, Truist Advisory Services, and Rockefeller Capital Management. He is also a member of DNA Holdings LLC, an investment holding company for personal passive investments. 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 securities transactions, variable insurance products, and placement and investment banking services.

Elmira Tasharofi is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citizens Bank, HSBC Bank, Bank of America, and Nordstrom. Outside of financial services, she is a freelance cosmetic brand representative for Estée Lauder. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process combining strategic and tactical asset allocation with global fund due diligence, providing both client-directed and discretionary portfolio options.

Sien Vernyns is a CFP® certificant with one year of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, Vernyns worked at The Family Firm for a total of nine years, interspersed with brief periods outside the industry. Vernyns holds a minor ownership interest in a family paint business based in Belgium. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven, asset-allocation approach using a proprietary “Focus List” and offers discretionary wealth management, fiduciary services, and outsourced CIO solutions.

Craig Bennett is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is a partner in TRIADVISE, a firm engaged in insurance and investment product sales and financial planning. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions and operates under both advisory and broker-dealer registrations.

Nikolas Naymik is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has four years of industry experience, including roles at Equitable Advisors and Evolution Capital Group. Prior to his advisory career, he worked in the hospitality sector at Copper Canyon Grill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Bryan Keane is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Alexandria Capital and Opus Advisory Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, using proprietary research and various portfolio construction techniques.

Michelle Muhammed is a CFP® and ChFC® professional with 25 years of industry experience. She currently serves as a financial advisor at Stratos Wealth Partners, Ltd and has previously worked with firms including Financial Engines Advisors, Edelman Financial Service, and Fidelity. In addition to her advisory role, she provides divorce financial counseling through an unrelated business focused on helping clients understand the financial implications of divorce settlements. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

Anne Lurton is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Janney and its predecessor firms since 1990. 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 plans, and charitable organizations, offering brokerage, financial planning, consulting, and wrap/advisory programs.

Mitchell Lerner is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the financial services sector since 2000, including tenures at UBS Financial Services and Wells Fargo Clearing before joining Janney Montgomery Scott in 2016. 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 with brokerage services, financial planning, consulting, and multiple advisory programs, employing both in-house and third-party portfolio management solutions.

Seythe Leffall Mc Coy is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc, Axon, Inc., Republic Services, Booz Allen Hamilton, and the Association for American Railroads. Outside of his advisory role, Mc Coy is involved in several community and alumni organizations, including serving as Immediate Past President and 2nd Vice President in chapters of the National Hampton Alumni Association, as well as participating in personal safety instruction and disaster relief volunteering. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and implements portfolios via approved model strategies using mutual funds and ETFs, with portfolio management delegated to third parties.