Karen Foley is a CFP® and ChFC® with 28 years of industry experience. She has been with First Command Advisory Services since 2015 and affiliated with related First Command entities since 1998. First Command Advisory Services, Inc. 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, using a centralized Investment Management Team to design and manage its model portfolios.

Jackson Good is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at CitiGroup since 2022 and previously held roles at Bank of America, Merrill, UBS Financial Services, and Nelson Professional Staffing. Outside of his advisory work, Good serves as a college and high school basketball official in the San Francisco Bay Area. 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 specialized market roles, providing extensive advisory and execution services.

Mohammad Khan is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers diverse advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services.

Frank Bartolini is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. 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, often serving clients with pre-existing relationships through employer retirement plans. The firm operates a fiduciary advisory model and offers multiple managed account options, including customized portfolios and model-driven strategies.

Christopher Detmer is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services. Detmer serves on the advisory board of Ethos ESG, providing strategic guidance to the firm. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through Steward Partners-branded solutions and third-party money managers.

Diana Roble is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials and five years of industry experience. Her background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Brightwheel, as well as co-owning Vivi Luxe LLC, a bakery business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates.

Oleksa Gerlak is a CFA® charterholder with 15 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at ProShares and CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

Rosani Hernandez Madrid is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior work includes roles at OneMain Financial and NYLIFE Securities LLC. Outside of her advisory work, she owns and manages a residential rental property. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations to meet client and Plan Sponsor objectives within an integrated New York Life affiliate structure.

Stefana Stan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she worked at the State Employee Federal Credit Union and held various roles at Binghamton University and the Niskayuna School District. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, tactical allocation models, and affiliated Goldman Sachs capabilities to tailor solutions across multiple platforms and fee arrangements.

Tyree Chapman is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Fidelity Investments and McLean Asset Management Corporation. Chapman is based in Washington, DC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach utilizes proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Karly Holland is a CFP® professional at EP Wealth Advisors with six years of industry experience. Prior to joining EP Wealth Advisors in 2026, she worked at Divergent Planning, LLC and Moisand Fitzgerald Tamayo, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Morgan Haeberlin is a financial advisor at SPC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Grove Point Advisors, H Beck, and Fidelity Investments. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Andrea Dykes is a CFP® and holds a Series 66 license with 21 years of industry experience. She is currently affiliated with TLG Advisors, Inc. and has been a Managing Partner and agent at Howard Insurance since 2014. In addition to her advisory role, she is involved in the sale of fixed insurance products and acts as a referral source for health insurance and employee benefits. TLG Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and offers both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Makendy Massillon is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has been with Truist Advisory Services since 2016 and concurrently with Truist Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ittai Dvir is a CFP® with 16 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked at Independent Financial Group since 2011 and at Plotkin Financial Advisors since 2009. Dvir is an officer and director of several business entities including Monarch Global Partners, LLC, which offers institutional marketing and referrals, and he provides consulting services to a fund through ID Financial Advisors, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management utilizing both firm- and third-party models with a combination of passive and active investment exposures.

Jessica Lee is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at RBC Capital Markets and Morgan Stanley, where she served in various capacities from 2012 to 2025. 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 through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Dwayne Grady is a financial advisor at Prime Capital Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he teaches scuba diving as a dive instructor. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, family office offerings, and employs various investment strategies with both discretionary and non-discretionary account management.

Margaret Hunter Smith is a financial advisor at Oppenheimer with 25 years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services, UBS Financial Services, Merrill, and Morgan Stanley. Outside of her advisory role, she serves as a co-trustee of a family trust, assisting with administrative decisions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting, with a notable portion of assets managed on a non-discretionary basis.

Aaron Brachman is a CFP® with 24 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has worked with multiple Steward Partners entities since 2016 and previously held a role at Raymond James Financial Services. He serves on the advisory board of Ethos ESG, providing strategic guidance. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Nadira Deery is a CFP® professional with 24 years of industry experience, currently advising at Creative Planning since 2017. She previously worked at The Ayco Company, L.P./Mercer Allied from 2014 to 2016. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, providing investment advisory and financial planning services supported by a large advisory team and centralized investment infrastructure. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other portfolio management techniques.