Ann Marie Hindley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Her prior experience includes roles at FJY Financial, HomeMaker, and RH Paradis & Associates. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

John Witcher is a CFA® charterholder with 15 years of industry experience. He has worked at MAI Capital Management, LLC since 2023 and previously spent 13 years with Cambridge Associates, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services into client relationships.

Thomas Raby is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at RiskSpan, Inc. and the Jadan Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, tailoring recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Anthony Slovick is a CFA® charterholder and holds Series 63 and Series 66 licenses, with seven years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2023, previously serving at Bank of America N.A. and Merrill from 2020 to 2023, and Hancock Whitney Bank from 2007 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services using technology platforms from Envestnet and custody through Pershing.

Dianne Nolin is a CFP® with 34 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. Her prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. She is a managing partner at Argent Bridge Advisors and is involved in providing educational content and financial planning related to divorce. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary and third-party platforms for portfolio management.

Sanjeev Butani is a ChFC® credentialed advisor with 19 years of industry experience, currently with Eagle Strategies (NY Life). His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, and AIG. Outside of his advisory work, he is involved in insurance brokering and property and casualty sales. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers a range of programs tailored to client objectives, emphasizing non-discretionary asset management and advisory services linked to insurance and annuity products.

Harrison Quimby is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Curi Capital. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

K Kennedy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to this, Kennedy worked at several firms including Royal Alliance Associates, Seia LLC, SII, EF Legacy Securities, and Edelman Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, direct indexing, and other platforms, while also providing specialized services such as retirement plan consulting and charitable advisory.

Matthew Smith is an advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served five years in the U.S. Coast Guard. Outside of his advisory role, he is involved with the Burke Athletic Club. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios from approved managers.

Jennifer Stover is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Sandy Spring Bank. Outside of her advisory role, she has authored four books under the pen name Penelope Aaron. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Joel Levesque is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial industry. He has been with J.W. Cole Advisors, Inc. since 2012. Levesque serves as Chief Financial Officer for Army Emergency Relief, a nonprofit providing grants and no-interest loans to soldiers and their families. He is also a member of the Board of Trustees Development Committee at Thornton Academy, a private high school. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm’s advisers use a variety of fundamental and technical strategies and provide both discretionary and non-discretionary account management.

Bassem Beaini is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held roles at Eagle Strategies since 2010 and operates several affiliated firms, including B & H Financial Services Inc. and Blueprint for Financial Success. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types with an emphasis on tailoring recommendations and managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Marguerite Wiese is a CFP® credentialed financial advisor with nine years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Herndon, VA. Her prior roles include positions at Eldenstreet Financial and New York Life, among others. Outside of her advisory work, she serves as a co-chair and precinct captain for the Braddock District Democratic Committee and is a director for the Park West Community Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm emphasizes tailored advice delivered through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Brian Bourdon is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo, Truist Advisory Services, and NY Life. Outside of his advisory work, he hosts a podcast titled "Happy Hour at the End of the World," focusing on current events. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Dylan Hayes is a financial advisor at Truist Advisory Services with one year of industry experience. Prior to his advisory role, he served in the United States Navy and currently holds a position as a Navy Diver in the United States Navy Reserve. He holds the Series 66 designation. 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 solutions including asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Panorea La Venuta is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight and operates with significant institutional scale and market roles, including swap dealer and futures commission merchant activities.

Martin Hickey III is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has one year of industry experience, including recent roles at Private Advisor Group and LPL Financial, and previously worked for The Chem-Met Company for 19 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary and third-party platforms and follows a fiduciary-based advisory model.

Zak Irizarry is a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. His prior roles include positions at Charles Schwab Bank, Professional Group Plans, AXA Advisors LLC, and Retro Fitness. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

Gerson D'souza is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. He has been with TD Private Client Wealth LLC since 2023 and has a total of 16 years at the broader TD Wealth organization. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custodial services.

Damien Laruffa is a Series 65-licensed financial advisor with 11 years of industry experience, currently with J.W. Cole Advisors, Inc. since 2019. He previously worked at Global Financial Private Capital, LLC and has operated LaRuffa Financial Group since 2008. Outside of advisory work, he serves as a youth basketball referee for the Southwestern Youth Association during the winter season. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.