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 with First Command Advisory Services in Woodbridge, VA, holding Series 63 and Series 65 licenses and two years of industry experience. Her background includes service in the US Army from 2016 to 2019 and roles at various First Command entities since 2023. Outside of financial services, she has experience in homemaking and worked at Hampden Optical. First Command Advisory Services, Inc. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers from prescreened lists.

Kathryn Risch is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Buckingham Strategic Partners and Savant Capital Management in various capacities over the past two decades. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and serves retirement plans with discretionary fiduciary responsibilities, supporting a high client and asset load per advisor.

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, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 18 years of industry experience, including prior roles at Morgan Stanley, NYLife Securities, and Strategic Financial Associates. Fischer operates his own firm, Fischer Financial Services, Inc., alongside his work at United Planners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with both advisory and brokerage services. The firm features a mainly non-discretionary asset management approach and a limited-partnership ownership structure involving many financial professionals.

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.

Violette Depagnier is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she works as a beauty consultant at Palm Beach Tan. 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 offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Douglas Woodward is a CFP® professional with 28 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank, N.A. since 2017, following roles at Wells Fargo Clearing and Banc of America Investment Services. 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 clients, utilizing a combination of affiliated and third-party sub-managers within a structured asset allocation framework.

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.

Laura Fitzpatrick is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Tina Truax Mccuin is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 12 years of industry experience. She has been with TD Private Client Wealth since 2012 and previously worked at Wells Fargo Clearing Services, LLC. Outside of her advisory role, she serves in leadership positions on several boards, including chairing the National Risk Retention Association and leading committees for the International Center for Captive Insurance Education and the Recreation Risk Retention Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services through established technology platforms.

Linda Cheng is a Series 66 licensed financial advisor with 21 years of industry experience. She has worked at VOYA Financial Advisors, Inc. since 2015 and previously held positions at Ameriprise. In addition to her advisory work, she is a certified yoga instructor through her own business, Dragonfly Method LLC. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes both in-house and external strategies, providing many accounts on a non-discretionary basis while also offering select discretionary management options.

Akash Tailor is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA, among others. TD Private Client Wealth LLC offers 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 both affiliated and third-party sub-managers.

Jeremy Staadeker is a CFP® with 15 years of experience in the financial advisory industry. He is currently a financial advisor at Steward Partners Investment Advisory, LLC and has held various roles within Steward Partners entities since 2017. Prior to joining Steward Partners, he worked at Raymond James Financial Services and Wells Fargo Clearing. Staadeker co-leads The Staadeker Wealth Management Group and is involved with NOVA Retirement Strategies as a financial advisor operating under that team name. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory services including portfolio management and financial planning, offering both discretionary and non-discretionary solutions through multiple platform partnerships.