Jennifer Baick is a CFP®-certified financial advisor at Mercer Global Advisors Inc. with 20 years of industry experience. Her career includes roles at Freestone Capital Management, Positive Delta Asset Management, and Cetera firms prior to joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach with globally diversified portfolios implemented through low-cost ETFs, separate account managers, and other investment vehicles.

Sun Min Kim is a CFP® with six years of experience in the financial industry, currently practicing at Equity Services, Inc. in Fairfax, VA. Prior to joining Equity Services in 2020, Kim held roles at NeoImmunetech and National Life Group, and also works as a freelance translator. Outside of financial advising, Kim is involved in retail business management and serves as a statutory auditor for NeoImmunetech. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies alongside options for shorter-term trading and specialized instruments.

James Sinnott is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the CFP® and Series 66 credentials and has worked at firms including RBC Capital Markets, City National Bank, and Morgan Stanley. Sinnott serves as a finance council member for St. Monica parish, meeting monthly to review its financial standing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad client base, including sovereign wealth funds.

Mary Reilly Will is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 38 years of industry experience, including over three decades with Guardian Life. Outside of her advisory role, she serves as a trustee and executrix of her mother’s estate. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Jose Reyes is a Series 66 licensed financial advisor with six years of industry experience, currently with Truist Advisory Services. His prior roles include positions at Suntrust Investment Services, BB&T, and Bank of America. He serves as a board member of Love Church, a nonprofit religious organization, where he participates in budget and expense approvals. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enhanced research and extensive inter-affiliate integration.

John Dequattro is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2013. Outside of his advisory role, he is the lead guitarist in the Don Campbell Band and holds a minority ownership interest in Press Hotel Manager, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional, high-net-worth, and retail clients, offering portfolio management, financial planning, and access to a range of investment products through a combination of affiliated and third-party managers.

Joshua Monk is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been affiliated with Kestra Advisory Services, LLC since 2016, and with Kestra Investment Services, LLC since 2005. He serves retail clients as a financial advisor through Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors.

Colleen Stutz is a financial advisor with Eagle Strategies (NY Life) based in Fairfax, VA, holding the ChFC® and Series 63 credentials and bringing 25 years of industry experience. She has been affiliated with New York Life Insurance Co. since 2001 and operates Sonrise Strategies, LLC, through which she sells New York Life products and brokers non-registered insurance products. Outside of her advisory work, Stutz serves on the boards of BetterALife, a nonprofit providing meals for hungry families, and the Purcellville Business Association. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and charitable organizations. The firm provides multiple program types and emphasizes tailored advice, managing most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Maher Shoukr is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Advisors, LLC and H.Beck Inc before joining TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers to construct portfolios and offers financial planning support along with custody and reporting services.

Benjamin Thompson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has four years of industry experience, including prior roles at Brewer Law Firm and Charleston School of Law. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate operating arrangements.

Vanessa Alonzo is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. She previously worked at UBS Financial Services and UBS Bank USA for a combined 11 years before joining Steward Partners in 2023. Alonzo is involved with the Women's Leadership Alliance, supporting the expansion of its reach in businesses, communities, and colleges nationwide. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing investment advisory, financial planning, pension consulting, and managed account programs.

Connor Becton is a CFP® with two years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has held positions at several firms, including Corbett Road Wealth Management, Spire Securities, and Campbell Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves a diverse client base including 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 approximately 286 advisors serving over 13,000 clients.

Sanjay Tomar is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and has three years of industry experience. He previously worked at Merrill – A Bank of America from 2022 to 2024 and has been with TD-affiliated entities since 1999. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing portfolio management, financial planning, and custody through third-party custodians. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers using advisory technology platforms.

Kevin Carey is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Deloitte Consulting LLP for six years and served in the United States Navy for 23 years. 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 offers financial planning and multiple wrap-fee asset management programs using model portfolios and a centralized Investment Management Team to oversee manager selections and portfolio administration.

Ryan Bartholomew is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at The Colony Group, LLC and GW & Wade, LLC. Outside of his advisory role, he serves as an agent under power of attorney for the Roux Family, handling private investments, charitable grants, and personal transactions without compensation. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Samuel Landphair Henneke is a CFP®-certified financial advisor with one year of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at LPL Financial, Valeo Financial Advisors, Hopwood Financial Services, Virginia Tech, and St. Christopher's Episcopal School. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, constructing customized portfolios with a long-term approach while employing shorter-term trades for rebalancing or cash needs.

Vera Reich is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory work, she performs bookkeeping duties for a local music studio. 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, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management programs.

Robert Boyce III is a financial advisor with Truist Advisory Services in Manassas, VA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been affiliated with Suntrust Securities, Inc. since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm integrates discretionary and non-discretionary solutions, supported by third-party platforms and AI-enabled research tools, with a notable affiliation across Truist entities.

Kathy Ko is a ChFC® with eight years of industry experience, currently serving as a financial advisor with Eagle Strategies (NY Life) since 2025. She has held roles at Nylife Securities LLC and New York Life Insurance Co. since 2019, and previously worked at Estée Lauder Companies and Neiman Marcus. Ko volunteers as an election officer for Fairfax County, assisting with general and special elections. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a majority of assets managed on a non-discretionary basis.

Stephen Berardi is a CFA® charterholder with 19 years of industry experience. He has worked at Cresset Asset Management, LLC since 2020 and previously held positions at Pagnatokarp Partners, LLC and Abbot Downing. He is based in Reston, VA and holds a Series 65 license. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and private fund management across various asset classes.