Kristen Comeau is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience and holds a Series 65 designation. She previously worked at Naqvi-Van Ness Asset Management before joining Mercer Global Advisors, where she has been since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, and other vehicles, and it provides a range of specialized advisory and educational services.

Claire Voorhees is a financial advisor at Chevy Chase Trust Company with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo and Saybrook Fund Advisors. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing discretionary and non-discretionary investment management along with trust, custody, and financial planning services. The firm employs a thematic investment approach focused on macro trends and sector themes, combining fiduciary trust and custody functions with investment management.

Clara Montanez is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, previously holding positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, Montanez serves as a Rotary International Representative to the World Bank and is a member of the finance and audit committees at the Cosmos Club in Washington, DC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Frances Goldman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Frango Financial LLC for 15 years. Goldman is involved with several nonprofit organizations, including the New Israel Fund and Avodah, where she participates in leadership and advisory roles supporting social and democratic causes. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Jonathon Gunn is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2022. His prior roles include positions at HSBC Securities and SunTrust Advisory Services. He is a board member of Shepherd's Table, a nonprofit addressing food insecurity and homelessness through various support programs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Marshall Dearden is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at multiple firms, including Ameritas Investment Corp and M&T Securities, and is involved in investment management and portfolio trading through his roles at Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Ioannis Papadimitris is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, 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.

Michael Thigpen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following five years at RBC Capital Markets. Outside of his advisory role, he manages multiple rental properties in the Washington, DC area jointly with his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and supports both discretionary and non-discretionary portfolios, combining large institutional scale with unique market roles.

Rebekah Porter is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, RBC Capital Markets, Nylife Securities LLC, and SFA LLC. She joined MAI Capital Management in 2025. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and provides a customizable investment approach across multiple asset classes and strategies, integrating financial planning and other services into client relationships.

Aldric Johnson is a financial advisor with Eagle Strategies (NY Life) in Laurel, MD, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Crystal Clear Financial Group, Reveal Wealth, and Strategic Financial Associates. Outside of advisory work, he serves on the Board of Trustees for Holy Trinity School and owns an e-commerce business, The Ebony Exchange, LLC, which sells niche skincare, candles, and books. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types designed to tailor recommendations to client objectives, focusing primarily on non-discretionary assets and serving both individual and institutional clients.

John Cermak is a CFP® professional with 36 years of industry experience, currently serving at First Command Advisory Services since 2015. He has held positions at related First Command entities since 1989. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios from prescreened managers and approved investment options.

Stephen Sydor is a financial advisor with HSBC Securities (USA) Inc. in Washington, DC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at HSBC Bank USA, N.A. and HSBC Securities since 2015. Sydor also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed portfolios to fully discretionary accounts, utilizing strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliates.

India Johns is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 26 years of industry experience, including prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Oppenheimer. Outside of her advisory work, she is the owner and partner of Sweetly Baked By J LLC, a bakery business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and alternative investment placement services.

Andre Muhammad is a financial advisor with Transamerica Financial Advisors holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He also works part-time as an MRI technologist at several medical imaging centers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party investment model portfolios.

Hina Jumani is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. Outside the financial services industry, she serves as a director of Alayah Corp, a software development company. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, supporting both discretionary and non-discretionary portfolios across various client segments.

Shannon Mc Greevy is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Mc Greevy has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large 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 plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Diane Croce is a financial advisor with Truist Advisory Services in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with SunTrust Advisory Services and related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and a manager-selection program. The firm’s approach integrates discretionary and non-discretionary management through third-party platforms and emphasizes inter-affiliate coordination across Truist’s financial services.

Ian Seebachan is a financial advisor with Truist Advisory Services in Laurel, MD, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2012. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Diego Velez is a CFA® charterholder with four years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent eight years with Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Gary Stevens II is a CFP® with 25 years of experience in the financial industry. He currently works at Creative Planning, where he has been since 2021. His prior experience includes roles at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Bank of America, Merrill, and T. Rowe Price Investment Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies for long-term goals, and selective private market exposure, managing approximately $295.6 billion in client assets.