Andrew Morgan is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and three years of industry experience. Prior to joining Chevy Chase Trust Company, he worked at Fannie Mae for six years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach focused on secular trends and sector themes, often emphasizing longer-term holdings and combining fiduciary trust and custody functions with investment management.

Matthew Kroehler is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate plan sponsors, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Steven Taylor is a CFP® with 32 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2026 and previously spent 20 years at ICMA Retirement Corporation. He holds Series 63 and Series 65 licenses and is based in Washington, DC. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services, emphasizing recommendation-based advice through multiple program structures and maintaining both investment adviser and broker-dealer registrations.

John Majkowski is a CFP® with 32 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services Advisors. He is the owner of The Verus Team, a financial services support company based in Washington, DC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Michael Gildenhorn is a financial advisor with Chevy Chase Trust Company, holding a Series 65 designation and 35 years of industry experience. He has been with Chevy Chase Trust Company since 2005. Chevy Chase Trust Company provides investment management and personal trust services to high-net-worth individuals, families, and institutional clients such as pension plans and charitable organizations. The firm employs a thematic investment approach focused on macro views and secular trends, offering diversified portfolios and trustee services within a Maryland state-chartered trust company structure.

Damon Ridley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at LPL Financial and the Householder Group Estate & Retirement Specialists. He has been involved in realty since 2007 alongside his advisory career. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Jordan Yeomans is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank, Charles Schwab & Co., T. Rowe Price, and Merrill. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, primarily providing non-discretionary recommendations.

Zachary Villavicencio is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Citigroup, Merrill, Bank of America, and Wells Fargo in various capacities over the past decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Samuel Campbell is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Rock & Co LLC. Campbell began his career after completing his studies at James Madison University. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Evan Royster is a CFP® with eight years of industry experience, currently advising at Truist Advisory Services. He previously worked at Edward Jones for five years and EVERFI, Inc. for two years. Royster is involved with the Washington Commanders Charitable Foundation as a player representative, participating in charitable events. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program.

Andrew Marshall is a CFA® charterholder with 16 years of industry experience, currently serving at Citigroup Global Markets since 2021. He previously worked for seven years at Chevy Chase Trust Company. Based in Washington, DC, he holds Series 65 and Series 63 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale, including in-house research and unique market roles such as swap dealer and futures commission merchant.

Nina Mitchell is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and 19 years of industry experience. She has worked at The Colony Group, LLC since 2018 and previously at Bridgewater Wealth & Financial Management, LLC from 2015 to 2017. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jeffrey Dillman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2013. He holds Series 63 and Series 65 licenses. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macro trends and diversification, serving primarily multi-million dollar client relationships through a combination of advisory, trust, and custody services.

Michael Weston is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 12 years at Ameriprise Financial Services and multiple tenures at Commonwealth Financial Network since 2017. Outside of his advisory role, he owns Wharf Financial, LLC and is involved in fixed insurance sales through that entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers diverse investment solutions, including discretionary model portfolios and customized advisory programs.

Elizabeth Davila is a CFP® with 17 years of industry experience, currently serving as an advisor at Truist Advisory Services. She has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to a broad client base including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages third-party platforms and AI-enabled tools to support manager selection and oversight.

Stephen Philleo is a financial advisor at Steward Partners Investment Advisory, LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His career includes tenures at Steward Partners Investment Advisory and Raymond James Financial Services. Outside of advisory work, he manages a family partnership that holds inherited undeveloped property in Crestone, Colorado. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Jean Mondestil is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Bank of America, and Merrill. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection and various investment strategies to meet client objectives.

James Farrell is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at Janney Montgomery Scott since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director and treasurer on the board of his homeowners association. Janney Montgomery Scott LLC is a large, dually registered 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, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

John Crane is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding the ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience and has worked at Guardian Life and Park Avenue Securities since 2015. Outside of his advisory role, he is the author of two books focused on personal finance transitions and budgeting. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of brokerage services, financial planning, and investment advisory programs that include proprietary and third-party managed portfolios.

Larry Schwartzman is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2018. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a variety of investment approaches tailored to each program and advisor, managing approximately $36.7 billion in assets as of December 2025.