Robert Beck is a ChFC® accredited financial advisor with 37 years of industry experience, currently affiliated with Principal Financial Services. He has held various roles since 1992, including ownership positions at Beck, Smithbower, Ickes Financial, LLC and Beck Financial and Wealth Management, LLC. Beck also serves as a board member for the Brighton Lakes HOA, overseeing day-to-day management activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through direct advisory and promoter arrangements.

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.

Peter Perini Jr. is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked in various roles including sales assistant at Hendershot Financial Group and as an eBay seller. Prior to his current role, his background includes positions in retail and self-employment ventures. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and dynamic investment approaches across discretionary and non-discretionary programs.

Lala Balaoghlanova is a financial advisor at HSBC Securities (USA) Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at HSBC Bank USA National Association and HSBC Securities since 2017. HSBC Securities offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment options supported by strategic asset allocation and global fund due diligence.

Lily Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. She previously worked at RS Will Wealth Management and has a background that includes four years at James Madison University and six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers customized wealth management and investment advisory services using a relationship-driven process and institutional-style asset allocation.

Caroline Girgis is a financial advisor at Prime Capital Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at United Capital Financial Advisers, Cetera Advisor Networks, and Girard Securities. Outside of her advisory role, she serves as treasurer for the DC Association of Collaborative Professionals and acts as a divemaster teaching scuba diving. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, family office offerings, and retirement plan participant managed account allocations, employing a mix of core/satellite, thematic, and tactical investment strategies.

Michael Hoch is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and also has a long tenure at Kestra Investment Services, LLC and MLH Financial Services. He serves on the board of Maryland Hillel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, delivering services such as fiduciary consulting and plan-level investment advice supported by due diligence on investments.

Andrew Prevost is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services since 2010. Outside his advisory role, he is the owner of Meltzer Management Company, a holding company unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

Colleen Clements is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at Principal Securities Inc. and Principal Life Insurance Company since 2016. She also serves as a bank officer for Principal Bank and Principal Trust Company, supporting the management of Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Alexander Naula is a financial advisor with Principal Financial Services, holding a Series 66 designation and possessing one year of industry experience. His background includes roles at the International Monetary Fund and Deloitte, as well as experience in insurance and self-employment with NetSolver LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Michael Montgomery is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the PFS™ designation and Series 66 license. Montgomery is also a partner and vice president at Ludwick, Montgomery & Stapp, P.C., a tax, audit, and accounting firm, and he serves as a board member and financial director for Tamra Learning Academy, a school for children with learning disabilities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a range of discretionary and non-discretionary arrangements, utilizing various analytical approaches and third-party managers.

Scott Weitz is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with New York Life Insurance Company since 1990 and operates Weitz Financial Group, LLC since 2011. He serves as president and advisor to the Terrapin Club at the University of Maryland, supporting student athletes through alumni donations. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, with specialized services for plan sponsors and ties to insurance and annuity products within the New York Life affiliate structure.

Ariel Rosero Quinteros is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs, Franklin Templeton, and Legg Mason. Outside of advising, he has engaged in delivery services through Amazon Flex and Instacart. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and retirement plan sponsor services. The firm employs diverse investment strategies and offers family office services along with tax planning through an affiliated accounting subsidiary.

Geoffrey Finkel is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He previously worked at Prudential Holmes for 11 years before joining TIAA-CREF in 2022. Outside his advisory role, he owns Rock Venture Consulting, a business development and growth consulting firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

Kelly Mc Nerney is a CFP® professional with eight years of industry experience. She has been with Cerity Partners LLC since 2022 and previously worked at FJY Financial from 2014 to 2022. Mc Nerney serves as chair of the board for the Financial Planning Association - National Capital Area. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors, overseeing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Howard Offit is a financial advisor with Wealthspire Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Wealthspire Advisors since 2015 and also serves as Vice President and Principal at Acorn Derivatives Management Corporation, where he focuses on derivatives-oriented advisory services. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering customized wealth management and investment advisory services that emphasize institutional-style asset allocation and ongoing portfolio review.

Wei Wang is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses and seven years of industry experience. Wei has worked in various roles related to health and travel insurance, including independent agent positions with multiple firms and involvement in Medicare and health insurance plan enrollment. Outside of advising, Wei is active as a partner providing training and operational support to health insurance agents at Care Rise Union. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Melissa Sotudeh is a CFP® with 17 years of industry experience and currently serves as a financial advisor at MAI Capital Management, LLC. She previously worked at Halpern Financial, Inc. for 11 years before joining MAI in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services including trust administration and insurance through its affiliates.

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.

David Roper is a financial advisor with Kestra Advisory who holds the PFS™ designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been with Kestra Advisory since 2016. In addition to his advisory role, he is president of Roper & Roper, P.C., a tax and accounting firm. He also serves as vice president and treasurer of Coffman Recycling Center, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and supports multiple management platforms and third-party solutions, including services for large institutional investors such as sovereign wealth funds.