Daniel Mizell is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Davenport & Company LLC since 2014. Mizell is also a member of Mizell Partners, LLC, an investment-related entity. Davenport & Company serves individual and institutional clients offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees strategies across separately managed accounts, mutual funds, and ETFs.

Amy Sachs is a financial advisor at Steward Partners Investment Advisory, LLC with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Steward Partners in various capacities since 2016, including roles at Steward Partners Global Advisory LLC and Steward Partners Investment Solutions, LLC. Outside of her advisory duties, she serves as a trustee for family irrevocable trusts and is involved with Slate Craft Goods LLC. 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, with both discretionary and non-discretionary portfolio management options.

Zubair Khan is a financial advisor at Mariner with 17 years of industry experience. He holds CFP® and CFA® designations and has previously worked at Glass Jacobson Investment Advisors, Azzad Asset Management, Hanscom Federal Credit Union, and LPL Financial. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, Core Family Office offerings, and employer financial-wellness tools.

John Mc Carthy is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and previously worked at RMR Wealth Builders, Fidelity, and Target before joining Janney. Mc Carthy serves as an uncompensated board member at Seton Hall University, participating in alumni activities and board committees. 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 and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

David York is a Series 66-licensed financial advisor with four years of industry experience, currently serving clients at Steward Partners Investment Advisory, LLC. His career includes roles at various Steward Partners entities since 2018 and Raymond James Financial Services. Outside of his advisory work, he has experience affiliated with Virginia Polytechnic Institute & State University and Belle Haven Country Club. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Stephen Harvey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has operated Steve Harvey LLC since 2005, focusing full-time on his securities and investment advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support. The firm offers advisors discretion to construct client portfolios from diverse securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Timothy Landicho is a CFP® professional affiliated with Commonwealth Financial Network in Arlington, VA, with experience beginning in 2026. He has previously worked at Marotta Wealth Management and has a background that includes roles in education and wellness organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a large client base. The firm offers a comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services including trading, reporting, and custody.

William Schwartz is a CFP® with 23 years of industry experience and has been with Wealthspire Advisors since 2015. He holds Series 65 and Series 66 licenses and is based in Potomac, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset types.

Mitchell Katz is a financial advisor with Eagle Strategies (New York Life) in Bethesda, MD, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Capital Associates, LLC, Financial Solutions Group, and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for Becky’s Fund, an organization focused on preventing domestic violence through educational programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory programs and emphasizes customized recommendations while managing most assets on a non-discretionary basis.

Lynn Snyder is a CFA® charterholder with 11 years of industry experience. She is currently an advisor at TIAA-CREF and has previously worked at Private Client Services, LLC, Securities America, Inc., and Johnson Bixby. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with prior relationships through TIAA‑administered retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, employing model portfolios or customized portfolios managed under client-approved investment policies.

Raphael Lewis is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Alexandria Capital from 2017 to 2021 and FIC Capital from 2012 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, with an emphasis on manager selection and multi-manager solutions utilizing both affiliated and third-party managers.

Jeffrey Leventhal is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2011. Outside of advisory work, he serves on the board of directors for a custodial care business for the elderly and participates in an investment education initiative for Maryland football players. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers.

Mark Stull is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Janney, he worked at United Brokerage Services Inc and BB&T Securities, LLC. Outside of his advisory work, Stull volunteers with the Frederick County Landmarks Foundation and Habitat for Humanity and is involved as a partner in an esthetics business. 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, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory programs supported by centralized asset management and trustee services.

William Olmstead is a financial advisor with Citigroup Global Markets in Washington, DC. He holds a Series 66 designation and has 11 years of industry experience, having been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by in-house research and risk oversight, maintaining a large institutional scale alongside unique market roles and arrangements.

Karsten Siebert is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds the Series 66 designation and has worked at Truist and its predecessor firms since 2018, as well as Merrill from 2013 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary arrangements.

Zachary Wilkes is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at CitiBank, Bank of America, Merrill, Constellis, Wells Fargo Advisors, and American University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Jack Mutchnik is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. He has worked at Rockefeller Capital Management since 2024 and joined Rockefeller Financial LLC in 2021. His background includes roles at Truist Investment Services, Leidos Inc., and BB&T Scott & Stringfellow. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Jastinder Sohi is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Chevy Chase Trust Company since 2016. He holds a Series 66 license and is based in Bethesda, MD. Chevy Chase Trust Company provides investment management, personal trust, family wealth, and financial planning services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, combining fiduciary trust, custody, and investment management functions.

Robert Ugiansky is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 1998 and has been associated with Capital Associates LLC for 15 years. Outside of his advisory role, he serves on the board of First Tee of Howard County, an organization focused on character education and life skills for young people. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Mc Leod is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott and other financial firms. Outside of his advisory work, he is a publisher with Warszawska Firma Wydawnicza in Poland and owns Sweet Boy Bakery, a home baking business in Arlington, VA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.