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.

Mandie Peters is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at firms including Capital Analysts, Lincoln Investment, and Questar Capital Corporation. In addition to her advisory role, she is an insurance agent specializing in life, fixed annuity, Medicare, and long-term care products. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through a network of over 300 advisors managing approximately $5.4 billion in assets, utilizing various investment approaches and platforms.

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, Merrill, and Bank of America, N.A. His current tenure at Oppenheimer began in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services on both discretionary and non-discretionary bases, with a notable portion of assets managed non-discretionarily and maintains custody of client assets as a qualified custodian.

Lisa Hane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has worked at Truist Investment Services since 2000 and at Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools.

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. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, Ferris, Baker Watts, LLC, and Citigroup Global Markets. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of investment and advisory programs. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating as a registered investment adviser and broker-dealer.

Alok Bhatt is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Wells Fargo Advisors, and The Related Group. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, managing discretionary and non-discretionary portfolios across equities and fixed income.

Justin Beers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he served in the US Navy and worked at Booz Allen Hamilton and Zenetex. First Command Advisory Services, Inc. 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 designed and managed by a centralized Investment Management Team.

Delaney Alejandro Negron is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior roles include multiple positions at the University of Rochester and Goldman Sachs Ayco. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions supported by proprietary research and a range of operational tools, with access to the broader Goldman Sachs ecosystem.

George Vera is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2019, with prior roles at The Prudential Insurance Company of America and Capital One Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and manages large institutional scale operations with unique market roles including derivatives and futures services.

Kevin Broderick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2008, following 12 years at Citigroup Global Markets. Outside of finance, he owns Shamrock Lacrosse, LLC, a sports training company that hosts lacrosse camps. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs with both discretionary and non-discretionary advisory services, managing equity, balanced, and fixed-income portfolios through strategic asset allocation and manager selection.

Keith Barberis is a CFP® with 29 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has worked with Steward Partners entities since 2016 and was previously with Raymond James Financial Services, Inc. from 2016 to 2022. Outside of his advisory role, Barberis serves as an assistant football coach for Olney Terps Football U 13. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered 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, financial planning, and managed account programs.

Marc Wishkoff is a financial advisor at Chevy Chase Trust Company in Bethesda, MD, holding a Series 66 designation with 19 years of industry experience. He has been with Chevy Chase Trust Company since 2009. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm uses a thematic investment approach focused on secular trends and integrates fiduciary trust and custody functions with investment management.

Carlton Davis is a financial advisor at Chevy Chase Trust Company with 11 years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust Company since 2018, following two years at Liberty Mutual Investments. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach that emphasizes macroeconomic trends and sector themes, combining fiduciary trust and custody functions with portfolio management.

Eugene Daniller is an investment advisory representative with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cetera Wealth Services, Equity Planning Inc, and Carson Wealth Management Group since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, while offering a range of retirement plan services and institutional solutions.

Ekaterina Brovina is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs Ayco Personal Financial Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary solutions.

Valerie Powers is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Paul Weaver is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2015, with additional experience at Osman Leasing LLC and Texas Road House. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and employing third-party custodians for client assets.