Ramona Mockoviak is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 13 years before joining Chevy Chase Trust in 2022. 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 macroeconomic trends and diversification, serving primarily multi-million dollar client relationships through a combination of trust, custody, and fund-management roles.

Julia Simmons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Private Advisor Group since 2021 and previously at LPL Financial and Raymond James Financial Services. Simmons provided investment advisory services through Private Advisor Group, an independent firm, starting in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based advisory model with a range of investment strategies and technology platforms, often implementing advice through third-party managers and programs.

Joseph Holinka IV is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Financial Growth Partners and North Star Resource Group, among others. Outside of his advisory work, he operates Green Cloud Consulting LLC, which provides back-office and administrative services. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Sarah Kaplan is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is affiliated with Commonwealth Financial Network since 2015 and is the co-owner and managing partner of Kaplan Financial Group and Kaplan Benefits Group, both established in 2003. Kaplan is also involved in fixed insurance sales and serves as a co-trustee of the Kaplan Financial Group 401(k) plan. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Yichuan Li is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including East West Bank, TD Bank N.A., and Morgan Stanley Smith Barney LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Timothy Shean is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network and Potomac Financial Private Client Group, LLC, where he has worked since 2011. Prior to that, he was with Equitable Advisors from 2006 to 2011. He is a co-owner of Potomac Financial Private Client Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Irina Gavrilyaka is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at The Vanguard Group for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary strategies supported by third-party manager arrangements and AI-enabled research tools.

Michael Burke is a financial advisor at Wealthspire Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2017, following a 17-year tenure at Tricapital Advisors Inc. Burke also serves as director and chairman of Capital Bank, a community bank in Rockville, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and retirement-plan services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

Joseph Masella is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial LLC, Israel Discount Bank of New York, IDB Capital Corp., and Fortigent, LLC. He also serves as a senior investment strategist for Global Advisor Group, a DBA associated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm provides a fiduciary-based advisory model that includes discretionary and non-discretionary management, utilizing third-party managers and technology platforms to implement diverse investment strategies.

Angel Garcia is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, he has worked at GuidePoint Financial Planning and South Block, and has a background in education with teaching roles at several schools. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens and offers a range of investment and consulting services, including access to alternative and private-market investments.

Maria Camp is a financial advisor with Cerity Partners LLC and holds a Series 65 credential. She has 19 years of industry experience, including 23 years at SOL Capital Management Company prior to joining Cerity Partners. Outside of her advisory work, she owns and operates an artwork business, Angiempaints LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Ryan De Leon is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation. He has been with Wealthspire Advisors since 2024 and has prior experience at Franklin Templeton. Ryan’s background includes four years at the University of Maryland and six years working in high and middle schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

Leslie Niblock is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 23 years of industry experience. Prior to joining Citigroup in 2023, Leslie worked at PNC Investments for 11 years. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides services such as derivatives trading and bespoke discretionary solutions.

Hang Nguyen is a CFP® professional affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, with one year of industry experience. Prior to joining United Planners in 2025, Nguyen held roles at Arnold Financial Services and Financial Services Advisory, and worked at Bank of America from 2015 to 2017. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory services through independent representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Lakhi Narang is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining PNC Investments LLC in 2023, Narang worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2023, and held various roles at PNC Bank and PNC Investments between 2014 and 2020. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary portfolio service for employees that uses algorithm-driven risk assessments and manages investments via approved model strategies and mutual funds or ETFs.

Seifeldin Moussa is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and having two years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and swap dealing, and provides a broad range of advisory and execution services.

Alicija Dearth is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. She is currently with Kestra Advisory and Kestra Investment Services, LLC, having previously held roles at Cardone Wealth Advisors, Domain Money Advisors, Fidelity Investments, TIAA-CREF, and Merrill. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from typical institutional investors to sovereign wealth funds.

Oscar Cornejo is a CFP® professional based in Bethesda, MD, with three years of industry experience. He has worked at The Colony Group, LLC since 2018, following brief roles at Bridgewater Wealth & Financial Management, LLC and Virginia Tech. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside tools such as trend-following and options overlays.

Donald Farren is a CFP® with 25 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2017. Prior to this, he worked at Tricapital Advisors Inc. for 16 years and has operated Farren Financial Services since 1978. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, and family office support through a relationship-driven, customized process that emphasizes diversified, institutional-style asset allocation.

Kathleen Nolan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her previous roles include positions at LPL Financial and Planning Solutions Group, LLC. She is based in Fulton, MD. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.