David Moler is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 66 licenses with 10 years of industry experience. His career includes roles at BluePoint Financial, LLC, NYLIFE Securities LLC, Northwestern Mutual Investment Services, Merrill Edge, and Peter Tillinghast. Moler is also involved in brokering non-registered insurance products through BluePoint Financial, LLC. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Brian Kuhn is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Triad Advisors, Inc. Outside of his advisory work, Kuhn occasionally works as a background actor in television and film and is an author of several personal finance books, including a children’s book and a guide on federal employee benefits. He also speaks publicly on personal finance topics in the Maryland, DC, and Virginia area. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and retirement consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Omon Brewton is a financial advisor at Citigroup Global Markets with credentials including Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Citigroup, he held positions at Citibank, PNC Bank, Walmart, and Regions Bank. Outside of his advisory role, Brewton works as a warehouse worker for Uniter Parcel Services in Springfield, VA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside specialized market functions.

Tatyana Bunich is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Independent Financial Group since 2017 and has previous experience with CL Wealth Management LLC and Cabot Lodge Securities. Outside of her advisory work, she owns and operates Financial 1 Wealth Management Group and has authored a book published under Financial 1 Publishing. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios tailored to various client risk profiles.

Victoria Harrell is a financial advisor at Hightower Advisors with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Hightower since 2022, following prior roles at Savant Wealth Management and Yeske Buie. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual investors, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Aidan Mejia is a financial advisor at Citigroup Global Markets, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Charles Schwab, Bolton Securities Corp, Bolton Global Capital, and JP Morgan Chase. Mejia is also dual registered with Bolton Global Capital as a Registered Representative and Bolton Securities as an Investment Advisor. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized services including derivatives and futures trading.

Diane Kessler is a Series 66-licensed financial advisor at Citigroup Global Markets with 27 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and specialized market roles.

Chen Xi Chung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Citigroup since 2014 and continues his career with its affiliate Citigroup Global Markets since 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and specialized commercial arrangements.

Donald Lord is a CFP® with 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 25 years with The Family Firm, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a disciplined investment approach centered on asset allocation across third-party independent managers, supported by a formal due-diligence process and proprietary investment vehicles.

Robert Smith is a financial advisor with Equity Services, Inc. in Glenwood, MD, holding the ChFC® and Series 63 designations and over 53 years of industry experience. He has been with Equity Services, Inc. since 1972. In addition to his advisory role, he operates as an insurance agent through Evolution Financial Group, selling life, health, disability, and long-term care insurance. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading and specialized instruments.

Jenny Kim is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and one year of industry experience. She previously worked at CST Group CPA's for 14 years. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management along with personal trust and wealth planning services. The firm employs a thematic investment approach that focuses on macroeconomic views and secular trends, combining trust, custody, and fund-management roles primarily for multi-million dollar client relationships.

Patrick Mcclintock is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with SunTrust-affiliated firms since 2007. Outside of his advisory role, he works as an Uber driver. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, employs a mix of discretionary and non-discretionary manager relationships, and integrates AI-enabled research tools alongside inter-affiliate resources.

Jonathan Wienecke is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement firms since 2019 and previously held roles at Planning Solutions Group, LLC and Triad Advisors, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Zachary Boleyn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Triad Advisors and Keeney Financial Group Inc. He is also licensed as an insurance agent, involved in the sale of life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager due-diligence process and utilizing third-party platforms to implement client strategies across various asset classes.

David Asher is a financial advisor with Kestra Advisory who holds a PFS™ designation and has 32 years of industry experience. He has been with Kestra Advisory since 2016 and has owned Asher Financial Services since 2005, where he also operates a CPA and tax preparation business. Outside of advisory work, he is involved in life, long-term care, and health insurance sales through his firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment solutions within a comprehensive supervisory framework.

William Fritz is a CFA® charterholder working with TIAA-CREF in Washington, DC. He has been with TIAA since 2014 and joined TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm separates financial planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure.

Henry Keegan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is currently affiliated with multiple Steward Partners entities. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

James Griesser is a Certified Financial Planner® (CFP®) and holds a Series 65 license with 34 years of industry experience. He has been with Wealthspire Advisors since 2001. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment process with institutional-style asset allocation and a range of portfolio guidelines tailored to client objectives.

Nicholas Wasielewski is a financial advisor with TIAA-CREF in Columbia, MD, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as a non-compensated board member of the Angie Houtz Memorial Scholarship, a nonprofit that awards scholarships to students attending Maryland public colleges and universities. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

John Beaty Jr. is a financial advisor with Brown Advisory, holding a Series 65 credential and bringing 34 years of industry experience. He has worked at Beaty Haynes & Patterson, Inc. since 1990. Brown Advisory provides investment management and related advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies, including sustainable investment options, as well as private-fund and venture programs.