Scott Dillie is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Capital Fiduciary Advisors, LLC for three years. He holds a Series 63 license and is based in Reston, VA. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Jeffery Schacter is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has been with TD Bank since 1994. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Brian Mowad is a CFP® professional with one year of experience in financial advising. He currently works at Creative Planning and previously held roles at Pathstone and within educational institutions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Rafael Gutierrez is a financial advisor with Voya Financial Advisors, Inc. holding Series 66 and Series 63 licenses and has 13 years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., and several other financial firms. He is also an independent insurance agent and serves as a notary public in Virginia. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and outside strategists, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Catherine Aglipay is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has 17 years of industry experience and has worked at several major firms, including Wells Fargo Clearing Services, JPMorgan Chase Bank, Merrill Lynch, and Capital One Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Yen Nguyen is a financial advisor with Truist Advisory Services in Springfield, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Truist, Nguyen has worked with Wells Fargo Advisors and Wachovia Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Leal Deddens is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management.

Thomas Scanlon is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Loandepot, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, combining large institutional scale with distinct market roles and arrangements.

Valerie Malley is a CFP® and ChFC® with seven years of experience in financial advising at First Command Advisory Services. She has also worked as a group fitness instructor at OneLife Fitness since 2014 and runs a pet-sitting business through the Rover app. Valerie is based in Fairfax, VA. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Abigail Holmes is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2024. Prior to joining Cresset, she worked at Brightside Advisory Partners, LLC and WMS Partners, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets and serving a diverse clientele including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach integrating strategic asset allocation, manager selection, and a combination of active and passive strategies across multiple asset classes.

Robert Mulhaul is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at Coburn & Meredith, Inc. and Janney Montgomery Scott. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a long-term approach alongside shorter-term trades for rebalancing or cash needs.

John Henien is a financial advisor at HSBC Securities (USA) Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HSBC Bank USA N.A. since 2016 and HSBC Securities since 2011. Outside of his advisory role, he is involved in managing residential real estate rental activities through multiple entities and rents a swimming pool via a mobile platform. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of model risk profiles and combines strategic and tactical asset allocation with fund due diligence, offering both client-directed and fully discretionary investment solutions.

David Avila is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at George Mason University and multiple financial services firms such as Charles Schwab and MassMutual. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm provides a range of advisory services including financial planning, investment management, and retirement plan consulting, with an emphasis on tailored recommendations and a primarily non-discretionary asset management approach.

Christopher Buckley is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the CFP® and Series 66 designations. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Schwab in 2024. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm utilizes Charles Schwab & Co.'s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Michael Ness is a CFP® professional with 21 years of experience in financial advising. He currently works at Cerity Partners LLC and has previously held roles at firms including FJY Financial and Rembert Pendleton Jackson. His career spans a range of advisory services across multiple firms. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management with a focus on client-specific investment profiles, combining proprietary quantitative analysis with a range of investment strategies and access to alternative and private market solutions.

Steven Page is a CFP® with 15 years of experience in financial advising, currently with T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2010, with a brief period at TD Ameritrade Inc. from 2019 to 2021. Outside of his advisory role, he serves as a board member of the budget committee for The Chastleton Cooperative Association, where he discusses HOA budgets and capital expenditures. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with ongoing portfolio management and an interactive online planning tool.

Lisa Gilland is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including prior work at Financial Growth Partners and a 13-year tenure at Grant Thornton. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through both discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Daesung Ji is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at Worthington Financial Partners and KP Stoneymill Inc. Ji serves as treasurer and board member for the Korean Community Service Center for Greater Washington. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms emphasizing long-term strategies with options for shorter-term trading and utilizes third-party asset managers.

Frances Arias is a Chartered Financial Consultant (ChFC®) affiliated with Eagle Strategies (NY Life) and has 14 years of industry experience. She has been associated with New York Life Insurance Company and Nylife Securities LLC since 2012 and joined Eagle Strategies in 2022. Outside of her advisory role, Arias works as an independent contractor at St. Francis of Assisi Church and performs as a paid wedding musician. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm provides tailored financial planning, investment management, and retirement-plan advisory services, emphasizing mostly non-discretionary asset management within an integrated New York Life affiliate structure.

Shaun Germain is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Bridge Title, Inc. and Texas Roadhouse, where he continues to serve part time as a key manager and server. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.