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.

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.

Robert Hensley is a financial advisor with First Command Advisory Services holding a Series 66 license and four years of industry experience. Prior to his advisory career, he served in the U.S. Army for 27 years. 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 offers financial planning and multiple wrap-fee asset management programs using model portfolios constructed and managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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 with Oppenheimer in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he is the owner of Shamrock Lacrosse, a sports training company that hosts lacrosse camps. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm uses strategic and tactical asset allocation along with manager selection and various investment strategies to build client portfolios.

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.

Raymond Mcclure Jr. is a financial advisor at Brown Advisory with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beaty Haynes & Patterson since 2003. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm uses a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including discretionary and non-discretionary management, OCIO solutions, and sub-advisory services.

Jordan Hawks is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 license and has worked at various Rockefeller entities since 2018, as well as Eton Advisors LLC and Wake Forest University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Sophia Haney is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, she spent time at NES Creative. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income strategies.

Justin Roland is a financial advisor with Citigroup Global Markets in Washington, DC. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Raymond James & Associates, OFFICINA, EAB, Kaldis, and Caribou Coffee. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functions as a swap dealer and futures commission merchant.

Logan Jagodzinski is a financial advisor at Janney Montgomery Scott in Washington, DC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Merrill Lynch and the University of Rochester. 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, estates, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Michael Stafford Jr. is a CFA® charterholder with 17 years of industry experience. He has been with ASB Capital Management LLC since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion, primarily for institutional clients through pooled investment vehicles and separate accounts. The firm offers both active and passive equity strategies, fixed income approaches, and real estate investments across equity and debt instruments.

Jennifer Lewis is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Citi Private Alternatives and HSBC entities since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles including in-house research and derivatives services.

Manley Mcconkey is a financial advisor at PNC Wealth Management in Washington, DC, holding a Series 66 designation. He began his industry career in 2025 and previously worked at Woods & Poole Economics and the Coalition for a Prosperous America. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered via an invitation-only employee pilot. The firm uses approved model strategies with mutual funds and ETFs, relying on algorithmic questionnaires to guide investment selection.

Beverly Thomas is a financial advisor at PNC Wealth Management in Bowie, MD, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm's approach involves algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.