Aaron Brachman is a CFP® with 24 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has worked with multiple Steward Partners entities since 2016 and previously held a role at Raymond James Financial Services. He serves on the advisory board of Ethos ESG, providing strategic guidance. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Nadira Deery is a CFP® professional with 24 years of industry experience, currently advising at Creative Planning since 2017. She previously worked at The Ayco Company, L.P./Mercer Allied from 2014 to 2016. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, providing investment advisory and financial planning services supported by a large advisory team and centralized investment infrastructure. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other portfolio management techniques.

Kimberly Magaha is a CFP® professional with 19 years of experience in financial advising. She has been with Wealthspire Advisors since 2004. Magaha serves on the Board of Trustees for two retirement plans sponsored by Wicomico County and related local entities. Wealthspire Advisors serves individuals, corporations, retirement plans, nonprofits, and trustees, offering customized wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven process and institutional-style asset allocation across a diversified range of investments.

Alvin Fonkoua Sop is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Goldman Sachs Wealth Services, where he has worked since 2019, following prior roles at Charles Schwab and Winthrop University. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, and institutional investors. The firm utilizes centralized investment resources and model portfolios while providing tailored offerings such as Executive Wealth and Private Family Office support.

Michael Ferguson is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Clarendon Wealth Management since 2016 and at Commonwealth Financial Network since 2017. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Karen Fields is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with VOYA Financial Advisors since 2014 and also operates as an independent insurance agent specializing in fixed insurance products. Additionally, she is the owner of Fields Financial, LLC, a SEP IRA holding entity. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily on a non-discretionary basis through a variety of program structures, including wrap programs and third-party money manager access.

Pranali Fortini is a CFP® and holds a Series 66 license, with eight years of industry experience. She is currently with Burt Wealth Advisors and previously worked at Creative Planning, Brighton Jones, Financial Engines Advisors, Edelman Financial Services, and Citigroup Global Markets. Fortini serves on the board of Rock Spring Children's Center, a nonprofit childcare organization. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis across various time horizons and primarily allocates assets among mutual funds and ETFs.

Jackson Traxler is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Truist Advisory Services. Prior to his advisory career, he was employed at the Catholic University of America for five years. 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Kenneth Clarke is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 11 years of industry experience and has worked at Ameritas since 2016, including roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. Outside of his advisory role, he is a financial representative involved with Peake Financial Group LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of programs including discretionary and non-discretionary solutions, model portfolios, and works with both in-house and third-party managers.

Leah Jones is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she owns a small rental property in Chicago. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and retirement plans. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers across various investment vehicles.

Loren Harris is a financial advisor at Valic Financial Advisors with 22 years of industry experience and holds a Series 66 designation. He has been with Valic Financial Advisors since 2014. Outside of his advisory role, Harris serves as an independent driver for Uber Technologies and is a partner in a management consulting LLC associated with his family. Valic Financial Advisors is an SEC-registered investment adviser serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology platforms.

Christopher Johnson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Sofia Kostopoulos is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. She has 25 years of industry experience, including prior roles at Wells Fargo and JP Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and a range of specialized market roles.

Dee Schedler is a financial advisor at CIBC Private Wealth Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has been associated with Investment Advisers, Inc. since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to offer customized portfolio management and wealth advisory services, leveraging both proprietary and external strategies.

Steven Goldfarb is a financial advisor with Janney Montgomery Scott in Washington, DC, holding a Series 66 designation and 24 years of industry experience. He has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and a range of advisory programs.

William Saunders is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He previously worked at Northwestern Mutual and Meridian Bank. Outside of advising, he serves as Director of IT at Union Bethel AMEC, where he manages audio/visual setup and live streaming for church services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm uses diversified, risk-class based portfolios that combine passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Sarah Kyle is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and three years of industry experience. She has worked at The Colony Group, LLC since 2019 and previously held roles at AvalonBay and Ernst & Young. Focus Partners Wealth provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that incorporates tax- and fee-sensitivity within an enhanced open architecture framework, combining various active and passive strategies alongside private funds and ETFs.

Joshua Stromberg is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Matthew Robertson is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, applying a fiduciary standard to its advisory services and acting as adviser to a donor-advised fund.

Bryan Lennon is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atomic Invest, LLC and Personal Capital Advisors Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active managers guided by quantitative and fundamental research.