Stephen Philleo is a financial advisor at Steward Partners Investment Advisory, LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His career includes tenures at Steward Partners Investment Advisory and Raymond James Financial Services. Outside of advisory work, he manages a family partnership that holds inherited undeveloped property in Crestone, Colorado. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Jean Mondestil is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Bank of America, Merrill, and Bank of America, N.A. His current tenure at Oppenheimer began in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services on both discretionary and non-discretionary bases, with a notable portion of assets managed non-discretionarily and maintains custody of client assets as a qualified custodian.

Lisa Hane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has worked at Truist Investment Services since 2000 and at Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools.

James Farrell is a Series 66–registered financial advisor with Janney Montgomery Scott in Washington, DC, where he has worked since 2018. He has 18 years of industry experience, including two years at Wells Fargo Clearing prior to joining Janney. Outside of his advisory role, he serves as a director and treasurer on his local homeowners association board. Janney Montgomery Scott 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Larry Schwartzman is a financial advisor with Oppenheimer in Washington, DC, holding Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ferris, Baker Watts, LLC, and Citigroup Global Markets. He has been with Oppenheimer since 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management approaches.

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.

Justin Beers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he served in the US Navy and worked at Booz Allen Hamilton and Zenetex. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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 designed and managed by a centralized Investment Management Team.

Heather Calianno is a financial advisor at Wealth Enhancement Advisory Services, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including Planning Solutions Group, Triad Advisors, LPL Financial, and various entities within the Wealth Enhancement group since 2010. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and investment management services, utilizing a strategic allocation process that combines passive and active management supported by quantitative and fundamental research.

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.

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 at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2008, following 12 years at Citigroup Global Markets. Outside of finance, he owns Shamrock Lacrosse, LLC, a sports training company that hosts lacrosse camps. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs with both discretionary and non-discretionary advisory services, managing equity, balanced, and fixed-income portfolios through strategic asset allocation and manager selection.

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.

Monte Woodfin is a CFP® professional with 22 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2004 and also holds an agent position with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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 a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and 31 years of industry experience. He has held roles at firms including Cetera Wealth Services, Wells Fargo Clearing, and Banc of America Investment Services. Daniller is also involved as an investment advisory representative with CWM, LLC, providing discretionary investment management and financial guidance. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by a committee that constructs and monitors portfolios using fundamental and technical analyses.

Ekaterina Brovina is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. She previously worked at Goldman Sachs Ayco Personal Financial Management before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various 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 in-house research and futures commission merchant activities.

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.

Paul Weaver is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2015, with additional experience at Osman Leasing LLC and Texas Road House. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and employing third-party custodians for client assets.

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.