Thomas Troxell is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at BNY Mellon and Grace Thomas LLC, where he assists with photography assignments outside of trading hours. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

Michael Scheeler is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked with Avenue Wealth Management, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2013. Outside of advising, he is a co-host of a podcast focused on Maryland men's and college lacrosse. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis primarily through its integrated structure with New York Life affiliates.

Gray Guy is a financial advisor with Truist Advisory Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches along with AI-enabled research tools to support manager selection and investment oversight.

Jeremy Goodwin is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 after 25 years of service in the United States Air Force. Outside of his advisory role, he serves as chairman of Ten Ten Life, a nonprofit focused on promoting healing and resilience for military personnel, veterans, and first responders through trauma-informed counseling. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized investment team and wealth portfolio managers.

Sukja Kim is a Certified Financial Planner (CFP®) with over 31 years of experience in the financial services industry. She has worked with Truist Advisory Services since 2021, following extensive tenure at BB&T-affiliated firms dating back to 2009. Outside of her advisory role, she co-owns and manages a rental condominium with her sister. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and consulting supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Durukhshan Esmati is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Esmati worked at Economist Impact and The Economist Intelligence Unit in roles related to economic research and policy analysis. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-based approach.

Javier Perez Giz is a financial advisor with Eagle Strategies (NY Life) based in Haymarket, VA. He holds a Series 66 credential and has 15 years of industry experience. In addition to his advisory role, he is involved in non-investment activities including working as a driver for Uber and serving as a wine and beer pourer at Barrel Oak Winery. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored advice across multiple program types, primarily managing assets on a non-discretionary basis and providing specialized services to a wide range of institutional sponsors.

Timothy Vogt is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at NYlife Securities LLC and Avenue Wealth. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client goals, with the majority of its regulatory assets managed on a non-discretionary basis.

Peter Michaels is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Spire Wealth Management LLC and Spire Securities LLC. Michaels is also an advisory board member for System Planning Corp. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering customized, primarily long-term investment portfolios and comprehensive financial planning services.

Paul Franklin is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Franklin Capital Strategies, LLC. Outside of his advisory work, he serves as an assistant football coach at Maret School and holds board positions with the Jewish Federation of Greater Washington and Hawken School, along with authoring content on Substack. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives. The firm’s approach includes multiple program types and a predominantly non-discretionary asset management model within an integrated structure affiliated with New York Life.

Robert Smith is a CFP® professional with 32 years of experience in financial advising, currently with First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory work, he serves as an Executive Pastor at Impact Church in Centerville, VA, where he performs religious ceremonies and offers pastoral counseling. 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 multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor portfolios from approved fund universes and third-party managers.

Alaa Khashan is a financial advisor at PNC Wealth Management with 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and SunTrust Investment Services. He holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party managed strategies implemented with mutual funds and ETFs.

Adrita Prova is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade, Charles Schwab, Wells Fargo, Citizens Bank, and JPMorgan Chase. 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 with a combination of internal standards and oversight committees to select and monitor managers.

Ross Anderson is a CFP® with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at Eaton Vance Management and Eaton Vance Distributors, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and integrated affiliated service lines.

Robert Sturm is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Outside of his advisory work, he serves on the Finance Committee of the Benedictine Sisters and is the chair of the board for Hopelink, Inc., a nonprofit focused on mental health. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled equity research, to deliver asset allocation, fiduciary support, and manager selection programs.

Carolina Paramo Aguilera is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services combining point-in-time planning and ongoing portfolio management within a vertically integrated group that includes affiliated funds.

Louise Mercer is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has previously worked at Amegy Bank and Truist Investment Services. Outside of finance, she was involved with Mamaka Smoothie Bowls in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, integrating third-party platforms and a combination of discretionary and non-discretionary investment management.

Robert Schneider is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Washington Wealth Advisors and the Special Olympics, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.

Ryan Torguson is a CFA charterholder with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at RBC Capital Markets and Morgan Stanley Private Bank. He is involved with the CFA Society of Washington as chair of the External Relations Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of strategies including mutual funds, ETFs, alternatives, and custom indexing.

Hui Zhu is a CFA® charterholder and holds the Series 66 designation, with six years of industry experience. Hui is currently affiliated with Commonwealth Financial Network and has previously worked at Quantis Wealth Management and Oppenheimer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.