Nihad Basic is a CFP® professional with three years of industry experience currently affiliated with Kestra Advisory. Prior to joining Kestra, he worked at Raymond James Financial and has held roles outside the financial sector, including teaching positions at Castleton University and involvement with Special Olympics Vermont. He is also employed with Hickok & Boardman Capital Management, a support company for a financial branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by extensive due diligence and multiple management platforms.

William French is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds the Series 66 designation and has three years of industry experience. In addition to his role at Eagle Strategies, he is associated with BluePoint Financial LLC, where he serves clients under the BluePoint Financial name. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

John Baker is a financial advisor with Truist Advisory Services in Washington, DC. He holds a Series 66 designation and has one year of industry experience. His prior roles include multiple positions within Truist Investment Services and Truist Advisory Services. Outside of his advisory work, he has been involved with Athens Academy and Sharptop Cove Young Life Camp. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate services.

Brandon Reichert is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has held roles at Morty, Inc., United Financial Services, AmWay, and Transamerica Financial Advisors, where he also manages a team of life insurance agents and provides training and field support. Additionally, he offers mortgage origination services to clients outside of Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm utilizes a network of advisors and multiple program platforms to deliver advisory, brokerage, and retirement-plan services, often implementing model portfolios and third-party managers for investment management.

Paul Doupe is a financial advisor with Janney Montgomery Scott in Bethesda, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morningstar, Inc., Refinitiv, and John Hancock entities. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs with a blend of in-house and third-party portfolio management.

Matthew Swanson is an investment advisor representative at Kestra Advisory with 20 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience at LPL Financial beginning in 2010. Outside his advisory role, he is involved in insurance-related activities as a producer and representative through affiliated entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Daniel Guadalupe is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual and Mark Savino. Outside of his advisory role, he may earn commissions from insurance companies or brokerage agencies for sales of non-investment related insurance products. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Brandon Gaines is a financial advisor with Commonwealth Financial Network holding a Series 65 designation and three years of industry experience. He has worked at Widmann Financial Services and Commonwealth Financial Network since 2022. His background includes roles outside finance, such as positions in landscape design and coffee retail. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, and custody and clearing services.

Harold Michael is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior work includes roles at MissionSquare Investment Services, PFS Investments Inc, and ServiceSource, Inc. Outside of financial advising, he is involved in ride-sharing and food delivery services. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary client relationships.

Evan Nowack is a financial advisor at Hightower Advisors with 29 years of industry experience. He has held positions at Hightower Securities, LLC and Hightower Advisors since 2011. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Joseph Looney is a financial advisor with Principal Financial Services in Alexandria, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Principal Life Insurance Company, Northwestern Mutual Investment Services LLC, Edward Shanahan, and Morgan Stanley. Outside of his advisory work, he assists with account and client management as private staff to Garrett Ford. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs with discretionary investment implementation.

Ramona Mockoviak is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 13 years before joining Chevy Chase Trust in 2022. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships through a combination of trust, custody, and fund-management roles.

Anne Lamb is a CFP® with 28 years of experience in the financial industry, currently serving as an advisor at Truist Advisory Services. Her career includes extensive tenure with Truist and its predecessor entities, including SunTrust and BB&T. She serves on the board of The Campagna Center, a nonprofit organization focused on educational and social development programs in Alexandria, Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary manager relationships supported by advanced research and inter-affiliate integration.

Angela Clardy is a financial advisor with Citigroup Global Markets in Washington, DC. She holds the Series 66 designation and has 11 years of industry experience, all of which have been with Citi Private Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

Paul Trinh is a financial advisor with Commonwealth Financial Network based in Washington, DC. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Wharf Financial, MML Investors Services, MassMutual, and the University of Maryland. He also spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance services, enabling affiliated advisors to offer customized portfolio solutions.

Yichuan Li is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including East West Bank, TD Bank, U.S. Bank, Morgan Stanley Smith Barney, and JP Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary accounts. The firm combines large institutional scale with diverse market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large clients.

Cathy Achter is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Merrill, IA Merrill Lynch, Pierce, Fenner & Smith, and Bank of America, N.A. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a consolidated investment platform with access to direct portfolio management, third-party managers, and alternative investment vehicles.

William Blake III is a financial advisor at Steward Partners Investment Advisory, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, high-net-worth clients, institutions, and charitable organizations, offering a range of advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Gehret Shemeld is a financial advisor at Rockefeller Financial LLC with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill. Shemeld is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and utilizes a Private Advisor model alongside its Rockefeller Global Investment Management platform to deliver a range of investment solutions across asset classes.

Robert Peat is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked with First Command Insurance Services, Advisory Services, and Brokerage Services since 2021. Prior to his current roles, he was employed at MCCS from 2016 to 2019. First Command Advisory Services 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.