Jenny Kim is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and one year of industry experience. She previously worked at CST Group CPA's for 14 years. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management along with personal trust and wealth planning services. The firm employs a thematic investment approach that focuses on macroeconomic views and secular trends, combining trust, custody, and fund-management roles primarily for multi-million dollar client relationships.

Melanie Terry is a financial advisor with Eagle Strategies (NY Life) based in Bowie, MD, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies since 2000 and operates under the DBA Harbor Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of her advisory work, she serves as Treasurer and Officer of the Southeastern Laurel Howard Chapter of the Continental Societies Inc., a public service organization focused on programs for children in need. 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 through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Henry Keegan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is currently affiliated with multiple Steward Partners entities. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Beaty Jr. is a financial advisor with Brown Advisory, holding a Series 65 credential and bringing 34 years of industry experience. He has worked at Beaty Haynes & Patterson, Inc. since 1990. Brown Advisory provides investment management and related advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies, including sustainable investment options, as well as private-fund and venture programs.

Spencer Bennett is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, LLC and CMS Environmental Solutions. Outside of finance, he has experience in the restaurant industry, having worked at Bar Cino Restaurant. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a consolidated investment platform with direct portfolio management, access to third-party managers, and alternative investment services.

Tapfuma Chibaya is a CFA® charterholder with 11 years of industry experience and has been with Chevy Chase Trust Company since 2016. He holds a Series 63 license and is based in Bethesda, MD. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with trust, wealth planning, and custody services. The firm uses a thematic investment approach focused on macro trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Joelle Brown is a financial advisor with Truist Advisory Services in Washington, DC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, her work history includes roles outside the financial industry, such as positions at Target, H&M, Chick-Fil-A, and Rocky Hill Parks and Recreation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements.

Matthew Agada is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked for Bank of America, N.A. and Merrill for ten years. He is based in Washington, DC. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm employs a risk-profile-based investment process supported by HSBC Global Asset Management and uses third-party providers for advisory, fund selection, and custody services.

Rosalyn Brown is a CFP®-certified financial advisor with 19 years of industry experience, currently with Principal Financial Services. Her prior roles include positions at PNC Capital Advisors, Newport Group, and Principal Life Insurance Company. She serves as president of the Women in Pension Network, an organization supporting women in the retirement industry, and is active as a speaker on inclusive teamwork and audience engagement. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs delivered through advisory and promoter arrangements.

Bryant Westcoat is a financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with VOYA since 2014. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary arrangements.

John Rust is a financial advisor at Oppenheimer with 52 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of his advisory work, he serves as trustee for The Rust Foundation, a family private foundation focused on charitable giving, and is chairman of St Lucie Milkmaid, a non-investment-related business. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement planning, and private-fund management. The firm employs strategic and tactical asset allocation and a variety of investment vehicles, with a distinctive role as a qualified custodian and a substantial focus on non-discretionary advisory programs.

Mark Spitler is a financial advisor at First Command Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated First Command entities since 1993. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

Eric Jaffe is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2016. He is also president and owner of Jaffe Financial Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Offer Tidhar is a financial advisor at Oppenheimer with 36 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services encompassing discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management, utilizing a range of asset allocation and investment strategies tailored to client objectives.

Alexander Canas Barrera is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. He previously worked at Truist Bank for 11 years before joining Truist Advisory Services and Truist Investment Services in 2025. Outside of his advisory role, he manages an Airbnb rental property in El Salvador. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary arrangements, supplemented by AI-enabled research tools and inter-affiliate service integration.

Kevin Brown is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and ICMA Retirement Corporation. Brown is based in Ft. Washington, MD. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

Tomer Shoval is a financial advisor with Truist Advisory Services based in Washington, DC, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by advanced research tools and integrated inter-affiliate platforms.

Lucy Slovon is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She holds a Series 65 designation and has been with J.W. Cole Advisors since 2019. In addition to her advisory role, she is president of SFG Marketing, Inc., where she develops and executes marketing strategies. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Lindsey Dejonghe is a CFP® affiliated with Commonwealth Financial Network in Arlington, VA, with three years of professional experience. Prior to her current role, she has worked at Clarendon Wealth Management and Variant Private Wealth, and held various positions in education and retail. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Samantha Mello is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Advisory Services, Suntrust Investment Services, and Fidelity Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions that include asset allocation, investment policy analysis, and a third-party manager selection program. The firm combines discretionary manager relationships with non-discretionary consulting and integrates advanced tools such as AI-enabled research to support its investment processes.