Corey Laprade is a financial advisor at Guardian Life with 18 years of industry experience and holds a Series 66 designation. His career includes roles at Park Avenue Securities, Guardian Life, LaPrade Wealth Management, and TD Ameritrade. Outside of his advisory work, he has been involved with Unlimited Auto Products, LLC, a non-investment business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using a range of model portfolios and digital advisory solutions.

Jeffrey Byas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 16 years before joining Private Advisor Group and LPL Financial in 2020. In addition to his advisory role, he serves as a seminar instructor for Business Management Associates and Planning, Inc., teaching topics related to financial and retirement planning. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates third-party strategists and technology platforms to deliver a range of investment approaches.

Joseph Gibbons is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and having nine years of industry experience. Prior to joining Osaic in 2024, he worked at Arbor Point Advisors and Securities America. In addition to his advisory role, Gibbons is a certified public accountant and owner of Gibbons & Gibbons PC, providing tax return preparation and small business accounting services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing a mix of proprietary and third-party platforms.

Margaret Shipley is a CFP®-certified financial advisor with two years of industry experience, currently with Osaic Advisory Services, LLC. Her previous roles include positions at Triad Advisors and Triad Hybrid Solutions. In addition to her advisory work, she contributes as a next-generation advisor and financial analyst with Argent Bridge Advisors, focusing on financial education and client portfolio management. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Lauren Brownell is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at Aegis Consulting, Trinity Wealth Securities, and Florida Financial Advisors DBA Tristate Financial Advisors. Before entering financial services, she held positions outside the industry, including at Babson College and The Noble & Greenough School. 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 their individual and institutional clients. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Caroline Kramer is a financial advisor with First Command Advisory Services and holds the ChFC® designation as well as Series 63 and Series 65 licenses. She has 13 years of industry experience, including over a decade at First Command in various capacities. Outside of her advisory role, she is a passive investor in a private brewery and owns Caroline Kramer Financial Planning, LLC. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

Brendan Cherasard is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked at multiple First Command entities since 2020. His prior work includes roles at The Judge Group and the University of South Florida Housing & Residential Education. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage portfolios from approved managers and funds.

James Beall is a CFP® professional with 13 years of experience in the financial services industry. He is currently an advisor at Truist Advisory Services and has served in roles at Suntrust Investment Services and Keel Point Capital. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by AI-enabled equity research and integrated inter-affiliate resources.

Brian Willey is a financial advisor with Ameritas Advisory Services, LLC in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His work history includes roles at Patriot Growth Insurance Services, Inc., IFG (Incisive Financial Group), Business Benefits Group, Human Circuit, PFS Investments Inc., and Primerica Financial Services. He is also involved in retirement plans and wealth planning as well as commercial benefits and insurance consulting through related business activities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable annuity and universal life subaccounts, using multiple custodial platforms and third-party tools to support portfolio construction and ongoing client reviews.

Jack Shiao is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of advising, he participates in a family-owned realty office and assists with financial matters in a music sheet sales business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Brandon Schumacher is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked with firms including The Colony Group, Buckingham Strategic Wealth, Bank of America, Merrill, and Royal Bank of Canada Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Edward Ramsey is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes roles at Avantis Private Wealth and Quantis Wealth Management, as well as ownership of a CPA and tax accounting firm, Ramsey & Associates. He also provides accounting and business valuation services to dental offices through Peak Dental Transitions, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Thomas Duval is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 32 years of industry experience. He has worked at Truist Advisory Services since 2022 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he manages a rental property occupied by family. 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 platform arrangements and AI-enabled research tools.

Harry Pilson II is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with SunTrust Advisory Services and Sun Trust Investment Services for 10 years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager selection programs. The firm integrates discretionary and non-discretionary strategies with third-party platforms and employs both traditional and AI-enabled research tools in its investment oversight.

Teresa Shaffer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior experience includes roles at Bb&T Investments and Bb&T Securities from 2014 to 2021. Outside of her advisory work, she manages residential rental properties in Sterling, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to deliver its asset management and fiduciary services.

Richard Allison III is a CFP® and Series 65-licensed advisor with Savant Wealth Management, bringing three years of industry experience. He previously served at Alliant Wealth Advisors and is a part owner of an online retail family business. Allison also serves as a Lieutenant Colonel in the United States Air Force Reserve, acting as a liaison between the FAA and the Department of Defense. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a broad client base, including individuals, families, and institutions. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and supports these offerings with affiliated accounting, legal, and trust services.

William Bruno is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. His prior firms include Sandbox Financial Partners LLC, Equitable Advisors, Axa Advisors, LLC, and Ameriprise. He is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement a range of investment strategies.

Brian Widmayer is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. 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 retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Tiffany Liggon is a financial advisor at Truist Advisory Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and a range of affiliated platform arrangements.

Jeffrey Clark is a financial advisor with Primerica Advisors in Ashburn, VA, holding a Series 66 designation and 22 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2003. Outside of his advisory role, he serves as CEO, President, and Treasurer of Clark Operating Company. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies supported by digital platforms and account-level lending solutions.