Sinwai Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Aligned Benefits Group Inc and International Medical Group. Outside of advising, he serves as president of Better Tomorrow and More Corporation, a nonprofit focused on education in nutrition, health, and technology, and teaches Qi Gong classes weekly. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services with a mix of proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and supports a range of individual and institutional clients.

Rosario Vezzi is a financial advisor with Oppenheimer, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has worked at several major firms, including Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, he serves as trustee for private family trusts. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of advisory and brokerage services. The firm offers programs spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and retains custody of client assets while operating its broker-dealer and advisory businesses.

George Fellows Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2012. His prior experience includes roles at Merrill from 2007 to 2012 and Citigroup Global Markets from 1995 to 2007. Outside of his advisory work, he serves as a co-trustee of a family trust established to assist in the care and financial support of a relative. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management with strategic and tactical asset allocation.

Henry Romeyn is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and as a self-employed advisor. 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 trends and diversification, offering a combination of trust, custody, and fund-management roles.

Colette Kolanko is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Lumina Financial Consultants and Sullivan, Bruyette, Speros & Blayney, Inc. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation utilizing both proprietary quantitative screening and third-party managers.

Lance Robbins is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at SunTrust Bank and Starbucks. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Whitney Turner is a CFP® professional affiliated with Focus Partners Wealth, LLC, with several years of experience in wealth management and related fields. Prior to joining Focus Partners, Whitney worked at The Meakem Group and Kastle Systems, among other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.

Robert Kraus is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds the Series 63, 65, and 66 designations. Prior to joining Citigroup in 2017, he worked at Chevy Chase Trust from 2006 to 2017 and at Chevy Chase Financial Services from 2004 to 2009. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and unique market roles such as swap dealing and futures commission merchant activities.

Charles Ruttenberg is a financial advisor at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009, following a 14-year tenure at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs with both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Kristin Chisam is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup and Citibank NA since 2013, with a brief period of unemployment in 2025. Based in Washington, DC, her career has been focused within the Citi organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Steven Dominguez Paredes is a financial advisor at TIAA-CREF with eight years of industry experience and a Series 66 credential. His prior roles include positions at Commonwealth Financial Network, Wells Fargo Clearing Services, Merrill, and U.S. Trust Bank of America Private Wealth Management. Outside of his advisory work, he owns an LLC that leases office space to a nail salon business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Michael Hohenstein is a CFP® professional with 15 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within various entities of First Command since 2011. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with an emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Andrew Lalley is a CFP® professional with seven years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has worked with Steward Partners and Raymond James Financial Services, Inc. Prior to his financial advisory career, Lalley was involved in rowing, including leadership roles such as Head Coach of the Walter Johnson High School Crew team and Assistant Coach for the Jackson Reed Crew in Washington, DC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services with various portfolio management options, utilizing both in-house and third-party money managers.

Kevin Henry is a CFP® with 13 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2016 and previously worked at PNC Wealth Management from 2012 to 2014. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with an emphasis on strategic asset allocation and customized investment solutions.

Nikita Lodha is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been associated with SunTrust Bank and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party manager arrangements. The firm integrates multiple affiliates to offer a range of services including the AMC Advantage manager-selection program and AI-enabled research tools.

Lawrence Fisher II is a financial advisor at Chevy Chase Trust Company with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2010. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management alongside trust and wealth planning services. The firm uses a thematic investment approach focused on macroeconomic views and secular trends, combining trust, custody, and fund-management roles uncommon among large enterprise advisors.

Linly Ramlal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has held roles at Transamerica Financial Advisors since 2012 and is also involved with Taylor Properties as a real estate agent. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple program platforms. The firm primarily implements its advisory model through model portfolios and third-party managers, offering a broad range of services including proprietary and externally managed portfolios and retirement plan administration.

Peter Darke is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. Citigroup Global Markets is notable for its large institutional scale, multi-asset, multi-manager strategies, and its roles as a swap dealer and futures commission merchant.

Lissett Johnson is a financial advisor at Truist Advisory Services with a Series 66 designation and four years of industry experience. She has held roles within various Truist entities since 2019 and previously worked at M&T Securities and M&T Bank from 2014 to 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

David Kaye is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 21 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021, following previous roles at Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, using a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager due diligence.