Andrew Leach is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and ARK Financial Services, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Stephen Rosen is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hightower since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, mutual funds, ETFs, alternative investments, and custom indexing. The firm serves pension plans, charitable organizations, corporations, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Kyle Brunk is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities since 2018. His background also includes roles with VIPKids, CIEE - Teach Abroad, Madwire Media LLC, and EduKit. 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 offers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Mikhael Hammer Bleich is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at firms including Amalgamated Bank and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a trustee on the Bruria Hammer-Bleich Trust. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid advisor/broker-dealer structure and utilizing independent third-party promoters.

Gabriela Javier is a financial advisor at Oppenheimer with seven years of industry experience. She holds the Series 66 designation and has worked at Oppenheimer since 2019. Javier also has a background that includes a brief tenure at Morgan Stanley and ongoing involvement with Georgetown University since 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and nonprofit organizations. The firm offers a range of investment and retirement services with discretionary and non-discretionary account management, emphasizing asset allocation, manager selection, and customized investment policy development.

Timothy Conley is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with robust internal standards and oversight, supported by its large institutional scale and specialized market roles.

Cory Reed is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and two years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2024. 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 with oversight committees and manages large-scale institutional roles, including derivatives and futures services.

Conor Wolchesky is a CFP® professional with 12 years of experience in financial advising. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Philleo & Ialeggio Wealth Strategies. Wolchesky is also the owner of Philleo Private Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual investors, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering a range of advisory and portfolio management solutions.

Margaret Molloy is a financial advisor at Oppenheimer with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for four years. Her background also includes roles at R&R Mechanical LLC and Clemson University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services.

Terrell Allen III is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 66 credentials and has over four years of experience, including roles at George Washington University, the University of Maryland, and Johns Hopkins University. He has been with VOYA Financial Advisors since 2026. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both affiliated and unaffiliated investment products, and emphasizes client involvement in investment decisions through non-discretionary and discretionary account management options.

Dragana Petrovic is a financial advisor at TIAA-CREF with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Bank of America, and Societe Generale Bank Serbia. Outside of her advisory role, she volunteers with the Dominion Heights Condominium Association, where she reviews financial statements. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides ongoing discretionary management through model portfolios and customized accounts, acting as adviser to a donor-advised fund within a vertically integrated structure.

William Brockman is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and over 49 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company since 2019 and prior experience with Mass Mutual and MetLife. Outside of his advisory work, he serves as an elder at Wallace Presbyterian Church and is president of the NAIFA-GWDC Helping Hands Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of financial planning, advisory, and brokerage services.

Carmen Woodson is a financial advisor at Truist Advisory Services with one year of industry experience. She holds Series 63 and Series 66 licenses and has worked within the Truist organization since 2010, including roles at Truist Bank and Truist Investment Services. 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 both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Francisco Castellanos is a Series 66-licensed financial advisor at Citigroup Global Markets with eight years of industry experience. He previously worked at Merrill for nine years and served at the Department of State for twenty years. Castellanos is also a board member of the Congressional Hispanic Caucus Institute. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies with a combination of large institutional scale and specialized market roles.

Arthur Adler III is a financial advisor at Chevy Chase Trust Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2005. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management as well as personal trust and family wealth planning services. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships.

Edilawit Tesfaye is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including CitiBank, Charles Schwab Bank, SunTrust Bank, and Greystar. Tesfaye is based in Washington, DC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Christopher Pirtle is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Ameritas and related entities since 2006. Outside of advisory work, he is involved in healthcare services as CEO and Chairman of Wellcentric Health Group Inc., a provider engaged with government-managed care programs. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio strategies and program platforms, incorporating both proprietary and third-party models, and provides a broad range of asset management and financial planning solutions.

Shateela Winters is a CFP® and ChFC® credentialed advisor at Prime Capital Financial with 17 years of industry experience. Her prior roles include positions at Edelman Financial Engines, Financial Engines Advisors L.L.C., and Raymond James Financial Services. She serves as treasurer of the Della Woodward Chapman Scholarship Fund and owns a website documenting her visits to every NFL stadium to see the Buffalo Bills play. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical investment strategies and provides tax planning and consolidated financial reporting through its affiliated companies.

Thomas Toggas is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Royal Fund Management, LLC. Outside of investment advisory, he operates as an independent insurance agent. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs strategic asset-allocation models alongside a variety of investment vehicles and sub-advisory relationships.

Jackie Fontana is a CFP® with five years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2025. Prior to this, she worked at Fbb Capital Partners from 2020 to 2024. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and disruptive ideas, combining trust, custody, and fund-management roles in its services.