Douglas Brown is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient. His prior work includes roles at CIPW Service Company, CI Brightworth Private Wealth, and Capital Asset Management Group. Brown has held additional positions outside of finance, including at Virginia Tech and Whitemarsh Valley Country Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party management and utilizes comprehensive risk management tools.

John Russell is a CFP®-certified financial advisor with one year of industry experience, currently with Creative Planning in McLean, VA. He previously worked at Armstrong, Fleming, & Moore Inc. and has a background that includes various roles outside finance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Rosemary Guilliams is a CFP® professional with six years of industry experience. She has worked at Savant Wealth Management since 2022 and previously held roles at Alliant Wealth Advisors and Beacon Pointe Wealth Advisors. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated legal, accounting, and trust services.

Alexandra Anderson is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Suzanne Berringer is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower Securities and Hightower Advisors since 2011. Suzanne also serves as a notary for investment-related documents in a limited capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting.

Michael Byman is a CFP® and Series 65 credentialed advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. He previously worked at Hemington Wealth Management, LLC for 11 years before joining Beacon Pointe in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager “Focus List,” employs both active and passive asset allocation strategies, and sponsors proprietary investment vehicles while offering discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Scott Faust is a financial advisor with Carson Wealth in Falls Church, VA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He previously worked at First Command Advisory Services and related entities for over a decade before joining Diamond Wealth Advisors and CWM, LLC. Faust is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement services, using a committee-driven investment approach with tailored solutions and integrated technology platforms.

Mandana Sedigh is a financial advisor at &PARTNERS with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, she provides Farsi language tutoring through WyzAnt. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a range of proprietary and third-party strategies with ongoing portfolio monitoring.

Amy Mackay is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at Truist Investment Services, Wells Fargo Clearing, and Wachovia Bank. She serves as a board member for the Community Foundation for Northern Virginia, a public charity focused on advancing equity through philanthropy. 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 third-party platforms and AI-enabled research.

Jeffrey Banks is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 credential and has a background that includes service in the United States Air Force and a pilot position at United Airlines. In addition to his advisory role, he is working as a producer to sell annuities and life insurance through Triquest and Allianz Life Insurance Company of North America. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through multiple investment channels and affiliated entities.

Jennifer Bishop is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2010. In addition to her advisory role, she owns Bentley Mac Financial LLC, an independent business operating within the First Command framework. 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 provides financial planning and multiple wrap-fee asset management programs designed and monitored by a centralized Investment Management Team and Wealth Portfolio Managers.

Julia Simmons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Private Advisor Group since 2021 and previously at LPL Financial and Raymond James Financial Services. Simmons provided investment advisory services through Private Advisor Group, an independent firm, starting in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based advisory model with a range of investment strategies and technology platforms, often implementing advice through third-party managers and programs.

Joseph Holinka IV is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and several other firms. Outside of his advisory role, he is involved with Green Cloud Consulting LLC, which provides back office and administrative services. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions tailored to client needs.

William Smith is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach combined with shorter-term adjustments, and utilizes both internally managed and third-party strategies.

Joshua Graham is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has two years of industry experience, with prior roles including positions at Wealth Enhancement Advisory Services and the Wealth Enhancement Group, as well as educational experience at Rensselaer Polytechnic Institute. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Brenda Blisk is a CFP® with 40 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. She spent four decades at Spire Wealth Management, LLC before joining her current firms. Brenda serves on the Board of Trustees for Concordia Plan Services in a volunteer capacity. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and offers a range of wealth management and financial planning services supported by a large network of advisors.

Robert Adams III is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Eagle Strategies, he worked in the automotive sector from 2016 to 2022. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plan sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Marilyn Forrester is a financial advisor at VOYA Financial Advisors, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including New York Life and Citigroup Global Markets. Prior to her financial services career, she spent 13 years focused on homemaking. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm combines proprietary and third-party investment strategies with technology-enabled tools, maintaining both advisory and broker-dealer functions to serve a diverse client base.

George Shirley is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has worked with Steward Partners and Raymond James in various advisory roles since 2016. Outside of his advisory work, he serves as the Chair of the Recreation Committee for the Arlington Soccer Association and is a member of its board. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services through a range of proprietary and third-party investment solutions.

Carmen Dello Iacono is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has been associated with Corbett Road Wealth Management since 2018. Before her advisory roles, she worked at FactSet for three years. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by integrated platforms and affiliated sub-advisory arrangements.