Timothy Hughes is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2015. He holds a Series 65 license and is based in Reston, VA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Jason Pan is a CFP® professional with 10 years of industry experience. He currently works at Mariner Wealth Advisors and has previously held roles at Mason Investment Advisory Services, The Mather Group, Facet Wealth, Sullivan, Bruyette, Spero & Blayney LLC, EF Legacy Securities, and Edelman Financial. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside administrative CFO capabilities and a Financial Wellness Platform.

Ryan Malaeb is a CFP®-designated financial advisor with Schwab Wealth Advisory, Inc., based in Tysons Corner, VA. He has seven years of industry experience and previously worked at T. Rowe Price and PwC. Outside of his advisory role, he manages rental properties on a part-time basis. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations tailored to each client’s goals and risk tolerance. The firm employs standard asset-allocation models and internal research tools, and its advice includes guidance on mutual funds, ETFs, separately managed accounts, and alternative investments.

Austin Sutphin is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 65 designation and has prior roles with Virginia Tech, the Virginia Tech Foundation, and CVS Health. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platforms and employs AI-enabled tools in its research and oversight processes.

Gary Lyons is a financial advisor with Creative Planning, LLC, holding a Series 65 credential and bringing 19 years of industry experience. Prior to joining Creative Planning in 2021, he spent 17 years at Sullivan, Bruyette, Spero & Blayney, Inc./BMO Financial Group. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and a large advisory team.

Jennifer Baick is a CFP®-certified financial advisor at Mercer Global Advisors Inc. with 20 years of industry experience. Her career includes roles at Freestone Capital Management, Positive Delta Asset Management, and Cetera firms prior to joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach with globally diversified portfolios implemented through low-cost ETFs, separate account managers, and other investment vehicles.

Sun Min Kim is a CFP® with six years of experience in the financial industry, currently practicing at Equity Services, Inc. in Fairfax, VA. Prior to joining Equity Services in 2020, Kim held roles at NeoImmunetech and National Life Group, and also works as a freelance translator. Outside of financial advising, Kim is involved in retail business management and serves as a statutory auditor for NeoImmunetech. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies alongside options for shorter-term trading and specialized instruments.

James Sinnott is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the CFP® and Series 66 credentials and has worked at firms including RBC Capital Markets, City National Bank, and Morgan Stanley. Sinnott serves as a finance council member for St. Monica parish, meeting monthly to review its financial standing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad client base, including sovereign wealth funds.

Mary Reilly Will is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 38 years of industry experience, including over three decades with Guardian Life. Outside of her advisory role, she serves as a trustee and executrix of her mother’s estate. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Jose Reyes is a Series 66 licensed financial advisor with six years of industry experience, currently with Truist Advisory Services. His prior roles include positions at Suntrust Investment Services, BB&T, and Bank of America. He serves as a board member of Love Church, a nonprofit religious organization, where he participates in budget and expense approvals. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enhanced research and extensive inter-affiliate integration.

Christopher Williams is a financial advisor with SPC in Annandale, VA, holding Series 63 and Series 66 credentials and 22 years of industry experience. His career includes roles at Commonwealth Financial Network, Mosaic Wealth Partners, LPL Financial, Wells Fargo Clearing, and Banc of America Investment Services. He is also involved in fixed insurance sales. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs.

John Dequattro is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2013. Outside of his advisory role, he is the lead guitarist in the Don Campbell Band and holds a minority ownership interest in Press Hotel Manager, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional, high-net-worth, and retail clients, offering portfolio management, financial planning, and access to a range of investment products through a combination of affiliated and third-party managers.

Joshua Monk is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been affiliated with Kestra Advisory Services, LLC since 2016, and with Kestra Investment Services, LLC since 2005. He serves retail clients as a financial advisor through Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors.

Colleen Stutz is a financial advisor with Eagle Strategies (NY Life) based in Fairfax, VA, holding the ChFC® and Series 63 credentials and bringing 25 years of industry experience. She has been affiliated with New York Life Insurance Co. since 2001 and operates Sonrise Strategies, LLC, through which she sells New York Life products and brokers non-registered insurance products. Outside of her advisory work, Stutz serves on the boards of BetterALife, a nonprofit providing meals for hungry families, and the Purcellville Business Association. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and charitable organizations. The firm provides multiple program types and emphasizes tailored advice, managing most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Maher Shoukr is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Advisors, LLC and H.Beck Inc before joining TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers to construct portfolios and offers financial planning support along with custody and reporting services.

Stephen Harper Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at PNC Investments LLC and Wells Fargo, where he worked for over a decade. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, implementing multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines institutional scale with unique market roles, offering advisory programs alongside execution, custody, and derivatives services.

Benjamin Thompson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has four years of industry experience, including prior roles at Brewer Law Firm and Charleston School of Law. 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 research tools and inter-affiliate operating arrangements.

Daniel Trumbower is a CFP® with 21 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Halpern Financial, Inc. and his own firm, Trumbower Financial Advisors, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Vanessa Alonzo is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. She previously worked at UBS Financial Services and UBS Bank USA for a combined 11 years before joining Steward Partners in 2023. Alonzo is involved with the Women's Leadership Alliance, supporting the expansion of its reach in businesses, communities, and colleges nationwide. 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 by providing investment advisory, financial planning, pension consulting, and managed account programs.

Connor Becton is a CFP® with two years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has held positions at several firms, including Corbett Road Wealth Management, Spire Securities, and Campbell Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.