James Nguyen is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including BDO Wealth Advisors, LLC, Biegel Waller, Complex Capital Management, LLC, and Lockheed Martin Investment Management. Chevy Chase Trust Company serves 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 views and secular trends, combining discretionary and non-discretionary portfolio management across equities and fixed income.

Natalie Gosselin is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. She has 17 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Cardinal Wealth Management, XML Financial Group, LPL Financial, and Morgan Stanley & Co. LLC. 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 emphasizes customized, long-term portfolios primarily using ETFs and mutual funds, supported by a network of approximately 286 advisors.

Thura Aung is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. Prior to joining Rockefeller Financial LLC, Aung held positions at Rockefeller Capital Management, Truist Advisory Services, Truist Investment Services, Truist Bank, Bb&T Bank, and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Christopher Young is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Chevy Chase Trust Company, where he has worked since 2022. Prior to this, he held roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2015 to 2022. Chevy Chase Trust Company serves 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 that emphasizes diversification, long-term holdings, and tailored fixed-income strategies, combining trust, custody, and fund-management functions.

Julie Babcock is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and 23 years of industry experience. She previously worked at Lockton Financial Advisors, LLC, Lockton Companies, LLC, and Lockton Investment Advisors, LLC between 2007 and 2021. 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 using a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Gerhard Olsen is a financial advisor at Oppenheimer with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Bank of America. Olsen is based in Washington, DC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management and consulting, with a notable emphasis on maintaining custody of client assets in-house.

Mitchell Mccarthy is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2019, following a two-year tenure at Merrill Lynch. 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 provides both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Daniel Ialeggio is a CFP® with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles within various Steward Partners entities since 2016. Prior to that, he was affiliated with Raymond James Financial Services Advisors Inc. and co-founded Philleo & Ialeggio Wealth Strategies. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Valeska Santibanez Jofre is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Citigroup, she worked at JP Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. for seven years, and Bank of America and Merrill for a combined nine years. In addition to her advisory work, she is involved with Kekis Home Goods, LLC, an entrepreneurial venture she has been part of since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Steven Lynch is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services, Wells Fargo Clearing, UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, he provides notary services in Bethesda, MD. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients through a range of investment advisory, financial planning, pension consulting, and managed account programs with both discretionary and non-discretionary portfolio management options.

Simeon Spruill is a CFP® with three years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company. His prior roles include positions at Focus Partners Wealth, WMS Partners, and T3 Trading Group. Outside of financial advising, he works as a real estate salesperson with Fathom Realty. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach focusing on secular trends and uses a combination of equities, fixed income, ETFs, and alternative instruments, often emphasizing longer-term holdings.

Michael Leasure is a CFP® professional with 23 years of industry experience. He is currently with Truist Advisory Services and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Jay Burmaster Jr. is a financial advisor with Truist Advisory Services holding Series 65 and Series 63 credentials and 29 years of industry experience. His career includes roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, Scott & Stringfellow, Wells Fargo Clearing, and UBS Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs using discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Elizabeth Snyder is a CFP® professional with nine years of industry experience. She is currently with Rockefeller Financial LLC and previously worked at Bank of America and Merrill. Outside of her advisory role, Snyder serves with Jewish Women International, focusing on financial education as the Financial Initiatives Chair. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations through a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of affiliated services including trust and insurance.

Spencer Smith is a financial advisor at ASB Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Chevy Chase Trust Company since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion through pooled investment vehicles and institutional separate accounts. The firm offers discretionary management across equities, fixed income, and real estate, serving primarily institutional investors and employing both active and passive strategies.

Wendy Moyers is a Certified Financial Planner® with 24 years of industry experience. She has worked at Chevy Chase Trust Company since 2021, following prior roles at Chain Bridge Bank, May Barnhard Investments, LLC, and Linden Oak Wealth Advisors LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach, focusing on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Christine Wallace is a financial advisor at Chevy Chase Trust Company with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chevy Chase Trust since 2008. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, often emphasizing longer-term holdings and integrating fiduciary trust and custody functions with investment management.

Shippen Royer is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. His prior experience includes roles at Phyxius Arbitrage Fund LP, Bank of America, N.A., and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Christina Raya is a financial advisor with PNC Wealth Management in Washington, DC, holding a Series 66 license and 15 years of industry experience. She has worked at PNC Investments since 2018 and previously held positions at Bank of the West, BancWest Investment Services, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

Leland Detmer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has two years of industry experience and previously worked on the PGA Tour for five years. Detmer is also the co-founder and secretary of the BCCC Scholarship Foundation, which provides scholarships for underprivileged children to attend golf camps. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse clientele, including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.