Bradford Coyle Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of advising, he is involved in managing residential rental properties. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party solutions with oversight coordinated alongside major custodial partners.

Hannah Adams is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. She holds a Series 66 designation and has worked at Eagle Strategies LLC, New York Life Insurance Company, and NYLife Securities, LLC. She also operates under the DBA Avenue Wealth, focusing on selling New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Matthew Kappa is a financial advisor at TD Private Client Wealth LLC in Vienna, VA, with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm offers portfolio management, access to various investment vehicles, financial planning support, and custody services through third-party custodians, utilizing a combination of affiliated and third-party sub-managers.

Michael Kitces is a CFP® and ChFC® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, and Pinnacle Advisory Group, Inc. He is the founder and chief contributor of Kitces.com, a platform dedicated to financial planning education, and is also a co-founder of XY Planning Network, AdvicePay, and fpPathFinder, businesses focused on supporting financial advisors and the planning profession. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, and institutional clients, offering investment management, financial counseling, family office services, retirement plan fiduciary support, tax and business management, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a broad platform of affiliated service companies and product relationships.

Kevin Moriarty is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms and AI-enhanced research.

Ralph Boeckmann is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked with various First Command entities since 2014. Outside of advising, he provides consulting services in Foreign Military Sales and international business development and serves as CEO of Boeckmann Advising and Consulting LLC. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team.

Kenneth Shall Jr. is a CFP® with 25 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held roles at both firms since 2016 and operates as an independent insurance agent. In addition to his advisory work, he is a commissioned notary. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Thomas Regan is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Keystone Asset Management. He also has a background in education, having worked at Virginia Tech University and Marshall High School. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation strategies, proprietary quantitative screens, and access to private-market investments to build client programs.

John Bernards is a CFP® professional with 24 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He holds the Series 66 designation and is based in Washington, DC. Outside of his advisory role, he is a co-owner of Le Miel, LLC, a wine making and sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while offering advisors access to discretionary model portfolios and customized investment solutions.

Laura Siragusa is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding a Series 66 designation and bringing 11 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney and Ally Invest Securities LLC. She currently operates across multiple affiliated entities, including Alpha Solutions Group LLC and Nylife Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, defined contribution and benefit plans, and charitable and corporate clients, delivering tailored advice through various program types and emphasizing non-discretionary asset management.

Ann Senger is a CFP® with 25 years of industry experience, currently serving as a financial advisor at &Partners since 2024. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of her advisory role, she acts as a power of attorney for family members in investment matters. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary investment platforms.

Deborah Lewis is a financial advisor at Eagle Strategies (NY Life) with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2007, also associated with New York Life and Nylife Securities since the mid-1990s. Outside of her advisory work, she serves as treasurer for Advent Lutheran Church and volunteers on the Audit & Finance Committee for Gamma Phi Beta. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Dennis Reilly is a Series 65-registered financial advisor at Savant Wealth Management with two years of industry experience. He is also a Customer Advisory Director at Collibra, a data intelligence software company. Prior to his current roles, he worked at SAS for five years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and offers a range of affiliated services including legal, accounting, and trust services.

Derek Sauerwine is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. In addition to his advisory role, he owns CTS Financials LLC, a single-person practice focused on insurance products such as long-term care insurance, life insurance, and fixed annuities, primarily serving clients in Virginia. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers portfolio management through a turnkey asset management platform and wrap-fee program.

Matthew Douglas is a Series 66-licensed financial advisor with Kestra Advisory, where he has worked since 2016. He has 21 years of industry experience and also holds a business development role with NFP focused on insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Gerald Scheinman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 65, Series 63, and Series 66 credentials and having 10 years of industry experience. His prior work includes 15 years at United States Anesthesia Partners. Outside of his advisory role, he is an investor in an Italian deli in Washington, DC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Daniel Graff is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously held positions at Sullivan, Bruyette, Speros & Blayney, LLC and Weatherstone Capital Management. He is based in McLean, VA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Matthew Brock is a CFP® with 23 years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously spent nine years at Divergent Planning, LLC and seven years at H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services including tax preparation and estate-document preparation for qualifying clients.

Kristin Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2011, including roles at Charles Schwab Bank and TD Ameritrade. Outside of her advisory work, she is the owner of an LLC created for real estate holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem using standardized asset allocation models while leaving final trading decisions to clients.

Lars Okeson is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2020, following a four-year tenure at Pagnato Karp Partners, LLC. Okeson serves on the accounting board of the College of William & Mary’s Raymond A. Mason School of Business. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and conducting structured due diligence to tailor portfolios to client objectives and risk profiles.