John Cranston is a CFP® and ChFC® professional with four years of experience in financial advising. He has served in various capacities at First Command Advisory Services, Inc. and affiliated entities since 2021. Prior to his financial career, he served 28 years in the United States Navy. He is also the owner of Octagon Strategies LLC, a business supporting his advisory activities. First Command Advisory Services, Inc. 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 that use model portfolios managed by centralized teams, emphasizing in-person financial coaching and an employee-ownership structure.

Steven Page is a CFP® with 15 years of experience in financial advising, currently with T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2010, with a brief period at TD Ameritrade Inc. from 2019 to 2021. Outside of his advisory role, he serves as a board member of the budget committee for The Chastleton Cooperative Association, where he discusses HOA budgets and capital expenditures. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with ongoing portfolio management and an interactive online planning tool.

James Bruyette is a financial advisor with Creative Planning in Annandale, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for IA Sullivan, Bruyette, Spero & Blayney and Sullivan, Bruyette, SperoS & Blayney, Inc. for 30 years. Outside of his advisory role, he serves as a board member and youth coach for the First Tee of Greater Washington DC. 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.

Lisa Gilland is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and previously worked at Financial Growth Partners and Grant Thornton. She works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary portfolios, and combines proprietary and third-party strategies.

Justin Graves is a financial advisor with PNC Wealth Management in Alexandria, VA. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining PNC, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of finance, he was involved with Tom's Watch Bar. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes approved model strategies implemented via mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Daesung Ji is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at Worthington Financial Partners and KP Stoneymill Inc. Ji serves as treasurer and board member for the Korean Community Service Center for Greater Washington. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms emphasizing long-term strategies with options for shorter-term trading and utilizes third-party asset managers.

Grayson Hurley is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. His prior roles include positions at Forge Financial Group and Potomac Financial Private Client Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including customized portfolio solutions and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Frances Arias is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Eagle Strategies in 2022, she worked with Nylife Securities LLC and New York Life Insurance Company since 2012. Outside of her advisory role, Arias works as an independent contractor for St. Francis of Assisi Church and performs as a paid wedding musician. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers a range of financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis and delivering tailored advice through multiple program types.

Shaun Germain is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Bridge Title, Inc. and Texas Roadhouse, where he continues to serve part time as a key manager and server. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Taylor Seiling is a CFP® professional with 14 years of industry experience. He has worked at Creative Planning since 2021 and previously spent 15 years at SBSB Financial Advisors. Based in McLean, VA, he is part of a large advisory firm serving a diverse client base. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Melissa Taro is a CFP® professional with 11 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023. Her prior roles include positions at Lumina Financial Consultants, Virtual FP LLC, and FJY Financial. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, tailoring portfolios through diversified asset allocation and proprietary quantitative screening.

Stephen Harvey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has operated Steve Harvey LLC since 2005, focusing full-time on his securities and investment advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support. The firm offers advisors discretion to construct client portfolios from diverse securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Bryan Trejo is a Series 66 licensed financial advisor at PNC Wealth Management with 12 years of industry experience. He previously worked at Citigroup Global Markets and TD Ameritrade before joining PNC in 2021. Based in Vienna, VA, Trejo currently provides advisory services within an enterprise firm setting. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and approved model strategies executed with mutual funds and ETFs, focusing on automated portfolio management rather than standalone financial planning.

Clayton Castle is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Zoominfo and Aflac, as well as working in construction and hospitality industries. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various portfolio management and financial planning services through both proprietary and third-party solutions.

Nicholas Camel is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018, following three years with Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he owns rental properties in Florida and Maryland. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as investment adviser to a donor-advised fund sponsored by Charityvest.

Richard Shu is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding a Series 66 designation and 24 years of industry experience. He has been with HSBC Securities and HSBC Bank (USA) N.A. since 2013, where he also serves as a bank officer involved in the sale of bank-related products alongside his role as a registered representative. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm uses model risk profiles and a combination of strategic and tactical asset-allocation advice developed with HSBC Global Asset Management, with programs distinguished by their integration of affiliated and third-party advisory and custodial services.

John Guidi is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 15 years of industry experience. He has been with NewEdge Advisors since 2021 and also holds roles at Bouchard Wealth Advisors LLC, Mid Atlantic Financial Management, Inc., and Mid Atlantic Capital Corporation since 2016. In addition to his advisory work, Guidi is involved in fixed insurance sales and serves as Managing Director of Guiding Wealth Financial Partners, providing retirement, estate, and education planning services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools, and emphasizes centralized due diligence and ongoing monitoring of third-party managers.

Chadwick Dickison is a CFP® professional with four years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He has worked at several firms including Golub Capital, Guidepoint Global, Bank of America, and Merrill. He also has experience in entrepreneurial ventures such as C&C Marine Ventures LLC. Mercer Global Advisors provides comprehensive investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified investment strategy based on Modern Portfolio Theory, utilizing a range of low-cost investment vehicles and specialized programs.

Eunjoo Fenton is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with Truist Advisory Services in Fairfax, VA. She has worked with SunTrust Advisory Services since 2016 and SunTrust Securities since 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Cristina Lipson is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment vehicles.