John Utley Jr. is a CFP® professional with 39 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is the owner of Utley LLC, a support company based in McLean, VA. 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 through a range of portfolio management and financial planning services.

Marguerite Wiese is a CFP® credentialed financial advisor with nine years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Herndon, VA. Her prior roles include positions at Eldenstreet Financial and New York Life, among others. Outside of her advisory work, she serves as a co-chair and precinct captain for the Braddock District Democratic Committee and is a director for the Park West Community Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm emphasizes tailored advice delivered through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Brian Bourdon is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses with 21 years of industry experience. His prior positions include roles at Wells Fargo Clearing, Truist Advisory Services, and Eagle Strategies. Outside of his advisory work, he produces a podcast titled "Happy Hour at the End of the World" focused on current events. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party managers and offers financial planning support through a technology platform with third-party custody.

Martin Hickey III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses. He has been with Private Advisor Group and LPL Financial since 2026 and previously worked at The Chem-Met Company for 19 years. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and third-party asset managers through its extensive network of investment adviser representatives.

Zak Irizarry is a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. His prior roles include positions at Charles Schwab Bank, Professional Group Plans, AXA Advisors LLC, and Retro Fitness. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

Gerson D'souza is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. He has been with TD Private Client Wealth LLC since 2023 and has a total of 16 years at the broader TD Wealth organization. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custodial services.

Michelle Aquino is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Turning Point Financial and several Charles Schwab entities. She is also licensed as an insurance agent. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Nathan Addo is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Wells Fargo and HSBC Securities. Outside of his advisory role, he volunteers with the Old Vandals Alumni Association of North America. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate clients, offering portfolio management, financial planning, and access to third-party asset management programs through both discretionary and non-discretionary approaches.

Hesham Elshahed is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and with four years of industry experience. He previously worked at H&R Block for 15 years before joining TD Bank in 2014. Outside of his advisory role, he co-manages a residential rental property with his wife. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Bradford Coyle Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several related entities within Steward Partners since 2018 and previously was employed at Raymond James Financial Services, Inc., Wells Fargo Clearing, and Sterling Associates, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Aaron Pearson is a CFP® professional with four years of industry experience, currently serving at Savant Wealth Management. His prior experience includes roles at Brighton Jones, Mountain America Credit Union, and KeyBank. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Kara Bjoring is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Truist Investment Services since 2019 and previously held roles at PNC Bank and PNC Investments from 2014 to 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Gina Wilson is a ChFC® with 37 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2017. She has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios and oversight of third-party asset managers.

Grant Ruder is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

Chauvon Mcfadden is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 65 and Series 63 licenses and over 23 years of industry experience. She has been associated with New York Life and its affiliates since 2002 and operates her own firm, Crimson Wealth Strategies, LLC, focused on brokering insurance products. Mcfadden serves on several local boards, including the Loudoun County Economic Development Commission, Inova Loudoun Hospital Foundation, and the National Capital Area Council of Boy Scouts of America. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailoring advice to client goals, with the majority of assets managed on a non-discretionary basis.

Elizabeth Dawson is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cerity Partners in 2020, she worked at Worldview Wealth Advisors from 2017 to 2020. Outside of her advisory role, she provides pro-bono financial counseling to recently widowed individuals through Wings for Widows. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-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 alternative investment access, emphasizing diversified asset allocation and customized portfolios.

Jodi Van Voorhis is a financial advisor at Cresset Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Equitable Advisors LLC, LPL Financial LLC, and CURO Private Wealth. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a range of clients including individuals, high-net-worth clients, trusts, and corporations, and employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Andrew Palazzi is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having two years of industry experience. He has been with TD Wealth and its affiliated entities since 1997. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Cecile Hult is a CFP®-certified financial advisor with 17 years of industry experience. She currently works at Osaic Advisory Services, LLC and has previously been affiliated with Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. In addition to her advisory role, she is a partner managing a divorce financial planning team and serves as a speaker for seminars related to divorce financial issues. She also holds a position on the board of directors for a local swim and tennis club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, delivered through multiple program models with custody and execution primarily arranged through Schwab and Fidelity.

Brian Wobensmith is a financial advisor with Primerica Advisors in Reston, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Virginia Tech, and several firms across different sectors. He is also involved in insurance sales outside of Guardian. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs various investment strategies through proprietary and third-party models and offers both discretionary and non-discretionary account management.