Lisa Kim is a financial advisor at First Command Advisory Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily within First Command-affiliated firms since 2026. Kim serves on the boards of Baltimore Hire Power, a nonprofit focused on job training and placement, and the Korean American Grocers Association of Maryland, where she assists with administrative and event activities. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Frederick Hopkins is a CFA® charterholder with four years of industry experience. He has worked at Chevy Chase Trust Company since 2021 and previously spent eight years at Wilmington Trust, N.A. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management along with personal trust and wealth planning services. The firm employs a thematic investment approach that focuses on secular trends and diversification, combining fundamental, technical, and cyclical analysis across equities and fixed income.

Marquita Hawkins is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds the Series 66 designation and has worked at firms including 2250 Financial Services Inc. and First Command Insurance Services, Inc. Prior to her financial services career, she was employed by Starbucks Company for eleven years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

David Burgess is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized tactics such as direct indexing and tax-loss harvesting.

Tatiana Dadykina is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2018. Prior to joining Wealthspire, she worked at AXA Advisors LLC for three years. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets across about 220 advisors and nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting services to individuals, corporate plans, nonprofits, and foundations, using an institutional-style asset allocation framework with centralized oversight.

Lewis Baker is a CFP® professional with 31 years of industry experience, currently affiliated with Farther. He founded Rock Creek Wealth Planners and has held roles at Coliseum Wealth Management and United Planners. Baker serves on the board of Yazam Inc. and is involved with several investor development roles and advisory boards outside of his advisory work. Farther serves individual investors, trusts, and estates through a technology-driven platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Nicholas Demczar is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2016. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary assets under management.

Elizabeth Miller is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 25 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Thomas Graham is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2012, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he has a rental property in Bumpass, Virginia. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

William Godfrey is a financial advisor at Oppenheimer in Washington, DC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Red Ventures, Best Buy, and New Age Marketing. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Rachel Richardson is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked primarily at First Command-affiliated firms since 2020. Prior to her financial services career, she spent several years at St. Elizabeth Ann Seton School. 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 provides financial planning and multiple wrap-fee asset management programs, using an Investment Management Team to design and manage model portfolios with discretionary authority granted by clients.

Christopher Pratt is a CFP® with seven years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. He has held roles at Purshe Kaplan Sterling Investments, Spire Wealth Management, and Cardinal Wealth Management. Pratt serves on the board of the Lilabean Foundation, providing financial guidance to the nonprofit. 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 focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisors and integrated operational tools.

Angela Vaughan is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 65 credential and two years of industry experience. Prior to joining Stratos in 2026, she worked at Lifespan Financial Strategies and spent six years at Montgomery County Public Schools. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs an IAR-driven model with a focus on discretionary and non-discretionary portfolio management, using an open-architecture approach that integrates multiple third-party platforms and offers specialized services such as overlay and tax-management features.

Ryan Myers is a CFP® with 35 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. His career includes nearly three decades at Fortis Investors, Inc., as well as roles at MissionSquare Retirement and Allstate Insurance. Myers is involved in nonprofit leadership and community service, serving as Chairperson of the Board of Directors for the Northern Virginia Urban League and Treasurer of the Omega Psi Phi Fraternity, Inc. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, institutions, and nonprofits. The firm uses a combination of in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product platform.

Jaron Reynolds is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at firms including Fisher Investments and Fidelity, with a total of five years at Fisher Investments and several years at Fidelity in various capacities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process combining passive and active management overseen by an internal Investment Committee.

Louis Liberatore is a CFA® charterholder and financial advisor at Hightower Advisors with five years of industry experience. His previous roles include positions at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers portfolio management, financial planning, and retirement consulting, serving clients including pension plans, charitable organizations, corporations, and financial institutions.

Chad Gerber is a CFP® with 27 years of industry experience currently with Truist Advisory Services. He has worked at Truist Investment Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled equity research.

Stacy Bakri is a CFP® professional affiliated with Beacon Pointe Advisors, LLC, with 25 years of industry experience. She previously worked at The Family Firm, Inc. from 2007 to 2025 before joining Beacon Pointe Advisors in 2025. Outside of advisory services, she is also an agent involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan platform services, and outsourced chief investment officer solutions to a diverse clientele, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Eric Walker is a CFP® with 17 years of experience in financial services. He is currently with Rockefeller Financial LLC and has previously worked at Janney Montgomery Scott and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and retirement plans. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a comprehensive investment platform that includes equities, fixed income, and alternative investments.

Du Hur is a financial advisor at Chevy Chase Trust Company with six years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust since 2019, following a 16-year tenure at Columbia Partners, LLC Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and various institutional clients, offering investment management alongside trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining fundamental, technical, and cyclical analysis across diverse instruments.