Matthew Kroehler is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wide range of clients, including individuals, families, trusts, corporate plan sponsors, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Steven Taylor is a CFP® with 32 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2026 and previously spent 20 years at ICMA Retirement Corporation. He holds Series 63 and Series 65 licenses and is based in Washington, DC. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services, emphasizing recommendation-based advice through multiple program structures and maintaining both investment adviser and broker-dealer registrations.

John Majkowski is a CFP® with 32 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services Advisors. He is the owner of The Verus Team, a financial services support company based in Washington, DC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered 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 investment advisory, financial planning, and managed account solutions.

Lanie Santa Cruz is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist Advisory 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 charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary approaches with AI‑enabled research tools.

Michael Gildenhorn is a Series 65-licensed financial advisor at Chevy Chase Trust Company with 36 years of industry experience. He has worked at Chevy Chase Trust Company since 2005 and previously spent 15 years at Asset Management Inc. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management alongside trust, custody, and financial planning services. The firm employs a thematic investment approach focused on secular trends and sector themes, combining fiduciary trust and custody functions with investment management.

Damon Ridley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at LPL Financial and the Householder Group Estate & Retirement Specialists. He has been involved in realty since 2007 alongside his advisory career. 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 investment approach that combines passive and active management, quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Jordan Yeomans is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank, Charles Schwab & Co., T. Rowe Price, and Merrill. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, primarily providing non-discretionary recommendations.

Zachary Villavicencio is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Citigroup, Merrill, Bank of America, and Wells Fargo in various capacities over the past decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Todd Growney is a CFP® with 20 years of industry experience and is currently with Burt Wealth Advisors. He previously worked at Burt Associates, Incorporated for 21 years before joining Creative Planning, LLC. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm primarily allocates assets among mutual funds and ETFs, using a combination of fundamental, technical, charting, and cyclical analysis across various time horizons.

Samuel Campbell is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Rock & Co LLC. Campbell began his career after completing his studies at James Madison University. Rockefeller Financial LLC serves 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 operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Evan Royster is a CFP® with eight years of industry experience, currently advising at Truist Advisory Services. He previously worked at Edward Jones for five years and EVERFI, Inc. for two years. Royster is involved with the Washington Commanders Charitable Foundation as a player representative, participating in charitable events. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program.

Andrew Marshall is a CFA® charterholder with 16 years of industry experience, currently serving at Citigroup Global Markets since 2021. He previously worked for seven years at Chevy Chase Trust Company. Based in Washington, DC, he holds Series 65 and Series 63 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale, including in-house research and unique market roles such as swap dealer and futures commission merchant.

Nina Mitchell is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, and Mtx Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jeffrey Dillman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2013. He holds Series 63 and Series 65 licenses. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macro trends and diversification, serving primarily multi-million dollar client relationships through a combination of advisory, trust, and custody services.

Michael Weston is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 12 years at Ameriprise Financial Services and multiple tenures at Commonwealth Financial Network since 2017. Outside of his advisory role, he owns Wharf Financial, LLC and is involved in fixed insurance sales through that entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers diverse investment solutions, including discretionary model portfolios and customized advisory programs.

Paul Schneider is a CFA® charterholder with 17 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has held roles at Vector Financial Advisors LLC and related entities since 2006. Schneider is also the managing director of Vector Recovery Group, LLC, which provides consulting and financial analysis services to small business clients. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports both discretionary and non-discretionary advisory relationships and employs multiple custodial platforms and third-party tools to assist with portfolio management.

Stephen Philleo is a financial advisor at Steward Partners Investment Advisory, LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His career includes tenures at Steward Partners Investment Advisory and Raymond James Financial Services. Outside of advisory work, he manages a family partnership that holds inherited undeveloped property in Crestone, Colorado. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Jean Mondestil is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Bank of America, Merrill, and Bank of America, N.A. His current tenure at Oppenheimer began in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services on both discretionary and non-discretionary bases, with a notable portion of assets managed non-discretionarily and maintains custody of client assets as a qualified custodian.

James Farrell is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at Janney Montgomery Scott since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director and treasurer on the board of his homeowners association. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

John Crane is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding the ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience and has worked at Guardian Life and Park Avenue Securities since 2015. Outside of his advisory role, he is the author of two books focused on personal finance transitions and budgeting. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of brokerage services, financial planning, and investment advisory programs that include proprietary and third-party managed portfolios.