Joshua Graham is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has two years of industry experience, with prior roles including positions at Wealth Enhancement Advisory Services and the Wealth Enhancement Group, as well as educational experience at Rensselaer Polytechnic Institute. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Timothy Shean is a CFP® professional with 21 years of industry experience, currently serving as a co-owner of Potomac Financial Private Client Group, LLC and an advisor at Commonwealth Financial Network since 2011. His work focuses on securities, advisory, and insurance services. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing a platform that includes operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios designed to meet diverse client needs.

Robert Adams III is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Eagle Strategies, he worked in the automotive sector from 2016 to 2022. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plan sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Marilyn Forrester is a financial advisor at VOYA Financial Advisors, Inc. with five years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work history includes roles at New York Life, Life Time Fitness, and the D.H. Gould Company. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through various advisory program structures, emphasizing recommendation-based, non-discretionary relationships.

George Shirley is a CFP® with 28 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has previously worked with Raymond James Financial Services Advisors and holds multiple securities licenses including Series 63 and Series 65. Outside of his advisory role, he serves as Chair of the Rec Committee and is a board member of the Arlington Soccer Association. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management solutions.

Joseph Doniger is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and several other financial services firms. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Worthington is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has 14 years of industry experience. His prior affiliations include Franklin Capital Strategies, LLC and Avenue Wealth Management, LLC, where he has focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types, with a majority of its assets managed on a non-discretionary basis.

Daniel Gilliland is a financial advisor with Integrated Wealth Concepts LLC, holding the Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at LPL Financial and Lincoln Financial Advisors, as well as operating his own CPA practice since 1987. He is also involved with a CPA affiliate program through Gilliland & Associates, PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans via a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach combined with tactical rebalancing.

James Mccormack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with SunTrust Investment Services since 2000 and transitioned to SunTrust Advisory Services in 2016, continuing his advisory role. 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 and non-discretionary approaches, supported by third-party manager relationships and AI-enabled equity research, with a notable level of inter-affiliate integration across its services.

Joseph Masella is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Israel Discount Bank of New York and IDB Capital Corp. Masella serves as a senior investment strategist and provides advisory services through Private Advisor Group and affiliated entities. 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 and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Christopher Piczak is a CFP® with 43 years of industry experience. He has been with VOYA Financial Advisors, Inc. and its affiliated entities since 2014. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consultative services through a variety of program structures, with a significant focus on non-discretionary, recommendation-based investment advice.

Hun Jeong Song is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2013. Outside of advisory work, she is also active as an insurance broker, appointed with outside carriers to broker non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice across multiple program types and manages the vast majority of its assets under management on a non-discretionary basis.

James David is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 21 years of industry experience, including 14 years at David Wealth Management, LLC, and has been with Focus Partners Wealth since 2025. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Johnny Kim is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and several banking institutions, including M&T Bank and Capital One Bank. Kim serves on the board of the Ladies First Foundation, a nonprofit organization based in Germantown, MD. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program leveraging third-party platforms and AI-enhanced research, with an emphasis on inter-affiliate integration among its affiliated brokerage and banking entities.

Leslie Niblock is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 23 years of industry experience. Prior to joining Citigroup in 2023, Leslie worked at PNC Investments for 11 years. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides services such as derivatives trading and bespoke discretionary solutions.

Hang Nguyen is a CFP® professional affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, with one year of industry experience. Prior to joining United Planners in 2025, Nguyen held roles at Arnold Financial Services and Financial Services Advisory, and worked at Bank of America from 2015 to 2017. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory services through independent representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Jeanne Marie Sands is a CFP® and Series 65 credentialed financial advisor with seven years of industry experience. She has worked at MAI Capital Management, LLC since 2024 and previously spent six years at Madison Wealth Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers comprehensive financial planning and administrative services, with $72.3 billion in assets under management as of May 31, 2026.

Anais Hui is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. She holds the Series 66 designation and has been with TD Private Client Wealth LLC since 2016. 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 clients, utilizing both affiliated and third-party sub-managers in its portfolio construction. The firm combines strategic and tactical asset allocation through various proprietary portfolio offerings and delivers services including ongoing portfolio management, financial planning support, and custody via third-party custodians.

Thomas Annin is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. He has worked at Creative Planning since 2021 and has prior experience at Sullivan, Bruyette, Spero & Blayney, LLC and BOS. He is based in McLean, VA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Madison Cappas is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation and one year of industry experience. Prior to joining the financial sector, Madison worked in education and retail, including positions at Fairfax County Public Schools, Great Lakes Academy, and Total Wine & More. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.