Justin Roland is a financial advisor with Citigroup Global Markets in Washington, DC. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Raymond James & Associates, OFFICINA, EAB, Kaldis, and Caribou Coffee. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functions as a swap dealer and futures commission merchant.

Ronald Campbell is a CFP®-designated financial advisor with 42 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent seven years at Global Financial Private Capital. He is also the owner of Anne Arundel Financial Services, where he works as an insurance agent specializing in fixed annuity sales. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and a variety of managed account solutions, employing both discretionary and non-discretionary investment approaches.

Logan Jagodzinski is a financial advisor at Janney Montgomery Scott in Washington, DC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Merrill Lynch and the University of Rochester. 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 municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Michael Stafford Jr. is a CFA® charterholder with 17 years of industry experience. He has been with ASB Capital Management LLC since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion, primarily for institutional clients through pooled investment vehicles and separate accounts. The firm offers both active and passive equity strategies, fixed income approaches, and real estate investments across equity and debt instruments.

Christophe Dionot is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Planning Solutions Group, LLC and Triad Advisors Inc, as well as affiliations with LPL Financial and Wealth Enhancement Brokerage Services. He serves as a for-profit board member of Cornerstone Auto Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and incorporates both quantitative and fundamental research methods.

Christopher Laughlin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 designations and 28 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been associated with Ameritas Life Insurance and Ameritas Investment Corp. for over two decades. He is also licensed as an independent insurance agent to sell fixed insurance products and owns a separate financial services business, Laughlin Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participant services.

Rody Nunez is a financial advisor with Kestra Advisory Services and holds a Series 66 designation. He has three years of industry experience and previously worked at ALSI, Inc for 14 years. Outside of his advisory role, he serves as a consultant for various companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Looney is a financial advisor with Principal Financial Services in Bethesda, MD, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 1995. Outside of his advisory role, he is a co-owner of Term Nation LLC, an LLC that holds Maryland Basketball season tickets and makes charitable donations to the university. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jennifer Lewis is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Citi Private Alternatives and HSBC entities since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles including in-house research and derivatives services.

Manley Mcconkey is a financial advisor at PNC Wealth Management in Washington, DC, holding a Series 66 designation. He began his industry career in 2025 and previously worked at Woods & Poole Economics and the Coalition for a Prosperous America. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered via an invitation-only employee pilot. The firm uses approved model strategies with mutual funds and ETFs, relying on algorithmic questionnaires to guide investment selection.

Beverly Thomas is a financial advisor at PNC Wealth Management in Bowie, MD, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with PNC Wealth Management since 2012. 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's approach involves algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.

Diane Gould is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding a Series 63 designation and over 43 years of industry experience. She has been associated with New York Life Insurance Company since 1975 and with Nylife Securities Inc. since 1981. Outside of advising, she serves as a notary public, providing notarization services to clients. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across various program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

James Wiley is a financial advisor at Oppenheimer with 13 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2021, following four years at UBS Financial Services. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Alexander Cochran is a financial advisor with Kestra Advisory, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Seia LLC, Royal Alliance, Wealth Enhancement Advisory Services, and LPL Financial, among others. He also serves as a Planning & Investment Associate at CURO Private Wealth, where he manages client service operations and supports financial planning and trading activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and diverse client types.

Eliran Assaraf is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2020. Prior to that, he held roles at Morgan Stanley Private Bank, Morgan Stanley, TD Ameritrade, Scottrade, and Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant internal research and market roles, supporting both discretionary and non-discretionary investment solutions.

Ricardo Yepes is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets, Inc. since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Michael Clemm is a financial advisor at Chevy Chase Trust Company with five years of industry experience. He previously worked at Goldman Sachs and Bridgewater Associates and holds Series 63 and Series 65 licenses. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, trust, custody, and financial planning services. The firm uses a thematic investment approach focused on macro views and secular trends, combining fiduciary trust and custody functions with portfolio management.

Matthew Witchko is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Commonwealth since 2015 and has been associated with Kaplan Financial Group since 2007. Outside of his advisory role, he is a co-owner of Kaplan Benefits Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios with a broad range of securities and insurance products.

Bianca Voyd is a Series 66-licensed advisor at Citigroup Global Markets with over 28 years of experience, primarily at Citibank from 1997 to 2025. She has also worked at Bank of America and Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, with notable capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Lauren Lehman is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds the CFP® and CFA® designations, as well as Series 65 and Series 66 licenses. Prior to joining NewEdge Advisors in 2023, she worked for SOL Capital Management Company for 12 years and LPL Financial for 4 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.