Steven Dominguez Paredes is a financial advisor at TIAA-CREF with eight years of industry experience and a Series 66 credential. His prior roles include positions at Commonwealth Financial Network, Wells Fargo Clearing Services, Merrill, and U.S. Trust Bank of America Private Wealth Management. Outside of his advisory work, he owns an LLC that leases office space to a nail salon business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Michael Hohenstein is a CFP® professional with 15 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within various entities of First Command since 2011. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with an emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

David Sotsky is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill Lynch, Convergent Wealth Advisors, UBS Financial Services, and Citigroup Global Markets. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Peter Halbrook is a CFP® professional with 14 years of experience in financial advising. He is currently with Janney Montgomery Scott LLC and has previously worked at TritonPoint Wealth, Goldman Sachs Personal Financial Management, and PNC Wealth Management. 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, and institutional clients, offering a range of brokerage services, financial planning, and advisory programs.

Andrew Lalley is a CFP® with eight years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has been with the Steward Partners enterprise since 2016 and previously worked at Raymond James Financial Services. Outside of his advisory role, Lalley is involved in coaching crew teams, serving as head coach for the Walter Johnson High School Crew and assistant coach for Washington, DC’s Jackson Reed Crew. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in 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.

Vinay Kaul is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist and its predecessor firms since 2007. 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 manager relationships and non-discretionary consulting supported by third-party platforms.

Kevin Henry is a CFP® with 13 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2016 and previously worked at PNC Wealth Management from 2012 to 2014. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with an emphasis on strategic asset allocation and customized investment solutions.

Nikita Lodha is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been associated with SunTrust Bank and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party manager arrangements. The firm integrates multiple affiliates to offer a range of services including the AMC Advantage manager-selection program and AI-enabled research tools.

Lawrence Fisher II is a financial advisor at Chevy Chase Trust Company with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Chevy Chase Trust since 2010. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach focused on secular trends and sector themes, emphasizing longer-term holdings and combining fiduciary trust and custody functions with investment management.

Linly Ramlal is a financial advisor with Transamerica Financial Advisors in Laurel, MD, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also president of LKR Strategic Solutions Inc. Additionally, she works as a part-time real estate agent with Taylor Properties. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party managed portfolios with both discretionary and non-discretionary program options.

Peter Darke is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. Citigroup Global Markets is notable for its large institutional scale, multi-asset, multi-manager strategies, and its roles as a swap dealer and futures commission merchant.

Lissett Johnson is a financial advisor at Truist Advisory Services with a Series 66 designation and four years of industry experience. She has held roles within various Truist entities since 2019 and previously worked at M&T Securities and M&T Bank 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

David Kaye is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 21 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021, following previous roles at Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, using a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager due diligence.

Andrew Leach is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and ARK Financial Services, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Stephen Rosen is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower Advisors and Hightower Securities since 2013. His prior experience includes roles at Morgan Stanley and UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisor practices.

Kyle Brunk is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities since 2018. His background also includes roles with VIPKids, CIEE - Teach Abroad, Madwire Media LLC, and EduKit. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Sharif Charles is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for 11 years prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing both discretionary and non-discretionary investment solutions.

Mikhael Hammer Bleich is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at firms including Amalgamated Bank and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a trustee on the Bruria Hammer-Bleich Trust. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid advisor/broker-dealer structure and utilizing independent third-party promoters.

Gabriela Javier is a financial advisor at Oppenheimer with seven years of industry experience. She holds the Series 66 designation and has worked at Oppenheimer since 2019. Javier also has a background that includes a brief tenure at Morgan Stanley and ongoing involvement with Georgetown University since 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and nonprofit organizations. The firm offers a range of investment and retirement services with discretionary and non-discretionary account management, emphasizing asset allocation, manager selection, and customized investment policy development.

Timothy Conley is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with robust internal standards and oversight, supported by its large institutional scale and specialized market roles.