Conor Wolchesky is a CFP® professional with 12 years of experience in financial advising. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Philleo & Ialeggio Wealth Strategies. Wolchesky is also the owner of Philleo Private Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual investors, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering a range of advisory and portfolio management solutions.

Margaret Molloy is a financial advisor at Oppenheimer based in New York, NY, with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years. Her background also includes roles outside of finance at R&R Mechanical LLC and Clemson University. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment vehicles, supporting both discretionary and non-discretionary accounts.

Terrell Allen III is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 65 licenses and approximately four years of experience. His prior work includes roles at George Washington University, the University of Maryland, and Johns Hopkins University. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through recommendation-based, non-discretionary programs and operates as both a registered investment adviser and broker-dealer.

Talar Sarkis is a financial advisor with Citizens Securities, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining Citizens Securities, Sarkis worked at Wells Fargo Clearing and Wells Fargo Bank, and earlier at Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Dragana Petrovic is a financial advisor at TIAA-CREF with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Bank of America, and Societe Generale Bank Serbia. Outside of her advisory role, she volunteers with the Dominion Heights Condominium Association, where she reviews financial statements. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides ongoing discretionary management through model portfolios and customized accounts, acting as adviser to a donor-advised fund within a vertically integrated structure.

William Brockman is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and over 49 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company since 2019 and prior experience with Mass Mutual and MetLife. Outside of his advisory work, he serves as an elder at Wallace Presbyterian Church and is president of the NAIFA-GWDC Helping Hands Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of financial planning, advisory, and brokerage services.

Carmen Woodson is a financial advisor at Truist Advisory Services with one year of industry experience. She holds Series 63 and Series 66 licenses and has worked within the Truist organization since 2010, including roles at Truist Bank and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Francisco Castellanos is a Series 66-licensed financial advisor at Citigroup Global Markets with eight years of industry experience. He previously worked at Merrill for nine years and served at the Department of State for twenty years. Castellanos is also a board member of the Congressional Hispanic Caucus Institute. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies with a combination of large institutional scale and specialized market roles.

Arthur Adler III is a financial advisor at Chevy Chase Trust Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2005. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management as well as personal trust and family wealth planning services. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships.

Edilawit Tesfaye is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including CitiBank, Charles Schwab Bank, SunTrust Bank, and Greystar. Tesfaye is based in Washington, DC. Citigroup Global Markets 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 specialized market roles, including in-house research and derivatives services.

Christopher Pirtle is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career spans roles at Ameritas entities since 2006, Mellon Street Investment Trust since 2013, and Peake Financial Wealth Management since 2003. Outside of advisory services, he is CEO and Chairman of the Board at Wellcentric Health Group Inc., which provides healthcare and pharmacy services for government-managed care programs in Washington, DC. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management through various programs and focuses on retirement-plan advisory services alongside discretionary and non-discretionary portfolio management.

Shateela Winters is a CFP® and ChFC® with 17 years of experience in the financial advisory industry. She is currently with Prime Capital Financial and has prior experience at Edelman Financial Engines, Raymond James Financial Services, and other firms. Outside of her advisory work, she is the treasurer and proprietor of the Della Woodward Chapman Scholarship Fund and maintains a website documenting her travels to see the Buffalo Bills play in every stadium. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, using a mix of investment strategies and maintaining an affiliated accounting subsidiary.

Thomas Toggas is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to joining Brookstone in 2018, he worked at Royal Fund Management, LLC and has been affiliated with Hindsight Asset Management since 1996. Toggas also operates as an independent insurance agent outside of his advisory role. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee programs.

Jackie Fontana is a CFP® with five years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2025. Prior to this, she worked at Fbb Capital Partners from 2020 to 2024. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and disruptive ideas, combining trust, custody, and fund-management roles in its services.

Robert Eubank is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been with Chevy Chase Trust Company since 2012. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on secular trends and sectors, combining fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client needs.

William Tyson is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Inc. and Betz Financial Advisory, LLC. Outside of his advisory role, he serves as a pastor at Woodlawn Baptist Church, where he occasionally speaks and oversees a small volunteer staff. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Andrew Kline is a CFP® and holds a Series 65 license, with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and ARK Financial Services, LLC. He participates on the investment committee of Raffa Wealth Management, meeting annually to review investment strategies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Nicholas Foster is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. He has worked at Truist Investment Services since 2021 and previously operated Foser Global Endeavors, LLC for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and a comprehensive manager selection and oversight process.

Tyrone Chaplin Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at multiple financial services firms, including United Financial Services and Pruco Securities, LLC. Outside of advisory work, he is part owner of Allied Nursing Services, LLC, a company focused on elderly care services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Gregory Banasz is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. His work history includes roles at Steward Partners Investment Solutions, LLC, Raymond James Financial Services, Inc., and Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.