Michael Sable is a Series 66-licensed financial advisor with one year of industry experience, currently with Bankers Life Advisory Services, Inc. Prior to joining Bankers Life, he held roles at Trinity Wealth Securities, Merrill Lynch, Lincoln Financial, and Booz Allen Hamilton, among others. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies.

Joi Thompson is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase and Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and provides a range of investment solutions including separately managed accounts, mutual funds, ETFs, and alternative products.

Keith O'Brien is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at firms such as LPL Financial, Raymond James Financial Services, and UBS Financial Services. 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 and non-discretionary approaches supported by third-party platforms and manager arrangements.

Joshua Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has worked at Eagle Strategies since 2018 and operates the firms Blueprint for Financial Success and Modern Wealth Strategies, LLC, through which he sells New York Life products and brokers non-registered insurance products. Gonzalez serves on the Board of Advisors for The American College Alumni Association, supporting alumni recognition and recruitment efforts. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types including financial plans, retirement consulting, and advisory solutions tied to insurance and annuity products.

Joseph Young is a CFP®-designated financial advisor with 21 years of industry experience, currently with Mercer Global Advisors Inc. in McLean, VA. He has been with Mercer in various roles since 2015. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified portfolios implemented through ETFs, index funds, separate account managers, and private funds.

Elmira Tasharofi is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citizens Bank, HSBC Bank, Bank of America, and Nordstrom. Outside of financial services, she is a freelance cosmetic brand representative for Estée Lauder. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process combining strategic and tactical asset allocation with global fund due diligence, providing both client-directed and discretionary portfolio options.

Megan Hirsch is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds a Series 66 designation and has previously worked in education at several school districts and international schools. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with personalized recommendations reviewed at least annually.

John Utley is a CFP®-designated financial advisor with five years of industry experience, currently practicing at Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners, he worked at Raymond James Financial Services, Inc. and has a background outside finance with four years at Baker Concrete. Utley also serves as an educator for the National Institute of Transitional Planning, providing retirement planning seminars to government employees. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets for individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Tannaz Sadeghi is a financial advisor with Truist Advisory Services, holding a Series 66 designation and currently based in Fairfax, VA. She has experience working within multiple Truist entities since 2018, including Truist Bank and its advisory and investment services divisions. Prior to joining Truist, she worked at Helzberg Diamonds for four years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program, integrating discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate operating arrangements.

Cheryl Parrish is a financial advisor at Savant Wealth Management with 26 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Millennium Capital Management Corp (Alliant Wealth Advisors), Alexandria Capital, Metropolitan Capital Strategies LLC, Morgan Stanley, and Citigroup Global Markets. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated services, including accounting, legal, and trust offerings.

Craig Bennett is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is a partner in TRIADVISE, a firm engaged in insurance and investment product sales and financial planning. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions and operates under both advisory and broker-dealer registrations.

Luther Wiles is a financial advisor with Truist Advisory Services in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes positions at Truist Investment Services, Bb&T Securities, Scott & Stringfellow, UBS Financial Services, and Deutsche Bank Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jenny Kim is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. She holds a Series 66 designation and has 19 years of industry experience. Her work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, both since 2007, as well as Eagle Strategies LLC since 2017. She is also appointed with various outside insurance carriers for brokering non-registered insurance 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 investment adviser representatives. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Nikolas Naymik is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has four years of industry experience, including roles at Equitable Advisors and Evolution Capital Group. Prior to his advisory career, he worked in the hospitality sector at Copper Canyon Grill. Citigroup Global Markets serves individual and institutional clients across various 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, swap dealing, and futures commission merchant services.

Kent Davis is a CFP® and PFS™ professional with 10 years of experience in financial advising. He currently works with Mercer Global Advisors Inc. and has prior experience at Bernhardt Wealth Management, Advocacy Wealth Management, and Thompson Greenspon CPAs. Outside of his advising role, he operates a tax preparation service under his own business, Kent Davis, CPA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial planning, tax, retirement, and estate services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using a range of investment vehicles and offers specialized programs alongside client education and integrated affiliated service platforms.

Bryan Keane is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Alexandria Capital and Opus Advisory Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, using proprietary research and various portfolio construction techniques.

Matthew Quattlebaum is a CFP® with 21 years of industry experience. He is currently with Integrated Wealth Concepts LLC and also affiliated with LPL Financial, having held positions at Broad View Wealth Management and H. Beck, Inc. earlier in his career. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of internal management and third-party asset managers to construct customized portfolios.

Dominick Parillo is a CFP® professional with 11 years of industry experience, currently serving at Savant Wealth Management since 2017. He is also the owner of Savant Legal LLP, a law firm providing estate and other legal services. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee, supported by affiliated accounting, legal, and trust service entities.

Peter Daniels is a CFP® with ten years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2019. He has previously worked at Concentric Private Wealth and returned to Commonwealth in 2019 after an earlier tenure from 2015 to 2019. Outside of his advisory role, he is also a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, with portfolios implemented through in-house model portfolios or outsourced to third-party platforms.

Jason Pan is a CFP® with 10 years of experience in the financial services industry. He is currently associated with Mariner Wealth Advisors and has held prior roles at Mason Investment Advisory Services, The Mather Group, Facet Wealth, Sullivan, Bruyette, Spero & Blayney LLC, EF Legacy Securities, and Edelman Financial. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering a broad range of services such as investment management, financial planning, retirement consulting, and tax and accounting integration. The firm employs customized discretionary portfolio strategies supported by internal research and third-party managers, alongside operational capabilities like administrative CFO services and a Financial Wellness Platform for employers.