Angela Larkin is a financial advisor at Cerity Partners LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Oak Hill Wealth Advisors and Wells Fargo Clearing. In addition to her advisory role, she is a notary public, performing document notarizations for clients. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Daniel Nampha is a CFP® certified financial advisor with seven years of industry experience. He currently works at Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior experience includes roles at Fidelity Brokerage Services LLC, Ameriprise Financial Services, Inc., Raymond James Financial Services, and LS Associates. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

James Hull is a financial advisor with Transamerica Financial Advisors in Fairfax, VA, holding Series 63 and Series 65 credentials and having six years of industry experience. He has worked as a research analyst at ASA Research since 2020 and volunteers as a board member and Softball Commissioner for South County Little League. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Max Meltzer is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2015. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. Wealthspire employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

Sang Du is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He has nine years of industry experience, including roles at Bank of America (Merrill Lynch), Edward Jones, and AXA Advisor LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering comprehensive financial reviews and investment recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

Richard Levinson is a CFA® charterholder with four years of industry experience. He has been with Truist Advisory Services since 2022 and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank for over 30 years combined. Outside of his advisory role, Levinson serves as a trustee and power of attorney for several family trusts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a mix of discretionary and non-discretionary approaches using third-party platforms.

Matthew Burnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. His career includes 11 years at Wells Fargo Securities and multiple roles at Guardian Life and Park Avenue Securities since 2020. Outside of his advisory work, he serves as Treasurer for Washington Men's Camerata, Inc. and Mastersingers USA, Incorporated, and is active in Master Networks. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs using both proprietary and third-party models.

Ryan Quinn is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Keeney Financial Group, Inc./Triad Advisors, LLC, and Federated Hermes. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Patrick Mccarthy is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2026. His prior roles include positions at Btig LLC, Carbon Advisors, Capewell Aerial Systems, and Neptune Holding. Oppenheimer provides a range of advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering various programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of late 2025.

Bradford Coyle Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of advising, he is involved in managing residential rental properties. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party solutions with oversight coordinated alongside major custodial partners.

Hannah Adams is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. She holds a Series 66 designation and has worked at Eagle Strategies LLC, New York Life Insurance Company, and NYLife Securities, LLC. She also operates under the DBA Avenue Wealth, focusing on selling New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Joel Swaney is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Bank of America for 11 years before joining TD Private Client Wealth and TD Bank N.A. in 2021. Outside of his advisory role, he co-owns the podcast Cartoon Dumpster Dive, where he discusses classic cartoons and provides historical context. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party investment managers and a proprietary advisory platform.

Matthew Kappa is a financial advisor at TD Private Client Wealth LLC in Vienna, VA, with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. 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 TDIS (US) clients. The firm offers portfolio management, access to various investment vehicles, financial planning support, and custody services through third-party custodians, utilizing a combination of affiliated and third-party sub-managers.

Michael Kitces is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds CFP® and ChFC® designations and has worked previously at The Colony Group, Buckingham Strategic Wealth, and Pinnacle Advisory Group. Outside of his advisory role, he is the founder and writer of Kitces.com, a platform providing education and commentary on financial planning, and is a co-founder of several other financial planning support businesses including the XY Planning Network and AdvicePay. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of portfolio management and consulting services.

Kevin Moriarty is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms and AI-enhanced research.

Ralph Boeckmann is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked with various First Command entities since 2014. Outside of advising, he provides consulting services in Foreign Military Sales and international business development and serves as CEO of Boeckmann Advising and Consulting LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team.

Kenneth Shall Jr. is a CFP® with 25 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held roles at both firms since 2016 and operates as an independent insurance agent. In addition to his advisory work, he is a commissioned notary. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Thomas Regan is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Keystone Asset Management. He also has a background in education, having worked at Virginia Tech University and Marshall High School. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation strategies, proprietary quantitative screens, and access to private-market investments to build client programs.

John Bernards is a CFP® professional with 24 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He holds the Series 66 designation and is based in Washington, DC. Outside of his advisory role, he is a co-owner of Le Miel, LLC, a wine making and sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while offering advisors access to discretionary model portfolios and customized investment solutions.

Laura Siragusa is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding a Series 66 designation and bringing 11 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney and Ally Invest Securities LLC. She currently operates across multiple affiliated entities, including Alpha Solutions Group LLC and Nylife Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, defined contribution and benefit plans, and charitable and corporate clients, delivering tailored advice through various program types and emphasizing non-discretionary asset management.