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.

Nancy Cuellar is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Janney Montgomery Scott since 2024 and previously spent nine years at Wells Fargo Clearing. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Kaitlyn Fanaroff is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill, and Bernard R. Wolfe and Associates. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, and provides access to alternative and private investments alongside traditional asset management.

John Bromhead is a financial advisor at Truist Advisory Services holding Series 66 and Series 63 licenses. He has recent experience at Truist Advisory Services and Truist Investment Services, as well as Morgan Stanley. Prior to his advisory career, he worked in roles outside finance, including at Onelife Fitness and Crunch Fitness, and has been affiliated with American University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers solutions such as asset allocation analysis, fiduciary support, participant advice, and a third-party manager selection program, implementing strategies through a combination of discretionary manager relationships and consulting services.

Gerald Scheinman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 65, Series 63, and Series 66 credentials and having 10 years of industry experience. His prior work includes 15 years at United States Anesthesia Partners. Outside of his advisory role, he is an investor in an Italian deli in Washington, DC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Daniel Graff is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously held positions at Sullivan, Bruyette, Speros & Blayney, LLC and Weatherstone Capital Management. He is based in McLean, VA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Phyllis Afriyie is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is the owner of Prime Textile Group LLC, a dry cleaning business based in Rockville, MD. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including in-house research and derivatives services.

Matthew Brock is a CFP® with 23 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Divergent Planning, LLC and H. Beck, Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a mix of fundamental, technical, and cyclical analysis to build customized model portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Kristin Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2011, including roles at Charles Schwab Bank and TD Ameritrade. Outside of her advisory work, she is the owner of an LLC created for real estate holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem using standardized asset allocation models while leaving final trading decisions to clients.

Lars Okeson is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2020, following a four-year tenure at Pagnato Karp Partners, LLC. Okeson serves on the accounting board of the College of William & Mary’s Raymond A. Mason School of Business. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and conducting structured due diligence to tailor portfolios to client objectives and risk profiles.

Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at HUB Investment Partners, Millennium Advisory Services, and engaged in various roles outside finance, including in the food service industry. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with third-party managers and a range of investment strategies.

Benjamin Albright is a CFP® professional affiliated with Beacon Pointe Advisors, LLC. He has been with Beacon Pointe since 2025 and previously worked at The Family Firm from 2016 to 2025. Albright also serves in the US Marine Corps, a role he has held since 2008. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-driven approach using proprietary due diligence and asset allocation models, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Robert Davidson Jr. is a ChFC® with 40 years of industry experience, currently serving at Independent Financial Group, LLC since 2020. He previously worked at Royal Alliance from 2012 to 2020. Outside of his advisory role, he teaches a class on federal retirement benefits for Arlington County Public Schools. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

Jennifer Davis is a CFP® professional with 11 years of industry experience. She has worked at MAI Capital Management, LLC since 2024, following nine years at Halpern Financial, Inc. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships, managing over $72 billion in assets.

Michael Muldoon is a CFP® professional with eight years of experience in financial advising, currently with Schwab Wealth Advisory in Tysons Corner, VA. His prior roles include positions at Legacy Wealth Management Inc., Grove Point Investments, LLC, and TD Ameritrade Investment Management, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., delivering advice without exercising discretionary trading authority.

Francis Brown is a Series 65-licensed financial advisor at Schwab Wealth Advisory with one year of experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2025, he worked at Brown Advisory for three years and Key Private Bank for ten years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services including financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses Schwab’s proprietary research tools and standard asset allocation models, with final trading decisions made by clients.

Jack Island is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation with three years of industry experience. His background includes roles at Park Avenue Securities and Guardian Life Insurance, as well as brief involvement in the hospitality sector with Bushel and a Peck Kitchen and Bar and Konstantine's Greek Taverna. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Kevin Wiley is a financial advisor at OSAIC Advisory Services, LLC with one year of industry experience. He previously worked at Amazon Web Services for nine years before transitioning to wealth management. Wiley is also affiliated with Aeon Wealth Management, where he provides client onboarding, financial reviews, and financial planning services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers diversified investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Frances Makino is a financial advisor at Independent Financial Group, LLC with 38 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Commonwealth Equity Services, Inc. for 33 years. Makino also teaches a personal finance course through Howard County Parks & Recreation. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a nationwide network of Investment Adviser Representatives.

Jean Espinosa Barrientos is a financial advisor with Bankers Life Advisory Services, Inc. in Gaithersburg, MD. She holds Series 63 and Series 65 registrations and has two years of industry experience. Prior to joining Bankers Life Advisory, she worked at Merrill and Raymond James & Associates, Inc., among other firms. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manage portfolios across various securities.