Whitney Walls is a financial advisor at PNC Wealth Management with a Series 66 designation and seven years of industry experience. Prior to joining PNC Wealth Management, Walls held roles at Merrill, Bank of America, and Navy Federal Credit Union. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm’s approach uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio implementation delegated to third-party firms.

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.

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.

Robert Costello is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Grove Point Investments, H. Beck, and Prudential. Outside of his advisory role, he is involved in rental property management. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Kehinde Soyannwo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Soyannwo is based in Leesburg, Virginia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Andrejs Pilajevs is a CFP®-certified financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include positions at Creative Planning, Cetera Advisor Networks, and VLP Financial Advisors, as well as experience outside finance at the University of Georgia and in the automotive sector. He is a licensed Health, Life & Annuity agent in Virginia, though he is not currently active in insurance sales. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Dhilsha Athulathmudali is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to joining Truist, her career included roles at Bank of America and Sarvodaya Finance. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management approaches supported by inter-affiliate integration and employs AI-enabled tools in its research and oversight processes.

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.

Samuel Escorcia is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Verum Partners and teaching positions at Virginia Tech, James River High School, and Robious Middle School. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services utilizing client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection along with access to alternative and private market solutions.

Nghiem Nguyen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has worked at Wfg since 2001. Outside of his advisory role, he is involved in timeshare rental activities. 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 utilizes model portfolios and third-party managers through a large advisor network and multiple program platforms.

Ryan Murphy is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Stout Risius Ross, LLC, Secretariat Advisors Inc., and td ameritrade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing fee-based programs and commission-based products.

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.

Solomon Nabdoya is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience with Bankers Life Securities and Bankers Life & Casualty, as well as roles outside finance including at Brightview Senior Living and in education. Nabdoya is also a 1099 agent for Bankers Life and Casualty Company, appointed to write insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance. 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 services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios across multiple asset classes.

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.

Jane Reichard is a CFP® with five years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has previously worked at Merrill, UBS Financial Services, and LPL Financial. Outside of her advisory roles, she has been involved with arts organizations including The Santa Fe Opera and The Glimmerglass Festival. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement plan consulting. The firm utilizes technology and a network model combining independent advisors and third-party resources to provide both discretionary and non-discretionary portfolio management.

Michele Walthert is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She has been with Wealthspire Advisors in Potomac, MD since 2015. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework supported by centralized due diligence and investment-committee oversight, and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Tamara Haskins is a financial advisor with Eagle Strategies (New York Life) based in Clarksburg, MD, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her career includes roles at Merrill, Next Financial Group, and Bluepoint Financial, among others. Outside of advising, she is involved in marketing and promotion for her son, former NFL draft prospect Dwayne Haskins, and serves as an officer for the Haskins Family Foundation, focusing on community outreach and educational programming. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and primarily non-discretionary asset management.

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.

Mary Szabat is a CFP® professional with one year of industry experience, currently advising at MAI Capital Management, LLC. She previously worked at Key Private Bank, Tompkins Financial Advisors, Canandaigua National Bank and Trust Company, and Bank of Charles Town. Outside of financial advising, she is a co-owner of Suddenly You..., a startup focused on developing educational materials related to life events, health, and happiness. MAI Capital Management, LLC provides investment management, 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 a range of customizable strategies and also serves in product-sponsor roles, managing mutual funds and private investment vehicles.