Jason Wallach is a CFA® charterholder with 18 years of industry experience. He has been with TD Private Client Wealth LLC since 2012 and concurrently with TD Bank, N.A. since 2013. He holds Series 63, 65, and 66 licenses and is based in Vienna, VA. 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 clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Matthew Vahue is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Guardian Life and Park Avenue Securities in various roles since 2016. Outside of his advisory work, he volunteers as a youth soccer coach with the Virginia Soccer Association and is involved in life coaching through Campfire Culture. Matthew works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Bradley Burton is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2005 and operates Avenue Wealth, focusing on New York Life products and services. He is also involved in managing investment-related entities formed to purchase books of business and serves as a partner in Strategic Financial Associates LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a mix of individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and tailored recommendations within an integrated New York Life affiliate structure.

Richard Suh is an investment advisor with Eagle Strategies (NY Life) in Fairfax, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2011. Outside of his advisory role, he serves as the President of CBMC Y Federation, a Christian nonprofit focused on evangelism and discipleship among young business professionals. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, offering a range of program types tailored to client objectives and plan sponsor criteria.

Lone Bjork is a financial advisor with Private Advisor Group, LLC in Reston, VA, holding a Series 66 designation and 18 years of industry experience. Prior to joining Private Advisor Group in 2020, Bjork worked at LPL Financial LLC, Raymond James Financial Services, Cambridge Investment Research Advisors, and Equitable Advisors. Outside of finance, Bjork has a background with The Swedish School for Children from 2015 to 2018. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, using technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

John Brosnahan is a financial advisor with VOYA Financial Advisors, Inc. based in Fairfax, VA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and third-party money manager access, combining in-house and external strategists with technology-enabled tools to support client investment decisions.

James De Lucas is a CFP® professional with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Hemington Wealth Management, Yeske Buie Inc., and Virginia Tech. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Samantha Josselyn is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at CFI Financial Advisors and engagement with educational institutions such as Virginia Tech and local schools. She has also volunteered with Long Branch Ocean Rescue. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services with an investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Matthew Dawson is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Edward Jones, Prudential Insurance Company of America, and M&T Bank. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, predominantly non-discretionary solutions across various program types.

Maria Zoubroulis is a financial advisor with Truist Advisory Services in Reston, VA, holding a Series 66 designation and four years of industry experience. She has previously worked at Truist Investment Services, Truist Financial, and Citizens Bank. Outside of her advisory role, she is involved in a small coffee roasting business, assisting with administrative tasks. 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, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Matthew Marquez is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and also acts as adviser to a donor-advised fund.

Cornelius David is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, he operated David Wealth Management, LLC for five years. Outside of his advisory work, Mr. David is an academic coach for Private Prep and an opera singer at the John F. Kennedy Center for the Performing Arts. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Steven Trax is a CFP® with 22 years of industry experience. He has worked at MAI Capital Management, LLC since 2019 and previously spent 12 years at Mtx Wealth Management, LLC, as well as three years at SFX Financial Advisory Management Enterprises Inc. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management using various strategies and implementation methods tailored to client objectives.

Lynne Celia is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. She is currently an advisor at Wealth Enhancement Advisory Services, LLC, where she has worked since 2025. Prior to that, she held positions at Nationwide, Ingomu, CITIGROUP, MML Investors Services, and MassMutual. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Brennan Nelson is a financial advisor with Bankers Life Advisory Services, Inc. in Chantilly, VA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2006. In addition to his advisory role, he manages a team of agents, overseeing hiring and training, and is involved in Medicare planning and various insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to portfolio management.

Kip Siedling is a financial advisor at TIAA-CREF with a Series 66 designation and 23 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T Securities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm provides point-in-time planning alongside ongoing portfolio management and serves as adviser to a donor-advised fund.

Austin Anthony is a CFP® professional with five years of industry experience. He has worked at Creative Planning since 2026, following roles at Versant Capital Management and Pathstone. Austin also spent five years at Virginia Polytechnic and State University early in his career. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Katharine Schelhorn is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2020. Prior to joining Wealthspire, she worked at Acorn Financial Services, Inc. from 2017 to 2020. In addition to her advisory work, she sells clothing and household goods on a resale website as a part-time hobby. Wealthspire Advisors manages approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using a diversified mix of investments and offers a range of services from wealth management to retirement-plan consulting.

Mark Apolenis is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with multiple firms including Avenue Wealth Management LLC and W. Rogers & Associates. Apolenis is a board member of the Council of Unit Owners of Forest Office Park Condominium Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary accounts. The firm operates within a large integrated New York Life affiliate structure, tailoring recommendations across a variety of program types for individual investors and institutional sponsors.

Aaron Jones is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 66 registrations and having 20 years of industry experience. He has been affiliated with Avenue Wealth and Eagle Strategies since 2009, and with NYLIFE Securities LLC. and New York Life Insurance Company since 2006. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and delivers advice through multiple program types, managing the majority of its assets on a non-discretionary basis.