Diane Croce is a financial advisor with Truist Advisory Services in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with SunTrust Advisory Services and related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and a manager-selection program. The firm’s approach integrates discretionary and non-discretionary management through third-party platforms and emphasizes inter-affiliate coordination across Truist’s financial services.

Ian Seebachan is a financial advisor with Truist Advisory Services in Laurel, MD, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2012. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Caroline Girgis is a financial advisor at Prime Capital Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at United Capital Financial Advisers, Cetera Advisor Networks, and Girard Securities. Outside of her advisory role, she serves as treasurer for the DC Association of Collaborative Professionals and acts as a divemaster teaching scuba diving. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, family office offerings, and retirement plan participant managed account allocations, employing a mix of core/satellite, thematic, and tactical investment strategies.

Michael Hoch is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and also has a long tenure at Kestra Investment Services, LLC and MLH Financial Services. He serves on the board of Maryland Hillel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, delivering services such as fiduciary consulting and plan-level investment advice supported by due diligence on investments.

Diego Velez is a CFA® charterholder with four years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent eight years with Wells Fargo Bank. 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, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Gary Stevens II is a CFP® with 25 years of experience in the financial industry. He currently works at Creative Planning, where he has been since 2021. His prior experience includes roles at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Bank of America, Merrill, and T. Rowe Price Investment Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies for long-term goals, and selective private market exposure, managing approximately $295.6 billion in client assets.

Andrew Prevost is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services since 2010. Outside his advisory role, he is the owner of Meltzer Management Company, a holding company unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

William Jones is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He previously worked at PNC Investments for 11 years before joining Commonwealth Financial Network in 2020 and Cypress Wealth Management in 2021. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Chima Uzobuihe is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Transamerica Financial Advisors since 2016 and also has roles with Deloitte, Maryland Health Benefits Exchange, Essential Benefits Alliance, and World Financial Group. Outside of his advisory work, he manages Medicare enrollment services through Essential Benefits Alliance, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers, delivering services through a large advisor network and multiple program platforms.

Karen Brelsford is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. Her prior experience includes roles at CIC Wealth and Commonwealth Financial Network. Outside of advising, she owns JK Associates, LLC, a tax preparation and accounting firm, and volunteers at Bethany United Methodist Church. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services. The firm serves individuals, charities, corporations, and plan sponsors through a national network of Investment Adviser Representatives and provides a range of advisory programs utilizing multiple platforms and third-party managers.

Kathy Morris is a financial advisor with Empower Advisory Group in Severn, MD. She holds Series 66 and Series 63 licenses and has 17 years of industry experience. Prior to joining Empower Financial Services, Inc., she worked for MissionSquare Retirement (formerly ICMA Retirement Corporation) for 18 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Paul Newton is a financial advisor with Centaurus Financial, Inc. in Bowie, MD, holding a Series 63 designation and 33 years of industry experience. He has worked at Centaurus Financial since 2010, with prior experience at Securities America Advisors and Securities America, Inc. Newton is also the owner of PLN & Associates, Inc., where he provides tax advice to clients and oversees tax preparation services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements with a mix of analytical approaches and specialized advisory options.

Jomo Hylton is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include work with Penn Mutual Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of financial advising, he is involved in retail sales of art through Amana Media, LLC, and owns a music and film production business called Amarna LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and works with third-party asset managers to provide tailored investment strategies.

Jason Weszka is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 designations and bringing 14 years of industry experience. He has been associated with Commonwealth Financial Network and Vision Wealth Partners, LLC since 2016 and previously worked at MML Investors Services from 2012 to 2016. Weszka is a part-owner of VFG Consulting, LLC, which facilitates insurance business and referral arrangements. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Colleen Clements is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at Principal Securities Inc. and Principal Life Insurance Company since 2016. She also serves as a bank officer for Principal Bank and Principal Trust Company, supporting the management of Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Ingrid John is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds the PFS™ and Series 65 designations. Prior to joining Hightower in 2021, she worked at Alexandria Capital, LLC for eight years. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and access to a variety of investment vehicles, serving clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts.

Valery Volkau is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing portfolio management utilizing model and customized portfolios under a fiduciary standard.

Avanee Patel is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked at Citi since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and it operates at a large institutional scale with unique market roles and commercial arrangements.

Alexander Naula is a financial advisor with Principal Financial Services, holding a Series 66 designation and possessing one year of industry experience. His background includes roles at the International Monetary Fund and Deloitte, as well as experience in insurance and self-employment with NetSolver LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Edward Vonlange is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2018. His previous roles include positions at Commonwealth Financial Network, Foundation Financial Advisors Inc., and The Advisors, Inc., where he has worked since 1998. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation across various asset classes.