John Purtill is a financial advisor at Steward Partners Investment Advisory, LLC with credentials including the Series 66 license. He has been in the industry since 2026 and has prior experience with Schwab Family Office and the U.S. House of Representatives Committee on Appropriations. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a variety of advisory and portfolio management solutions.

Jacob Niemeyer is a financial advisor with Valic Financial Advisors in Arlington, VA, holding a Series 66 credential and four years of industry experience. Prior to his advisory role, he worked with the Fredericksburg Nationals in a statistical capacity. Outside of his advisory work, Niemeyer serves as a DakStats operator for the Fredericksburg Nationals during evenings and weekends. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high-net-worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors and employs a technology-driven approach to client service.

Joanna Biernacka Lievestro is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has one year of industry experience and previously worked for The Pew Charitable Trusts for eleven years. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who oversee model portfolios and third-party managers.

Jenny Zhan Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. She has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

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.

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.

Cornelius David is a CFP®-certified financial advisor with six years of industry experience, currently with Focus Partners Wealth, LLC. He has also been involved with David Wealth Management, LLC for six years and serves as an academic coach and tutor at Private Prep. Additionally, Mr. David performs as an opera singer at the John F. Kennedy Center for the Performing Arts during part of the year. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. 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.

Spencer Bennett is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, LLC and CMS Environmental Solutions. Outside of finance, he has experience in the restaurant industry, having worked at Bar Cino Restaurant. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a consolidated investment platform with direct portfolio management, access to third-party managers, and alternative investment services.

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.

Joelle Brown is a financial advisor with Truist Advisory Services in Washington, DC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, her work history includes roles outside the financial industry, such as positions at Target, H&M, Chick-Fil-A, and Rocky Hill Parks and Recreation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements.

Matthew Agada is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Based in Washington, DC, he has been with HSBC Securities since 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, with a notable portion of assets managed through non-discretionary, client-directed portfolios.

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.

Rosalyn Brown is a CFP®-certified financial advisor with 19 years of industry experience, currently with Principal Financial Services. Her prior roles include positions at PNC Capital Advisors, Newport Group, and Principal Life Insurance Company. She serves as president of the Women in Pension Network, an organization supporting women in the retirement industry, and is active as a speaker on inclusive teamwork and audience engagement. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs delivered through advisory and promoter arrangements.

Bryant Westcoat is a financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with VOYA since 2014. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary arrangements.

John Rust is a financial advisor at Oppenheimer with 53 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Dominick & Dickerman LLC, Credit Suisse Securities, and Pershing LLC. Rust serves as trustee for The Rust Foundation, a family private foundation focused on charitable giving, and is chairman of St Lucie Milkmaid, a non-investment-related business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and financial planning services, employing strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary account management.

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.

Mark Spitler is a financial advisor at First Command Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated First Command entities since 1993. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

Offer Tidhar is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Oppenheimer since 2005 and previously with Morgan Stanley and Piper Sandler. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

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.

John Harding is a financial advisor at Brookstone Capital Management LLC with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial. Harding also owns a non-investment business focused on the sale of insurance and indexed annuities. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through various account types and model portfolios, supporting a large advisor network with platform services and maintaining relationships with insurance and banking channels.