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.

Melissa Long is a financial advisor at Cresset Asset Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Morgan Stanley, BB&T Securities, and UBS Financial Services. In addition to her advisory role, she is involved in insurance sales. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering services including wealth management, financial planning, and discretionary portfolio management with a risk-aware approach that combines active and passive strategies across a wide range of asset classes.

Eran Goudes is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Wealthspire Advisors since 2018 and was previously with SOL Capital Management Company from 2012 to 2018. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering services such as wealth management, financial planning, and trustee administration. The firm employs a relationship-driven, customized investment process with a focus on diversified, institutional-style asset allocation.

Shawn Wilson is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. His prior firms include Ameriprise and Osaic FA, Inc., before joining Integrated Wealth Concepts and LPL Financial in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income through both internal management and third-party managers.

Gary Ritterstein is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 credentials and has one year of experience in the industry. His prior work includes roles at M+R Strategic Services, TNR Campaigns, Lake Research Partners, and GMMB, as well as self-employed consulting. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates model portfolios and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of advisors.

Stefani Tueme is a CFP® professional with two years of industry experience, currently with Cerity Partners LLC. She previously worked at CW Advisors, Wolf Group Capital Advisors, and The Wolf Group PC. Outside of her financial advisory work, she is the author of the book *My Very First Cash*. Cerity Partners advises a wide range of clients, including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates proprietary quantitative screening alongside third-party strategies and direct security selection.

Sunil Setia is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Prior to that, he has also worked within other Truist entities since 2015. 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, investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Asif Kuchey is a financial advisor with Private Advisor Group, LLC in Reston, VA. He holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Private Advisor Group, he held roles at firms including LPL Financial, Transamerica Capital, JPMorgan Securities, Bank of America, and Amazon. Outside of his advisory work, Kuchey is the owner of Kashmir Colours LLC, a business selling home decor and ethnic clothing items. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and uses various investment strategies and technology platforms to provide clients access to both proprietary and third-party managed account solutions.

Jake Obringer is a financial advisor at Wealthspire Advisors in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Wealthspire Advisors in 2021, he worked briefly at Merrill Lynch and spent several years in educational roles at Virginia Tech and in middle and high schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, and financial planning services through a relationship-driven, customized process that emphasizes institutional-style asset allocation and ongoing portfolio management.

Suzanne Moran is a financial advisor at TD Private Client Wealth LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Jamie Blum is a Series 65-licensed financial advisor with three years of industry experience, currently with Osaic Advisory Services, LLC. Prior to joining Osaic, Jamie worked at Triad Hybrid Solutions, Triad Advisors, Councilor, Buchanan & Mitchell, and Financial Divorce Solutions. Outside of advisory work, Jamie serves as President-Elect on the board of the DC Academy of Collaborative Professionals, a nonprofit organization focused on education and networking for professionals trained in Collaborative Divorce. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, combining fundamental and technical analysis with platform relationships and third-party managers to deliver customized strategies.

David Weiss is a ChFC® credentialed financial advisor at &PARTNERS with five years of industry experience. His prior work includes roles at Wells Fargo Clearing, Creative Planning LLC, and AMJ Financial Wealth Management LLC. He is based in Vienna, VA. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and offers investment management through both discretionary and non-discretionary approaches using the Envestnet platform.

Steven Zeigler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2023 and has been with Charles Schwab since 2018. Prior to joining Schwab, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal asset-allocation models and research tools, with client-tailored recommendations and trades executed only with client authorization.

Ashley Galvin is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management, financial planning, and retirement consulting services.

Sarah Cato is a CFP®, ChFC®, and Series 66-registered advisor with 21 years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2010. In addition to her advisory role, she serves on the board of The ARC and operates Cato Advisory, LLC, which supports dental transition consulting. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms and tailored client solutions.

Christopher Airey is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. Prior to these roles, he spent over two decades at Spire Wealth Management, LLC. Outside of his advisory duties, Airey is president and owner of Corbett Road Capital Management, an affiliated registered investment adviser formed through a joint venture with Spire Wealth Management, and he is also an independent insurance agent. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, long-term portfolios and affiliated sub-advisory arrangements.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. 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 assets through over 1,100 advisors.