Thomas Graham is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2012, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he has a rental property in Bumpass, Virginia. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

William Godfrey is a financial advisor at Oppenheimer in Washington, DC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Red Ventures, Best Buy, and New Age Marketing. 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, using both discretionary and non-discretionary approaches.

Rachel Richardson is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked primarily at First Command-affiliated firms since 2020. Prior to her financial services career, she spent several years at St. Elizabeth Ann Seton School. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, using an Investment Management Team to design and manage model portfolios with discretionary authority granted by clients.

Christopher Pratt is a CFP® with seven years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. He has held roles at Purshe Kaplan Sterling Investments, Spire Wealth Management, and Cardinal Wealth Management. Pratt serves on the board of the Lilabean Foundation, providing financial guidance to the nonprofit. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisors and integrated operational tools.

Jonathan Rosner is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 65 designation and has previously worked at TritonPoint Wealth, Goldman Sachs Personal Financial Management, Wealthspire Advisors, and Convergent Wealth Advisors. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory programs with a centralized asset management platform.

Angela Vaughan is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 65 credential and two years of industry experience. Prior to joining Stratos in 2026, she worked at Lifespan Financial Strategies and spent six years at Montgomery County Public Schools. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs an IAR-driven model with a focus on discretionary and non-discretionary portfolio management, using an open-architecture approach that integrates multiple third-party platforms and offers specialized services such as overlay and tax-management features.

Ryan Myers is a CFP® with 35 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. His career includes nearly three decades at Fortis Investors, Inc., as well as roles at MissionSquare Retirement and Allstate Insurance. Myers is involved in nonprofit leadership and community service, serving as Chairperson of the Board of Directors for the Northern Virginia Urban League and Treasurer of the Omega Psi Phi Fraternity, Inc. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, institutions, and nonprofits. The firm uses a combination of in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product platform.

Jaron Reynolds is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at firms including Fisher Investments and Fidelity, with a total of five years at Fisher Investments and several years at Fidelity in various capacities. 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 assets and employs a diversified, risk-class based investment process combining passive and active management overseen by an internal Investment Committee.

Louis Liberatore is a CFA® charterholder and financial advisor at Hightower Advisors with five years of industry experience. His previous roles include positions at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers portfolio management, financial planning, and retirement consulting, serving clients including pension plans, charitable organizations, corporations, and financial institutions.

Chad Gerber is a CFP® with 27 years of industry experience currently with Truist Advisory Services. He has worked at Truist Investment Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled equity research.

Stacy Bakri is a CFP® professional affiliated with Beacon Pointe Advisors, LLC, with 25 years of industry experience. She previously worked at The Family Firm, Inc. from 2007 to 2025 before joining Beacon Pointe Advisors in 2025. Outside of advisory services, she is also an agent involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan platform services, and outsourced chief investment officer solutions to a diverse clientele, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Eric Walker is a CFP® with 17 years of experience in financial services. He is currently with Rockefeller Financial LLC and has previously worked at Janney Montgomery Scott and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and retirement plans. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a comprehensive investment platform that includes equities, fixed income, and alternative investments.

Brett Monsein is a CFP® with 12 years of industry experience, currently with Rockefeller Financial LLC. His prior experience includes roles at Bank of America, N.A. and Merrill. He is based in Bethesda, MD. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a range of investment solutions across equities, fixed income, and alternatives through its consolidated platform, Rockefeller Global Investment Management.

Du Hur is a financial advisor at Chevy Chase Trust Company with six years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust since 2019, following a 16-year tenure at Columbia Partners, LLC Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and various institutional clients, offering investment management alongside trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining fundamental, technical, and cyclical analysis across diverse instruments.

Jazeb Qamar is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 66 designations. Prior to joining TIAA-CREF, he worked at JPMorgan Chase Bank NA and Morgan Stanley in various roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model portfolio-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Maria Camacho is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at The Family Firm for 27 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets and offers portfolio management integrated with custodian-based reporting and performance measurement.

John Northrup Jr. is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and one year of experience in the industry. His prior work includes four years at United Bank and two years at Headfirst Companies. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, financial planning, institutional custody, and access to collective investment funds. The firm employs a thematic investment approach focused on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Tiseer Osman is a financial advisor at TLG Advisors, Inc. with four years of industry experience and a Series 66 designation. His prior roles include positions at Merrill, Bank of America, Edward Jones, Wells Fargo Bank, and Simplicity Investments. Outside of his advisory work, he has held a hospitality role with the Four Seasons Hotel. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed accounts and a direct-to-consumer digital program.

Darla Aycock is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 1998. Outside of her advisory role, she is involved in her local community as president of the Stratton House Condominiums and manages a residential and commercial cleaning service. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs and manages multiple mutual funds, employing dedicated portfolio teams and research groups to deliver diversified investment strategies.

Peter Gwynn Sackson is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. His prior work includes roles at Boston Consulting Group and Compass Real Estate, as well as a position at Mighty Dog Roofing of Arlington. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.