Richard Shu is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding a Series 66 designation and 24 years of industry experience. He has worked at HSBC Securities and its affiliate HSBC Bank (USA) N.A. since 2013, serving in dual roles as a registered representative and a bank officer selling bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several models, including client-directed and fully discretionary options. The firm uses a structured investment process based on multiple risk profiles and collaborates with affiliated and third-party providers for advisory and fund selection services.

Yuehua Yuan is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Independent Financial Group since 2016. Outside of his advisory role, Yuan works as an independent insurance agent offering various types of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party investment models, offering a range of portfolio management options and financial planning services.

Matthew Hoesch is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Planning since 2021. Prior to that, he spent six years at Lockton Investment Advisors, LLC, Lockton Companies, LLC, and Lockton Financial Advisors, LLC. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Jeffrey Leventhal is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2011. Outside of advisory work, he serves on the board of directors for a custodial care business for the elderly and participates in an investment education initiative for Maryland football players. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers.

Chadwick Dickison is a CFP® professional with four years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He has worked at several firms including Golub Capital, Guidepoint Global, Bank of America, and Merrill. He also has experience in entrepreneurial ventures such as C&C Marine Ventures LLC. Mercer Global Advisors provides comprehensive investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified investment strategy based on Modern Portfolio Theory, utilizing a range of low-cost investment vehicles and specialized programs.

Mark Stull is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Janney, he worked at United Brokerage Services Inc and BB&T Securities, LLC. Outside of his advisory work, Stull volunteers with the Frederick County Landmarks Foundation and Habitat for Humanity and is involved as a partner in an esthetics business. Janney Montgomery Scott LLC 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, and advisory programs supported by centralized asset management and trustee services.

Christine Cataldo is a CFP® with 22 years of industry experience, currently serving as a financial advisor and Chief Technology Officer at Mercer Global Advisors Inc. She has held advisory roles at Heim, Young & Associates, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, financial planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, and other strategies, complemented by client education programs and integrated affiliated service lines.

Ann Marie Hindley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Her prior experience includes roles at FJY Financial, HomeMaker, and RH Paradis & Associates. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Jack Mutchnik is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. He has worked at Rockefeller Capital Management since 2024 and joined Rockefeller Financial LLC in 2021. His background includes roles at Truist Investment Services, Leidos Inc., and BB&T Scott & Stringfellow. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Jastinder Sohi is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Chevy Chase Trust Company since 2016. He holds a Series 66 license and is based in Bethesda, MD. Chevy Chase Trust Company provides investment management, personal trust, family wealth, and financial planning services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, combining fiduciary trust, custody, and investment management functions.

John Witcher is a CFA® charterholder with 15 years of industry experience. He has worked at MAI Capital Management, LLC since 2023 and previously spent 13 years with Cambridge Associates, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services into client relationships.

Robert Ugiansky is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 1998 and has been associated with Capital Associates LLC for 15 years. Outside of his advisory role, he serves on the board of First Tee of Howard County, an organization focused on character education and life skills for young people. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nevi Harrison is a Series 66-licensed advisor at Truist Advisory Services with one year of industry experience. Harrison has been with Truist Investment Services since 2010, spanning 16 years at the affiliated broker-dealer. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates third-party platform and manager arrangements to support its AMC Advantage manager‑selection program.

Rajmiel Odinec is a financial advisor at Cerity Partners LLC with 35 years of industry experience. Prior to joining Cerity Partners in 2026, he spent 36 years at SOL Capital Management Company. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and specialized private market programs.

Krystian Suber is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has previously worked with OneDigital Investment Advisors, KB Financial Partners, M Holdings Securities, M Financial, Massachusetts Mutual, and Chubb Limited. Outside of his advisory role, he is president of Horizon Edge Realty, LLC, which manages rental income properties. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios and acts as adviser to a donor-advised fund.

Jeffrey Bunch is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for seven years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Dmitriy Katsnelson is a Series 65-credentialed financial advisor with 13 years of industry experience. He has been with Wealthspire Advisors since 2015 and previously worked at Highline Wealth Management, LLC and Fortigent, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors serving individuals, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment committee oversight.

K Kennedy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to this, Kennedy worked at several firms including Royal Alliance Associates, Seia LLC, SII, EF Legacy Securities, and Edelman Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, direct indexing, and other platforms, while also providing specialized services such as retirement plan consulting and charitable advisory.

Natalie Hedrick is a CFP®-designated financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. She has worked at Penn Mutual Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. in various advisory and insurance roles. Hedrick is also involved in multiple insurance brokerage activities, including roles as partner and proprietor in insurance-related businesses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm combines advisory and broker-dealer services, offering discretionary and non-discretionary investment options, with a focus on tailored asset allocation and diversification strategies.

Atricia Roberts is a CFP® professional with 11 years of industry experience, currently serving at Kestra Advisory since 2019. Her previous experience includes roles at Bank of America and Merrill. Outside of her advisory work, she holds a position as COO and Partner at Curo Private Wealth, where she oversees client service operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets across a diverse client base that includes sovereign wealth funds.