Christopher Susel is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 23 years of experience at TD Wealth Private Investment Advice. He is also a Life Insurance Advisor with TD Waterhouse Insurance Services Inc., providing client discussions and planning. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a range of strategic and tactical asset allocation portfolios with both affiliated and third-party sub-managers.

Patrick Dunne Jr. is a CFP® professional with 19 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously spent 19 years at Sullivan, Bruyette, Speros & Blayney, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

Toavina Ranaivoarijaona is a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2023, Toavina worked at Equitable Advisors and Charles Schwab Bank SSB. Outside of advising, Toavina is a cofounder and Chief of Staff of Malagasy In USA, a nonprofit charitable organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and models.

Edwin Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Santander Investment Securities, and Georgetown University. 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, featuring centrally managed model portfolios and preapproved third-party managers.

Joseph Pabis is a CFP® with 11 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC in Reston, VA. His prior experience includes roles at Raymond James Financial Services Advisors and LPL Financial LLC. He is also involved with JTB International and Global Advisor Group. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad advisory platform that includes third-party asset managers and a firm-managed separately managed account program.

William Shelton Jr. is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 48 years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities in various capacities since 2013. Shelton is also involved in the solicitation and sale of insurance products, including long-term care insurance and fixed annuities. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports services such as securities-based lending and donor-advised funds.

Corey Laprade is a financial advisor at Guardian Life with 18 years of industry experience and holds a Series 66 designation. His career includes roles at Park Avenue Securities, Guardian Life, LaPrade Wealth Management, and TD Ameritrade. Outside of his advisory work, he has been involved with Unlimited Auto Products, LLC, a non-investment business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using a range of model portfolios and digital advisory solutions.

Joseph Gibbons is a financial advisor with Osaic Advisory Services, LLC and holds the Series 66 designation. He has nine years of industry experience, having previously worked at Arbor Point Advisors, Securities America, Inc., and SSN Advisory, Inc. In addition to his advisory work, Gibbons is a Certified Public Accountant and owner of Gibbons & Gibbons PC, providing tax preparation and accounting services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services, utilizing multiple program models and third-party platforms to tailor portfolios and meet client needs.

Margaret Shipley is a CFP® and holds a Series 66 license with two years of industry experience. She is currently with OSAIC Advisory Services, LLC and has prior experience at Triad Advisors and Triad Hybrid Solutions. Her background also includes roles in academia and community associations, and she is involved with Argent Bridge Advisors, where she supports client services and next-generation financial education. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, and nonprofits. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight.

Lauren Brownell is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at Aegis Consulting, Trinity Wealth Securities, and Florida Financial Advisors DBA Tristate Financial Advisors. Before entering financial services, she held positions outside the industry, including at Babson College and The Noble & Greenough School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Caroline Kramer is a financial advisor with First Command Advisory Services and holds the ChFC® designation as well as Series 63 and Series 65 licenses. She has 13 years of industry experience, including over a decade at First Command in various capacities. Outside of her advisory role, she is a passive investor in a private brewery and owns Caroline Kramer Financial Planning, LLC. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

Elizabeth Davila is a CFP® with 17 years of industry experience, currently serving as an advisor at Truist Advisory Services. She has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to a broad client base including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages third-party platforms and AI-enabled tools to support manager selection and oversight.

Brendan Cherasard is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and has worked at multiple entities within First Command since 2020. Prior to his current role, he has held positions at organizations including The Judge Group and the University of South Florida Housing & Residential Education. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a prescreened selection of investment managers.

James Beall is a CFP® professional with 13 years of experience in the financial services industry. He is currently an advisor at Truist Advisory Services and has served in roles at Suntrust Investment Services and Keel Point Capital. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by AI-enabled equity research and integrated inter-affiliate resources.

Brian Willey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has worked at firms including Primerica Financial Services, PFS Investments Inc., and Human Circuit. Willey is also involved with Incisive Financial Group and the Business Benefits Group, where he focuses on retirement plans, wealth planning, and commercial benefits consulting. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, offering a range of discretionary and non-discretionary programs through in-house and third-party managers.

Jason Whiteman is a financial advisor at PNC Wealth Management with 23 years of industry experience. He has held positions at Merrill, Bank of America, United Brokerage Services, and Empower Financial Services. Outside of his advisory role, Whiteman is an author and speaker. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and utilizes mutual funds and ETFs, with portfolio implementation delegated to third parties.

Jack Shiao is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of advising, he participates in a family-owned realty office and assists with financial matters in a music sheet sales business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Brandon Schumacher is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Bank of America, Merrill, and Royal Bank of Canada Wealth Management. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and fiduciary retirement plan solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers and alternative strategies.

Edward Ramsey is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes roles at Avantis Private Wealth and Quantis Wealth Management, as well as ownership of a CPA and tax accounting firm, Ramsey & Associates. He also provides accounting and business valuation services to dental offices through Peak Dental Transitions, LLC. 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 $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Weston Burnett is a CFP® and Series 66-licensed advisor at Creative Planning with 23 years of industry experience. He previously worked at Legacy Analytics, LLC and Cohen & Burnett, P.C., where he served as President of the law firm without compensation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.