Zachary Wilkes is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at CitiBank, Bank of America, Merrill, Constellis, Wells Fargo Advisors, and American University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Jack Mutchnik is a financial advisor at Rockefeller Financial LLC with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Rockefeller Capital Management, Truist Investment Services, and Leidos Inc. Outside of finance, he has experience in the fitness and hospitality sectors, including time at Jacobs Fitness Center and Chef Geoff's. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and emphasizes a Private Advisor model supported by a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions across multiple asset classes.

Jastinder Sohi is a CFA® and holds a Series 66 license, with 16 years of experience in financial advisory. He has worked at Chevy Chase Trust Company since 2016, following prior roles at M&T Securities, Inc. and Wells Fargo Clearing. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on macro trends and sector themes, and operates as a state-chartered trust company combining fiduciary trust, custody functions, and investment management.

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. He previously worked at SOL Capital Management Company for 36 years before joining Cerity Partners in 2026. Cerity Partners advises a diverse client base including individuals, families, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using a combination of proprietary quantitative tools, third-party strategies, and direct security selection, with access to alternative and private market solutions for qualified clients.

Matthew Mc Leod is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott and other financial firms. Outside of his advisory work, he is a publisher with Warszawska Firma Wydawnicza in Poland and owns Sweet Boy Bakery, a home baking business in Arlington, VA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

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.

Courtney Cain is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments, Citi, Amazon, Booz Allen Hamilton, and the Department of Defense. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

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.

Roberto Herrera is a financial advisor at Creative Planning with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Northwestern Mutual Investment Services, Principal Securities, Principal Financial Group, and Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active management techniques and private market exposure.

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.

Gregory Curtin is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has been involved in local soccer organizations and performance training. 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, utilizing a centralized Investment Management Team to design and manage model portfolios.

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.

Robin Christman is a financial advisor with Janney Montgomery Scott in Alexandria, VA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and several other firms. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage, financial planning, and managed account services.

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.

Howard Perlroth is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LLC and Kestra Financial Services, Inc. He is the owner of Gartenhaus Wealth Management, where he provides investment advisory services and manages business operations. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving large institutional clients such as sovereign wealth funds.

Stacy Murchison is a financial advisor at Chevy Chase Trust Company with 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Murchison has been with Chevy Chase Trust since 2006. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on secular trends and diversification, serving primarily multi-million dollar client relationships.

Nicholas Marten is a financial advisor at &Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equinox. Outside of advising, he has assisted with maintenance operations at Equinox Sports Club. &Partners serves a diverse client base including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary services. The firm utilizes a combination of fundamental, technical, and quantitative analysis and provides access to proprietary and third-party investment strategies.

Sarrah Schreffler is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Cambridge Associates. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates a range of strategic investment tools and access to affiliated Goldman Sachs capabilities across banking, asset management, and brokerage services.