Karl Stiegmann is a Certified Financial Planner® (CFP®) with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Virginia Tech from 2013 to 2017. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using a diversified mix of investment vehicles, with services tailored through client interviews and ongoing monitoring.

Matthew Bacon is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Carmichael Hill & Associates, Inc and has prior experience at University Federal Credit Union and Cuso Financial Services, L.P. He is based in Gaithersburg, MD. Matthew is affiliated with MAI Capital Management, LLC, an enterprise firm managing $72.3 billion in assets as of May 31, 2026. MAI provides a range of services including discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services for individuals, families, sports professionals, trusts, and institutional clients.

Vera Reich is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her career includes roles at Steward Partners-affiliated firms since 2018, and prior to that, she worked at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory work, she provides bookkeeping services for a local music studio. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

James Adkins Jr. is a financial advisor at Eagle Strategies (New York Life) with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Mahoney Financial Organization and Strategic Financial Associates. In addition to his advisory role, he is involved in operating Strategic Financial Associates, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis through multiple program types within an integrated New York Life affiliate structure.

Stephen Berardi is a CFA® charterholder with 19 years of industry experience. He has worked at Cresset Asset Management, LLC since 2020 and previously held positions at Pagnatokarp Partners, LLC and Abbot Downing. He is based in Reston, VA and holds a Series 65 license. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and private fund management across various asset classes.

Morgan Sarraf is a CFP® professional with six years at Hightower Advisors and nine years with Closet Stretchers, totaling 15 years of industry experience. He is based in Bethesda, MD. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager approach that includes affiliated and third-party managers.

Eleanor Daniel is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and has previously worked at Hightower Advisors, JP Morgan, and Wells Fargo. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and tax coordination. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Yuhua Tiao is a financial advisor with HSBC Securities (USA) Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. They have worked at HSBC Bank USA, N.A. since 2000 and have been with HSBC Securities in various capacities since 2015. Outside of their advisory role, Tiao is a part owner of a rental property managed by a real estate and property management company. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment options. The firm’s investment approach involves multiple risk profiles and integrates strategic and tactical asset allocation developed in collaboration with HSBC Global Asset Management and other affiliated providers.

Romesh Jayatileke is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Truist Advisory Services in 2022, he worked at Wells Fargo Bank and its related entities for over a decade. Jayatileke serves as a board member for Fairfax Futures, an early childhood education advocacy organization partnered with Fairfax County's Office for Children. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships, non-discretionary consulting, and third-party platform arrangements to deliver its services.

Jeffrey Porter is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. He currently works at Creative Planning, LLC, where he has been since 2021, and previously spent 17 years at Sullivan, Bruyette, Speros & Blayney, Inc. He serves on the boards and finance committees of two charitable organizations, Britepaths and Dream Project. 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 employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad range of affiliated non-investment businesses.

Catherine Martines is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she serves as a Notary Public and works part-time as an educator at an athletic clothing store. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and financial planning services.

Sarah Marks is a CFP® professional with 26 years of experience in financial advisory. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she owns 38NorthStudio, a local music studio incubating creative projects, and is the creator of Studio EDU, a nonprofit focused on providing hands-on learning opportunities for aspiring artists, engineers, and entrepreneurs. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and nonprofits, offering a range of advisory and portfolio management services through both proprietary and third-party solutions.

Theodore Leasure is a financial advisor with Wealthspire Advisors in Reston, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wealthspire Advisors since 2017 and previously worked at Capital Fiduciary Advisors, LLC from 2015 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio reviews.

Jennifer Donnelly is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and over 24 years of industry experience. She has previously worked with Raymond James Financial Services Advisors and continues to maintain an affiliation with JTB International Inc. Donnelly provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing various custodians, model strategists, and program vehicles.

Phillip Garrett is a CFP® with five years of industry experience, currently serving at MAI Capital Management, LLC since 2024. His prior experience includes roles at Carmichael Hill & Associates, Inc. and Cambridge Investment Research Advisors. 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, institutional clients, and sports professionals. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and administrative services within many client relationships.

Nicholas Crance is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at T. Rowe Price Investment Services and several Truist entities. He is also affiliated with the University of Maryland University College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enhanced research to support manager selection and oversight.

Brett Somerville is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 credential and previously worked at SOL Capital Management Company and Cartica Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. 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, with a focus on diversified asset allocation and customized portfolios.

Bryan Medina is a CFP® professional with three years of industry experience, currently affiliated with Schwab Wealth Advisory in Tysons Corner, VA. His prior experience includes roles at Fidelity Investments and JP Morgan Chase. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees or exercise discretionary trading authority.

Charles Moore III is a CFP® professional with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 11 years with The Family Firm. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells 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 individuals, corporations, pension plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private asset classes.

Ryan Balow is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. He has worked at Hightower Advisors since 2022, with prior roles at VWG Wealth Management and Woodmont CC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment vehicles.