Natalie Jairath is a financial advisor with Integrity Alliance, LLC and holds a Series 65 designation. She has several years of industry experience, having worked at firms including Lion Street Advisors, Kestra Advisory Services LLC, Facet Wealth, StratWealth, & wealth, Snowden Lane Partners, and Cambridge Investment Research Inc. Outside of her advisory role, she serves as an account manager at Risk Strategies, a consulting and insurance solutions company. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and varied advisory services through a combination of discretionary accounts, model portfolios, and third-party sub-advisers.

Stephen Zelcer is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes roles at Shober Zelcer, National Planning Corporation, and operating his own firm, Stephen Zelcer, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, supporting client investments with due diligence and access to multiple management platforms and third-party solutions.

Daniel Sullivan is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS and Potomac Financial Private Client Group. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Christopher Lawson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities and BB&T Investments from 2010 to 2021. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Valerie Kaiser is a CFP® with 30 years of experience in the financial services industry. She has worked with Eagle Strategies (NY Life) since 2004 and has held roles at Mahoney & Associates and Mahoney Financial Organization. Kaiser serves as a board member for ProVisors, a national business networking organization, where she leads a local group in the DC Metro area. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Junghyun Lee is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Lee has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and was previously with EldenStreet Financial and Heritage Financial Place, Inc. since 2015. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Hayley Gregory is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. She previously worked at Lincoln Financial Advisors Corporation for eight years before joining Commonwealth and Aegis Consulting. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Samantha Cooke is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She previously worked at Kaplan Financial Group and spent seven years at George Mason University. Outside of her advisory role, Samantha hosts a local trivia event called District Trivia in Woodbridge, VA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

John Nocita is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Strategic Financial Associates, New York Life Insurance Co, and Ast Investor Services LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, working with a variety of plan sponsors and clients.

Justin Liberti is a financial advisor at ASB Capital Management LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Chevy Chase Trust Company since 2014. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion through pooled investment vehicles and institutional separate accounts. The firm offers discretionary investment management across equities, fixed income, and real estate, serving primarily institutional clients and employing both active and passive strategies.

Joseph Fulkerson is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and Series 63 designations. He has 49 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the early 1970s, and has operated his own firms, including Fulkerson Financial Group and Eldenstreet Financial. He is also a partner at Eldenstreet Financial, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Skerdi Kostreci is a CFP®-certified financial advisor with 20 years of industry experience, currently with Eagle Strategies (NY Life). His career includes long-term roles at Eagle Strategies and NYLIFE Securities LLC, along with experience at multiple financial advisory firms. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dariana Gordon is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a security-based swap dealer and futures commission merchant.

Lisu Gu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Transamerica Financial Advisors since 2013 and has been affiliated with World Financial Group since 2012. Outside of her advisory role, she serves as a caregiver for her elderly father through Nova Adult Home Care and is president of LG Solutions LLC, an insurance sales business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, employing a combination of proprietary and third-party model portfolios with discretionary and non-discretionary options.

Keith Burgess is a financial advisor with Kestra Advisory, holding Series 63, Series 65, and Series 66 credentials and 11 years of industry experience. His career includes roles at Nfp Securities Inc. since 2010 and earlier positions at OSAIC Institutions, Inc. and Mass Mutual Investors Services. Outside of his advisory work, he coaches a youth soccer team. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions.

Jonathan Serafin is a financial advisor with Eagle Strategies (NY Life) based in Herndon, VA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with New York Life Insurance Company and its affiliated entities since 2008 and operates Eldenstreet Financial, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored advice delivered through multiple program types and an emphasis on non-discretionary asset management.

Eric Schoener is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. Prior to joining Cresset, he worked at Pagnato Karp Partners, LLC from 2016 to 2020. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele including individuals, high-net-worth 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 public equities, fixed income, alternatives, real estate, and private markets.

Caroline Morris is a CFP® and ChFC® with 13 years of industry experience. She is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, Financial Growth Partners, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of her advisory work, she teaches for the College Funding Coach. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Henry Romeyn is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and as a self-employed advisor. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, offering a combination of trust, custody, and fund-management roles.

Myrle Simone is a CFP® professional with three years of industry experience. She is currently with Creative Planning, LLC and previously spent 18 years at Burt Wealth Advisors. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, charting, and cyclical analysis across various time horizons and primarily allocates assets among mutual funds and exchange-traded funds.