Joshua Stromberg is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Brandon Gromadzki is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Oak Hill Wealth Advisors LLC, Bank of America Merrill Lynch, and The Vanguard Group, Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services that combine quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions and affiliated business services.

Lisa Gilland is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including prior work at Financial Growth Partners and a 13-year tenure at Grant Thornton. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through both discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Karin Schultz is a Series 65-licensed financial advisor at Cerity Partners LLC with 14 years of industry experience. She spent 21 years at SOL Capital Management Company before joining Cerity Partners in 2026. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that integrate proprietary investment frameworks with access to alternative and private market solutions.

Frances Arias is a Chartered Financial Consultant (ChFC®) affiliated with Eagle Strategies (NY Life) and has 14 years of industry experience. She has been associated with New York Life Insurance Company and Nylife Securities LLC since 2012 and joined Eagle Strategies in 2022. Outside of her advisory role, Arias works as an independent contractor at St. Francis of Assisi Church and performs as a paid wedding musician. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm provides tailored financial planning, investment management, and retirement-plan advisory services, emphasizing mostly non-discretionary asset management within an integrated New York Life affiliate structure.

Taylor Seiling is a CFP® professional with 14 years of industry experience. He has worked at Creative Planning since 2021 and previously spent 15 years at SBSB Financial Advisors. Based in McLean, VA, he is part of a large advisory firm serving a diverse client base. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Melissa Taro is a CFP® professional with 11 years of industry experience, currently with Cerity Partners LLC since 2023. Her prior experience includes roles at Lumina Financial Consultants, Virtual FP LLC, FJY Financial, and SBSB Financial Advisors. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with direct security selection and alternative investment solutions.

Yun Ma is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Transamerica in 2021, Yun Ma held roles with various insurance and benefits organizations and is involved in multiple insurance-related activities, including assisting clients with Medicare and short-term health plans. Additionally, Yun Ma serves as a College Success Advisor at Kyros AI Corp, an AI-based platform focused on college admission preparation. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and institutions, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, supporting a range of discretionary and non-discretionary investment programs.

Zubair Khan is a financial advisor at Mariner with 17 years of industry experience. He holds CFP® and CFA® designations and has previously worked at Glass Jacobson Investment Advisors, Azzad Asset Management, Hanscom Federal Credit Union, and LPL Financial. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, Core Family Office offerings, and employer financial-wellness tools.

Kirsty Peev is a CFP® professional with 16 years of industry experience. She has worked at Halpern Financial, Inc. for 22 years before joining MAI Capital Management, LLC, where she has been since 2024. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diversified client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across multiple strategies and combines these with financial planning, tax, and administrative services.

Susan Krimigis is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Rockefeller Financial, she worked at Citigroup Global Markets from 2007 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with broker-dealer services, offering a consolidated investment platform and a range of discretionary and non-discretionary solutions.

Bryan Trejo is a Series 66 licensed financial advisor at PNC Wealth Management with 12 years of industry experience. He previously worked at Citigroup Global Markets and TD Ameritrade before joining PNC in 2021. Based in Vienna, VA, Trejo currently provides advisory services within an enterprise firm setting. 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 utilizes algorithm-driven risk assessment and approved model strategies executed with mutual funds and ETFs, focusing on automated portfolio management rather than standalone financial planning.

Clayton Castle is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Zoominfo and Aflac, as well as working in construction and hospitality industries. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various portfolio management and financial planning services through both proprietary and third-party solutions.

William Schwartz is a CFP® with 23 years of industry experience and has been with Wealthspire Advisors since 2015. He holds Series 65 and Series 66 licenses and is based in Potomac, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset types.

Mitchell Katz is a financial advisor with Eagle Strategies (New York Life) in Bethesda, MD, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Capital Associates, LLC, Financial Solutions Group, and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for Becky’s Fund, an organization focused on preventing domestic violence through educational programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory programs and emphasizes customized recommendations while managing most assets on a non-discretionary basis.

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.

John Guidi is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill as well as multiple firms including Bouchard Wealth Advisors and Mid Atlantic Capital Corporation. Outside of his advisory role, he is involved in fixed insurance sales and serves as Managing Director of Guiding Wealth Financial Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

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.