Gordon Sun is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, N.A. from 2015 to 2025 before joining HSBC in 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach uses model risk profiles combined with strategic and tactical asset allocation developed alongside HSBC Global Asset Management, offering both discretionary and client-directed portfolio options.

Robert Crandall is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has been with Principal Securities Inc. since 2004. Outside his advisory role, he is involved in fixed insurance activities including life, disability, annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jason Williams is a CFP® and PFS™ affiliated with Creative Planning, bringing 22 years of industry experience. He previously worked at Sullivan, Bruyette, Speros & Blayney, Inc. for 17 years before joining Creative Planning in 2021. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and fundamental equity sleeves, supported by a broad advisory team and integrated investment infrastructure.

William Sterling III is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. His prior work includes 13 years at PNC Investments Inc. and three years at Cypress Wealth Management. Outside of his advisory role, he is the owner of Sterling III Capital, LLC, a commercial real estate management entity. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Charles Beal is a ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Truist Advisory Services since 2016, having previously worked at SunTrust Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Claire Weil is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Outside of her advisory work, she manages a rental property in Scotland, handling income and expense tracking and occasional interaction with the management company. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment and wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach and integrates fundamental and quantitative analysis with affiliated service companies and product relationships.

Ambika Bablani is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding a Series 66 designation and six years of industry experience. She has been associated with Eagle Strategies, New York Life Insurance Company, and Eldenstreet Financial, LLC during her career. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lauren Rathsack is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Prior to joining Wealthspire Advisors in 2025, she worked at Janney Montgomery Scott and InFocus Financial Advisors. She is involved with the Baltimore Estate Planning Council. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a customized, relationship-driven approach with institutional-style asset allocation and utilizes a variety of investment vehicles and third-party platforms to manage client portfolios.

Louis Glantz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Commonwealth Financial Network since 2010, including his current role starting in 2026. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Madison Hedrick is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Penn Mutual/Aspire Wealth Planners. Outside of her advisory role, Madison is a seasonal field hockey coach at Paint Branch High School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a range of account options.

James Eichelberger is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. He has been with Wealthspire Advisors since 2002. 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 employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Joshua Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has worked at Eagle Strategies since 2018 and operates the firms Blueprint for Financial Success and Modern Wealth Strategies, LLC, through which he sells New York Life products and brokers non-registered insurance products. Gonzalez serves on the Board of Advisors for The American College Alumni Association, supporting alumni recognition and recruitment efforts. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types including financial plans, retirement consulting, and advisory solutions tied to insurance and annuity products.

Ernest Kwong is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has been with the firm since 2025 and has prior experience working in education and retail sectors, including roles at Towson University and CVS Pharmacy. Kwong also served on the Maryland Council on Economic Education in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Joseph Young is a CFP®-designated financial advisor with 21 years of industry experience, currently with Mercer Global Advisors Inc. in McLean, VA. He has been with Mercer in various roles since 2015. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified portfolios implemented through ETFs, index funds, separate account managers, and private funds.

Adam Deal is a financial advisor with Rockefeller Financial LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at BB&T Bank and Securities, Truist Advisory Services, and Rockefeller Capital Management. He is also a member of DNA Holdings LLC, an investment holding company for personal passive investments. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Megan Hirsch is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds a Series 66 designation and has a background that includes roles in education at Academia Britania Cuscatleca, Escuela Americana, and multiple school districts prior to her financial career. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

Sien Vernyns is a CFP® certificant with one year of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, Vernyns worked at The Family Firm for a total of nine years, interspersed with brief periods outside the industry. Vernyns holds a minor ownership interest in a family paint business based in Belgium. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven, asset-allocation approach using a proprietary “Focus List” and offers discretionary wealth management, fiduciary services, and outsourced CIO solutions.

John Utley is a CFP®-designated financial advisor with five years of industry experience, currently practicing at Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners, he worked at Raymond James Financial Services, Inc. and has a background outside finance with four years at Baker Concrete. Utley also serves as an educator for the National Institute of Transitional Planning, providing retirement planning seminars to government employees. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets for individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Grant Bartlett is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, First Republic, and Bank of America/Merrill Lynch. Bartlett is based in Rockville, MD. 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 managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jenny Kim is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. She holds a Series 66 designation and has 19 years of industry experience. Her work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, both since 2007, as well as Eagle Strategies LLC since 2017. She is also appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.