Liam Desmond is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation with one year of industry experience. His career includes roles as a student from 2014 to 2023 and advisor positions at Wealthspire Advisors beginning in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, utilizing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

James Nguyen is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including BDO Wealth Advisors, LLC, Biegel Waller, Complex Capital Management, LLC, and Lockheed Martin Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining discretionary and non-discretionary portfolio management across equities and fixed income.

Natalie Gosselin is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. She has 17 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Cardinal Wealth Management, XML Financial Group, LPL Financial, and Morgan Stanley & Co. LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios primarily using ETFs and mutual funds, supported by a network of approximately 286 advisors.

Thura Aung is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. Prior to joining Rockefeller Financial LLC, Aung held positions at Rockefeller Capital Management, Truist Advisory Services, Truist Investment Services, Truist Bank, Bb&T Bank, and Bank of America. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Christopher Young is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Chevy Chase Trust Company, where he has worked since 2022. Prior to this, he held roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2015 to 2022. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach that emphasizes diversification, long-term holdings, and tailored fixed-income strategies, combining trust, custody, and fund-management functions.

Julie Babcock is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and 23 years of industry experience. She previously worked at Lockton Financial Advisors, LLC, Lockton Companies, LLC, and Lockton Investment Advisors, LLC between 2007 and 2021. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Gerhard Olsen is a financial advisor at Oppenheimer with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Bank of America. Olsen is based in Washington, DC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management and consulting, with a notable emphasis on maintaining custody of client assets in-house.

Mitchell Mccarthy is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2019, following a two-year tenure at Merrill Lynch. 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 provides both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Daniel Ialeggio is a CFP® with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles within various Steward Partners entities since 2016. Prior to that, he was affiliated with Raymond James Financial Services Advisors Inc. and co-founded Philleo & Ialeggio Wealth Strategies. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Valeska Santibanez Jofre is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2026. Her prior experience includes roles at JP Morgan Securities LLC, J.P. Morgan Chase Bank, N.A., Bank of America, N.A., and Merrill. Outside of her advisory work, she has been involved with Kekis Home Goods, LLC since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Steven Lynch is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at firms including Raymond James Financial Services, Wells Fargo Advisors, UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory role, he provides notary services in Bethesda, MD. Steward Partners Investment Advisory, LLC is a large SEC-registered firm managing approximately $36.7 billion in assets and serving individual clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management, employing proprietary and third-party solutions.

Simeon Spruill is a CFP® with three years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company. His prior roles include positions at Focus Partners Wealth, LLC and WMS Partners, LLC. Outside of his advisory work, he is also involved in real estate sales as a licensed real estate salesperson with Fathom Realty. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing discretionary and non-discretionary investment management alongside trust and financial planning services. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, combining fiduciary trust and custody functions with investment management.

Broderick Young is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Crystal Clear Financial Group, Reveal Wealth, and New York Life. Outside of his advisory work, he serves on the board of Studio for Wellness & Education, contributing to the organization’s guidance and strategic development. 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 the majority of its assets on a non-discretionary basis through various program types linked to insurance and annuity products.

Michael Leasure is a CFP® professional with 23 years of industry experience. He is currently with Truist Advisory Services and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Jay Burmaster Jr. is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes positions at Truist Investment Services, BB&T Securities, Scott & Stringfellow, Wells Fargo Clearing, and UBS Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary manager relationships and consulting, supported by AI-enabled research and inter-affiliate resources.

Lyndsie Slusher is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. She has one year of industry experience and previously served in the U.S. Army from 2017 to 2024. She is also affiliated with the University of North Carolina at Chapel Hill. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team.

Elizabeth Snyder is a CFP® professional with nine years of industry experience. She is currently with Rockefeller Financial LLC and previously worked at Bank of America and Merrill. Outside of her advisory role, Snyder serves with Jewish Women International, focusing on financial education as the Financial Initiatives Chair. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations through a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of affiliated services including trust and insurance.

Spencer Smith is a financial advisor at ASB Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Chevy Chase Trust Company since 2010. 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 management across equities, fixed income, and real estate, serving primarily institutional investors and employing both active and passive strategies.

Wendy Moyers is a Certified Financial Planner® with 24 years of industry experience. She has worked at Chevy Chase Trust Company since 2021, following prior roles at Chain Bridge Bank, May Barnhard Investments, LLC, and Linden Oak Wealth Advisors LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach, focusing on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Christine Wallace is a financial advisor at Chevy Chase Trust Company with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chevy Chase Trust since 2008. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, often emphasizing longer-term holdings and integrating fiduciary trust and custody functions with investment management.