James Barnette Jr. is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His career includes roles at Raymond James Financial and Fixed Insurance Services. He is also involved with JTB International, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a range of strategies and platforms.

Michael O'Leary is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has prior experience at The Colony Group, Lowell Blake & Associates, and State Street Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm uses a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Brian Hutt is a financial advisor with Eagle Strategies (New York Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has roles with multiple related entities including AP Benefit Advisors, LLC and Bluepoint Financial, LLC. Outside of advisory work, he is involved as an investor in a popcorn company and holds investor roles in a community bank and a holding company related to life insurance. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan 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 while operating within an integrated New York Life affiliate structure.

Luis Mendoza is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Donna Cabrisses is a financial advisor with Truist Advisory Services in Ashburn, VA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes roles at Merrill Lynch, Pierce, Fenner & Smith and various Truist entities since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, employing both discretionary manager relationships and non-discretionary consulting supported by AI tools and extensive inter-affiliate integration.

Jacqueline Lonnerdal is a financial advisor at Hightower Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. She also serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of portfolio construction strategies.

Jonathan Kobets is a financial advisor at Chevy Chase Trust Company with 15 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services, AllianceBernstein Investments, and Neuberger Berman. 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 macro views and secular trends, combining trust, custody, and fund-management roles.

J. Hunter Hart is a CFP® professional with 14 years of experience, currently serving as an investment advisory representative at CWM, LLC. He has held roles at Cetera Wealth Services, LLC, Equity Planning, Inc., and LPL Financial. Hart is also involved in expense management through a separate business venture. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with various sub-advisory and customization tools.

Joseph Sullender Jr. is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has prior experience at Raymond James Financial Services and Wells Fargo Advisors. He serves as a speaker for the National Institute of Transition Planning, providing financial planning education at federal and military seminars. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Carol Castillo is a financial advisor with Kestra Advisory in Reston, VA, holding a Series 66 license and nine years of industry experience. Her prior roles include positions at Marjon Management Advisors LLC, Valic Financial Advisors, and Itau Bank. She is also a registered representative for CURO Private Wealth, where she manages client relationships and supports financial planning and portfolio analysis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Patrick Realis is a financial advisor at Eagle Strategies (NY Life) with 18 years of industry experience. He has been with Eagle Strategies since 2010 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company since 2008. He holds the Series 63 and Series 65 designations. Outside of advisory work, he is involved in insurance brokering. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Sandler is a financial advisor at Cerity Partners LLC with 35 years of industry experience. Prior to joining Cerity Partners in 2026, he worked at SOL Capital Management Company for 38 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Richard Gurz is a CFP® with 27 years of experience in financial advising. He is currently with Commonwealth Financial Network and has been affiliated with the firm since 2008. Outside of his advisory role, he owns Quantis Tax Services, LLC, which provides tax and accounting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources to affiliated advisors who construct client portfolios using diverse securities and insurance products.

Scott Dillie is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Capital Fiduciary Advisors, LLC for three years. He holds a Series 63 license and is based in Reston, VA. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Alejandro Grimaldi is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Alpha Solutions Group. He served in the United States Peace Corps from 2019 to 2020. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Joming Chiang is a CFA® charterholder currently with Cerity Partners LLC, where he has worked since 2026. He has two years of industry experience, with prior roles at SOL Capital Management Company, Universal Investment, DWS, and BlackRock. Outside of finance, he spent time engaged in extended travel between 2016 and 2017. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, while also offering specialized private-market investments and affiliated services such as pension consulting and insurance solutions.

Frank Bartolini is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm operates a fiduciary advisory model and offers multiple managed account options, including customized portfolios and model-driven strategies.

Oleksa Gerlak is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC and ProShares. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and a range of asset classes to construct tailored portfolios.

Michelle Barry is a Series 66-licensed financial advisor with 29 years of industry experience, currently with Transamerica Financial Advisors. Her career includes roles at Grove Point Investments, H. Beck, and Hornor Townsend and Kent. At Transamerica, she may also perform home office functions supporting other business units. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party investment models, supporting both discretionary and non-discretionary program options.

Rosani Hernandez Madrid is a financial advisor with Eagle Strategies (NY Life), holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has worked at Eagle Strategies and affiliated New York Life entities since 2017 and previously worked at Onemain Financial. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program options and manages a majority of its assets on a non-discretionary basis.