Whitney Turner is a CFP® professional affiliated with Focus Partners Wealth, LLC, with several years of experience in wealth management and related fields. Prior to joining Focus Partners, Whitney worked at The Meakem Group and Kastle Systems, among other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.

Myka Koenen is a CFP® and Series 65-licensed financial advisor at Wealthspire Advisors with 12 years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and family office support using a relationship-driven process and institutional-style asset allocation.

James Stewart is a CFP® and holds a Series 65 license with 27 years of industry experience. He has worked at Carmichael Hill since 1993. Stewart is based in Gaithersburg, MD. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers services such as trust administration and insurance through affiliated entities, employing a customized approach across multiple investment strategies and platforms.

Christopher Persak is a financial advisor with Principal Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Monique Sinmao is a financial advisor at Cerity Partners LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at SOL Capital Management Company, Pontoro, and Marlo. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Michael Orleans is an investment advisor representative at Kestra Advisory with 23 years of industry experience. He has worked with Kestra Investment Services since 2010 and Kestra Advisory since 2016. Orleans serves as director of Special Needs Special Planning at The Meltzer Companies and has held leadership roles, including past president of Shared Horizons, where he participated on the finance committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, vendor searches, and employee education, and manages approximately $79.8 billion in assets for clients such as sovereign wealth funds and large institutional investors.

David Sotsky is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. He has been with Rockefeller Financial since 2022. 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 portfolio management, financial planning, and consulting services while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Manfred Klee Saieh is a financial advisor at Cerity Partners LLC in Rockville, MD, holding a Series 65 credential with one year of industry experience. Prior to joining Cerity Partners, he worked at SOL Capital Management Company and held positions at the United Nations Development Programme and Cleverbridge AG. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Shampa Bera is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 designations. She has 26 years of industry experience, including 10 years with Truist Advisory Services and over 20 years with Truist Investment Services. Outside of her advisory role, she owns a beach condo rental business in Ocean View, Delaware. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary investment approaches, supported by third-party manager platforms and AI-enabled equity research, with a focus on integrated inter-affiliate service arrangements.

Charles Walker is a CFP® with 31 years of industry experience. He has been with Wealthspire Advisors since 2019 and previously worked at SunTrust Advisory Services and related SunTrust entities from 2014 to 2019. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofit organizations, and trustees, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio management.

Nancy Hendershot is a financial advisor with Lincoln Investment in Rockville, MD, holding Series 63 and Series 65 credentials and over 37 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1988 and operates Hendershot Financial Group, where she provides support for corporate responsibilities. Outside of her advisory roles, she serves as Treasurer and Board Member for the nonprofit Walk the Walk Inc. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Connie Rong is a financial advisor at Transamerica Financial Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Transamerica Financial Advisors since 2018. Prior to this, she was affiliated with World Financial Group and has experience at Freddie Mac as an operational control analyst. She is also involved in the sales of insurance products affiliated with Transamerica. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Ryan Kellinger is a CFP®-certified financial advisor with seven years of industry experience, currently with Commonwealth Financial Network. He has been associated with Commonwealth in various capacities since 2016 and also has experience at Potomac Financial Private Client Group, LLC. In addition to advisory services, he spends a portion of his time 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 managing over $210 billion in client assets. The firm offers a comprehensive platform of managed-account programs, third-party asset manager access, and custody services, supporting a variety of portfolio implementation options.

Nikita Lodha is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been associated with SunTrust Bank and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party manager arrangements. The firm integrates multiple affiliates to offer a range of services including the AMC Advantage manager-selection program and AI-enabled research tools.

Lawrence Fisher II is a financial advisor at Chevy Chase Trust Company with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2010. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management alongside trust and wealth planning services. The firm uses a thematic investment approach focused on macroeconomic views and secular trends, combining trust, custody, and fund-management roles uncommon among large enterprise advisors.

Bernard Makino is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial Network and operating his own DBA, Makino Financial. Independent Financial Group, LLC provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs model-based strategies combining active and passive approaches and offers both discretionary and non-discretionary portfolio management.

Michael Perez is a financial advisor with Truist Advisory Services in Sterling, VA, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked with SunTrust Bank and its related entities since 2014. Outside of his advisory role, Perez manages rental properties through an LLC. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management strategies and utilizes third-party platforms and AI-enabled equity research to support its investment offerings.

Robert Bell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in a fixed insurance business separate from Guardian. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Maria Nikitina is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Eagle Strategies, she worked at NYLIFE Securities LLC and New York Life Insurance Company, and has experience in nonprofit educational event organization related to sunburn prevention in children. She is also a partner at Cherry Blossom LLC, providing consulting on marketing strategy and personal branding. Eagle Strategies serves a diverse client base, including individual and institutional investors, 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 within an integrated New York Life affiliate structure.

Lissett Johnson is a financial advisor at Truist Advisory Services with a Series 66 designation and four years of industry experience. She has held roles within various Truist entities since 2019 and previously worked at M&T Securities and M&T Bank from 2014 to 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.