Thomas Annin is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. He has worked at Creative Planning since 2021 and has prior experience at Sullivan, Bruyette, Spero & Blayney, LLC and BOS. He is based in McLean, VA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kathleen Pena is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 66 licenses. She has seven years of industry experience, including prior roles at Spire Investment Partners, Citibank, Ameriprise, and JPMorgan. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by an extensive network of approximately 286 advisors.

Madison Cappas is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation with three years of industry experience. Prior to joining the firm, Madison worked at Total Wine & More and held positions in education at Fairfax County Public Schools, Great Lakes Academy, and Miami University. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Heidi Patterson is a financial advisor with Integrated Wealth Concepts LLC in Vienna, VA, holding a Series 66 designation and over 22 years of industry experience. Her prior career includes 12 years at Ameriprise before joining Integrated Wealth Concepts and affiliated firms since 2016. Outside of her advisory work, she owns and designs for an LLC named Darby O' Dylan. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of internally managed and third-party strategies.

Phylyp Wagner is a CFP® with 44 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2021. His prior experience includes a 30-year tenure at H. Beck, Inc. Wagner maintains involvement in insurance sales on a limited basis. Integrated Wealth Concepts LLC provides services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing internal management alongside third-party asset managers.

Matthew Gaffey is a CFP® and ChFC® with 19 years of industry experience. He currently serves as an advisor at Concurrent Investment Advisors, LLC and has held prior roles at Corbett Road Wealth Management, Spire Investment Partners, Truist Investment Services, and Fidelity. Gaffey is also a passive investor with a minority interest in NexGen, an investing and consulting company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other securities, and it offers a range of wealth management, financial planning, and retirement advisory services supported by a network of roughly 286 advisors.

Sarala Katta is a CFP® and ChFC® with 36 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2015. Her prior work includes roles at MSI Financial Services, Marsh Securities LLC, and MetLife Investment Fund Services LLC. She serves on the board of the Career and Technical Education/Academy of Finance and Business Management Academy, where she contributes to educational initiatives and industry engagement. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-driven tools to deliver client solutions across both advisory and broker-dealer platforms.

Ambreen Shahab is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC since 2012, working in wealth management since 2021. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists, with investment implementation delegated to external parties.

Cole Butkovsky is a CFP®-credentialed financial advisor with four years of industry experience, currently with Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior roles include positions at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as experience with Stratford Steel LLC and Olympic Regional Development Authority. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and research tools, offering at-least-annual reviews tailored to clients’ goals and risk tolerance.

Joshua Stark is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 license and bringing 24 years of industry experience. He has worked with Ameriprise, Osaic FA, Inc., and LPL Financial before joining Integrated Wealth Concepts in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a primarily long-term approach with portfolios customized through mutual funds, ETFs, equities, and fixed income.

John Koester is a CFP® professional with 33 years of industry experience, currently serving with Kestra Advisory. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2016. Outside of his advisory role, he serves as treasurer for the Corbitt By the Lake Association and secretary for the Kappa Phi Chapter Housing Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and it manages approximately $79.8 billion in assets across diverse client types including large institutional investors.

John Frisch is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. He has been with Savant Wealth Management since 2022, following prior roles at Alliant Wealth Advisors and Alexandria Capital. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Amyn Mohamed Juma is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has been associated with TD Bank Financial Group since 2005. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a combination of affiliated and third-party sub-managers, strategic and tactical asset allocation, and provides portfolio management, financial planning, and custody services.

Bradley Smith is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at MTX Wealth Management for nine years before joining MAI Capital Management in 2019. MAI Capital Management 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 offers customized portfolio management across multiple strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Donald Schoen III is a CFP® professional with four years of industry experience. He has worked at Creative Planning since 2021 and previously spent a year at Sullivan, Bruyette, Speros and Blayney LLC. He also has four years of experience at Virginia Polytechnic Institute and State University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Lily Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. She previously worked at RS Will Wealth Management and has a background that includes four years at James Madison University and six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers customized wealth management and investment advisory services using a relationship-driven process and institutional-style asset allocation.

Ryan Verfurth is a financial advisor with Hightower Advisors in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2019 and was previously affiliated with Everplans - Beyondly, Inc and MBSC Securities Corporation. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

James Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Garrett Dunlap is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, PNC Investments, E*TRADE Capital Management, and Fidelity Brokerage Services. Dunlap is based in Fairfax, VA. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of services including model portfolio management and customized portfolio solutions, operating under a fiduciary standard within a vertically integrated structure.

Cory Saylor is a CFP® with three years of industry experience, currently serving as a financial advisor at TIAA-CREF. He has been with TIAA since 2016 and transitioned to TIAA-CREF in 2025. 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 working with clients who have pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and operates a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.