Steven Smith is a financial advisor with CIBC Private Wealth Advisors, Inc. in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Atlantic Trust Na and has been with CIBC National Trust Company since 2017. He serves as a trustee for the Emily E Scholsberg Educational Trust and several private grandchild trusts under his role at CIBC. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs an investment process involving internal teams and committees to create customized portfolios and offers strategies including options hedges and structured notes, managing approximately $67.8 billion in assets with 175 advisors.

Todd Youngdahl is a CFP® with 27 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2023. He previously worked for Washington Wealth Advisors, LLC from 2012 to 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Aahoo Sigarchi is an advisor at HSBC Securities (USA) Inc. located in Washington, DC. She holds a Series 66 designation and has been in the financial industry since 2018, with prior experience at Citizens Bank and Burlington Stores Inc. before joining HSBC. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach includes a range of client-directed and discretionary portfolio options, combining strategic and tactical asset allocation supported by HSBC Global Asset Management and affiliated third-party providers.

Michael Feldman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior experience includes roles at Farr Miller & Washington, LLC, Cheffy Passidomo, P.A., Karpus Management Inc., and Private Capital Management, L.P. Feldman holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified portfolio management and financial planning services.

Nathan Williams is a CFP® affiliated with TIAA-CREF, based in Washington, DC, with eight years of industry experience. He has worked at TIAA since 2018 and was previously employed at GLG from 2014 to 2017. Outside of his advisory role, he serves on the Finance Committee of the City Teaching Alliance, an organization focused on supporting career educators. TIAA‑CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior relationships through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management with a fiduciary standard and operates within a vertically integrated structure that includes affiliated funds.

Nathan James is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, he held positions at George Mason University and Villagio Hospitality Group, among others. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, such as acting as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.

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.

Kelsey Winters is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Beacon Pointe, Winters held positions at Hemington Wealth Management, Baltimore-Washington Financial Advisors, and Clear Edge IT Solutions, and has experience as a student and staff member at Christopher Newport University. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

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.

Samuel Grelck is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Truist Advisory Services. His work history includes roles at Truist Advisory Services, Truist Investment Services, Capital Group, and DoorDash. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary manager relationships and non-discretionary consulting.

Jackson Good is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Citigroup in 2022, he worked at Bank of America, Merrill, UBS Financial Services, and other firms. Outside of his advisory role, he officiates high school basketball in the San Francisco Bay Area and serves as a college basketball official. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities including in-house research and specialist market roles.

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.

Mohammad Khan is a financial advisor at Oppenheimer with 15 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Jeffery Schacter 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 with TD Bank since 1994. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Christopher Detmer is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services. Detmer serves on the advisory board of Ethos ESG, providing strategic guidance to the firm. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through Steward Partners-branded solutions and third-party money managers.

Brian Mowad is a CFP® professional with one year of experience in financial advising. He currently works at Creative Planning and previously held roles at Pathstone and within educational institutions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Rafael Gutierrez is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at firms including Merrill, Bank of America, and NorthWest Financial Advisors. In addition to his advisory role, he is a licensed independent insurance agent specializing in fixed insurance products and serves as a notary public in Virginia. Voya Financial Advisors, Inc. serves a diverse clientele including individuals, institutions, and high-net-worth clients, offering financial planning, portfolio management, and retirement plan consulting through various program structures with a focus on non-discretionary, recommendation-based advice.

Catherine Aglipay is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has 17 years of industry experience and has worked at several major firms, including Wells Fargo Clearing Services, JPMorgan Chase Bank, Merrill Lynch, and Capital One Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Yen Nguyen is a financial advisor with Truist Advisory Services in Springfield, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Truist, Nguyen has worked with Wells Fargo Advisors and Wachovia Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Leal Deddens is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves 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, family office, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management.