Bradford Coyle Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several related entities within Steward Partners since 2018 and previously was employed at Raymond James Financial Services, Inc., Wells Fargo Clearing, and Sterling Associates, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Aaron Pearson is a CFP® professional with four years of industry experience, currently serving at Savant Wealth Management. His prior experience includes roles at Brighton Jones, Mountain America Credit Union, and KeyBank. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Andres Cardona is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with a range of market roles, including in-house research and derivatives services, and provides customized solutions for high-net-worth clients.

Kara Bjoring is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Truist Investment Services since 2019 and previously held roles at PNC Bank and PNC Investments 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Chauvon Mcfadden is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 65 and Series 63 licenses and over 23 years of industry experience. She has been associated with New York Life and its affiliates since 2002 and operates her own firm, Crimson Wealth Strategies, LLC, focused on brokering insurance products. Mcfadden serves on several local boards, including the Loudoun County Economic Development Commission, Inova Loudoun Hospital Foundation, and the National Capital Area Council of Boy Scouts of America. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailoring advice to client goals, with the majority of assets managed on a non-discretionary basis.

Yazan Atra is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank and Yaz Motors LLC. In addition to his advisory roles, he has experience running a business outside the financial sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and custody services. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Andrew Palazzi is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having two years of industry experience. He has been with TD Wealth and its affiliated entities since 1997. 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 employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Brian Moffett is a financial advisor with Truist Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with SunTrust Advisory Services since 2014 and SunTrust Investment Services since 2016. Truist Advisory Services provides 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.

John Baker is a financial advisor with Truist Advisory Services in Washington, DC. He holds a Series 66 designation and has one year of industry experience. His prior roles include multiple positions within Truist Investment Services and Truist Advisory Services. Outside of his advisory work, he has been involved with Athens Academy and Sharptop Cove Young Life Camp. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate services.

Cecile Hult is a CFP® credentialed financial advisor with 17 years of industry experience. She is currently with OSAIC Advisory Services, LLC and has previously worked at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Hult is a partner and manages a divorce financial planning team at Argent Bridge 2 Divorce and serves as a board member and tennis chair for the Tuckahoe Rec Club in McLean, VA. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Joshua Frazier is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at several firms including Navy Federal Credit Union, Amazon, and Capital One. He has been with Mercer Global Advisors since 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, alongside educational programming and integrated affiliated service lines.

John Glorioso III is a financial advisor with TIAA-CREF in Sterling, VA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also acts as investment adviser to the TIAA Donor Advised Fund and operates a vertically integrated advisory model that separates planning from ongoing discretionary management.

Harold Michael is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at MissionSquare Investment Services, PFS Investments Inc., and ServiceSource, Inc. Outside of finance, he has worked as a driver for ride-sharing and food delivery services since 2024. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate entities by providing financial planning, portfolio management, and brokerage services. The firm delivers advice through Investment Adviser Representatives utilizing model portfolios, affiliated strategies, and third-party managers, with a substantial portion of assets managed on a non-discretionary basis.

Joel Cundick is a CFP® practitioner with 11 years of industry experience, currently affiliated with Savant Wealth Management since 2020. He previously worked at Savant Capital Management from 2015 to 2020. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust service affiliates.

Allison Kistler is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. She has previously worked at Wells Fargo Advisors and Raymond James Financial Services. In addition to her advisory role, she serves as a speaker for the National Institute of Transition Planning, providing education on retirement planning. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Lynette Jones is a financial advisor at Hightower Advisors with 21 years of industry experience and holds a Series 66 designation. She has worked at Hightower Securities, LLC and Hightower Advisors since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Joshua Sul is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in education for several years at various schools, including Villanova University. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and operates largely on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Joshua Peerbolte is a CFP® with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab Bank SSB and Charles Schwab, as well as experience running a small business named Peerbolte's Printables. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending investments while clients retain final trading decisions.

Kurt Langenwalter is a CFP® and ChFC® with 23 years of experience in financial planning and advisory services. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2002. He also owns Kurt Langenwalter Financial Planning LLC, a legal entity established to protect family wealth related to his financial planning business. First Command Advisory Services, Inc. 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 offers financial planning and various wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

Douglas Brown is a CFP® with two years of industry experience, currently serving at Corient in McLean, VA. His background includes roles at multiple firms such as Cambridge Investment Research Inc. and Capital Asset Management Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team approach integrating in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.