Bryan Trejo is a Series 66 licensed financial advisor at PNC Wealth Management with 12 years of industry experience. He previously worked at Citigroup Global Markets and TD Ameritrade before joining PNC in 2021. Based in Vienna, VA, Trejo currently provides advisory services within an enterprise firm setting. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and approved model strategies executed with mutual funds and ETFs, focusing on automated portfolio management rather than standalone financial planning.

Clayton Castle is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Zoominfo and Aflac, as well as working in construction and hospitality industries. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various portfolio management and financial planning services through both proprietary and third-party solutions.

Timothy Landicho is a CFP® professional affiliated with Commonwealth Financial Network in Arlington, VA, with experience beginning in 2026. He has previously worked at Marotta Wealth Management and has a background that includes roles in education and wellness organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a large client base. The firm offers a comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services including trading, reporting, and custody.

Nicholas Camel is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018, following three years with Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he owns rental properties in Florida and Maryland. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as investment adviser to a donor-advised fund sponsored by Charityvest.

Richard Shu is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding a Series 66 designation and 24 years of industry experience. He has worked at HSBC Securities and its affiliate HSBC Bank (USA) N.A. since 2013, serving in dual roles as a registered representative and a bank officer selling bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several models, including client-directed and fully discretionary options. The firm uses a structured investment process based on multiple risk profiles and collaborates with affiliated and third-party providers for advisory and fund selection services.

Raphael Lewis is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Alexandria Capital from 2017 to 2021 and FIC Capital from 2012 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, with an emphasis on manager selection and multi-manager solutions utilizing both affiliated and third-party managers.

John Guidi is a financial advisor at NewEdge Advisors with 16 years of industry experience and holds a Series 66 credential. His prior experience includes roles at Merrill and several advisory firms dating back to 2010. He is also the managing director of Guiding Wealth Financial Partners, offering retirement, estate, and education planning services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Chadwick Dickison is a CFP® professional with four years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He has worked at several firms including Golub Capital, Guidepoint Global, Bank of America, and Merrill. He also has experience in entrepreneurial ventures such as C&C Marine Ventures LLC. Mercer Global Advisors provides comprehensive investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified investment strategy based on Modern Portfolio Theory, utilizing a range of low-cost investment vehicles and specialized programs.

Eunjoo Fenton is a CFP® professional with 39 years of industry experience, currently affiliated with Truist Advisory Services in Fairfax, VA. She has worked at SunTrust Advisory Services and SunTrust Securities since 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, integrating third-party platforms and manager relationships to support its AMC Advantage program and other investment solutions.

Cristina Lipson is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment vehicles.

Christine Cataldo is a CFP® with 22 years of industry experience, currently serving as a financial advisor and Chief Technology Officer at Mercer Global Advisors Inc. She has held advisory roles at Heim, Young & Associates, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, financial planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, and other strategies, complemented by client education programs and integrated affiliated service lines.

Arash Katirai is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Woodbury Financial Services, and Capital One Investing. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Ann Marie Hindley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Her prior experience includes roles at FJY Financial, HomeMaker, and RH Paradis & Associates. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

John Witcher is a CFA® charterholder with 15 years of industry experience. He has worked at MAI Capital Management, LLC since 2023 and previously spent 13 years with Cambridge Associates, LLC. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services into client relationships.

Thomas Raby is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at RiskSpan, Inc. and the Jadan Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, tailoring recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Matthew Mc Leod is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott and other financial firms. Outside of his advisory work, he is a publisher with Warszawska Firma Wydawnicza in Poland and owns Sweet Boy Bakery, a home baking business in Arlington, VA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Anthony Slovick is a CFA® charterholder and holds Series 63 and Series 66 licenses, with seven years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2023, previously serving at Bank of America N.A. and Merrill from 2020 to 2023, and Hancock Whitney Bank from 2007 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services using technology platforms from Envestnet and custody through Pershing.

Dianne Nolin is a CFP® with 34 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. Her prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. She is a managing partner at Argent Bridge Advisors and is involved in providing educational content and financial planning related to divorce. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary and third-party platforms for portfolio management.

Harrison Quimby is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Curi Capital. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jeffrey Bunch is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for seven years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.