Daniel Gilliland is a financial advisor with Integrated Wealth Concepts LLC, holding the Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at LPL Financial and Lincoln Financial Advisors, as well as operating his own CPA practice since 1987. He is also involved with a CPA affiliate program through Gilliland & Associates, PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans via a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach combined with tactical rebalancing.

James Mccormack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with SunTrust Investment Services since 2000 and transitioned to SunTrust Advisory Services in 2016, continuing his advisory role. 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 and non-discretionary approaches, supported by third-party manager relationships and AI-enabled equity research, with a notable level of inter-affiliate integration across its services.

Joseph Masella is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial LLC, Israel Discount Bank of New York, IDB Capital Corp., and Fortigent, LLC. He also serves as a senior investment strategist for Global Advisor Group, a DBA associated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm provides a fiduciary-based advisory model that includes discretionary and non-discretionary management, utilizing third-party managers and technology platforms to implement diverse investment strategies.

Christopher Piczak is a CFP® with 43 years of industry experience. He has been with VOYA Financial Advisors, Inc. and its affiliated entities since 2014. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consultative services through a variety of program structures, with a significant focus on non-discretionary, recommendation-based investment advice.

Hun Jeong Song is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2013. Outside of advisory work, she is also active as an insurance broker, appointed with outside carriers to broker non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice across multiple program types and manages the vast majority of its assets under management on a non-discretionary basis.

James David is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the PFS™ designation as well as Series 65 and Series 66 licenses. His prior work includes positions at David Wealth Management, LLC and FBR Investment Management, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment advisory, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Ahn is a financial advisor with Truist Advisory Services in Fairfax, VA, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent several years with Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Leslie Niblock is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 23 years of industry experience. Prior to joining Citigroup in 2023, Leslie worked at PNC Investments for 11 years. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides services such as derivatives trading and bespoke discretionary solutions.

Hang Nguyen is a CFP® professional affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, with one year of industry experience. Prior to joining United Planners in 2025, Nguyen held roles at Arnold Financial Services and Financial Services Advisory, and worked at Bank of America from 2015 to 2017. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory services through independent representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Jeanne Marie Sands is a CFP® and Series 65 credentialed financial advisor with seven years of industry experience. She has worked at MAI Capital Management, LLC since 2024 and previously spent six years at Madison Wealth Management. 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 a broad range of strategies and offers comprehensive financial planning and administrative services, with $72.3 billion in assets under management as of May 31, 2026.

Anais Hui is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. She holds the Series 66 designation and has been with TD Private Client Wealth LLC since 2016. 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 both affiliated and third-party sub-managers in its portfolio construction. The firm combines strategic and tactical asset allocation through various proprietary portfolio offerings and delivers services including ongoing portfolio management, financial planning support, and custody via third-party custodians.

Joseph Byers is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at M&T Bank and in roles outside finance, including Lansdale Parks & Recreation and Golf Galaxy. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm employs a technology-driven approach with discretionary unified managed accounts and overlay services for taxable equity sleeves.

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 Guardian Life and Park Avenue Securities with a Series 66 designation and one year of industry experience. Prior to joining the financial sector, Madison worked in education and retail, including positions at Fairfax County Public Schools, Great Lakes Academy, and Total Wine & More. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

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 financial advisor with Voya Financial Advisors, Inc. in Fairfax, VA, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. She has been with Voya Financial Advisors since 2015. Katta serves as a board member for the Career and Technical Education/Academy of Finance and Business Management Academy, where she participates in activities such as mock interviews and internship identification. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services like financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures and primarily operates on a non-discretionary basis, maintaining a dual role as both an SEC-registered investment adviser and a broker-dealer.

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.