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 Peerbolte is a CFP® with three years of industry experience currently serving at Schwab Wealth Advisory. He has worked at various Charles Schwab entities since 2023 and was previously involved with a small business venture, Peerbolte's Printables. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with guidance tailored to each client’s goals and risk tolerance.

Evan Nowack is a financial advisor at Hightower Advisors with 29 years of industry experience. He has held positions at Hightower Securities, LLC and Hightower Advisors since 2011. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Douglas Brown is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient. His prior work includes roles at CIPW Service Company, CI Brightworth Private Wealth, and Capital Asset Management Group. Brown has held additional positions outside of finance, including at Virginia Tech and Whitemarsh Valley Country Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party management and utilizes comprehensive risk management tools.

John Russell is a CFP®-certified financial advisor with one year of industry experience, currently with Creative Planning in McLean, VA. He previously worked at Armstrong, Fleming, & Moore Inc. and has a background that includes various roles outside finance. 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.

Suzanne Berringer is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower Securities and Hightower Advisors since 2011. Suzanne also serves as a notary for investment-related documents in a limited capacity. 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, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting.

Amy Mackay is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. She has worked with Truist Advisory Services since 2022 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Mackay serves on the board of the Community Foundation for Northern Virginia, a public charity focused on advancing equity through philanthropy. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enhanced research and inter-affiliate integration across Truist entities.

Scott Brody is a financial advisor with Wealthspire Advisors in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wealthspire Advisors since 2015 and previously spent 18 years with Alpha Capital Research LLC, where he remains a managing member involved in the firm's day-to-day operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors. The firm serves individuals, high-net-worth clients, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach that combines mutual funds, ETFs, private investments, and third-party managers under centralized oversight.

Ramona Mockoviak is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 13 years before joining Chevy Chase Trust in 2022. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships through a combination of trust, custody, and fund-management roles.

Julia Simmons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Private Advisor Group since 2021 and previously at LPL Financial and Raymond James Financial Services. Simmons provided investment advisory services through Private Advisor Group, an independent firm, starting in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based advisory model with a range of investment strategies and technology platforms, often implementing advice through third-party managers and programs.

Joseph Holinka IV is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Financial Growth Partners and North Star Resource Group, among others. Outside of his advisory work, he operates Green Cloud Consulting LLC, which provides back-office and administrative services. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Sarah Kaplan is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is affiliated with Commonwealth Financial Network since 2015 and is the co-owner and managing partner of Kaplan Financial Group and Kaplan Benefits Group, both established in 2003. Kaplan is also involved in fixed insurance sales and serves as a co-trustee of the Kaplan Financial Group 401(k) plan. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Yichuan Li is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including East West Bank, TD Bank N.A., and Morgan Stanley Smith Barney LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Timothy Shean is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network and Potomac Financial Private Client Group, LLC, where he has worked since 2011. Prior to that, he was with Equitable Advisors from 2006 to 2011. He is a co-owner of Potomac Financial Private Client Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Brenda Blisk is a CFP® with 40 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. She spent four decades at Spire Wealth Management, LLC before joining her current firms. Brenda serves on the Board of Trustees for Concordia Plan Services in a volunteer capacity. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and offers a range of wealth management and financial planning services supported by a large network of advisors.

George Shirley is a CFP® with 28 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has previously worked with Raymond James Financial Services Advisors and holds multiple securities licenses including Series 63 and Series 65. Outside of his advisory role, he serves as Chair of the Rec Committee and is a board member of the Arlington Soccer Association. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management solutions.

Carmen Dello Iacono is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has been associated with Corbett Road Wealth Management since 2018. Before her advisory roles, she worked at FactSet for three years. 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, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by integrated platforms and affiliated sub-advisory arrangements.

Derek Smith is a CFP® professional with 16 years of industry experience, currently serving at Truist Advisory Services. His work history includes roles at SunTrust Advisory Services and SunTrust Bank, where he has been employed since 2012, as well as prior positions at Capital One Financial Advisors LLC and Signator Investors, Inc. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including 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.

Irina Gavrilyaka is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at The Vanguard Group for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary strategies supported by third-party manager arrangements and AI-enabled research tools.

Michael Burke is a financial advisor at Wealthspire Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2017, following a 17-year tenure at Tricapital Advisors Inc. Burke also serves as director and chairman of Capital Bank, a community bank in Rockville, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and retirement-plan services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.