Megan Hirsch is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds a Series 66 designation and has previously worked in education at several school districts and international schools. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with personalized recommendations reviewed at least annually.

John Utley is a CFP®-designated financial advisor with five years of industry experience, currently practicing at Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners, he worked at Raymond James Financial Services, Inc. and has a background outside finance with four years at Baker Concrete. Utley also serves as an educator for the National Institute of Transitional Planning, providing retirement planning seminars to government employees. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets for individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Tannaz Sadeghi is a financial advisor with Truist Advisory Services, holding a Series 66 designation and currently based in Fairfax, VA. She has experience working within multiple Truist entities since 2018, including Truist Bank and its advisory and investment services divisions. Prior to joining Truist, she worked at Helzberg Diamonds for four years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program, integrating discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate operating arrangements.

Craig Bennett is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is a partner in TRIADVISE, a firm engaged in insurance and investment product sales and financial planning. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions and operates under both advisory and broker-dealer registrations.

Alia Wagenhoffer is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Cerity Partners LLC in Reston, VA, and previously worked at Wealthspire Advisors for nine years and Highline Wealth Management, LLC for two years. Cerity Partners advises a diverse clientele including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining proprietary quantitative methods with third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Luther Wiles is a financial advisor with Truist Advisory Services in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes positions at Truist Investment Services, Bb&T Securities, Scott & Stringfellow, UBS Financial Services, and Deutsche Bank Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jenny Kim is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. She holds a Series 66 designation and has 19 years of industry experience. Her work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, both since 2007, as well as Eagle Strategies LLC since 2017. She is also appointed with various outside insurance carriers for brokering non-registered insurance 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 investment adviser representatives. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Nikolas Naymik is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has four years of industry experience, including roles at Equitable Advisors and Evolution Capital Group. Prior to his advisory career, he worked in the hospitality sector at Copper Canyon Grill. 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 unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Kent Davis is a CFP® and PFS™ professional with 10 years of experience in financial advising. He currently works with Mercer Global Advisors Inc. and has prior experience at Bernhardt Wealth Management, Advocacy Wealth Management, and Thompson Greenspon CPAs. Outside of his advising role, he operates a tax preparation service under his own business, Kent Davis, CPA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial planning, tax, retirement, and estate services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using a range of investment vehicles and offers specialized programs alongside client education and integrated affiliated service platforms.

Bryan Keane is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Alexandria Capital and Opus Advisory Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, using proprietary research and various portfolio construction techniques.

Matthew Quattlebaum is a CFP® with 21 years of industry experience. He is currently with Integrated Wealth Concepts LLC and also affiliated with LPL Financial, having held positions at Broad View Wealth Management and H. Beck, Inc. earlier in his career. Integrated Wealth Concepts LLC 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, employing a combination of internal management and third-party asset managers to construct customized portfolios.

Timothy Hughes is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2015. He holds a Series 65 license and is based in Reston, VA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Jason Pan is a CFP® professional with 10 years of industry experience. He currently works at Mariner Wealth Advisors and has previously held roles at Mason Investment Advisory Services, The Mather Group, Facet Wealth, Sullivan, Bruyette, Spero & Blayney LLC, EF Legacy Securities, and Edelman Financial. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside administrative CFO capabilities and a Financial Wellness Platform.

Ryan Malaeb is a CFP®-designated financial advisor with Schwab Wealth Advisory, Inc., based in Tysons Corner, VA. He has seven years of industry experience and previously worked at T. Rowe Price and PwC. Outside of his advisory role, he manages rental properties on a part-time basis. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations tailored to each client’s goals and risk tolerance. The firm employs standard asset-allocation models and internal research tools, and its advice includes guidance on mutual funds, ETFs, separately managed accounts, and alternative investments.

Austin Sutphin is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 65 designation and has prior roles with Virginia Tech, the Virginia Tech Foundation, and CVS Health. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platforms and employs AI-enabled tools in its research and oversight processes.

Gary Lyons is a financial advisor with Creative Planning, LLC, holding a Series 65 credential and bringing 19 years of industry experience. Prior to joining Creative Planning in 2021, he spent 17 years at Sullivan, Bruyette, Spero & Blayney, Inc./BMO Financial Group. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and a large advisory team.

Jennifer Baick is a CFP®-certified financial advisor at Mercer Global Advisors Inc. with 20 years of industry experience. Her career includes roles at Freestone Capital Management, Positive Delta Asset Management, and Cetera firms prior to joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach with globally diversified portfolios implemented through low-cost ETFs, separate account managers, and other investment vehicles.

Jose Feliz is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds the ChFC® designation and the Series 66 license, with three years of industry experience. Prior to joining First Command, he served 25 years in the U.S. Navy and worked at Deloitte LLP for several years. Outside of his advisory role, he owns an LLC, JLF Group L.L.C., which he uses for business and compensation purposes. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally through an Investment Management Team and Wealth Portfolio Managers.

Sun Min Kim is a CFP® with six years of experience in the financial industry, currently practicing at Equity Services, Inc. in Fairfax, VA. Prior to joining Equity Services in 2020, Kim held roles at NeoImmunetech and National Life Group, and also works as a freelance translator. Outside of financial advising, Kim is involved in retail business management and serves as a statutory auditor for NeoImmunetech. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies alongside options for shorter-term trading and specialized instruments.

James Sinnott is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the CFP® and Series 66 credentials and has worked at firms including RBC Capital Markets, City National Bank, and Morgan Stanley. Sinnott serves as a finance council member for St. Monica parish, meeting monthly to review its financial standing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad client base, including sovereign wealth funds.