Bryan Medina is a CFP® professional with three years of industry experience, currently affiliated with Schwab Wealth Advisory in Tysons Corner, VA. His prior experience includes roles at Fidelity Investments and JP Morgan Chase. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees or exercise discretionary trading authority.

Engida Sewnet is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 credentials and nine years of industry experience. Their prior experience includes roles at Merrill, JPMorgan Chase Bank N.A., and Cassava Capital. 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 a range of managed portfolios that integrate strategic and tactical asset allocation with investments from affiliated and third‑party sub‑managers.

Ryan Balow is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. He has worked at Hightower Advisors since 2022, with prior roles at VWG Wealth Management and Woodmont CC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment vehicles.

James Barnette Jr. is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His career includes roles at Raymond James Financial and Fixed Insurance Services. He is also involved with JTB International, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a range of strategies and platforms.

Todd Youngdahl is a CFP® with 27 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2023. He previously worked for Washington Wealth Advisors, LLC from 2012 to 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Brian Hutt is a financial advisor with Eagle Strategies (New York Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has roles with multiple related entities including AP Benefit Advisors, LLC and Bluepoint Financial, LLC. Outside of advisory work, he is involved as an investor in a popcorn company and holds investor roles in a community bank and a holding company related to life insurance. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Luis Mendoza is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Donna Cabrisses is a financial advisor with Truist Advisory Services in Ashburn, VA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes roles at Merrill Lynch, Pierce, Fenner & Smith and various Truist entities since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, employing both discretionary manager relationships and non-discretionary consulting supported by AI tools and extensive inter-affiliate integration.

Joseph Sullender Jr. is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has prior experience at Raymond James Financial Services and Wells Fargo Advisors. He serves as a speaker for the National Institute of Transition Planning, providing financial planning education at federal and military seminars. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Kelsey Winters is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Beacon Pointe, Winters held positions at Hemington Wealth Management, Baltimore-Washington Financial Advisors, and Clear Edge IT Solutions, and has experience as a student and staff member at Christopher Newport University. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Carol Castillo is a financial advisor with Kestra Advisory in Reston, VA, holding a Series 66 license and nine years of industry experience. Her prior roles include positions at Marjon Management Advisors LLC, Valic Financial Advisors, and Itau Bank. She is also a registered representative for CURO Private Wealth, where she manages client relationships and supports financial planning and portfolio analysis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Patrick Realis is a financial advisor at Eagle Strategies (NY Life) with 18 years of industry experience. He has been with Eagle Strategies since 2010 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company since 2008. He holds the Series 63 and Series 65 designations. Outside of advisory work, he is involved in insurance brokering. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Sandler is a financial advisor at Cerity Partners LLC with 35 years of industry experience. Prior to joining Cerity Partners in 2026, he worked at SOL Capital Management Company for 38 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Richard Gurz is a CFP® with 27 years of experience in financial advising. He is currently with Commonwealth Financial Network and has been affiliated with the firm since 2008. Outside of his advisory role, he owns Quantis Tax Services, LLC, which provides tax and accounting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources to affiliated advisors who construct client portfolios using diverse securities and insurance products.

Scott Dillie is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Capital Fiduciary Advisors, LLC for three years. He holds a Series 63 license and is based in Reston, VA. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Alejandro Grimaldi is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Alpha Solutions Group. He served in the United States Peace Corps from 2019 to 2020. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Joming Chiang is a CFA® charterholder currently with Cerity Partners LLC, where he has worked since 2026. He has two years of industry experience, with prior roles at SOL Capital Management Company, Universal Investment, DWS, and BlackRock. Outside of finance, he spent time engaged in extended travel between 2016 and 2017. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, while also offering specialized private-market investments and affiliated services such as pension consulting and insurance solutions.

Jeffery Schacter is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has been with TD Bank since 1994. 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. The firm constructs portfolios combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Brian Mowad is a CFP® professional with one year of experience in financial advising. He currently works at Creative Planning and previously held roles at Pathstone and within educational institutions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Rafael Gutierrez is a financial advisor with Voya Financial Advisors, Inc. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. Prior to joining Voya, he worked at firms including Merrill and Bank of America. He is also a notary public for the state of Virginia and holds an independent insurance agent position focused on fixed insurance products. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution through both advisory and broker-dealer services.