Laura Fitzpatrick is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Tina Truax Mccuin is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 12 years of industry experience. She has been with TD Private Client Wealth since 2012 and previously worked at Wells Fargo Clearing Services, LLC. Outside of her advisory role, she serves in leadership positions on several boards, including chairing the National Risk Retention Association and leading committees for the International Center for Captive Insurance Education and the Recreation Risk Retention Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services through established technology platforms.

Linda Cheng is a financial advisor with VOYA Financial Advisors, Inc. in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. She has been with VOYA since 2015 and is also the sole proprietor of Dragonfly Method LLC, where she teaches yoga and guided meditations. Additionally, she serves as the first vice president of the Montclair Property Owner's Association. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Akash Tailor is a financial advisor at TD Private Client Wealth LLC with credentials including Series 65 and Series 63 and four years of industry experience. His prior work includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients, utilizing strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jeremy Staadeker is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes roles at Steward Partners Global Advisory and Raymond James Financial Services. He co-leads The Staadeker Wealth Management Group and operates under the team name NOVA Retirement Strategies at Steward Partners. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

Anthony Felipe is a CFP® professional with five years of experience in the financial industry. He is currently with Creative Planning, having previously worked at Rossby Financial, Cambridge Investment Research Advisors, and Variant Private Wealth. Felipe’s background also includes roles outside finance, such as supporting academic services for student athletes at Virginia Tech. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Mark Falamoun is a CFP® professional with one year of industry experience, currently with Mercer Global Advisors Inc. in McLean, VA. His prior experience includes roles at Octagon Financial Services and various positions related to finance and financial services. Outside of advising, he is a part-owner of a personal rental property in Arlington, VA. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management, utilizing a variety of implementation options including ETFs, mutual funds, and separate accounts.

Damianos Mylonas is a financial advisor with Primerica Advisors, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Guardian Life Insurance Company and Financial Growth Partners. Outside of finance, he has worked in customer service roles at a fitness center and as a restaurant server. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting various account types and lending solutions.

Anthony Ivener is a financial advisor with TLG Advisors, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with The Leaders Group Inc. since 2015 and has operated Ivener Group, Inc. and IVENER Management Group since 2011 and 2010, respectively. Outside of his advisory work, he serves as president of IVENER Management Group, providing consulting on best practices and succession planning for closely held businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. TLG delivers advice through independent representatives and sub-advisors, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Jonathan Owens is a financial advisor with Commonwealth Financial Network in Ashburn, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2008. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Patrick Larkin III is a financial advisor with Cerity Partners Retirement Plan Consultants in Lansdowne, VA. He holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Oak Hill Wealth Advisors and Wells Fargo Advisors. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and ongoing administrative support. The firm focuses on asset-allocation driven model portfolios, investment policy statement monitoring, and non-discretionary management, and offers educational and fiduciary support services for plan committees.

Justin Hurley is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of advising, he operates Hurley Tax Preparation Services, which provides tax preparation for individuals and small businesses. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital platforms, supporting both discretionary and non-discretionary account management.

Janice Janjanin is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Centaurus Financial since 2010. Outside of her advisory role, she owns Janjanin Financial Group, a non-investment business focused on the sale of property and casualty, life, health, disability, and long-term care insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various platforms, offering both discretionary and non-discretionary arrangements with a focus on a mix of analytical approaches.

Philip Corcoran is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with Savant Wealth Management. He has been with Savant and its affiliate Savant Capital Management since 2015. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an evidence-based, model-driven investment approach combined with actively managed strategies and offers a range of affiliated services, including accounting, legal, and trust operations.

Mary Liola is a CFP®-certified financial advisor with Commonwealth Financial Network, based in McLean, VA, with 24 years of industry experience. She has been with Concentric Private Wealth and Commonwealth Financial Network since 2012. Liola is also co-owner of Jack Books, LLC, a company focused on authoring and publishing books. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Tristan Papouyan is a financial advisor with TIAA-CREF in Alexandria, VA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Janney Montgomery Scott, Bank of America, Merrill, and service in the Army National Guard. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm operates within a vertically integrated structure, providing both planning and ongoing portfolio management services through model and customized portfolios.

Eileen Kay is a CFP® professional with four years of industry experience, currently serving at Creative Planning since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, Inc. and Oakheart Financial Group. She also worked at the University of Virginia from 2015 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

James Mcdermott is a CFP® with 25 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Prior to joining MAI, he worked for 24 years at Madison Financial Advisors, Ltd. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other wealth services.

Jason Apolenis is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work includes roles at Mahoney & Associates and Mahoney Financial Organization, and he has been involved with Avenue Wealth and Eagle Strategies for over 15 years. Outside of advisory work, he is a partner in Strategic Financial Associates LLC and an owner of Avenue Wealth Partners LLC. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, with a notable focus on aligning recommendations with client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Drew Howell is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Creative Planning, LLC since 2021. Prior to this, he spent 10 years at Sullivan, Bruyette, Speros & Blayney, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio options and affiliated non-investment businesses such as a law firm, trust company, and retirement plan recordkeeping services.