Catherine Mulcahy is a CFP® professional with seven years of experience in financial advising. She has worked at Hightower Advisors since 2021 and previously spent eight years at Alexandria Capital, LLC. Mulcahy serves as a board member leading the Membership Committee for the Financial Planning Association National Capital Area chapter. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering both proprietary and third-party investment options tailored to a wide range of portfolio needs.

Leigh Pell is a financial advisor with Truist Advisory Services who holds Series 66 and Series 63 credentials and has nine years of industry experience. Prior to joining Truist in 2025, Leigh worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 15 years and had a brief tenure at Sandy Spring Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary investment approaches supported by third-party platforms and AI-enabled research tools.

Gulsanga Jalawan is a financial advisor with Integrated Wealth Concepts LLC in Arlington, VA, holding a Series 66 designation and 23 years of industry experience. She has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Her other business activities include providing disability, traditional life, and term life insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a broad network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios with a primarily long-term approach implemented through mutual funds, ETFs, equities, and fixed income.

Joseph Hosi is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial since 2019, with a brief tenure at Merrill in 2019. Prior to his advisory career, he was affiliated with Virginia Polytechnic Institute and State University from 2015 to 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, combining integrated trust and insurance services with brokerage and placement capabilities.

Derek Smith is a CFP® professional with 16 years of experience in the financial services industry. He has been with Truist Advisory Services and its affiliated entities since 2012, including a decade at SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enhanced research tools, and emphasizes integration with affiliated broker-dealer and banking services.

Reece Eddy is a financial advisor at &PARTNERS with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors for four years. Outside of his advisory roles, he was involved with the Premier Lacrosse League for five years. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing proprietary models and third-party manager solutions supported by fundamental, technical, and quantitative analysis.

Robin Corley is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked with Transamerica and affiliated firms since 2014. Corley has experience in the sale of insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a range of fee-based and commission-based investment solutions supported by proprietary and third-party model portfolios.

Ethan Delinski is a financial advisor at PNC Wealth Management in Washington, DC. He holds a Series 66 designation and has been with PNC since 2024. Prior to joining PNC, he worked in various roles including positions at Pixis Drones and RedPeg Marketing. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The firm uses algorithmic tools to guide investment strategy selection and implements portfolios primarily through mutual funds and ETFs with annual rebalancing.

Patrick Bransford is a CFP® with 27 years of experience in the financial services industry. He is currently with Oppenheimer and has previously worked at Wells Fargo Clearing Services, Bank of America, and Merrill. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles tailored to client objectives.

Joseph Doniger is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and several other financial services firms. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Worthington is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has 14 years of industry experience. His prior affiliations include Franklin Capital Strategies, LLC and Avenue Wealth Management, LLC, where he has focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types, with a majority of its assets managed on a non-discretionary basis.

Sean Wilson is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and offers a range of portfolio management options, including customized portfolios and model-based strategies.

Mark Pollock is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and manager-selection programs supported by a combination of discretionary and non-discretionary strategies.

Jill Beaudry is a financial advisor at CWM, LLC with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Cetera Wealth Services, Family Wealth Guidance, and Raymond James Financial Services. Outside of advising, she serves as a notary public, notarizing documents. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

James Mccormack is a financial advisor with Truist Advisory Services in McLean, VA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with SunTrust Investment Services since 2000 and with SunTrust Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

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 with Focus Partners Wealth, LLC, holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 21 years of industry experience, including 14 years at David Wealth Management, LLC, and has been with Focus Partners Wealth since 2025. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Alexander Hellewell is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Citi Private Bank for four years. His career also includes time at Bankers Life and the University of Tampa. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that relies on both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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.

Howard Kluttz is a financial advisor with Oppenheimer in Vienna, VA, holding Series 63 and Series 65 licenses and with 46 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services encompassing investment management, consulting, retirement services, and private-fund management, employing strategic and tactical asset allocation alongside various investment strategies.