Aaron Jones is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been affiliated with Avenue Wealth, NYLIFE Securities LLC, and New York Life Insurance Company since 2006. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Melissa Long is a financial advisor at Cresset Asset Management, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BB&T Securities and Morgan Stanley. In addition to her advisory role, she is involved in insurance sales. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach utilizing both active and passive strategies and offers services such as portfolio management, wealth planning, private fund advisory, and family office support.

Eran Goudes is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Wealthspire Advisors since 2018 and was previously with SOL Capital Management Company from 2012 to 2018. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering services such as wealth management, financial planning, and trustee administration. The firm employs a relationship-driven, customized investment process with a focus on diversified, institutional-style asset allocation.

Shawn Wilson is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously spent six years with Lincoln Financial Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Gary Ritterstein is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 65 and Series 63 designations and has one year of industry experience. His prior work includes roles at M+R Strategic Services and self-employment from 2019 to 2025. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm uses model portfolios and affiliated strategies to deliver advice, with a significant portion of assets managed on a non-discretionary basis.

Stefani Tueme is a CFP® at Cerity Partners LLC with two years of industry experience. Prior to joining Cerity Partners, she worked at CW Advisors, Wolf Group Capital Advisors, and The Wolf Group PC. Outside of her advisory role, she is the author of the book *My Very First Cash*. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes, combining proprietary quantitative screens with third-party managers and individual securities.

Sunil Setia is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Prior to that, he has also worked within other Truist entities 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 offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Jinen Viswakula is a financial advisor with Empower Advisory Group in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at MissionSquare Investment Services and SunTrust Advisory Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions within plan lineups selected by sponsors.

Jonathan Jagolinzer is a CFP® professional with 21 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and has been affiliated with The George Washington University since 2003. 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 provides a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Asif Kuchey is a financial advisor with Private Advisor Group, LLC in Reston, VA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Transamerica Capital Inc, JPMorgan Securities, Bank of America, Amazon, Uber, Lyft, and several banking institutions. Outside of advising, he is the owner of Kashmir Colours LLC, a business selling home decor and ethnic clothing. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a network of investment adviser representatives and access to third-party asset managers and model portfolios supported by major strategists such as Fidelity and Goldman Sachs.

Jake Obringer is a financial advisor at Wealthspire Advisors in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Wealthspire Advisors in 2021, he worked briefly at Merrill Lynch and spent several years in educational roles at Virginia Tech and in middle and high schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, and financial planning services through a relationship-driven, customized process that emphasizes institutional-style asset allocation and ongoing portfolio management.

Suzanne Moran is a financial advisor at TD Private Client Wealth LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Jamie Blum is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. Prior to joining OSAIC, Blum worked at Triad Hybrid Solutions, Triad Advisors, and Councilor, Buchanan & Mitchell. He is president-elect of the DC Academy of Collaborative Professionals, a nonprofit focused on education and networking for collaborative divorce professionals. OSAIC Advisory Services, LLC serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

David Weiss is a financial advisor at &PARTNERS with the ChFC® designation and Series 65 and 63 licenses. He has five years of industry experience and has previously worked at firms including Wells Fargo Clearing, Creative Planning LLC, and AMJ Financial Wealth Management LLC. &PARTNERS serves a diverse client base of individual and institutional investors, offering investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking services. The firm utilizes the Envestnet platform to provide discretionary and non-discretionary portfolio management through a combination of proprietary models and third-party solutions.

Steven Zeigler is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018. Prior to his career in finance, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Jared Onorato is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Commonwealth and Forge Financial Group. Outside of his advisory work, he is a co-owner of a rental property in Reston, VA. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from diverse securities and insurance products while offering discretionary model portfolios managed by its Investment Management and Research team.

Ashley Galvin is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management, financial planning, and retirement consulting services.

Sarah Cato is a CFP® and ChFC® with 21 years of experience in the financial industry. She is currently affiliated with Guardian Life and Park Avenue Securities. Outside of her advisory role, she serves as a board member of The ARC-Finance and operates Cato Advisory, LLC, a consulting business specializing in dental transition. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm serves individual and institutional clients with a range of brokerage, financial planning, retirement plan consulting, and advisory programs, using both proprietary and third-party investment models.

Lyndsie Slusher is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. She has one year of industry experience, having previously served in the US Army for seven years and currently engaged with UNC Chapel Hill. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets through over 1,100 advisors.