Eliran Assaraf is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2020. Prior to that, he held roles at Morgan Stanley Private Bank, Morgan Stanley, TD Ameritrade, Scottrade, and Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant internal research and market roles, supporting both discretionary and non-discretionary investment solutions.

Garrett Ford is a CFP® professional with 25 years of industry experience, currently affiliated with Principal Financial Services. He has held roles at Ford & Associates Wealth Management LLC since 2018 and Principal Securities Inc. since 2016, with prior experience at Principal Life Insurance dating back to 2004. Ford is a co-owner of Ford & Associates Wealth Management LLC, a partnership formalized to manage business operations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Ricardo Yepes is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets, Inc. since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Michael Clemm is a financial advisor at Chevy Chase Trust Company with five years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Goldman Sachs and Bridgewater Associates, as well as time at the Darden Graduate School of Business. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, trust, and custody services. The firm uses a thematic investment approach focused on secular trends and employs a combination of fiduciary trust and custody functions alongside portfolio management.

Bianca Voyd is a Series 66-licensed advisor at Citigroup Global Markets with over 28 years of experience, primarily at Citibank from 1997 to 2025. She has also worked at Bank of America and Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, with notable capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Lauren Lehman is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds the CFP® and CFA® designations, as well as Series 65 and Series 66 licenses. Prior to joining NewEdge Advisors in 2023, she worked for SOL Capital Management Company for 12 years and LPL Financial for 4 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Kameron Bryant is a financial advisor with Eagle Strategies (New York Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2022 and has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Outside of his advisory role, Kameron coaches quarterbacks at the Potomac School. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and maintains a significant non-discretionary asset base, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Merit Kralovec is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory role, she is involved in client operational and administrative support through affiliated businesses associated with 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, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services.

Wenjinn Chang is a CFP® professional with 24 years of industry experience. He has been with Independent Financial Group, LLC since 2012, following roles at Ameritas Investment Company, LLC and Equitable Advisors. Chang serves on the board of the Taiwanese Chamber of Commerce and volunteers with the Overseas Compatriot Affairs Commission, Taiwan. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs both firm- and third-party models for portfolio management, combining active and passive strategies across various risk profiles.

David Canham IV is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Spire Investment Partners, Keel Point Capital, Bank of America, Merrill, and Deutsche Bank Securities. Outside of his advisory work, he serves as a director for The Washington Home & Community Hospices, a charitable organization in Washington, DC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a large network of advisors and various sub-advisory and platform integrations.

Stephen Schuler is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has previously worked at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, Maryland Capital Management, LLC, and Maryland Capital Management Inc. Focus Partners serves a broad range of clients, including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates both active and passive strategies alongside proprietary tools and legacy strategies.

David Moler is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at multiple firms including BluePoint Financial, LLC, Scott Iodice, Northwestern Mutual Investment Services LLC, and Merrill Edge. Outside of his advisory role, he operates as an insurance broker focusing on non-registered insurance products. Eagle Strategies serves individual and institutional clients through a large network of advisers, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and offers a broad range of program types, including fee-based advice and co-advisory relationships, within the New York Life affiliate structure.

Kevin Fearnow is a financial advisor at CIBC Private Wealth Advisors, Inc. in Washington, DC, holding Series 63, 65, and 66 designations with 23 years of industry experience. His career includes roles at CIBC National Trust Company, Atlantic Trust Company NA, PNC Wealth Management, Mercantile Brokerage Services, Banc Of America Investment Services, and Deutsche Bank Securities. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary and external investment strategies with governance from dedicated committees, managing approximately $67.8 billion in assets with a focus on customized portfolios and investment company clients.

Brian Leach is a CFA® charterholder with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Sterling Capital Management LLC, and Neville, Rodie & Shaw Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Alan Bisenieks is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and has been with First Command advisory and affiliated companies since 2015. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage portfolios from approved managers and model portfolios.

Thomas Emberger is a financial advisor with TIAA-CREF in Washington, DC. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Cambridge Associates LLC and Captain Cookie and the Milkman. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides point-in-time planning and ongoing discretionary portfolio management, operating within a vertically integrated group that includes advisory services to a donor-advised fund.

Jason Morris is a financial advisor with Truist Advisory Services holding a Series 66 designation and 17 years of industry experience. He has worked at various Truist entities since 2009, including Truist Bank and Truist Investment Services, and previously with BB&T firms. Outside of finance, he is the owner of a restaurant/bar business located in Washington, DC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by inter-affiliate integration across its affiliated broker-dealer and bank.

John Purtill is a financial advisor at Steward Partners Investment Advisory, LLC with credentials including the Series 66 license. He has been in the industry since 2026 and has prior experience with Schwab Family Office and the U.S. House of Representatives Committee on Appropriations. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a variety of advisory and portfolio management solutions.

Jacob Niemeyer is a financial advisor with Valic Financial Advisors in Arlington, VA, holding a Series 66 credential and four years of industry experience. Prior to his advisory role, he worked with the Fredericksburg Nationals in a statistical capacity. Outside of his advisory work, Niemeyer serves as a DakStats operator for the Fredericksburg Nationals during evenings and weekends. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high-net-worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors and employs a technology-driven approach to client service.

Joanna Biernacka Lievestro is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. She previously worked for The Pew Charitable Trusts for eleven years before joining First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to create and manage model portfolios.