Marilyn Arians is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Fidelity Investments and held positions at POP! Promos and various organizations including Bernie Sanders For President and Healthcare 4 All Pennsylvania. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referrals. The firm’s advice is based on standard asset-allocation models and internal research tools, with a focus on client goals and risk tolerance, and trades are executed only upon client authorization.

Michael O'Brien is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at The Edgar Lomax Company and spent four years at the University of Maryland. He holds a Series 65 credential. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofit organizations, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using a range of investment vehicles and offers specialized programs alongside client education and integrated service lines.

Brianna Buckley is a financial advisor at Cerity Partners LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Oak Hill Wealth Advisors, ACNB Bank, Cetera, PNC Investments, and Equitable Advisors. Outside of her advisory role, she is an author of a cookbook sold on Amazon and creates content promoting brands on social media. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Heather Molloy is a CFP® and PFS™ with eight years of industry experience, currently advising at Mercer Global Advisors Inc. She has held roles at several firms including Madison Wealth Management and ATFS Advisers. Molloy serves on the board and finance committee of the non-profit A Place To Be. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, supported by comprehensive client education and integrated affiliated service lines.

Adham Sabek is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding a Series 66 designation and five years of industry experience. He has worked with Eagle Strategies since 2021 and is also associated with B & H Financial Services Inc. dba Beaini Financial Solutions. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Elvis Castro is a financial advisor with Truist Advisory Services in Oakton, VA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michelle Washington is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with Bankers Life Securities, Inc. since 2016 and Proequities Inc. since 2014, and she also serves as a Unit Supervisor at Bankers Life & Casualty, where she manages a team of agents and oversees hiring and training. Additionally, she is the owner of an LLC established for tax purposes. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Joseph Fulkerson is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and Series 63 designations. He has 49 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the early 1970s, and has operated his own firms, including Fulkerson Financial Group and Eldenstreet Financial. He is also a partner at Eldenstreet Financial, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, 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.

Rosanne Gentile is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has over 32 years of industry experience, including roles at Gentile Financial Group and Avenue Wealth Management. Her work involves brokering non-registered insurance products alongside her advisory duties. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to meet client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Melanie Schwartz is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. She has worked at Steward Partners and its affiliated entities since 2021 and previously at Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of advisory and portfolio management services.

Malka Alzayani is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments, New York Life Insurance Company, and Bloomberg LLP. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with trades executed only upon client authorization.

Jeffrey Upchurch is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Zachary Jenkins is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2016 and currently operates Jenkins Wealth Strategies Group, LLC and is affiliated with Blueprint for Financial Success. Jenkins serves as a director of the Norwegian Society of Washington DC, an organization focused on promoting cultural and educational ties related to Norway. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Serafin is a financial advisor with Eagle Strategies (NY Life) based in Herndon, VA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with New York Life Insurance Company and its affiliated entities since 2008 and operates Eldenstreet Financial, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored advice delivered through multiple program types and an emphasis on non-discretionary asset management.

Eric Schoener is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. Prior to joining Cresset, he worked at Pagnato Karp Partners, LLC from 2016 to 2020. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and private fund management across public equities, fixed income, alternatives, real estate, and private markets.

Roseal Stewart is a CFP® professional with four years of industry experience, currently advising at Schwab Wealth Advisory, Inc. She has worked across various roles within Charles Schwab, including Schwab Wealth Advisory and Charles Schwab Bank. Outside of her financial career, she provides rideshare services using the Lyft app. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and internal research, with services tailored to client goals and risk tolerance.

Caroline Morris is a CFP®, ChFC®, and Series 66 holder with 14 years of industry experience. She is currently with Guardian Life and Park Avenue Securities, where she has worked since 2022. Morris previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for ten years. In addition to her advisory role, she teaches for the College Funding Coach. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary programs and third-party solutions.

Douglas French is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Truist and its predecessor entities since 2008, including roles at BB&T and Truist Investment Services. Outside of his advisory work, he serves as a board member and treasurer of the Northern Virginia Bonsai Society, a club dedicated to the art and education of bonsai. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program implemented through third-party managers and platforms.

Myka Koenen is a CFP® and Series 65-licensed financial advisor at Wealthspire Advisors with 12 years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and family office support using a relationship-driven process and institutional-style asset allocation.

Matthew Lankford is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Navy Federal Investment Services, Edward Jones, New York Life Insurance Co, and the Central Intelligence Agency. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.