Gregory Curtin is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of finance, he has been involved with soccer organizations and performance training in Arlington. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

Matthew Smith is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has one year of industry experience and previously served in the U.S. Coast Guard. Outside of finance, he is involved with the Burke Athletic Club. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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, with investment management centralized through an internal team that selects and monitors model portfolios and third-party managers.

Robin Christman is a financial advisor with Janney Montgomery Scott in Alexandria, VA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and several other firms. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage, financial planning, and managed account services.

Nicholas Marten is a financial advisor at &Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equinox. Outside of advising, he has assisted with maintenance operations at Equinox Sports Club. &Partners serves a diverse client base including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary services. The firm utilizes a combination of fundamental, technical, and quantitative analysis and provides access to proprietary and third-party investment strategies.

Sarrah Schreffler is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and five years of industry experience. She previously worked at Cambridge Associates and has prior experience at Denison University and JCrew. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models and proprietary analytics with broad access to Goldman Sachs affiliates to deliver tailored investment solutions.

Alina Seminaro is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 23 years of industry experience. She has been affiliated with Steward Partners and its related entities since 2013 and previously worked at Raymond James Financial Services. Seminaro is also a team member of Legacy Wealth Partners. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory services and portfolio management solutions, utilizing both in-house and third-party money managers.

Jennifer Stover is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Sandy Spring Bank. Outside of her advisory role, she has authored four books under the pen name Penelope Aaron. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Joel Levesque is a CFA® charterholder with 15 years of industry experience. He has been with J.W. Cole Advisors, Inc. since 2012 and previously worked at Workman Securities Corporation. Levesque serves as Chief Financial Officer for Army Emergency Relief, a nonprofit that provides grants and no-interest loans to soldiers and their families in financial distress. He is also a member of the Board of Trustees Development Committee at Thornton Academy. J.W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement services, and third-party manager platforms to individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical strategies and provides both discretionary and non-discretionary account management.

Bassem Beaini is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held roles at Eagle Strategies since 2010 and operates several affiliated firms, including B & H Financial Services Inc. and Blueprint for Financial Success. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types with an emphasis on tailoring recommendations and managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Utley Jr. is a CFP® professional with 39 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is the owner of Utley LLC, a support company based in McLean, VA. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.

Brian Bourdon is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Wells Fargo, Truist Advisory Services, and NY Life. He hosts a podcast called "Happy Hour at the End of the World," focused on current events. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers.

Dylan Hayes is a financial advisor at Truist Advisory Services with one year of industry experience. Prior to his advisory role, he served in the United States Navy and currently holds a position as a Navy Diver in the United States Navy Reserve. He holds the Series 66 designation. 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 solutions including asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Panorea La Venuta is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight and operates with significant institutional scale and market roles, including swap dealer and futures commission merchant activities.

Martin Hickey III is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has one year of industry experience, including recent roles at Private Advisor Group and LPL Financial, and previously worked for The Chem-Met Company for 19 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary and third-party platforms and follows a fiduciary-based advisory model.

Thomas Parker is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program called AMC Advantage, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Zak Irizarry is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Schwab Wealth Advisory in 2023, he worked at Charles Schwab since 2017, including a role at Charles Schwab Bank, and has experience with Professional Group Plans, AXA Advisors LLC, and Retro Fitness. 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 based on Charles Schwab & Co.’s asset-allocation models and internal research tools.

Gerson D'souza is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. He has been with TD Private Client Wealth LLC since 2023 and has a total of 16 years at the broader TD Wealth organization. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custodial services.

Michelle Aquino is a CFP® professional with 12 years of industry experience. She currently works at Schwab Wealth Advisory and Charles Schwab, joining in 2024. Her previous roles include positions at Turning Point Financial and Team BeachBody. Additionally, she is active as an insurance agent. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with client trades executed only upon authorization.

Tyler Crowley is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual in various capacities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and investment banking services. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to discretionary and non-discretionary investment solutions across multiple asset classes.

Damien Laruffa is a Series 65-licensed financial advisor with 11 years of industry experience, currently with J.W. Cole Advisors, Inc. since 2019. He previously worked at Global Financial Private Capital, LLC and has operated LaRuffa Financial Group since 2008. Outside of advisory work, he serves as a youth basketball referee for the Southwestern Youth Association during the winter season. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.