David Moler is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 66 licenses with 10 years of industry experience. His career includes roles at BluePoint Financial, LLC, NYLIFE Securities LLC, Northwestern Mutual Investment Services, Merrill Edge, and Peter Tillinghast. Moler is also involved in brokering non-registered insurance products through BluePoint Financial, LLC. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kevin Fearnow is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at CIBC National Trust Company since 2017, following two years at Atlantic Trust Company NA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach combines internal teams and committees to create customized portfolios using both proprietary and external strategies, serving a broad client base including high net worth individuals and investment companies.

Brian Leach is a CFA® charterholder with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Sterling Capital Management LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm utilizes a long-term investment approach that combines active and passive strategies within 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 who holds a Series 66 credential and has 17 years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as previous experience with BB&T-affiliated firms dating back to 2009. Outside of finance, he is the sole proprietor of Manhattan Laundry DC LLC, a restaurant and beerhall located in Washington, DC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decision-making.

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 63 and Series 65 credentials. She has one year of industry experience and previously worked for The Pew Charitable Trusts for eleven years. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who oversee model portfolios and third-party managers.

Jenny Zhan Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. She has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Victoria Harrell is a financial advisor at Hightower Advisors with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Hightower since 2022, following prior roles at Savant Wealth Management and Yeske Buie. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual investors, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Donald Lord is a CFP® with 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 25 years with The Family Firm, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a disciplined investment approach centered on asset allocation across third-party independent managers, supported by a formal due-diligence process and proprietary investment vehicles.

Jenny Kim is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and one year of industry experience. She previously worked at CST Group CPA's for 14 years. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management along with personal trust and wealth planning services. The firm employs a thematic investment approach that focuses on macroeconomic views and secular trends, combining trust, custody, and fund-management roles primarily for multi-million dollar client relationships.

Melanie Terry is a financial advisor with Eagle Strategies (NY Life) based in Bowie, MD, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies since 2000 and operates under the DBA Harbor Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of her advisory work, she serves as Treasurer and Officer of the Southeastern Laurel Howard Chapter of the Continental Societies Inc., a public service organization focused on programs for children in need. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Patrick Mcclintock is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with SunTrust-affiliated firms since 2007. Outside of his advisory role, he works as an Uber driver. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, employs a mix of discretionary and non-discretionary manager relationships, and integrates AI-enabled research tools alongside inter-affiliate resources.

Henry Keegan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is currently affiliated with multiple Steward Partners entities. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Beaty Jr. is a financial advisor with Brown Advisory, holding a Series 65 credential and bringing 34 years of industry experience. He has worked at Beaty Haynes & Patterson, Inc. since 1990. Brown Advisory provides investment management and related advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies, including sustainable investment options, as well as private-fund and venture programs.

Mark Cecil is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has held various roles across multiple affiliated firms, including Ameritas Life Insurance and Acacia Financial Group. Outside of his advisory work, he is licensed as an independent insurance agent specializing in fixed insurance products and is involved with several related entities in insurance sales, risk product evaluation, and life settlement brokerage. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios and third-party sub-advisers, with a focus on fiduciary advice and plan consulting for retirement plan sponsors and participants.

Spencer Bennett is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, LLC and CMS Environmental Solutions. Outside of finance, he has experience in the restaurant industry, having worked at Bar Cino Restaurant. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a consolidated investment platform with direct portfolio management, access to third-party managers, and alternative investment services.

Lauren Woodward is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. She has worked at Kaplan Financial Group and Virginia Tech, with prior roles in public education and local government parks and recreation. Woodward is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a broad platform including managed-account programs, third-party asset manager access, and custody services.