Deborah Engle is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of her advisory work, she is involved in graphic design and event management through Finishing Touches Events and also engages in digital album designing and photo retouching with Clay and Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Martin Hickey III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses. He has been with Private Advisor Group and LPL Financial since 2026 and previously worked at The Chem-Met Company for 19 years. 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 range of investment strategies and third-party asset managers through its extensive network of investment adviser representatives.

Zak Irizarry is a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. His prior roles include positions at Charles Schwab Bank, Professional Group Plans, AXA Advisors LLC, and Retro Fitness. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

Michelle Aquino is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Turning Point Financial and several Charles Schwab entities. She is also licensed as an insurance agent. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Shellie Peters is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at The Colony Group, LLC since 2018 and was previously with Bridgewater Wealth & Financial Management, LLC from 2013 to 2017. She is affiliated with Focus Partners Wealth, LLC, a firm that provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture that combines active and passive strategies across multiple asset types.

Ashley Iddings is a financial advisor at Wealthspire Advisors with 22 years of industry experience. She holds a Series 65 designation and has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers wealth management, financial planning, and retirement-plan services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

M Pablo Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Farther since 2025. He previously worked at Brett Danko Educational Center, LLC and Main Street Financial Solutions, LLC. Outside of his advisory role, he operates a private tutoring business for students preparing for the CFP exam. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Jahleel Gordon is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with TIAA and TIAA-CREF since 2000 and 2003, respectively. Outside of his advisory work, he is the owner of a real estate business, Striking Properties LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model portfolios and customized management under a fiduciary standard.

Nathan Addo is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Wells Fargo and HSBC Securities. Outside of his advisory role, he volunteers with the Old Vandals Alumni Association of North America. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate clients, offering portfolio management, financial planning, and access to third-party asset management programs through both discretionary and non-discretionary approaches.

Stephen Kreter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and offering 30 years of industry experience. His career includes long-term roles at SunTrust Securities and its successor firms, Truist Advisory Services and Truist Investment Services. Kreter owns a rental property in Bethany Beach, Delaware, which he rents seasonally. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enhanced research, and features integrated services across affiliated entities.

Bradford Coyle Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several related entities within Steward Partners since 2018 and previously was employed at Raymond James Financial Services, Inc., Wells Fargo Clearing, and Sterling Associates, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Yaya Wang is a financial advisor with Eagle Strategies (NY Life) based in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at New York Life Insurance Company since 2000 and has operated Yaya Wang Financial Associates since 2008. Her outside activities include insurance brokering through her own firm under a registered DBA. Eagle Strategies serves a diverse client base 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 through a large network of affiliated advisors, focusing on tailored recommendations and primarily managing assets on a non-discretionary basis.

Kara Bjoring is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Truist Investment Services since 2019 and previously held roles at PNC Bank and PNC Investments from 2014 to 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Sergio Contijoch is a financial advisor at Cerity Partners LLC with a Series 65 designation and has experience dating back to 2017. He previously worked at SOL Capital Management Company for eight years and joined Cerity Partners in 2026. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

Erick Roshelli is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 11 years before joining Hightower in 2019. Outside of advisory activities, he has an ownership interest in a rental property. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction that integrates mutual funds, ETFs, alternative investments, and custom indexing.

Grant Ruder is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

Elizabeth Dawson is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cerity Partners in 2020, she worked at Worldview Wealth Advisors from 2017 to 2020. Outside of her advisory role, she provides pro-bono financial counseling to recently widowed individuals through Wings for Widows. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and alternative investment access, emphasizing diversified asset allocation and customized portfolios.

Nihad Basic is a CFP® professional with three years of industry experience currently affiliated with Kestra Advisory. Prior to joining Kestra, he worked at Raymond James Financial and has held roles outside the financial sector, including teaching positions at Castleton University and involvement with Special Olympics Vermont. He is also employed with Hickok & Boardman Capital Management, a support company for a financial branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by extensive due diligence and multiple management platforms.

William French is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds the Series 66 designation and has three years of industry experience. In addition to his role at Eagle Strategies, he is associated with BluePoint Financial LLC, where he serves clients under the BluePoint Financial name. 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 investment adviser representatives. The firm offers tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Jodi Van Voorhis is a financial advisor at Cresset Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Equitable Advisors LLC, LPL Financial LLC, and CURO Private Wealth. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a range of clients including individuals, high-net-worth clients, trusts, and corporations, and employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.