David Beatson is a CFA® charterholder with 24 years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 11 years at Alexandria Capital. Based in Arlington, VA, he holds the Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager strategies, offering both affiliated and third-party managers, with a portfolio approach that includes mutual funds, ETFs, alternative investments, and custom indexing.

Matthew Kappa is a financial advisor at TD Private Client Wealth LLC in Vienna, VA, with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm offers portfolio management, access to various investment vehicles, financial planning support, and custody services through third-party custodians, utilizing a combination of affiliated and third-party sub-managers.

Michelle Hodge is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and one year of industry experience. Her prior experience includes roles at Steward Partners Investment Solutions, Bates White, StartEngine, Morgan Stanley, and The Maryland General Assembly. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients through a range of personalized and third-party portfolio management solutions, offering services that include financial planning, pension consulting, and managed account programs.

Danielle Dunne is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. Her prior work includes positions at Gretchen Meyer Financial and academic roles at Fairfield University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, employers, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a range of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and integration with broader Goldman Sachs affiliates.

Kevin Moriarty is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing for nine years. Moriarty is based in McLean, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and consulting supported by third-party platforms and manager arrangements.

Andrew Martin is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2013. His prior experience includes over a decade at Morgan Stanley in various roles. He also serves as a trustee for an irrevocable trust for a family member. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services delivered on discretionary and non-discretionary bases, with a notable portion of assets managed on a non-discretionary basis.

Michael Wilson is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities, LLC since 2014 while maintaining his own firm, Wilson & Associates, since 1982. Outside of financial advising, he serves as a board member and partial owner of Nerds to Go, a computer support and repair franchise in the Washington DC metro area. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Ali Azam is a financial advisor at PNC Wealth Management in Washington, DC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Wells Fargo Bank, T. Rowe Price, Morgan Stanley, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and authorized third-party strategists for portfolio implementation.

Nicholas Cipollone is a financial advisor at Hightower Advisors with the Series 65 designation and two years of industry experience. He has worked at several firms, including Stout Risius Ross and Vallit Advisors, prior to joining Hightower. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Kevin Hoonan is a financial advisor with Janney Montgomery Scott in Alexandria, VA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Janney Montgomery Scott since 2018 and previously worked at Carahsoft Technology Corporation. Outside of his advisory role, he volunteers as an assistant lacrosse coach for the Springfield Youth Club. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

John Bernards is a CFP® professional with 24 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He holds the Series 66 designation and is based in Washington, DC. Outside of his advisory role, he is a co-owner of Le Miel, LLC, a wine making and sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while offering advisors access to discretionary model portfolios and customized investment solutions.

Laura Siragusa is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding a Series 66 designation and bringing 11 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney and Ally Invest Securities LLC. She currently operates across multiple affiliated entities, including Alpha Solutions Group LLC and Nylife Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, defined contribution and benefit plans, and charitable and corporate clients, delivering tailored advice through various program types and emphasizing non-discretionary asset management.

Ann Senger is a CFP®-certified financial advisor at &PARTNERS with 25 years of industry experience. She joined &PARTNERS in 2024 after eight years at Wells Fargo Clearing. Outside of her advisory role, she serves as a power of attorney for family members in investment-related matters. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and consulting services. The firm employs a variety of analysis methods and third-party strategies, providing discretionary and non-discretionary portfolio management through a combination of in-house and external managers.

Nancy Cuellar is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Janney Montgomery Scott since 2024 and previously spent nine years at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Thomas Gletner Jr. is a financial advisor with Truist Advisory Services in Washington, DC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2000. Gletner also serves on the Georgetown University Alumni Admission Program Board of Advisors. 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 and non-discretionary management, supported by a team that integrates AI-enabled research and cross-affiliate resources.

Brandon Cooper is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Before joining Wealthspire, he held positions at the Kennedy Krieger Institute and Arctic Glacier and has a background that includes work in education and healthcare. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and nonprofit entities, using an institutional-style asset allocation approach with a diverse mix of investment vehicles and centralized due diligence.

Dennis Reilly is a Series 65-registered financial advisor at Savant Wealth Management with two years of industry experience. He is also a Customer Advisory Director at Collibra, a data intelligence software company. Prior to his current roles, he worked at SAS for five years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and offers a range of affiliated services including legal, accounting, and trust services.

Pamela Wise is a financial advisor with \&PARTNERS in Washington, DC, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She previously worked at Bank of America and Merrill for 14 years. Outside of advising, she owns Owlbat Industries LLC, a dressmaking company, and serves on the board and investment committee of St. David's Church in Washington, DC. \&PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting services utilizing a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Kaitlyn Fanaroff is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Rockefeller Financial LLC and has prior experience with J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill, and Bernard R. Wolfe and Associates. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform, providing a range of discretionary and non-discretionary solutions across multiple asset classes.

Maxwell Mcadams is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He previously worked at McAdam Financial and has been affiliated with Theta Chi Fraternity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.