Catherine Martines is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she serves as a Notary Public and works part-time as an educator at an athletic clothing store. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and financial planning services.

Sarah Marks is a CFP® professional with 26 years of experience in financial advisory. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she owns 38NorthStudio, a local music studio incubating creative projects, and is the creator of Studio EDU, a nonprofit focused on providing hands-on learning opportunities for aspiring artists, engineers, and entrepreneurs. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and nonprofits, offering a range of advisory and portfolio management services through both proprietary and third-party solutions.

Theodore Leasure is a financial advisor with Wealthspire Advisors in Reston, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wealthspire Advisors since 2017 and previously worked at Capital Fiduciary Advisors, LLC from 2015 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio reviews.

Jennifer Donnelly is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and over 24 years of industry experience. She has previously worked with Raymond James Financial Services Advisors and continues to maintain an affiliation with JTB International Inc. Donnelly provides investment advisory services through Private Advisor Group, an independent registered investment advisor. 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 through a network of investment adviser representatives utilizing various custodians, model strategists, and program vehicles.

Phillip Garrett is a CFP® with five years of industry experience, currently serving at MAI Capital Management, LLC since 2024. His prior experience includes roles at Carmichael Hill & Associates, Inc. and Cambridge Investment Research Advisors. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and administrative services within many client relationships.

Nicholas Crance is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at T. Rowe Price Investment Services and several Truist entities. He is also affiliated with the University of Maryland University College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enhanced research to support manager selection and oversight.

Brett Somerville is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 credential and previously worked at SOL Capital Management Company and Cartica Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Bryan Medina is a CFP® professional with three years of industry experience, currently affiliated with Schwab Wealth Advisory in Tysons Corner, VA. His prior experience includes roles at Fidelity Investments and JP Morgan Chase. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees or exercise discretionary trading authority.

Engida Sewnet is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 credentials and nine years of industry experience. Their prior experience includes roles at Merrill, JPMorgan Chase Bank N.A., and Cassava Capital. 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 clients, utilizing a range of managed portfolios that integrate strategic and tactical asset allocation with investments from affiliated and third‑party sub‑managers.

Charles Moore III is a CFP® professional with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 11 years with The Family Firm. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private asset classes.

Ryan Balow is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. He has worked at Hightower Advisors since 2022, with prior roles at VWG Wealth Management and Woodmont CC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment vehicles.

James Barnette Jr. is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His career includes roles at Raymond James Financial and Fixed Insurance Services. He is also involved with JTB International, a business entity for tax and investment purposes. 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 and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a range of strategies and platforms.

Todd Youngdahl is a CFP® with 27 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2023. He previously worked for Washington Wealth Advisors, LLC from 2012 to 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Michael O'Leary is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has prior experience at The Colony Group, Lowell Blake & Associates, and State Street Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm uses a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Brian Hutt is a financial advisor with Eagle Strategies (New York Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has roles with multiple related entities including AP Benefit Advisors, LLC and Bluepoint Financial, LLC. Outside of advisory work, he is involved as an investor in a popcorn company and holds investor roles in a community bank and a holding company related to life insurance. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, 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.

Luis Mendoza is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Jacqueline Lonnerdal is a financial advisor at Hightower Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. She also serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of portfolio construction strategies.

Jonathan Kobets is a financial advisor at Chevy Chase Trust Company with 15 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services, AllianceBernstein Investments, and Neuberger Berman. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on macro views and secular trends, combining trust, custody, and fund-management roles.

J. Hunter Hart is a CFP® professional with 14 years of experience, currently serving as an investment advisory representative at CWM, LLC. He has held roles at Cetera Wealth Services, LLC, Equity Planning, Inc., and LPL Financial. Hart is also involved in expense management through a separate business venture. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with various sub-advisory and customization tools.

Joseph Sullender Jr. is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has prior experience at Raymond James Financial Services and Wells Fargo Advisors. He serves as a speaker for the National Institute of Transition Planning, providing financial planning education at federal and military seminars. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.