Stephen Berardi is a CFA® charterholder with 19 years of industry experience. He has worked at Cresset Asset Management, LLC since 2020 and previously held positions at Pagnatokarp Partners, LLC and Abbot Downing. He is based in Reston, VA and holds a Series 65 license. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and private fund management across various asset classes.

Morgan Sarraf is a CFP® professional with six years at Hightower Advisors and nine years with Closet Stretchers, totaling 15 years of industry experience. He is based in Bethesda, MD. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager approach that includes affiliated and third-party managers.

Eleanor Daniel is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and has previously worked at Hightower Advisors, JP Morgan, and Wells Fargo. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and tax coordination. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Yuhua Tiao is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 designations and having 18 years of industry experience. Prior to joining HSBC Securities (USA) Inc. in 2025, Tiao was with HSBC Securities (USA) Inc. from 2015 to 2023 and has been affiliated with HSBC Bank USA, N.A. since 2000. Outside of advising, Tiao is a part owner of Mountain Crest Lodge in Maryland. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and uses various affiliated and third-party providers for advisory, fund selection, and custody services.

Romesh Jayatileke is a financial advisor with Truist Advisory Services in McLean, VA, holding Series 66, 65, and 63 licenses and five years of industry experience. His prior work includes a long tenure at Wells Fargo Bank and related entities from 2008 to 2022. Outside of his advisory role, he serves as a board member of Fairfax Futures, an early childhood education advocacy organization in Fairfax County, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by AI-enabled research and an integrated inter-affiliate operating structure.

Jeffrey Porter is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. He currently works at Creative Planning, LLC, where he has been since 2021, and previously spent 17 years at Sullivan, Bruyette, Speros & Blayney, Inc. He serves on the boards and finance committees of two charitable organizations, Britepaths and Dream Project. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad range of affiliated non-investment businesses.

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®-certified financial advisor with 26 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has held roles at associated Steward Partners entities since 2018, as well as prior positions at Raymond James Financial Services, Wells Fargo Clearing, Truist Investment Services, Ameriprise Advisor Services, and Choreo, LLC. Outside of finance, she owns 38NorthStudio, a local music studio that supports creative projects, and she founded Studio EDU, a nonprofit focused on providing hands-on learning experiences for aspiring artists, engineers, and entrepreneurs. 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, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services through various portfolio management strategies and third-party money managers.

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 licenses and bringing 24 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and LPL Financial. She is also associated with Global Advisor Group, a business related to her advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Michael Bugg II is a financial advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work experience includes roles at multiple financial services firms, including Western & Southern Life, where he also serves as a full-time sales agent. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to offer personalized investment solutions, often managing accounts on a non-discretionary basis with advisor involvement in trade authorization.

Bryan Medina is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Fidelity Investments and JP Morgan Chase. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients, using standard asset-allocation models and internal research tools to tailor recommendations. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts managed by third-party or affiliated money managers.

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 with Hightower Advisors in McLean, VA, holding a Series 65 designation and four years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent time 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 includes manager selection and multi-manager solutions, using both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.

Haider Javid is a CFP® and Series 66 licensed advisor with seven years of industry experience. He is currently with Creative Planning and previously worked at Maryland Financial Group, Inc. and LPL Financial LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

James Barnette Jr. is a CFP® professional with 39 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also affiliated with LPL Financial, having previously worked at Raymond James Financial and Fixed Insurance Services. Barnette is involved with JTB International, Inc., a business entity he established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging proprietary and third-party investment strategies through various technology platforms.

Sean Rosencrance is a CFP®-certified financial advisor with eight years of industry experience. He has worked at Concurrent Investment Advisors, LLC since 2026 and previously spent eight years at Spire Wealth Management and Spire Securities, LLC. Rosencrance also maintains an ongoing affiliation with Corbett Road Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by integrated operational tools and a network of approximately 286 advisors.

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 Series 65 credentials and six years of industry experience. Prior to joining Focus Partners in 2024, he worked at The Colony Group, LLC, Lowell Blake & Associates, and State Street Bank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.