Nathan Addo is a CFP® with 14 years of industry experience. He is currently an advisor with Private Advisor Group, LLC and LPL Financial, having formerly worked at Wells Fargo and HSBC prior to his current roles. He volunteers with the Old Vandals Alumni Association of North America. 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 both proprietary and third-party managed account solutions. The firm employs a fiduciary advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Hesham Elshahed is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and with four years of industry experience. He previously worked at H&R Block for 15 years before joining TD Bank in 2014. Outside of his advisory role, he co-manages a residential rental property with his wife. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

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.

Peter Burrus is a financial advisor with Empower Advisory Group in Washington, DC. He holds Series 63 and Series 66 designations and has 14 years of industry experience. Prior to joining Empower Advisory Group, he worked at AmveStar Capital, LLC and held roles at several other financial services firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client saving rates, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Aaron Pearson is a CFP® professional with four years of industry experience, currently serving at Savant Wealth Management. His prior experience includes roles at Brighton Jones, Mountain America Credit Union, and KeyBank. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Andres Cardona is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has been with Citigroup since 2014, including his current role since 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as swap dealing and futures commission merchant activities.

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.

Gina Wilson is a ChFC® with 37 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2017. She has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios and oversight of third-party asset managers.

Chauvon McFadden is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. McFadden has worked with Eagle Strategies since 2023 and has prior experience with Crimson Wealth Strategies, LLC, and New York Life entities dating back to 2002. Outside of advisory work, McFadden is involved in multiple community and nonprofit boards, including the Loudoun County Economic Development Commission, Inova Loudoun Hospital Foundation, and the National Capital Area Council of the Boy Scouts of America. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities, and operates within an integrated New York Life affiliate structure.

Kyoung Lee is a financial advisor with Eagle Strategies (New York Life) in Fairfax, VA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Lee has been with Eagle Strategies since 2019 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities in its work with retirement investors.

Jodi Van Voorhis is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Equitable, LPL Financial, and CURO Private Wealth. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Andrew Palazzi is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having two years of industry experience. He has been with TD Wealth and its affiliated entities since 1997. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Brian Moffett is a financial advisor with Truist Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with SunTrust Advisory Services since 2014 and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

John Baker is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked exclusively with Truist-affiliated entities throughout his career. Outside of his advisory role, he has involvement with Athens Academy and Sharptop Cove Young Life Camp. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment offerings.

Yohanna Gorfu is a CFP®-credentialed financial advisor with 26 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and previously held roles at Spire Investment Partners, Spire Wealth Management LLC, and Spire Securities LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios that include ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by a network of approximately 286 advisors.

Cecile Hult is a CFP®-certified financial advisor with 17 years of industry experience. She currently works at Osaic Advisory Services, LLC and has previously been affiliated with Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. In addition to her advisory role, she is a partner managing a divorce financial planning team and serves as a speaker for seminars related to divorce financial issues. She also holds a position on the board of directors for a local swim and tennis club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, delivered through multiple program models with custody and execution primarily arranged through Schwab and Fidelity.

Brian Wobensmith is a financial advisor with Primerica Advisors in Reston, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Virginia Tech, and several firms across different sectors. He is also involved in insurance sales outside of Guardian. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs various investment strategies through proprietary and third-party models and offers both discretionary and non-discretionary account management.

John Glorioso III is a financial advisor with TIAA-CREF in Sterling, VA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary 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 also acts as investment adviser to the TIAA Donor Advised Fund and operates a vertically integrated advisory model that separates planning from ongoing discretionary management.

Harold Michael is a financial advisor with VOYA Financial Advisors, Inc. based in Washington, DC. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at MissionSquare Investment Services and PFS Investments Inc. Outside of finance, he works as a ride-sharing and food delivery driver. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of advisers and a combination of affiliated and third-party investment products.

Joel Cundick is a CFP® with 12 years of industry experience, currently with Savant Wealth Management since 2020. He previously worked at Savant Capital Management and held roles at Corcoran Group and FSA Wealth Partners. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.