Jeremy Staadeker is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes roles at Steward Partners Global Advisory and Raymond James Financial Services. He co-leads The Staadeker Wealth Management Group and operates under the team name NOVA Retirement Strategies at Steward Partners. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

George Rapp Jr. is a financial advisor with Valic Financial Advisors in Manassas, VA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Valic, he held roles at Agia, where he sold non-securities insurance products, and has a background involving community sports organizations including the Virginia Soccer Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm leverages centralized technology and model solutions to support its advisors and manages approximately $29.2 billion in assets.

Anthony Felipe is a CFP® professional with five years of experience in the financial industry. He is currently with Creative Planning, having previously worked at Rossby Financial, Cambridge Investment Research Advisors, and Variant Private Wealth. Felipe’s background also includes roles outside finance, such as supporting academic services for student athletes at Virginia Tech. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Stephen Brown is a financial advisor with First Command Advisory Services in Alexandria, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with First Command Advisory Services since 2015 and is also affiliated with related First Command entities since 2014. Outside of his advisory role, he serves as Secretary of the Indian Springs Estates Homeowners Association, responsible for managing meeting records and association communications. First Command Advisory Services is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, implementing model portfolios and third-party manager selections through a centralized Investment Management Team.

Mark Falamoun is a CFP® professional with one year of industry experience, currently with Mercer Global Advisors Inc. in McLean, VA. His prior experience includes roles at Octagon Financial Services and various positions related to finance and financial services. Outside of advising, he is a part-owner of a personal rental property in Arlington, VA. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management, utilizing a variety of implementation options including ETFs, mutual funds, and separate accounts.

Karen Ahn is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including High Calling Inc. and Kellogg Insurance Marketing. Outside of her advisory work, she is involved with High Calling Inc. in a capacity spanning several years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Aarti Sethi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been associated with various SunTrust entities since 2015. Outside of her advisory role, she co-owns rental properties with minimal management involvement. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies supported by inter-affiliate platforms and AI-enabled research, with a focus on manager selection and fiduciary support.

Damianos Mylonas is a financial advisor with Primerica Advisors, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Guardian Life Insurance Company and Financial Growth Partners. Outside of finance, he has worked in customer service roles at a fitness center and as a restaurant server. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting various account types and lending solutions.

Anthony Ivener is a financial advisor with TLG Advisors, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with The Leaders Group Inc. since 2015 and has operated Ivener Group, Inc. and IVENER Management Group since 2011 and 2010, respectively. Outside of his advisory work, he serves as president of IVENER Management Group, providing consulting on best practices and succession planning for closely held businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. TLG delivers advice through independent representatives and sub-advisors, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Justin Hurley is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of advising, he operates Hurley Tax Preparation Services, which provides tax preparation for individuals and small businesses. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital platforms, supporting both discretionary and non-discretionary account management.

Philip Corcoran is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with Savant Wealth Management. He has been with Savant and its affiliate Savant Capital Management since 2015. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an evidence-based, model-driven investment approach combined with actively managed strategies and offers a range of affiliated services, including accounting, legal, and trust operations.

Mary Liola is a CFP®-certified financial advisor with Commonwealth Financial Network, based in McLean, VA, with 24 years of industry experience. She has been with Concentric Private Wealth and Commonwealth Financial Network since 2012. Liola is also co-owner of Jack Books, LLC, a company focused on authoring and publishing books. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Tristan Papouyan is a financial advisor with TIAA-CREF in Alexandria, VA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Janney Montgomery Scott, Bank of America, Merrill, and service in the Army National Guard. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm operates within a vertically integrated structure, providing both planning and ongoing portfolio management services through model and customized portfolios.

Eileen Kay is a CFP® professional with four years of industry experience, currently serving at Creative Planning since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, Inc. and Oakheart Financial Group. She also worked at the University of Virginia from 2015 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Jessica Jarosik is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Focus Wealth Management, Ltd. Her background includes roles at multiple advisory firms over the past decade. 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 employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jason Apolenis is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work includes roles at Mahoney & Associates and Mahoney Financial Organization, and he has been involved with Avenue Wealth and Eagle Strategies for over 15 years. Outside of advisory work, he is a partner in Strategic Financial Associates LLC and an owner of Avenue Wealth Partners LLC. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, with a notable focus on aligning recommendations with client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Drew Howell is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Creative Planning, LLC since 2021. Prior to this, he spent 10 years at Sullivan, Bruyette, Speros & Blayney, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio options and affiliated non-investment businesses such as a law firm, trust company, and retirement plan recordkeeping services.

Brian Oberle is a financial advisor at Mercer Global Advisors Inc. with 33 years of industry experience. He holds the CFP® designation and Series 63, 65, and 66 licenses. Prior to joining Mercer in 2022, he worked at Goldman Sachs, United Capital Financial Advisers, and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios and a mix of ETFs, index funds, separate account managers, and private funds, along with specialized programs and tax management options.

Daniel Sullivan is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS and Potomac Financial Private Client Group. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Benjamin Turner is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at firms including National Life Group and Knights of Columbus, following 15 years at Potomac Consulting Group, LLC. Outside of his advisory role, he serves as Director of Marketing and Outreach for the Prince William Chapter of the Catholic Business Network. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term strategies.