Matthew Hoesch is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Planning since 2021. Prior to that, he spent six years at Lockton Investment Advisors, LLC, Lockton Companies, LLC, and Lockton Financial Advisors, LLC. Creative Planning offers 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

John Guidi is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 15 years of industry experience. He has been with NewEdge Advisors since 2021 and also holds roles at Bouchard Wealth Advisors LLC, Mid Atlantic Financial Management, Inc., and Mid Atlantic Capital Corporation since 2016. In addition to his advisory work, Guidi is involved in fixed insurance sales and serves as Managing Director of Guiding Wealth Financial Partners, providing retirement, estate, and education planning services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools, and emphasizes centralized due diligence and ongoing monitoring of third-party managers.

Chadwick Dickison is a CFP® professional with four years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He has worked at several firms including Golub Capital, Guidepoint Global, Bank of America, and Merrill. He also has experience in entrepreneurial ventures such as C&C Marine Ventures LLC. Mercer Global Advisors provides comprehensive investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified investment strategy based on Modern Portfolio Theory, utilizing a range of low-cost investment vehicles and specialized programs.

Eunjoo Fenton is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with Truist Advisory Services in Fairfax, VA. She has worked with SunTrust Advisory Services since 2016 and SunTrust Securities since 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Cristina Lipson is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment vehicles.

Tristan Bliesner is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Cetera Advisors, and Aeon Wealth Management. Outside of advisory work, he owns and operates Patriot Printing Services, a business involved in buying and selling printed materials. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Christine Cataldo is a CFP® with 22 years of industry experience, currently serving as a financial advisor and Chief Technology Officer at Mercer Global Advisors Inc. She has held advisory roles at Heim, Young & Associates, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, financial planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, and other strategies, complemented by client education programs and integrated affiliated service lines.

Arash Katirai is a CFP® professional with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Woodbury Financial Services, and Capital One Advisors. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies along with various specialized offerings.

Ann Marie Hindley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Her prior experience includes roles at FJY Financial, HomeMaker, and RH Paradis & Associates. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

John Witcher is a CFA® charterholder with 15 years of industry experience. He has worked at MAI Capital Management, LLC since 2023 and previously spent 13 years with Cambridge Associates, LLC. 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, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services into client relationships.

Robert Ugiansky is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Capital Associates LLC since 2011 and has been affiliated with New York Life and Nylife Securities since 1998. Outside of his advisory work, he serves as a board member for First Tee of Howard County, an organization focused on character education and life skills for young people. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Thomas Raby is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at RiskSpan, Inc. and the Jadan Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, tailoring recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Nevi Harrison is a financial advisor with Truist Advisory Services and holds a Series 66 designation. Harrison has been affiliated with Truist Investment Services, Inc. since 2010. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program administered through a mix of discretionary and non-discretionary arrangements.

Rajmiel Odinec is a financial advisor at Cerity Partners LLC with 35 years of industry experience. Prior to joining Cerity Partners in 2026, he spent 36 years at SOL Capital Management Company. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other investors. 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, emphasizing customized, diversified portfolios and specialized private market programs.

Anthony Slovick is a CFA® charterholder and holds Series 63 and Series 66 licenses, with seven years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2023, previously serving at Bank of America N.A. and Merrill from 2020 to 2023, and Hancock Whitney Bank from 2007 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services using technology platforms from Envestnet and custody through Pershing.

Dianne Nolin is a CFP® with 34 years of industry experience, currently serving at OSAIC Advisory Services, LLC since 2024. Her prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. She is a managing partner at Argent Bridge Advisors and is involved in educational initiatives related to financial planning for divorce. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and utilizes multiple advisory program models with custody primarily through Schwab and Fidelity.

Sanjeev Butani is a ChFC® credentialed advisor with 19 years of industry experience, currently with Eagle Strategies (NY Life). His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, and AIG. Outside of his advisory work, he is involved in insurance brokering and property and casualty sales. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers a range of programs tailored to client objectives, emphasizing non-discretionary asset management and advisory services linked to insurance and annuity products.

Harrison Quimby is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Curi Capital. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jeffrey Bunch is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for seven years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Roberto Herrera is a financial advisor with Creative Planning in Falls Church, VA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Edward Shanahan, Principal Securities Inc., and Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.