Jonathon Gunn is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2022. His prior roles include positions at HSBC Securities and SunTrust Advisory Services. He is a board member of Shepherd's Table, a nonprofit addressing food insecurity and homelessness through various support programs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Rahm Dvir is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked for SOL Capital Management Company from 2004 to 2025. Cerity Partners advises a broad client base including individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, private funds, and institutional investors. The firm provides customized wealth management services and employs an investment framework based on client-specific profiles and asset allocation, integrating proprietary quantitative methods, manager selection, and direct security selection.

William Chao is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Steward Partners in 2023, he worked at Morgan Stanley, Spire Investment Partners, TIAA-CREF, Raymond James Financial Services, and Wells Fargo Clearing. Outside of his advisory work, he coaches youth soccer for the Lions Soccer Club and owns a goldfish breeding business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing investment advisory, financial planning, pension consulting, and managed account programs.

Marshall Dearden is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at multiple firms, including Ameritas Investment Corp and M&T Securities, and is involved in investment management and portfolio trading through his roles at Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Ioannis Papadimitris is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michael Thigpen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following five years at RBC Capital Markets. Outside of his advisory role, he manages multiple rental properties in the Washington, DC area jointly with his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and supports both discretionary and non-discretionary portfolios, combining large institutional scale with unique market roles.

Brad Glickman is a CFP® professional with 30 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Maryland Financial Group, Inc., and Kestra Investment Services, LLC. He is involved in insurance activities related to long-term care, life, and disability coverage. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based model includes proprietary managed account solutions and access to third-party managers and technology platforms.

Rebekah Porter is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, RBC Capital Markets, Nylife Securities LLC, and SFA LLC. She joined MAI Capital Management in 2025. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and provides a customizable investment approach across multiple asset classes and strategies, integrating financial planning and other services into client relationships.

Barbara Dietze is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds Series 63 and Series 65 licenses and has 42 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance Company since 1984. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Robert Singleton is a financial advisor at First Command Advisory Services with nine years of experience in the industry. He holds a Series 66 designation and has worked at First Command and Lockheed Martin. Singleton also operates Bob Singleton Financial Planning, LLC, where he provides financial planning services on a limited basis. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Kimberly Greiwe is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She currently works at Principal Financial Services and has held positions at Principal Securities, Principal Life Insurance, and Eaglestone Tax, among others. Kimberly is also a designated bank officer at Principal Trust Company, supporting retirement plan account management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Aldric Johnson is a financial advisor with Eagle Strategies (NY Life) in Laurel, MD, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Crystal Clear Financial Group, Reveal Wealth, and Strategic Financial Associates. Outside of advisory work, he serves on the Board of Trustees for Holy Trinity School and owns an e-commerce business, The Ebony Exchange, LLC, which sells niche skincare, candles, and books. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types designed to tailor recommendations to client objectives, focusing primarily on non-discretionary assets and serving both individual and institutional clients.

John Cermak is a CFP® professional with 36 years of industry experience, currently serving at First Command Advisory Services since 2015. He has held positions at related First Command entities since 1989. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios from prescreened managers and approved investment options.

Robert Burchetta is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes roles at LPL Financial, SEI Investments, Morgan Stanley, Bank of America, Merrill, and Credit Suisse Securities. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions—offering a range of services through affiliated and independent investment adviser representatives with an open-architecture investment approach incorporating multiple third-party platforms and managers.

Stephen Sydor is a financial advisor with HSBC Securities (USA) Inc. in Washington, DC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at HSBC Bank USA, N.A. and HSBC Securities since 2015. Sydor also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed portfolios to fully discretionary accounts, utilizing strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliates.

Robert Beck is a financial advisor with Principal Financial Services in Myrtle Beach, SC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long-term roles at Principal Financial Services and Principal Life Insurance Company. Beck is also a board member of the Brighton Lakes Homeowners Association, assisting in the oversight of its management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

India Johns is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 26 years of industry experience, including prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Oppenheimer. Outside of her advisory work, she is the owner and partner of Sweetly Baked By J LLC, a bakery business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and alternative investment placement services.

Andre Muhammad is a financial advisor with Transamerica Financial Advisors holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He also works part-time as an MRI technologist at several medical imaging centers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party investment model portfolios.

Philip Leopold is a financial advisor at First Command Advisory Services with 36 years of industry experience. He holds the CFP® and ChFC® designations and has been affiliated with First Command in various capacities since 1989. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Peter Perini Jr. is a financial advisor with Lincoln Investment in Rockville, MD, holding a Series 66 credential and three years of industry experience. Prior to joining Lincoln Investment, he held various roles including self-employment ventures and online selling. Outside of his financial advisory work, he operates an eBay store selling a variety of goods. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and serves as a fiduciary in ERISA/retirement advice.