Thomas Troxell is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at BNY Mellon and Grace Thomas LLC, where he assists with photography assignments outside of trading hours. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

Michael Scheeler is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been associated with Eagle Strategies, New York Life, and NYLIFE Securities since 2013 and operates Avenue Wealth Management, LLC. Outside of his advisory role, he co-hosts a podcast focused on Maryland Men’s Lacrosse and college lacrosse. Eagle Strategies serves a broad range of 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 tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis, and works extensively with institutional sponsors and insurance-related advisory products.

Gray Guy is a financial advisor with Truist Advisory Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches along with AI-enabled research tools to support manager selection and investment oversight.

Jeremy Goodwin is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 after 25 years of service in the United States Air Force. Outside of his advisory role, he serves as chairman of Ten Ten Life, a nonprofit focused on promoting healing and resilience for military personnel, veterans, and first responders through trauma-informed counseling. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized investment team and wealth portfolio managers.

Andrejs Pilajevs is a CFP®-certified financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include positions at Creative Planning, Cetera Advisor Networks, and VLP Financial Advisors, as well as experience outside finance at the University of Georgia and in the automotive sector. He is a licensed Health, Life & Annuity agent in Virginia, though he is not currently active in insurance sales. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Sukja Kim is a Certified Financial Planner (CFP®) with over 31 years of experience in the financial services industry. She has worked with Truist Advisory Services since 2021, following extensive tenure at BB&T-affiliated firms dating back to 2009. Outside of her advisory role, she co-owns and manages a rental condominium with her sister. 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 consulting supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Cynthia Deavel is a CFP® professional with over 33 years of industry experience. She is currently affiliated with Commonwealth Financial Network and has previously worked at Lincoln Financial Advisors Corp. and 1st Global Advisors Inc. Cynthia also owns Deavel Wealth Advisors, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Dhilsha Athulathmudali is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to joining Truist, her career included roles at Bank of America and Sarvodaya Finance. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management approaches supported by inter-affiliate integration and employs AI-enabled tools in its research and oversight processes.

Durukhshan Esmati is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Esmati worked at Economist Impact and The Economist Intelligence Unit in roles related to economic research and policy analysis. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-based approach.

Javier Perez Giz is a financial advisor with Eagle Strategies (NY Life) based in Haymarket, VA. He holds a Series 66 credential and has 15 years of industry experience. In addition to his advisory role, he is involved in non-investment activities including working as a driver for Uber and serving as a wine and beer pourer at Barrel Oak Winery. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored advice across multiple program types, primarily managing assets on a non-discretionary basis and providing specialized services to a wide range of institutional sponsors.

Samuel Escorcia is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Verum Partners and teaching positions at Virginia Tech, James River High School, and Robious Middle School. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services utilizing client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection along with access to alternative and private market solutions.

Timothy Vogt is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at NYlife Securities LLC and Avenue Wealth. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client goals, with the majority of its regulatory assets managed on a non-discretionary basis.

Angela Vahue is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been affiliated with Guardian Life since 2011 and with Park Avenue Securities since 2022. Outside of her advisory work, she is a children's book author, an empowered mastery coach, and serves as a Girl Scouts troop leader. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products and various alternative investments.

Peter Michaels is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Spire Wealth Management LLC and Spire Securities LLC. Michaels is also an advisory board member for System Planning Corp. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering customized, primarily long-term investment portfolios and comprehensive financial planning services.

Paul Franklin is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Franklin Capital Strategies, LLC. Outside of his advisory work, he serves as an assistant football coach at Maret School and holds board positions with the Jewish Federation of Greater Washington and Hawken School, along with authoring content on Substack. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives. The firm’s approach includes multiple program types and a predominantly non-discretionary asset management model within an integrated structure affiliated with New York Life.

Robert Smith is a CFP® professional with 32 years of experience in financial advising, currently with First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory work, he serves as an Executive Pastor at Impact Church in Centerville, VA, where he performs religious ceremonies and offers pastoral counseling. 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 provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor portfolios from approved fund universes and third-party managers.

Joshua Togger is a CFA® charterholder with Series 65 and Series 66 licenses and has eight years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2021, following prior roles at Heritage Wealth Advisors, Bingham Arbitrage Rebate Services, Inc., and Northwestern Mutual Investment Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Jane Reichard is a CFP® with five years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has previously worked at Merrill, UBS Financial Services, and LPL Financial. Outside of her advisory roles, she has been involved with arts organizations including The Santa Fe Opera and The Glimmerglass Festival. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement plan consulting. The firm utilizes technology and a network model combining independent advisors and third-party resources to provide both discretionary and non-discretionary portfolio management.

Garrett Birnbaum is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. Garrett also held positions at Sonoco Products earlier in his career. 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 disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Alaa Khashan is a financial advisor at PNC Wealth Management with 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and SunTrust Investment Services. He holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party managed strategies implemented with mutual funds and ETFs.