Donald Farren is a CFP® with 25 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2017. Prior to this, he worked at Tricapital Advisors Inc. for 16 years and has operated Farren Financial Services since 1978. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, and family office support through a relationship-driven, customized process that emphasizes diversified, institutional-style asset allocation.

Gary Sobelman is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Maria Cornelius is a CFP® with over 33 years of industry experience. She is currently with Creative Planning, where she has worked since 2025, following a long tenure at Burt Associates, Inc. from 1992 to 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Thomas Annin is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. He has worked at Creative Planning since 2021 and has prior experience at Sullivan, Bruyette, Spero & Blayney, LLC and BOS. He is based in McLean, VA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Justin Terrell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been affiliated with Principal Securities Inc. and Principal Life Insurance Co. since 2015. In addition to his advisory role, he serves as a bank officer at Principal Bank and Principal Trust Company, supporting the management of retirement plan account relationships across the firm’s offerings. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. 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.

Kathleen Pena is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 66 licenses. She has seven years of industry experience, including prior roles at Spire Investment Partners, Citibank, Ameriprise, and JPMorgan. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by an extensive network of approximately 286 advisors.

Sherwin Najand is a financial advisor with Truist Advisory Services in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services since 2014. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Madison Cappas is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation with three years of industry experience. Prior to joining the firm, Madison worked at Total Wine & More and held positions in education at Fairfax County Public Schools, Great Lakes Academy, and Miami University. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Heidi Patterson is a financial advisor with Integrated Wealth Concepts LLC in Vienna, VA, holding a Series 66 designation and over 22 years of industry experience. Her prior career includes 12 years at Ameriprise before joining Integrated Wealth Concepts and affiliated firms since 2016. Outside of her advisory work, she owns and designs for an LLC named Darby O' Dylan. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of internally managed and third-party strategies.

Abigail Malone is a financial advisor at Wealthspire Advisors with a Series 65 designation. She has less than one year of industry experience. Prior to her current role, she worked in education, including positions at Loudoun County Public Schools and James Madison University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors serving individuals, corporations, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Matthew Gaffey is a CFP® and ChFC® with 19 years of industry experience. He currently serves as an advisor at Concurrent Investment Advisors, LLC and has held prior roles at Corbett Road Wealth Management, Spire Investment Partners, Truist Investment Services, and Fidelity. Gaffey is also a passive investor with a minority interest in NexGen, an investing and consulting company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other securities, and it offers a range of wealth management, financial planning, and retirement advisory services supported by a network of roughly 286 advisors.

Emily Kestler is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Arbor Point Advisors, Securities America Inc., and Centaurus Financial, Inc. Outside of advising, she owns a rental property that is occupied by family members. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of programs and consulting services, employing a mix of fundamental and technical analysis alongside alternative investment access, distinguishing itself through its scale and institutional client reach.

Cole Butkovsky is a CFP®-credentialed financial advisor with four years of industry experience, currently with Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior roles include positions at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as experience with Stratford Steel LLC and Olympic Regional Development Authority. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and research tools, offering at-least-annual reviews tailored to clients’ goals and risk tolerance.

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.

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.

John Koester is a CFP® professional with 33 years of industry experience, currently serving with Kestra Advisory. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2016. Outside of his advisory role, he serves as treasurer for the Corbitt By the Lake Association and secretary for the Kappa Phi Chapter Housing Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and it manages approximately $79.8 billion in assets across diverse client types including large institutional investors.

Amyn Mohamed Juma is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has been associated with TD Bank Financial Group since 2005. 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 utilizes a combination of affiliated and third-party sub-managers, strategic and tactical asset allocation, and provides portfolio management, financial planning, and custody services.

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.

Kevin Chu is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at EQL Finance, Inc. and Georgetown University. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.