Simeon Spruill is a CFP® with three years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company. His prior roles include positions at Focus Partners Wealth, WMS Partners, and T3 Trading Group. Outside of financial advising, he works as a real estate salesperson with Fathom Realty. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach focusing on secular trends and uses a combination of equities, fixed income, ETFs, and alternative instruments, often emphasizing longer-term holdings.

Broderick Young is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Crystal Clear Financial Group, Reveal Wealth, and New York Life. Outside of his advisory work, he serves on the board of Studio for Wellness & Education, contributing to the organization’s guidance and strategic development. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis through various program types linked to insurance and annuity products.

Michael Leasure is a CFP® professional with 23 years of industry experience. He is currently with Truist Advisory Services and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Elizabeth Snyder is a CFP® professional with nine years of industry experience. She is currently with Rockefeller Financial LLC and previously worked at Bank of America and Merrill. Outside of her advisory role, Snyder serves with Jewish Women International, focusing on financial education as the Financial Initiatives Chair. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations through a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of affiliated services including trust and insurance.

Spencer Smith is a financial advisor at ASB Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Chevy Chase Trust Company since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion through pooled investment vehicles and institutional separate accounts. The firm offers discretionary management across equities, fixed income, and real estate, serving primarily institutional investors and employing both active and passive strategies.

Wendy Moyers is a Certified Financial Planner® with 24 years of industry experience. She has worked at Chevy Chase Trust Company since 2021, following prior roles at Chain Bridge Bank, May Barnhard Investments, LLC, and Linden Oak Wealth Advisors LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach, focusing on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Christine Wallace is a financial advisor at Chevy Chase Trust Company with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chevy Chase Trust since 2008. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, often emphasizing longer-term holdings and integrating fiduciary trust and custody functions with investment management.

Christopher Romano is a Series 65-licensed financial advisor with Kestra Advisory, based in Bethesda, MD, and has 14 years of industry experience. He also holds a senior vice president role at The Meltzer Group, a consulting firm where he has worked since 1999. Romano’s career includes consulting and corporate benefits activities with NFP, in addition to his advisory responsibilities at Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Shippen Royer is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. His prior experience includes roles at Phyxius Arbitrage Fund LP, Bank of America, N.A., and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Lawrence Weber is a financial advisor with VOYA Financial Advisors, Inc. in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial and its advisory affiliate since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement services to individuals, corporate clients, and organizations. The firm combines in-house and third-party strategies with technology-enabled tools to deliver primarily non-discretionary investment management through a broad network of advisers.

Christina Raya is a financial advisor with PNC Wealth Management in Washington, DC, holding a Series 66 license and 15 years of industry experience. She has worked at PNC Investments since 2018 and previously held positions at Bank of the West, BancWest Investment Services, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

Leland Detmer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has two years of industry experience and previously worked on the PGA Tour for five years. Detmer is also the co-founder and secretary of the BCCC Scholarship Foundation, which provides scholarships for underprivileged children to attend golf camps. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse clientele, including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

Judy Mccoy is a Series 65-credentialed financial advisor with 26 years of industry experience, currently affiliated with Chevy Chase Trust Company. She has worked at ASB Capital Management, Inc. since 2000. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach focused on secular trends and sector themes, combining fiduciary trust and custody functions with investment management.

Joshua Olds is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2024. His previous roles include a decade at New Potomac Partners, LLC, and multiple years with Johnston Lemon Asset Management Inc., as well as a brief tenure at Morgan Stanley. He participates in educational programming through the Washington, DC Society of Financial Analysts’ Wealth Management Sub-Committee. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, with an emphasis on centralized due diligence and monitoring of third-party managers.

John Nauss III is a financial advisor at TIAA-CREF in Silver Spring, MD, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers customized portfolio management alongside model portfolio options and serves as adviser to the TIAA Donor Advised Fund.

Eamon Vera is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Prior to joining HSBC, he worked at Bank of America for four years and has held various positions in education and retail. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several client-directed and discretionary portfolio options. The firm uses a structured investment process involving multiple model risk profiles and collaborates with HSBC Global Asset Management and other affiliated providers for fund selection and monitoring.

David Shober is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with Kestra Advisory. His prior roles include positions at Woodbury Financial Services, SSN Advisory, and National Planning Corporation. Outside of his advisory work, he owns SZC Financial Planning & Management and is involved in insurance services offering fixed annuities and life and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers comprehensive fiduciary consulting, plan design, and employee education services supported by extensive due diligence and access to multiple management platforms.

Christopher Sims is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for seven years before joining Citigroup in 2023. Based in Washington, DC, Sims provides advisory services within a major global financial institution. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including unique market roles such as security-based swap dealing and futures commission merchant activities.

James Fowkes II is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Steward Partners entities since 2014, previously working at Raymond James Financial Services, Inc. He is also a member of the Legacy Wealth Partners team. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account solutions through both proprietary and third-party portfolio management programs.

Eric Mangasarian is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Outside of his advisory work, he is involved in managing a rental property. 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 with third‑party platform partnerships.