Brian Hutt is a financial advisor with Eagle Strategies (New York Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has roles with multiple related entities including AP Benefit Advisors, LLC and Bluepoint Financial, LLC. Outside of advisory work, he is involved as an investor in a popcorn company and holds investor roles in a community bank and a holding company related to life insurance. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan 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 while operating within an integrated New York Life affiliate structure.

Donna Cabrisses is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 20 years of industry experience. Her career includes positions at Merrill Lynch, Pierce, Fenner & Smith, as well as extended tenure within various Truist entities since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jacqueline Lonnerdal is a financial advisor at Hightower Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. She also serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of portfolio construction strategies.

Jonathan Kobets is a financial advisor with Chevy Chase Trust Company, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at UBS Financial Services, AllianceBernstein Investments, Inc., and Neuberger Berman LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management along with personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, blending fiduciary trust and custody functions with investment management.

J. Hunter Hart is a CFP® and Series 66-credentialed advisor with 14 years of industry experience. He is affiliated with Carson Wealth and has held prior roles at Cetera Wealth Services, LPL Financial, and Merrill. Hart is also involved with Equity Planning, Inc. and CWM, LLC, both SEC-registered firms where he provides financial planning and advisory services. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients using a model portfolio approach overseen by an Investment Committee, and it integrates various technology and custodial partnerships to support portfolio management and reporting.

Joseph Sullender Jr. is a CFP® professional with over 30 years of experience in the financial advisory industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and previously worked at Raymond James Financial Services and Wells Fargo Clearing. In addition to his advisory role, he is a speaker for the National Institute of Transition Planning, conducting seminars on retirement planning for federal employees. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

Kelsey Winters is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Beacon Pointe, Winters held positions at Hemington Wealth Management, Baltimore-Washington Financial Advisors, and Clear Edge IT Solutions, and has experience as a student and staff member at Christopher Newport University. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Carol Castillo is a financial advisor with Kestra Advisory in Reston, VA, holding a Series 66 license and nine years of industry experience. Her prior roles include positions at Marjon Management Advisors LLC, Valic Financial Advisors, and Itau Bank. She is also a registered representative for CURO Private Wealth, where she manages client relationships and supports financial planning and portfolio analysis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Richard Gurz is a CFP® with 27 years of experience in financial advising. He is currently with Commonwealth Financial Network and has been affiliated with the firm since 2008. Outside of his advisory role, he owns Quantis Tax Services, LLC, which provides tax and accounting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources to affiliated advisors who construct client portfolios using diverse securities and insurance products.

Scott Dillie is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Capital Fiduciary Advisors, LLC for three years. He holds a Series 63 license and is based in Reston, VA. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Jeffery Schacter 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 with TD Bank since 1994. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Brian Mowad is a CFP® professional with one year of experience in financial advising. He currently works at Creative Planning and previously held roles at Pathstone and within educational institutions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Rafael Gutierrez is a financial advisor with Voya Financial Advisors, Inc. holding Series 66 and Series 63 licenses and has 13 years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., and several other financial firms. He is also an independent insurance agent and serves as a notary public in Virginia. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and outside strategists, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Oleksa Gerlak is a CFA® charterholder with 15 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at ProShares and CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

Catherine Aglipay is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has 17 years of industry experience and has worked at several major firms, including Wells Fargo Clearing Services, JPMorgan Chase Bank, Merrill Lynch, and Capital One Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Yen Nguyen is a financial advisor with Truist Advisory Services in Springfield, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Truist, Nguyen has worked with Wells Fargo Advisors and Wachovia Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Rosani Hernandez Madrid is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to joining Eagle Strategies, she worked at NYLIFE Securities LLC and New York Life Insurance Company since 2017, and at Onemain Financial from 2013 to 2017. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and operates within an integrated New York Life affiliate structure.

Leal Deddens is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management.

Thomas Scanlon is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Loandepot, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, combining large institutional scale with distinct market roles and arrangements.

Joseph Lamoglia is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth and Potomac Financial Private Client Group, LLC since 2012, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.