Michael Wilson is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities, LLC since 2014 while maintaining his own firm, Wilson & Associates, since 1982. Outside of financial advising, he serves as a board member and partial owner of Nerds to Go, a computer support and repair franchise in the Washington DC metro area. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Ali Azam is a financial advisor at PNC Wealth Management in Washington, DC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Wells Fargo Bank, T. Rowe Price, Morgan Stanley, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and authorized third-party strategists for portfolio implementation.

Nicholas Cipollone is a financial advisor at Hightower Advisors with the Series 65 designation and two years of industry experience. He has worked at several firms, including Stout Risius Ross and Vallit Advisors, prior to joining Hightower. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Kevin Hoonan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Janney Montgomery Scott since 2018, following prior roles including at Carahsoft Technology Corporation and work in the political field. Outside of his advisory role, he volunteers as an assistant lacrosse coach with the Springfield Youth Club. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

John Bernards is a CFP® professional with 24 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He holds the Series 66 designation and is based in Washington, DC. Outside of his advisory role, he is a co-owner of Le Miel, LLC, a wine making and sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while offering advisors access to discretionary model portfolios and customized investment solutions.

Laura Siragusa is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding a Series 66 designation and bringing 11 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney and Ally Invest Securities LLC. She currently operates across multiple affiliated entities, including Alpha Solutions Group LLC and Nylife Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, defined contribution and benefit plans, and charitable and corporate clients, delivering tailored advice through various program types and emphasizing non-discretionary asset management.

Ann Senger is a CFP®-certified financial advisor at &PARTNERS with 25 years of industry experience. She joined &PARTNERS in 2024 after eight years at Wells Fargo Clearing. Outside of her advisory role, she serves as a power of attorney for family members in investment-related matters. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and consulting services. The firm employs a variety of analysis methods and third-party strategies, providing discretionary and non-discretionary portfolio management through a combination of in-house and external managers.

Nancy Cuellar is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Janney Montgomery Scott since 2024 and previously spent nine years at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Thomas Gletner Jr. is a financial advisor with Truist Advisory Services in Washington, DC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2000. Gletner also serves on the Georgetown University Alumni Admission Program Board of Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management, supported by a team that integrates AI-enabled research and cross-affiliate resources.

Deborah Lewis is a financial advisor at Eagle Strategies (NY Life) with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2007, also associated with New York Life and Nylife Securities since the mid-1990s. Outside of her advisory work, she serves as treasurer for Advent Lutheran Church and volunteers on the Audit & Finance Committee for Gamma Phi Beta. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Dennis Reilly is a Series 65-registered financial advisor at Savant Wealth Management with two years of industry experience. He is also a Customer Advisory Director at Collibra, a data intelligence software company. Prior to his current roles, he worked at SAS for five years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and offers a range of affiliated services including legal, accounting, and trust services.

Pamela Wise is a financial advisor with \&PARTNERS in Washington, DC, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She previously worked at Bank of America and Merrill for 14 years. Outside of advising, she owns Owlbat Industries LLC, a dressmaking company, and serves on the board and investment committee of St. David's Church in Washington, DC. \&PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting services utilizing a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Kaitlyn Fanaroff is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Rockefeller Financial LLC and has prior experience with J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill, and Bernard R. Wolfe and Associates. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform, providing a range of discretionary and non-discretionary solutions across multiple asset classes.

Derek Sauerwine is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. In addition to his advisory role, he owns CTS Financials LLC, a single-person practice focused on insurance products such as long-term care insurance, life insurance, and fixed annuities, primarily serving clients in Virginia. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers portfolio management through a turnkey asset management platform and wrap-fee program.

Maxwell Mcadams is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He previously worked at McAdam Financial and has been affiliated with Theta Chi Fraternity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Gerald Scheinman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. His prior work includes 15 years at United States Anesthesia Partners and roles with NYLIFE Securities LLC, New York Life Com, and BluePoint Financial, LLC. Outside of advising, he is an investor in an Italian deli business in Washington, DC. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and provides a range of advisory programs, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Graff is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously held positions at Sullivan, Bruyette, Speros & Blayney, LLC and Weatherstone Capital Management. He is based in McLean, VA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Phyllis Afriyie is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She worked at Wells Fargo Clearing from 2016 to 2021 before joining Citigroup in 2021. Outside of her advisory role, she is the owner of Prime Textile Group LLC, a dry cleaning business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, operating at a scale that supports complex arrangements and large advisory relationships.

Matthew Brock is a CFP® with 23 years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously spent nine years at Divergent Planning, LLC and seven years at H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services including tax preparation and estate-document preparation for qualifying clients.

Kristin Hayes is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at Charles Schwab and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations to clients’ goals and risk tolerance, with trades executed only upon client authorization.