Craig Frye is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Truist Investment Services, Truist Bank, SunTrust Investment Services, and BB&T affiliates. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Myrna Nasser is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup since 2018, with prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Based in McLean, VA, she provides investment advisory services within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies and integrates in-house research, swap dealing, and futures commission merchant activities, supporting both discretionary and non-discretionary investment solutions.

Geoffrey Finkel is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He previously worked at Prudential Holmes for 11 years before joining TIAA-CREF in 2022. Outside his advisory role, he owns Rock Venture Consulting, a business development and growth consulting firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

Alexandra Mccomb is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Her previous roles include positions at Hightower Advisors, Farr Miller & Washington, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and Core Family Office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and it integrates comprehensive tax and accounting services uncommon among large advisory enterprises.

Kelly Mc Nerney is a CFP® professional with eight years of industry experience. She has been with Cerity Partners LLC since 2022 and previously worked at FJY Financial from 2014 to 2022. Mc Nerney serves as chair of the board for the Financial Planning Association - National Capital Area. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors, overseeing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Howard Offit is a financial advisor with Wealthspire Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Wealthspire Advisors since 2015 and also serves as Vice President and Principal at Acorn Derivatives Management Corporation, where he focuses on derivatives-oriented advisory services. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering customized wealth management and investment advisory services that emphasize institutional-style asset allocation and ongoing portfolio review.

Bethany Tice is a financial advisor at Concurrent Investment Advisors, LLC with seven years of industry experience. She holds the Series 65 and Series 66 licenses. Her prior roles include positions at Rockefeller Financial LLC, Mercer Global Advisors Inc., and Manning and Napier Advisors. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Wei Wang is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses and seven years of industry experience. Wei has worked in various roles related to health and travel insurance, including independent agent positions with multiple firms and involvement in Medicare and health insurance plan enrollment. Outside of advising, Wei is active as a partner providing training and operational support to health insurance agents at Care Rise Union. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Andrew Morgan is a financial advisor at Chevy Chase Trust Company with a Series 65 designation and four years of industry experience. Prior to joining Chevy Chase Trust Company in 2022, he worked at Fannie Mae for six years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management, personal trust, family wealth and financial planning, as well as institutional custody and access to collective investment funds. The firm employs a thematic investment approach focusing on secular trends and sector themes, combining fiduciary trust and custody functions with investment management.

David Roper is a financial advisor with Kestra Advisory in Germantown, MD, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016, additionally maintaining a role at Roper & Roper, P.C., where he serves as President in the tax and accounting field. Outside of financial advising, he is involved as a tax matters partner in a real estate business and holds a leadership position in a recycling company. 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 large institutional investors, including sovereign wealth funds, through a range of proprietary and third-party managed solutions.

Patrick Dunne Jr. is a CFP® professional with 19 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously spent 19 years at Sullivan, Bruyette, Speros & Blayney, Inc. 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 offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

David Arnold is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has worked at United Planners' Financial Services of America since 2019 and previously held roles at Nationwide Securities, LLC and the Alan Rubin Agency. Arnold also owns Arnold Financial Services, a marketing and corporate entity, and is licensed as a non-variable insurance agent. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform using multiple custodians and third-party money managers.

David Dickman is a financial advisor at Wealthspire Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Billings Capital Management from 2013 to 2020 before joining Wealthspire Advisors. 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 framework with a diverse mix of investments and offers tailored wealth management, retirement-plan consulting, and other advisory services.

Daniel Avnaim is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Kestra Investment Services and involvement with the Associated Students at San Diego State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves clients that include large institutional investors and sovereign wealth funds.

Tin Li is a CFP® professional with 20 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has held roles at Upright Planning, LLC, Acacia Financial Advisors, Acacia Life Insurance Co, and Equitable Advisors. Outside of financial advising, he provides dental care services as an independent contractor. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm provides financial planning and portfolio management through various platforms and programs, utilizing a combination of passive and active investment strategies tailored to client risk profiles.

Lanie Santa Cruz is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary approaches with AI‑enabled research tools.

Michael Gildenhorn is a Series 65-licensed financial advisor at Chevy Chase Trust Company with 36 years of industry experience. He has worked at Chevy Chase Trust Company since 2005 and previously spent 15 years at Asset Management Inc. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management alongside 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.

Toavina Ranaivoarijaona is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors and Global Solutions. Outside of her advisory role, she co-founded Malagasy In USA, a nonprofit charitable organization, where she serves as Chief of Staff. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

William Spruill is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. His work history includes roles at Colonial Life, Transamerica Financial Advisors, HD Vest Investment Services, and Wfgia. Outside of his advisory work, he also works as a rideshare driver for Uber. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors, supporting service delivery through multiple program platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Robin Dobbs is a CFP® professional with 16 years of industry experience, currently serving at Wealthspire Advisors since 2015. He holds a Series 65 license and is based in Potomac, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, and financial planning services. The firm employs a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.