William Collier is a financial advisor at McAdam LLC with four years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2021. Prior to his current role, he held positions at Cavalier Hotel, James Madison University, Arrowhead Point Oysters, and Cox High School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and utilizing a range of investment strategies including mutual funds, ETFs, independent managers, and alternative instruments.

Justin Kim is a CFA® charterholder with four years of industry experience. He currently works at Range Advisory, LLC and previously was employed at Creative Planning, LLC and Lord Abbett. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management through model portfolios and third-party models. The firm incorporates AI tools into client interactions and uses tax-aware strategies such as tax-loss harvesting and direct indexing.

Ivan Nalibotsky is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Regal Investment Advisors LLC since 2019. He also has a long tenure at Capital Solutions Group dating back to 1993. Outside of investment advising, he is a licensed health insurance agent working with Health Markets, assisting Maryland residents with individual and small group health insurance. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes and grants discretionary authority to implement and manage these strategies.

Todd Feldman is a CFP® with 28 years of industry experience currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, Obsidian Personal Planning Solutions, Triad Advisors, and National Planning Corporation. Feldman serves on the board of directors for the Exit Planning Exchange DC-Metro Chapter. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios overseen by an internal investment team.

Ryan Muscatella is a CFP® with six years of industry experience, currently affiliated with Cassaday & Company, Inc. He previously worked at Royal Alliance and Washington Wealth Advisors. At Cassaday & Co Wealth Management, LLC, he supports lead advisors in financial planning. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach with diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

David Sherwood Jr. is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management with 20 years of industry experience. He holds a Series 65 credential and has been with Evanson since 2026, following a 20-year tenure at Evanson Asset Management, LLC. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets using a long-term, strategic asset allocation approach that favors low-cost mutual funds and ETFs with portfolio tilts toward small-cap and value investments.

Kirk Blackman is a financial advisor with Eagle Strategies (New York Life) based in Mitchellville, MD, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been affiliated with New York Life and related entities since 2005 and operates Blackman Financial Services and Reveal Wealth. Outside of his advisory work, he serves as chairman of the Hillside Work-Scholarship Connection Prince George’s Advisory Council and as treasurer of the Epsilon Phi Boule Foundation, both organizations focused on youth development and community support. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers customized advice through various programs, including fee-based advice and co-advisory relationships, with a significant portion of assets managed on a non-discretionary basis.

Heather Ramlal is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and also serves as president of HLR Financial Solutions Inc. outside of her advisory role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, providing discretionary and non-discretionary program options.

Daniel Goldman is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Truist Bank and educational services firms Revolution Prep and C2 Education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary solutions supported by third-party platform and manager relationships.

Larissa Kochetkova is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with PNC Wealth Management since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Ani Inyang is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2007. Ani is based in Washington, DC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Haixia Cheng is a financial advisor at Independent Financial Group, LLC, holding Series 65 and Series 63 licenses with approximately one year of industry experience. Prior to joining Independent Financial Group in 2026, Cheng operated her own practice from 2023 to 2026 and held positions at several asset management firms, including YongAn GuoFu Asset Management Co. and China Asset Management Co. She has an MBA candidacy from the University of Illinois at Chicago. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios within discretionary and non-discretionary strategies tailored to client risk profiles.

Daniel Nampha is a CFP® certified financial advisor with seven years of industry experience. He currently works at Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior experience includes roles at Fidelity Brokerage Services LLC, Ameriprise Financial Services, Inc., Raymond James Financial Services, and LS Associates. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Allison Dunlap is a financial advisor at Farther with eight years of industry experience. She holds a Series 65 designation and has worked at several firms, including Harbour Capital Advisors, Pennington Partners & Co., and Wealthcare Advisory Partners. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Max Meltzer is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2015. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. Wealthspire employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

Sang Du is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He has nine years of industry experience, including roles at Bank of America (Merrill Lynch), Edward Jones, and AXA Advisor LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering comprehensive financial reviews and investment recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

Richard Levinson is a CFA® charterholder with four years of industry experience. He has been with Truist Advisory Services since 2022 and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank for over 30 years combined. Outside of his advisory role, Levinson serves as a trustee and power of attorney for several family trusts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a mix of discretionary and non-discretionary approaches using third-party platforms.

Matthew Burnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. His career includes 11 years at Wells Fargo Securities and multiple roles at Guardian Life and Park Avenue Securities since 2020. Outside of his advisory work, he serves as Treasurer for Washington Men's Camerata, Inc. and Mastersingers USA, Incorporated, and is active in Master Networks. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs using both proprietary and third-party models.

Laila Moumou is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 26 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she owns a rental property in Falls Church, VA, which she manages with assistance from a real estate agent. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary programs and maintains large institutional capabilities alongside specialized market roles.

Ryan Quinn is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Keeney Financial Group, Inc./Triad Advisors, LLC, and Federated Hermes. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.