Violette Depagnier is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she works as a beauty consultant at Palm Beach Tan. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Douglas Woodward is a CFP® professional with 27 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2017, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Charles Baskervill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at Truist Advisory Services and related affiliates since 2015, including prior roles at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Evgeniya Komarova is a CFP® and Series 66 professional with seven years of industry experience. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab, having previously worked at Bank of America and Merrill. Komarova is based in Tysons Corner, VA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm relies on Charles Schwab & Co.’s asset-allocation models and research tools to offer tailored recommendations, with trades executed only upon client authorization.

Andrew Baron III is a financial advisor with Concurrent Investment Advisors, LLC in McLean, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Spire Investment Partners, LLC and Costco Wholesale Corporation. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of roughly 286 advisors serving over 13,000 clients.

Keenan Stout is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management LLC. He has been involved with the Evergreen Lacrosse Club outside of his advisory work. Mercer Global Advisors provides comprehensive investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified portfolios implemented through a range of vehicles including ETFs, index funds, and private funds, alongside a broad suite of specialized financial and consulting services.

Orathai Kuvareewong is a financial advisor at Wealthspire Advisors with 12 years of industry experience. She has held positions at Capital Fiduciary Advisors, LLC and has been with Wealthspire Advisors since 2017. She holds a Series 65 designation. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Luke Jackson is a CFP® and holds a Series 63 license. He has one year of industry experience and is currently with Mercer Global Advisors Inc. Prior to joining Mercer, he worked at NYLife Securities LLC and New York Life Insurance. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various specialized programs and platforms.

Laura Fitzpatrick is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2010. Truist Advisory Services provides 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 manager arrangements.

Tina Truax Mccuin is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 12 years of industry experience. She has been with TD Private Client Wealth since 2012 and previously worked at Wells Fargo Clearing Services, LLC. Outside of her advisory role, she serves in leadership positions on several boards, including chairing the National Risk Retention Association and leading committees for the International Center for Captive Insurance Education and the Recreation Risk Retention Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services through established technology platforms.

Linda Cheng is a Series 66 licensed financial advisor with 21 years of industry experience. She has worked at VOYA Financial Advisors, Inc. since 2015 and previously held positions at Ameriprise. In addition to her advisory work, she is a certified yoga instructor through her own business, Dragonfly Method LLC. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes both in-house and external strategies, providing many accounts on a non-discretionary basis while also offering select discretionary management options.

Akash Tailor is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA, among others. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jeremy Staadeker is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes roles at Steward Partners Global Advisory and Raymond James Financial Services. He co-leads The Staadeker Wealth Management Group and operates under the team name NOVA Retirement Strategies at Steward Partners. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

George Rapp Jr. is a financial advisor with Valic Financial Advisors in Manassas, VA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Valic, he held roles at Agia, where he sold non-securities insurance products, and has a background involving community sports organizations including the Virginia Soccer Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm leverages centralized technology and model solutions to support its advisors and manages approximately $29.2 billion in assets.

Anthony Felipe is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Rossby Financial, Cambridge Investment Research Advisors, and Cambridge Investment Research, Inc. Before entering the financial sector, Felipe worked in various positions at Virginia Tech and was involved with Our Lady Queen of Peace Catholic Church. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Kyle Venditti is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Spire Investment Partners, and The Marshall Financial Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Stephen Brown is a financial advisor with First Command Advisory Services in Alexandria, VA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked with affiliated First Command entities since 2014. Outside of his advisory role, he serves as Secretary on the board of the Indian Springs Estates Homeowners Association. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, with investment decisions managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Mark Doughty is a CFP® with 22 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His prior roles include positions at Spire Investment Partners, SunTrust, TIAA-CREF, PNC Wealth Management, Wells Fargo Clearing, and Ameriprise. He is also a licensed insurance agent for life, health, and annuity lines of business. 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 emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of roughly 286 advisors serving over 13,000 clients.

Mark Falamoun is a CFP® professional with one year of industry experience, currently with Mercer Global Advisors Inc. in McLean, VA. His prior experience includes roles at Octagon Financial Services and various positions related to finance and financial services. Outside of advising, he is a part-owner of a personal rental property in Arlington, VA. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management, utilizing a variety of implementation options including ETFs, mutual funds, and separate accounts.

Liliana Molina is a CFP® with 30 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. She previously worked at Spire Wealth Management, LLC for 19 years and Ameriprise for 9 years. Molina serves as a board member for the Head2Heart Foundation, a nonprofit focused on raising mental health awareness. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.