Thura Aung is a Series 66-licensed financial advisor at Rockefeller Financial LLC with four years of industry experience. Prior to joining Rockefeller, Aung held positions at Truist Advisory Services, Truist Investment Services, Truist Bank, BB&T Bank, and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products, placement, and investment banking services.

Christopher Young is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Chevy Chase Trust Company, where he has worked since 2022. Prior to this, he held roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2015 to 2022. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach that emphasizes diversification, long-term holdings, and tailored fixed-income strategies, combining trust, custody, and fund-management functions.

Gerhard Olsen is a financial advisor at Oppenheimer with 19 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following prior roles at Bank of America and Merrill Lynch. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a range of investment options, and acts as a qualified custodian while providing both discretionary and non-discretionary management programs.

Mitchell Mccarthy is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and brokerage services, implementing multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

Daniel Ialeggio is a CFP® with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles within various Steward Partners entities since 2016. Prior to that, he was affiliated with Raymond James Financial Services Advisors Inc. and co-founded Philleo & Ialeggio Wealth Strategies. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Steven Lynch is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with Steward Partners and its affiliated entities since 2016, and previously with Wells Fargo Advisors. In addition to his advisory work, he provides notary services in Bethesda, MD. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Zachary Haussler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His career includes roles at Wealth Enhancement Brokerage Services, Wealth Enhancement Group, LPL Financial, and Planning Solutions Group. Outside of his advisory work, he is involved with the Baltimore Blast in a non-investment-related capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and investment management services, utilizing a mix of passive and active strategies guided by an internal Investment Committee.

Simeon Spruill is a CFP® with three years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company. His prior roles include positions at Focus Partners Wealth, LLC and WMS Partners, LLC. Outside of his advisory work, he is also involved in real estate sales as a licensed real estate salesperson with Fathom Realty. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing discretionary and non-discretionary investment management alongside trust and financial planning services. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, combining fiduciary trust and custody functions with investment management.

Broderick Young is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Crystal Clear Financial Group, Reveal Wealth, and New York Life. Outside of his advisory work, he serves on the board of Studio for Wellness & Education, contributing to the organization’s guidance and strategic development. Eagle Strategies serves a diverse client base including individual investors and institutional 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 through various program types linked to insurance and annuity products.

Michael Leasure is a CFP® professional with 23 years of industry experience. He is currently with Truist Advisory Services and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Elizabeth Snyder is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. She has worked at Rockefeller Financial LLC since 2022 and previously was employed at Bank of America and Merrill from 2017 to 2022. Snyder is involved with Jewish Women International, a nonprofit organization focused on advocating against domestic violence, where she oversees financial education initiatives. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting services with broker-dealer capabilities and operates through a Private Advisor model supported by a consolidated investment platform.

Spencer Smith is a financial advisor at ASB Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Chevy Chase Trust Company since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion through pooled investment vehicles and institutional separate accounts. The firm offers discretionary management across equities, fixed income, and real estate, serving primarily institutional investors and employing both active and passive strategies.

Wendy Moyers is a Certified Financial Planner® with 24 years of industry experience. She has worked at Chevy Chase Trust Company since 2021, following prior roles at Chain Bridge Bank, May Barnhard Investments, LLC, and Linden Oak Wealth Advisors LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach, focusing on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Christine Wallace is a financial advisor at Chevy Chase Trust Company with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Chevy Chase Trust Company since 2008. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focusing on macro views and secular trends, combining trust, custody, and fund-management roles within its enterprise structure.

Christopher Romano is a Series 65-licensed financial advisor with Kestra Advisory, based in Bethesda, MD, and has 14 years of industry experience. He also holds a senior vice president role at The Meltzer Group, a consulting firm where he has worked since 1999. Romano’s career includes consulting and corporate benefits activities with NFP, in addition to his advisory responsibilities at Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Shippen Royer is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. Prior to that, he was involved with Phyxius Arbitrage Fund LP and held roles at Bank of America and Merrill. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services with a range of investment management programs, financial planning, and private-fund management, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Matthew Hammaker is a financial advisor at Commonwealth Financial Network with a Series 65 credential and approximately one year of industry experience. His prior experience includes service in the United States Marine Corps and roles in higher education at Kennesaw State University and Wingate University. He has also worked in hospitality and physical therapy support roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed account programs and access to third-party asset managers, providing clients with diverse investment options and back-office services.

Lawrence Weber is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Voya since 2014. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, and corporate retirement plans. The firm offers a range of financial planning and portfolio management services through multiple program structures, emphasizing non-discretionary recommendations.

Christina Raya is a financial advisor with PNC Wealth Management in Washington, DC, holding a Series 66 license and 15 years of industry experience. She has worked at PNC Investments since 2018 and previously held positions at Bank of the West, BancWest Investment Services, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

Leland Detmer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has two years of industry experience and previously worked on the PGA Tour for five years. Detmer is also the co-founder and secretary of the BCCC Scholarship Foundation, which provides scholarships for underprivileged children to attend golf camps. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse clientele, including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.