Samuel Vigderhouse is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 credential and has worked exclusively at Janney Montgomery Scott in various capacities since 2022. Prior to his advisory role, he had experience outside the financial industry, including work at Martin's Wine and Spirits and the University of Maryland Stamp Student Union Center. 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house management and third-party managers.

Christopher Williams is a financial advisor with Commonwealth Financial Network in McLean, VA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. His career includes roles at Mosaic Wealth Partners, LPL Financial, Wells Fargo Clearing, Banc of America Investment Services, and Truist Investment Services. Williams is also involved in fixed insurance sales as a business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody/clearing services.

John Dequattro is a Series 66-licensed financial advisor with 12 years of experience at TD Private Client Wealth LLC and TD Bank, N.A. in Vienna, VA. He holds a minority ownership interest in a hospitality redevelopment project in Portland, Maine, and is active as the lead guitarist in the Don Campbell Band. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

Joshua Monk is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been affiliated with Kestra Advisory Services, LLC since 2016, and with Kestra Investment Services, LLC since 2005. He serves retail clients as a financial advisor through Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors.

Colleen Stutz is a financial advisor with Eagle Strategies (NY Life) based in Fairfax, VA, holding the ChFC® and Series 63 credentials and bringing 25 years of industry experience. She has been affiliated with New York Life Insurance Co. since 2001 and operates Sonrise Strategies, LLC, through which she sells New York Life products and brokers non-registered insurance products. Outside of her advisory work, Stutz serves on the boards of BetterALife, a nonprofit providing meals for hungry families, and the Purcellville Business Association. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and charitable organizations. The firm provides multiple program types and emphasizes tailored advice, managing most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Maher Shoukr is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Advisors, LLC and H.Beck Inc before joining TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers to construct portfolios and offers financial planning support along with custody and reporting services.

Peter Webster is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ford & Associates Wealth Management LLC and Principal Financial Services since 2017. Outside his advisory role, he serves as managing partner of Ford & Associates Wealth Management LLC, an entity formed to manage shared business expenses with a partner. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Aminata Jarboh is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She previously worked at RBC Capital Markets for one year and Delta Air Lines for seven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale alongside unique market roles such as swap dealing and futures commission merchant activities.

Donald Harris is a CFA® charterholder and holds a Series 65 license, with 25 years of industry experience. He is currently with The Colony Group, LLC and previously worked at Sterling Capital Management LLC and De Garmo & Kelleher. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Benjamin Thompson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has four years of industry experience, including prior roles at Brewer Law Firm and Charleston School of Law. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate operating arrangements.

Mary Fife is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 32 years of industry experience. She has been with Commonwealth since 2005 and is also associated with Steve Harvey LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Benjamin Lievestro is a CFP® with 17 years of industry experience, currently advising clients at First Command Advisory Services since 2015. He has been associated with the First Command affiliated entities since 2010. He is also the owner of Benjamin Lievestro, LLC, which exclusively manages his First Command-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with a discretionary approach.

Vanessa Alonzo is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. She previously worked at UBS Financial Services and UBS Bank USA for a combined 11 years before joining Steward Partners in 2023. Alonzo is involved with the Women's Leadership Alliance, supporting the expansion of its reach in businesses, communities, and colleges nationwide. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing investment advisory, financial planning, pension consulting, and managed account programs.

Scott Davis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, American Funds, and Jackson National Life Distributors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, offering both managed portfolios and non-discretionary recommendations.

Constantinos Koustenis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. for over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research and inter-affiliate resources.

Sarah Ennis is an advisor at Oppenheimer with a Series 66 designation and experience beginning in 2024. She has held positions at firms including Hanover Research, Virginia Asset Management, and Colliers International. 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.

Sanjay Tomar is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and has three years of industry experience. He previously worked at Merrill – A Bank of America from 2022 to 2024 and has been with TD-affiliated entities since 1999. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing portfolio management, financial planning, and custody through third-party custodians. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers using advisory technology platforms.

Kevin Carey is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Deloitte Consulting LLP for six years and served in the United States Navy for 23 years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios and a centralized Investment Management Team to oversee manager selections and portfolio administration.

Philip Krauss is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2004. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Jahan Jewayni is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Rock & Co LLC, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm operates on a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placement and integrated trust and insurance capabilities.