Jose Reyes is a Series 66 licensed financial advisor with six years of industry experience, currently with Truist Advisory Services. His prior roles include positions at Suntrust Investment Services, BB&T, and Bank of America. He serves as a board member of Love Church, a nonprofit religious organization, where he participates in budget and expense approvals. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enhanced research and extensive inter-affiliate integration.

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 SPC in Annandale, VA, holding Series 63 and Series 66 credentials and 22 years of industry experience. His career includes roles at Commonwealth Financial Network, Mosaic Wealth Partners, LPL Financial, Wells Fargo Clearing, and Banc of America Investment Services. He is also involved in fixed insurance sales. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs.

John Dequattro is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2013. Outside of his advisory role, he is the lead guitarist in the Don Campbell Band and holds a minority ownership interest in Press Hotel Manager, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional, high-net-worth, and retail clients, offering portfolio management, financial planning, and access to a range of investment products through a combination of 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.

Ara Abrahamian is a financial advisor at EP Wealth Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Divergent Planning, LLC and H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a variety of investment strategies.

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.

Stephen Harper Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at PNC Investments LLC and Wells Fargo, where he worked for over a decade. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, implementing multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines institutional scale with unique market roles, offering advisory programs alongside execution, custody, and derivatives services.

Donald Harris is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He is currently with The Colony Group, LLC, having previously worked at Sterling Capital Management LLC and De Garmo & Kelleher. He is based in Washington, DC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach uses a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework emphasizing tax- and fee-sensitive portfolio construction.

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 in Arlington, VA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2024, following a seven-year tenure at American Funds and three years with Jackson National Life Distributors LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed advice and investment education, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and emphasizes non-discretionary asset management rather than targeting high-net-worth clients or standalone financial planning.

Connor Becton is a CFP® with two years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has held positions at several firms, including Corbett Road Wealth Management, Spire Securities, and Campbell Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves a diverse client base including 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 approximately 286 advisors serving over 13,000 clients.

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.