Ryan Kellinger is a CFP® with seven years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with the firm since 2016 and is based in Reston, VA. Kellinger also spends part of his time engaged in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive support platform, including managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Darren White is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust Advisory Services and SunTrust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches and incorporates third-party platforms and AI-enabled research tools in its investment process.

Vinay Kaul is a financial advisor with Truist Advisory Services in Arlington, VA, holding a Series 66 designation and 18 years of industry experience. He has worked within Truist and its predecessor entities since 2007. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, fiduciary support, and a manager‑selection program, utilizing a combination of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Richard Hatton is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses. He has been with First Command in various capacities since 2025 and operates Hatton Professional Services, LLC since 2020. Prior to his financial services career, his work experience includes roles at The Home Depot, Inc. and Leidos, Inc. First Command Advisory Services, Inc. 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 overseen by a centralized Investment Management Team and Wealth Portfolio Managers using a structured approach involving model portfolios and pre-approved third-party managers.

Imran Shaukat is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and has been employed by Truist Bank since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that uses both discretionary and non-discretionary approaches supported by third-party platforms.

Marta Steane is a ChFC® credentialed financial advisor with over 31 years of industry experience, currently serving at Voya Financial Advisors, Inc. since 2014. She is also active as an independent insurance agent and volunteers with the Humane Society of Warren County. Voya Financial Advisors, Inc. serves individual, retirement plan, and institutional clients by providing financial planning, portfolio management, and brokerage services through a combination of affiliated strategies and third-party managers. The firm operates as both an SEC-registered investment adviser and broker-dealer, offering a range of advisory and commission-based products.

William Cultice is a CFP® professional with 29 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been associated with various First Command entities since 1996. Outside of his advisory role, he operates a sole proprietorship under his own name. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor diversified model portfolios.

Robert Bell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in a fixed insurance business separate from Guardian. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Michael Stone is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has served in roles at Ameritas and related firms since 2007 and is president of Incisive Financial Group, where he focuses on marketing investment products. Stone is also involved with Business Benefits Group Inc, advising and selling retirement plans to small businesses and individuals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and uses model portfolios and third-party sub-advisers, with a notable focus on plan sponsors and participants.

Timothy Williams is a CFP® professional with 11 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, Inc. and Charles Schwab, having joined both firms in 2025. Prior to this, he worked at Morgan Stanley Smith Barney LLC from 2014 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm serves clients with comprehensive financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while maintaining a non-discretionary advisory approach.

Morgan Douglass is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2021. Prior to that, he spent eight years at Sullivan, Bruyette, Spero & Blayney, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and institutional services.

Kathy Moritz is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Eagle Strategies since 2016 and associated with New York Life and its affiliated entities since 2015. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives and manages the majority of its assets on a non-discretionary basis.

Andrew Stevens is a CFP® professional with 20 years of industry experience, currently advising at Schwab Wealth Advisory in Tysons Corner, VA. His career includes roles at Schwab Wealth Advisory since 2023, TD Ameritrade, Charles Schwab, Charles Schwab Bank, and SunTrust Advisory Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Mark Johannessen is a CFP® professional with 24 years of industry experience, currently serving at Creative Planning since 2021. Prior to this, he spent 30 years at IA Sullivan, Bruyette, Spero & Blayney. He serves on the Board of the CFP Board, focusing on initiatives to develop future financial planners and increase diversity and inclusion within the profession. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated non-investment businesses and integrated private market investment opportunities.

Quinn Murphy is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Steward Partners-related entities since 2023, with prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Jamie Hudgins is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Truist Advisory Services since 2003, following roles within Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate platforms, to deliver its advisory solutions.

Erik Scudder is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 20 years of industry experience. He has worked with Integrated Wealth Concepts since 2016 and previously with Lincoln Financial Advisors from 2013 to 2016. Integrated Wealth Concepts serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach.

David Mccormick Goodhart is a CFP® and PFS™ credentialed advisor at Savant Wealth Management with 12 years of industry experience. He has been with Savant since 2015, initially at Savant Capital Management before continuing at Savant Wealth Management. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by significant in-house resources and affiliated legal and accounting services.

Sharif Charles is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 12 years of industry experience. His prior experience includes roles at Bank of America, N.A., and Merrill from 2013 to 2024. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains capabilities such as in-house research, derivatives services, and bespoke solutions for large relationships.

Thomas Mcdonnell III is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager arrangements and employing AI-enabled tools for research and oversight.