Leslie Roberts is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and 65 credentials and over 35 years of industry experience. He has worked at Centaurus Financial since 2007 and has been affiliated with Long Financial Services since 1989. Roberts also sells term life insurance through a separate activity in Boca Raton, FL. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting, using a range of investment analysis techniques and both discretionary and non-discretionary account management.

Pranali Fortini is a CFP®-credentialed financial advisor with nine years of industry experience. She is currently with Creative Planning and has previously worked at firms including Burt Wealth Advisors, Brighton Jones, and Financial Engines Advisors. Fortini serves on the board of Rock Spring Children's Center, a nonprofit childcare organization. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages approximately $295.6 billion in assets across more than 1,100 advisors and offers a range of institutional and private investment solutions.

John Henien is a financial advisor at HSBC Securities (USA) Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HSBC Bank USA N.A. since 2016 and HSBC Securities since 2011. Outside of his advisory role, he is involved in managing residential real estate rental activities through multiple entities and rents a swimming pool via a mobile platform. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of model risk profiles and combines strategic and tactical asset allocation with fund due diligence, offering both client-directed and fully discretionary investment solutions.

David Avila is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at George Mason University and multiple financial services firms such as Charles Schwab and MassMutual. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm provides a range of advisory services including financial planning, investment management, and retirement plan consulting, with an emphasis on tailored recommendations and a primarily non-discretionary asset management approach.

Christopher Buckley is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the CFP® and Series 66 designations. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Schwab in 2024. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm utilizes Charles Schwab & Co.'s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Michael Ness is a CFP® professional with 21 years of experience in financial advising. He currently works at Cerity Partners LLC and has previously held roles at firms including FJY Financial and Rembert Pendleton Jackson. His career spans a range of advisory services across multiple firms. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management with a focus on client-specific investment profiles, combining proprietary quantitative analysis with a range of investment strategies and access to alternative and private market solutions.

Steven Page is a CFP® with 15 years of experience in financial advising, currently with T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2010, with a brief period at TD Ameritrade Inc. from 2019 to 2021. Outside of his advisory role, he serves as a board member of the budget committee for The Chastleton Cooperative Association, where he discusses HOA budgets and capital expenditures. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with ongoing portfolio management and an interactive online planning tool.

Joshua Stromberg is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Brandon Gromadzki is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Oak Hill Wealth Advisors LLC, Bank of America Merrill Lynch, and The Vanguard Group, Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services that combine quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions and affiliated business services.

James Bruyette is a financial advisor with Creative Planning in Annandale, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for IA Sullivan, Bruyette, Spero & Blayney and Sullivan, Bruyette, SperoS & Blayney, Inc. for 30 years. Outside of his advisory role, he serves as a board member and youth coach for the First Tee of Greater Washington DC. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Lisa Gilland is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including prior work at Financial Growth Partners and a 13-year tenure at Grant Thornton. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through both discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Anthony David is a financial advisor at Concurrent Investment Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, Citigroup Global Markets, and Raymond James Financial Services. Outside of advisory roles, he is involved as an owner of SJD Partners, LLC, a holding company used for passive private investments. 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, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of roughly 286 advisors.

Daesung Ji is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at Worthington Financial Partners and KP Stoneymill Inc. Ji serves as treasurer and board member for the Korean Community Service Center for Greater Washington. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms emphasizing long-term strategies with options for shorter-term trading and utilizes third-party asset managers.

Karin Schultz is a Series 65-licensed financial advisor at Cerity Partners LLC with 14 years of industry experience. She spent 21 years at SOL Capital Management Company before joining Cerity Partners in 2026. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that integrate proprietary investment frameworks with access to alternative and private market solutions.

Grayson Hurley is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Forge Financial Group, Potomac Financial Private Client Group, and Commonwealth Financial Network. His background includes roles outside finance, such as working at Hollywood Golf Course. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.

Frances Arias is a Chartered Financial Consultant (ChFC®) affiliated with Eagle Strategies (NY Life) and has 14 years of industry experience. She has been associated with New York Life Insurance Company and Nylife Securities LLC since 2012 and joined Eagle Strategies in 2022. Outside of her advisory role, Arias works as an independent contractor at St. Francis of Assisi Church and performs as a paid wedding musician. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm provides tailored financial planning, investment management, and retirement-plan advisory services, emphasizing mostly non-discretionary asset management within an integrated New York Life affiliate structure.

Taylor Seiling is a CFP® professional with 14 years of industry experience. He has worked at Creative Planning since 2021 and previously spent 15 years at SBSB Financial Advisors. Based in McLean, VA, he is part of a large advisory firm serving a diverse client base. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Melissa Taro is a CFP® professional with 11 years of industry experience, currently with Cerity Partners LLC since 2023. Her prior experience includes roles at Lumina Financial Consultants, Virtual FP LLC, FJY Financial, and SBSB Financial Advisors. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with direct security selection and alternative investment solutions.

Yun Ma is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Transamerica in 2021, Yun Ma held roles with various insurance and benefits organizations and is involved in multiple insurance-related activities, including assisting clients with Medicare and short-term health plans. Additionally, Yun Ma serves as a College Success Advisor at Kyros AI Corp, an AI-based platform focused on college admission preparation. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and institutions, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, supporting a range of discretionary and non-discretionary investment programs.

Zubair Khan is a financial advisor at Mariner with 17 years of industry experience. He holds CFP® and CFA® designations and has previously worked at Glass Jacobson Investment Advisors, Azzad Asset Management, Hanscom Federal Credit Union, and LPL Financial. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, Core Family Office offerings, and employer financial-wellness tools.