Grayson Hurley is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. His prior roles include positions at Forge Financial Group and Potomac Financial Private Client Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including customized portfolio solutions and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

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.

Shaun Germain is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Bridge Title, Inc. and Texas Roadhouse, where he continues to serve part time as a key manager and server. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

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. She is currently with Cerity Partners LLC, where she has worked since 2023. Her prior roles include positions at Lumina Financial Consultants, Virtual FP LLC, and FJY Financial. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, tailoring portfolios through diversified asset allocation and proprietary quantitative screening.

Daniel Mizell is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Davenport & Company LLC since 2014. Mizell is also a member of Mizell Partners, LLC, an investment-related entity. Davenport & Company serves individual and institutional clients offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees strategies across separately managed accounts, mutual funds, and ETFs.

Amy Sachs is a financial advisor at Steward Partners Investment Advisory, LLC with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Steward Partners in various capacities since 2016, including roles at Steward Partners Global Advisory LLC and Steward Partners Investment Solutions, LLC. Outside of her advisory duties, she serves as a trustee for family irrevocable trusts and is involved with Slate Craft Goods LLC. 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 plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services, with both discretionary and non-discretionary portfolio management options.

Stephen Harvey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has operated Steve Harvey LLC since 2005, focusing full-time on his securities and investment advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support. The firm offers advisors discretion to construct client portfolios from diverse securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Bryan Trejo is a Series 66 licensed financial advisor at PNC Wealth Management with 12 years of industry experience. He previously worked at Citigroup Global Markets and TD Ameritrade before joining PNC in 2021. Based in Vienna, VA, Trejo currently provides advisory services within an enterprise firm setting. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and approved model strategies executed with mutual funds and ETFs, focusing on automated portfolio management rather than standalone financial planning.

Clayton Castle is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Zoominfo and Aflac, as well as working in construction and hospitality industries. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various portfolio management and financial planning services through both proprietary and third-party solutions.

Timothy Landicho is a CFP® professional affiliated with Commonwealth Financial Network in Arlington, VA, with experience beginning in 2026. He has previously worked at Marotta Wealth Management and has a background that includes roles in education and wellness organizations. 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 a large client base. The firm offers a comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services including trading, reporting, and custody.

Nicholas Camel is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018, following three years with Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he owns rental properties in Florida and Maryland. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as investment adviser to a donor-advised fund sponsored by Charityvest.

Richard Shu is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding a Series 66 designation and 24 years of industry experience. He has been with HSBC Securities and HSBC Bank (USA) N.A. since 2013, where he also serves as a bank officer involved in the sale of bank-related products alongside his role as a registered representative. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm uses model risk profiles and a combination of strategic and tactical asset-allocation advice developed with HSBC Global Asset Management, with programs distinguished by their integration of affiliated and third-party advisory and custodial services.

Raphael Lewis is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Alexandria Capital from 2017 to 2021 and FIC Capital from 2012 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, with an emphasis on manager selection and multi-manager solutions utilizing both affiliated and third-party managers.

John Guidi is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 15 years of industry experience. He has held roles at Bouchard Wealth Advisors LLC, Mid Atlantic Financial Management, Inc., and Mid Atlantic Capital Corporation since 2016. Guidi is also the managing director of Guiding Wealth Financial Partners, providing advisory services that include retirement, estate, and education planning. Additionally, he engages in fixed insurance sales on a limited basis. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services and employs various program structures combining in-house manager selection, third-party models, and advisor discretion.

Jeffrey Leventhal is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2011. Outside of advisory work, he serves on the board of directors for a custodial care business for the elderly and participates in an investment education initiative for Maryland football players. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers.

Chadwick Dickison is a CFP® professional with four years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He has worked at several firms including Golub Capital, Guidepoint Global, Bank of America, and Merrill. He also has experience in entrepreneurial ventures such as C&C Marine Ventures LLC. Mercer Global Advisors provides comprehensive investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified investment strategy based on Modern Portfolio Theory, utilizing a range of low-cost investment vehicles and specialized programs.

Eunjoo Fenton is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with Truist Advisory Services in Fairfax, VA. She has worked with SunTrust Advisory Services since 2016 and SunTrust Securities since 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Mark Stull is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Janney, he worked at United Brokerage Services Inc and BB&T Securities, LLC. Outside of his advisory work, Stull volunteers with the Frederick County Landmarks Foundation and Habitat for Humanity and is involved as a partner in an esthetics business. 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, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory programs supported by centralized asset management and trustee services.

Cristina Lipson is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment vehicles.