Deborah Lewis is a financial advisor at Eagle Strategies (NY Life) with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2007, also associated with New York Life and Nylife Securities since the mid-1990s. Outside of her advisory work, she serves as treasurer for Advent Lutheran Church and volunteers on the Audit & Finance Committee for Gamma Phi Beta. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Dennis Reilly is a Series 65-registered financial advisor at Savant Wealth Management with two years of industry experience. He is also a Customer Advisory Director at Collibra, a data intelligence software company. Prior to his current roles, he worked at SAS for five years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and offers a range of affiliated services including legal, accounting, and trust services.

Pamela Wise is a financial advisor with \&PARTNERS in Washington, DC, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She previously worked at Bank of America and Merrill for 14 years. Outside of advising, she owns Owlbat Industries LLC, a dressmaking company, and serves on the board and investment committee of St. David's Church in Washington, DC. \&PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting services utilizing a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Kaitlyn Fanaroff is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Rockefeller Financial LLC and has prior experience with J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill, and Bernard R. Wolfe and Associates. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform, providing a range of discretionary and non-discretionary solutions across multiple asset classes.

Derek Sauerwine is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. In addition to his advisory role, he owns CTS Financials LLC, a single-person practice focused on insurance products such as long-term care insurance, life insurance, and fixed annuities, primarily serving clients in Virginia. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers portfolio management through a turnkey asset management platform and wrap-fee program.

Maxwell Mcadams is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He previously worked at McAdam Financial and has been affiliated with Theta Chi Fraternity. 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.

Daniel Graff is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously held positions at Sullivan, Bruyette, Speros & Blayney, LLC and Weatherstone Capital Management. He is based in McLean, VA. 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 managing approximately $217 billion in assets.

Matthew Brock is a CFP® with 23 years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously spent nine years at Divergent Planning, LLC and seven years at H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services including tax preparation and estate-document preparation for qualifying clients.

Kristin Hayes is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at Charles Schwab and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations to clients’ goals and risk tolerance, with trades executed only upon client authorization.

James Worfolk is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes roles at Morgan Stanley and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and managed account solutions through a fiduciary-based advisory model that incorporates both third-party managers and proprietary platforms.

Lars Okeson is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2020, following a four-year tenure at Pagnato Karp Partners, LLC. Okeson serves on the accounting board of the College of William & Mary’s Raymond A. Mason School of Business. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and conducting structured due diligence to tailor portfolios to client objectives and risk profiles.

Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at HUB Investment Partners, Millennium Advisory Services, and other organizations prior to joining Focus Partners. His background includes roles outside traditional finance, such as experience in the food service industry. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Benjamin Albright is a CFP® professional with one year of experience at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he spent nine years at The Family Firm and has served in the U.S. Marine Corps since 2008. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Heather Errigo is a CFP®, CFA®, and Series 65 licensed financial advisor with 26 years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc. and previously spent 21 years at Lynx Investment Advisory, LLC and four years at ASB Capital Management LLC. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm emphasizes customized portfolio management through an internal investment team and committees, combining proprietary and external strategies, and is notable for its management of assets for investment company clients.

Ryan Mccall is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth Financial Network since 2007, with a period overlapping a role at Clarendon Wealth Management since 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eileen O'Connor is a CFP® with 21 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and was previously with Hemington Wealth Management, LLC for 12 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and offers portfolio management alongside custodian-based reporting and performance measurement.

Marcus Malone is a CFP® with 11 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Corbett Road Wealth Management and Spire Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Mohammad Rehan is a financial advisor at PNC Wealth Management with 30 years of industry experience. He has been with PNC Investments since 2005. He has Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a registered agent for Dawlay LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed via an invitation-only employee pilot. The firm utilizes approved model strategies with annual rebalancing and employs an algorithmic questionnaire to assist with risk assessment and model selection.

Michael Muldoon is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Tysons Corner, VA. His career includes roles at Charles Schwab & Co., Inc., Legacy Wealth Management Inc., and several other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain CS&Co.-referred clients. The firm’s approach is based on Schwab’s asset allocation models and research tools, offering tailored recommendations and requiring client authorization for trades.

Francis Brown is a financial advisor with Schwab Wealth Advisory, Inc. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Schwab Wealth Advisory, he worked at Brown Advisory from 2022 to 2025 and at Key Private Bank from 2012 to 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and those referred by Charles Schwab & Co. The firm’s advice is guided by Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.