Edward Dobranetski III is a CFA® charterholder with 22 years of industry experience. He has been with Chevy Chase Trust Company since 2005. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversified portfolio construction, combining trust, custody, and fund-management roles.

Christopher Kiessling is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized approach with diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Brian Riley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has long-standing affiliations with Ameritas Life Insurance Corp, Ameritas Investment Corp., and Acacia Financial Advisors LLC. Riley is also licensed as an independent insurance agent, focusing on the sale and service of fixed insurance products including life, disability, and long-term care insurance, as well as fixed annuities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of portfolio management strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Paula Landau is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2015. She holds Series 63 and Series 66 licenses and is based in Bethesda, MD. Chevy Chase Trust Company advises high-net-worth individuals, families, and various institutional clients, offering investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining discretionary and non-discretionary portfolio management with trustee and custody services.

Michael De Spirito is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA and its related entities since 2001. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Deanna Tomasetti is a CFP® professional with 13 years of industry experience. She is currently with Creative Planning and has previously worked at Burt Wealth Advisors and McKinley Carter Wealth Services. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a broad range of retirement plan services.

Samuel Solondz is a CFP®-certified financial advisor at Truist Advisory Services with 17 years of industry experience. He has been with the firm and its predecessor entities since 2016. Outside of his advisory role, he serves as a managing member of SMS Development, a real estate development company focused on property renovation and management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools alongside traditional analysis to support its investment approach.

Marcus Odinec is a financial advisor at Cerity Partners LLC with 13 years of industry experience and holds a Series 65 credential. Prior to joining Cerity Partners in 2026, he worked for 12 years at SOL Capital Management Company. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services that integrate proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Andrew Karr is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Outside of his advisory work, Karr serves on the investment committee for the United Jewish Endowment Fund and chairs the investment committee at Woodmont Country Club. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with broker-dealer services and offers a consolidated investment platform delivering discretionary and non-discretionary solutions across multiple asset classes.

Natalie Jairath is a financial advisor with Integrity Alliance, LLC and holds a Series 65 designation. She has several years of industry experience, having worked at firms including Lion Street Advisors, Kestra Advisory Services LLC, Facet Wealth, StratWealth, & wealth, Snowden Lane Partners, and Cambridge Investment Research Inc. Outside of her advisory role, she serves as an account manager at Risk Strategies, a consulting and insurance solutions company. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and varied advisory services through a combination of discretionary accounts, model portfolios, and third-party sub-advisers.

Justin Matarazzo is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at Citigroup Global Markets since 2008, with a brief tenure at The Hershey Company and Milton Hershey School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing comprehensive advisory, execution, and custody services.

Craig Dyson is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Scott & Stringfellow, BB&T Securities, SunTrust Bank, and SunTrust Investment Services. Dyson has been with Truist since 2019 through its predecessor entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, integrating discretionary and non-discretionary approaches supported by inter-affiliate relationships and AI-enabled research tools.

Lawrence Lee is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for over a decade at Gratus Capital, LLC and Gratus Capital Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Alberto Hernandez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 16 years of industry experience. Prior to joining Truist in 2026, he worked at LPL Financial, M&T Securities, and SunTrust Advisory Services. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by technology-driven research and a multi-affiliate platform.

John Nocita is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Strategic Financial Associates, New York Life Insurance Co, and Ast Investor Services LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, working with a variety of plan sponsors and clients.

Justin Liberti is a financial advisor at ASB Capital Management LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Chevy Chase Trust Company since 2014. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion through pooled investment vehicles and institutional separate accounts. The firm offers discretionary investment management across equities, fixed income, and real estate, serving primarily institutional clients and employing both active and passive strategies.

Brian Berlan is a CFP® professional affiliated with TIAA-CREF in Washington, DC, with six years of industry experience. He has worked at TIAA and TIAA-CREF since 2007, including two separate tenures at TIAA-CREF from 2012 to 2017 and from 2025 to the present. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated model that separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Ryan Wendler is a financial advisor with PNC Wealth Management in Odenton, MD. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work includes positions at M&T Securities, Inc. and BB&T Investment Services, Inc. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven model portfolios managed by PNC or third-party strategists.

Gladys Heath is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and previously worked for Merrill from 2013 to 2025. Outside of her advisory role, she acts as a power of attorney for her parents. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating both as a registered broker-dealer and investment advisor with a consolidated platform that includes equities, fixed income, alternatives, and personalized managed account solutions.

Christopher Martin is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CGMI / Citi Private Bank since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized roles, including swap dealing and futures commission merchant services.