David Garcia is a CFP®, CFA®, and Series 65-licensed advisor at Creative Planning with 11 years of industry experience. He previously worked at Hightower Advisors for five years and Farr Miller Washington for six years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Robert Glass is a CFP® professional with 15 years of experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at The Mather Group, Financial Engines Advisors, and Edelman Financial Services. Outside of his advisory work, he is involved with Windsor Care Homes, an LLC focused on elderly care. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers integrated tax services and coordinated Family Office offerings, employing discretionary, customized portfolios supported by in-house research and third-party allocations.

Jean Marie Leonard is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds Series 63 and Series 66 licenses and has seven years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, she serves as chapter president of the McLean Business Connections networking group and teaches private flute lessons. 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 objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brandon Truong is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at PNC Investments LLC, CITIGROUP, Woodbury Financial Services, and Capital One Investing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and approved model strategies to manage investments with mutual funds and ETFs.

Lynn Panagos is a financial advisor at Chevy Chase Trust Company with 22 years of industry experience. She holds a Series 65 designation and has been with Chevy Chase Trust since 1999. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, offering both discretionary and non-discretionary portfolio management across equities and fixed income.

Scott Walker is a CFP® and CFA® with 26 years of industry experience. He has been with Hightower Advisors since 2021 and previously worked at Alexandria Capital, LLC for 11 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Ankit Choksi is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets. He previously worked for eight years at Campion Asset Management, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and integrates in-house research and unique market roles to support its large-scale institutional client base.

Timothy Trimble Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Samia Clookie is a Series 65 licensed advisor at Wealthspire Advisors with 4 years of industry experience. She has been with Wealthspire Advisors since 2016. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation.

Answan Johnson is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He previously worked at The Colony Group, LLC and Bridgewater Wealth and Financial Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of active and passive strategies within an enhanced open architecture framework.

Nicholas Balmer is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with TIAA-CREF since 2018 and previously worked at TD Ameritrade and Scottrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary model that includes customized and model-based investment approaches.

Robert Murphy is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank LLC and RBC Capital Markets. Based in Washington, DC, he has been with Oppenheimer since 2022. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services incorporating strategic and tactical asset allocation, investment consulting, and financial planning.

Glen Lambinicio is a financial advisor at Brown Advisory with 27 years of industry experience. He holds a Series 65 designation and has worked at IA Beaty Haynes & Patterson, Inc. since 1997. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a range of strategies including equity, fixed income, and sustainable-investment options.

Cara Kennedy is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Rock & Co LLC. Outside of her advisory role, she is a part-time fitness instructor at DivaFit, LLC. 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 as both an investment advisor and a registered broker-dealer with a consolidated investment platform.

Brian Ruther is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at SunTrust Advisory Services, SunTrust Bank, and Wells Fargo. He also serves as an adjunct instructor at George Washington University, teaching undergraduate courses in finance and leadership development. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Paul Cusumano is a CFA® charterholder with five years of industry experience. He is currently an advisor at Allworth Financial, L.P. and has previously worked at Arthur Stein Financial, Morgan Stanley, and Point72 Asset Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite, pure-index, and specialized models such as Buffered Equity ETFs, and utilizes both discretionary and non-discretionary management approaches.

Luke Keck is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P./Mercer Allied and Summit Financial Resources. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the broader Goldman Sachs organization.

Shikhar Jhalani is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citi since 2023. His prior experience includes roles at Canadian Imperial Bank of Commerce, Fidelity Investments, and the University of Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and derivatives services.

James Clark is a financial advisor with PNC Wealth Management in Washington, DC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to PNC Bank employees. The firm uses algorithmic questionnaires to guide investment risk bands and implements portfolios using approved strategies with mutual funds and ETFs.

Debritu Kassa is a CFP® with 19 years of industry experience and has been with Chevy Chase Trust Company since 2012. She holds Series 63 and Series 65 licenses. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, emphasizing longer-term holdings and utilizing a combination of equities, fixed income, ETFs, and alternative funds.