Thomas Scanlon is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 65 and Series 63 credentials. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Loandepot, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and integrates large institutional capabilities with specialized market roles and arrangements.

Joseph Lamoglia is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth and Potomac Financial Private Client Group, LLC since 2012, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Karly Holland is a CFP® professional at EP Wealth Advisors with six years of industry experience. Prior to joining EP Wealth Advisors in 2026, she worked at Divergent Planning, LLC and Moisand Fitzgerald Tamayo, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Matthew Mc Lane is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation. Outside of his advisory work, he is involved in life insurance marketing through The McLane Agency, Inc. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services utilizing a variety of investment strategies and both discretionary and non-discretionary arrangements.

Valerie Malley is a CFP® and ChFC® with seven years of experience in financial advising at First Command Advisory Services. She has also worked as a group fitness instructor at OneLife Fitness since 2014 and runs a pet-sitting business through the Rover app. Valerie is based in Fairfax, VA. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Abigail Holmes is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. She holds the CFP® designation and Series 65 license. Her prior experience includes roles at Brightside Advisory Partners, LLC and WMS Partners, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and private-fund management.

Ittai Dvir is a financial advisor with Independent Financial Group, LLC, holding the CFP® designation and Series 66 license, with 16 years of industry experience. He has worked at Independent Financial Group since 2011 and at Plotkin Financial Advisors since 2009. Dvir is a 50% owner of Monarch Global Partners, LLC, a firm offering institutional marketing and referrals, and is involved in consulting services to an Israel-based Bridge Equity fund through ID Financial Advisors, Inc. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services through various platforms, combining in-house and third-party manager models, and operates with a mix of advisory and brokerage roles.

Dwayne Grady is a financial advisor at Prime Capital Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he teaches scuba diving as a dive instructor. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, family office offerings, and employs various investment strategies with both discretionary and non-discretionary account management.

Judy Redpath is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. She has been with Commonwealth since 2006, with a concurrent role as owner of VISTA Wealth Strategies LLC, a private entity facilitating securities and financial planning activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering access to discretionary model portfolios and various program structures.

Robert Mulhaul is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes 13 years at Coburn & Meredith, Inc. and ongoing affiliations with LPL Financial since 2021. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customizable portfolios using mutual funds, ETFs, equities, and fixed income.

Jay Schiff is a financial advisor at Oppenheimer with 26 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses and has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a broad range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives documented in investment policy statements.

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® and holds a Series 66 license, with eight years of industry experience. She is currently with Burt Wealth Advisors and previously worked at Creative Planning, Brighton Jones, Financial Engines Advisors, Edelman Financial Services, and Citigroup Global Markets. Fortini serves on the board of Rock Spring Children's Center, a nonprofit childcare organization. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis across various time horizons and primarily allocates assets among mutual funds and ETFs.

John Henien is a financial advisor at HSBC Securities (USA) Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with HSBC Securities since 2011, concurrently serving as a bank officer at HSBC Bank USA N.A. Outside of his advisory role, Henien is involved in managing several residential real estate ventures, including property rentals and a swimming pool rental business. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment programs supported by strategic and tactical asset allocation and fund due diligence conducted with affiliated providers.

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 CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with Schwab Wealth Advisory and Charles Schwab & Co., Inc., where he has worked since 2024. Prior to this, he spent six years with Fidelity Personal and Workplace Advisors and nine years with FIDELITY Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients, and it operates as an internal advisory unit within the Schwab ecosystem.

Michael Ness is a financial advisor at Cerity Partners LLC with 21 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Cerity Partners in 2022, he worked at FJY Financial for five years and at Fieldstone Financial Management Group, LLC for one year. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens, and offers access to alternative and private-market investments alongside comprehensive planning and consulting services.

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 four 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. Cerity Partners is an SEC-registered investment adviser serving a broad 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, with a focus on diversified asset allocation and customized portfolios.