Julia Catuara is a CFP® with 36 years of experience, currently affiliated with Eagle Strategies (NY Life). She has been involved with Eagle Strategies since 2008 and also operates Catuara & Bell, Inc., through which she brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Marcus Odinec is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company for 12 years before joining Cerity Partners in 2026. 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 broad range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

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.

Bobbi Young is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of advising, she works as a mystery shopper and teaches yoga. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

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.

Lawrence Lee is a CFA® charterholder with five years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent a decade at Gratus Capital, LLC and Gratus Capital Management, LLC. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party managers when appropriate.

Leonardo Toledo is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services and Deloitte Tax, LLP. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools alongside traditional research in its investment process.

Samantha Cooke is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She previously worked at Kaplan Financial Group and spent seven years at George Mason University. Outside of her advisory role, Samantha hosts a local trivia event called District Trivia in Woodbridge, VA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

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.

Buna Cumbie II is a financial advisor with Primerica Advisors in Columbia, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience, including over 27 years with Primerica Advisors and an ongoing association with Guardian Life Insurance Co. of America since 1987. Outside of his primary roles, he occasionally sells insurance policies with companies other than Guardian. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers both brokerage and advisory services, utilizing a combination of proprietary and third-party investment strategies, and supports a range of account-level services such as lending solutions and donor-advised funds.

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 at PNC Wealth Management with 15 years of industry experience. He holds the Series 65 and Series 63 licenses and has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio offering for employees. The firm uses algorithm-driven risk assessments and executes portfolios with mutual funds and ETFs, relying on approved model strategies managed by PNC or third parties.

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.

Skerdi Kostreci is a CFP®-certified financial advisor with 20 years of industry experience, currently with Eagle Strategies (NY Life). His career includes long-term roles at Eagle Strategies and NYLIFE Securities LLC, along with experience at multiple financial advisory firms. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sinwai Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Aligned Benefits Group Inc and International Medical Group. Outside of advising, he serves as president of Better Tomorrow and More Corporation, a nonprofit focused on education in nutrition, health, and technology, and teaches Qi Gong classes weekly. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services with a mix of proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and supports a range of individual and institutional clients.

Rosario Vezzi is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Oppenheimer since 2018, following seven years at Wells Fargo Advisors. Outside of his advisory role, Mr. Vezzi serves as trustee for private family trusts established for estate management purposes. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and diversified investment strategies to meet client objectives, with a notable focus on both discretionary and non-discretionary investment management programs.

Bobby Watson is a financial advisor with PlanMember Securities Corporation in Elkridge, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with PlanMember since 2008. Outside of his advisory role, he is an independent insurance agent and volunteers as a youth soccer and basketball coach. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers education, support services, and uses a top-down strategic asset allocation framework to manage risk-based mutual-fund portfolios.

Elvis Langha is a financial advisor at Transamerica Financial Advisors with a PFS™ designation and recent experience in the industry. He also serves as CFO of Pristine Medical Equipment and Accessories Inc and is principal at LGE Advisory Services LLC, where he provides accounting, tax, and business consulting services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, employing proprietary and third-party model portfolios to deliver both discretionary and non-discretionary investment solutions.