Arash Katirai is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Woodbury Financial Services, and Capital One Investing. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Ann Marie Hindley is a CFP® and holds a Series 66 designation with seven years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022. Her prior roles include positions at FJY Financial, HomeMaker, RH Paradis & Associates, and Securian Financial Services, Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection within a client-specific investment framework, also providing access to alternative and private market solutions for qualified clients.

Ariana Ahmadi is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, she held roles at Castro & Company and Wendroff & Associates. Her background includes work in the food service and production industries. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and advanced overlay services.

Jack Mutchnik is a financial advisor at Rockefeller Financial LLC with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Rockefeller Capital Management, Truist Investment Services, and Leidos Inc. Outside of finance, he has experience in the fitness and hospitality sectors, including time at Jacobs Fitness Center and Chef Geoff's. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and emphasizes a Private Advisor model supported by a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions across multiple asset classes.

Jastinder Sohi is a CFA® and holds a Series 66 license, with 16 years of experience in financial advisory. He has worked at Chevy Chase Trust Company since 2016, following prior roles at M&T Securities, Inc. and Wells Fargo Clearing. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on macro trends and sector themes, and operates as a state-chartered trust company combining fiduciary trust, custody functions, and investment management.

John Witcher is a CFA® charterholder with 15 years of industry experience. He has worked at MAI Capital Management, LLC since 2023 and previously spent 13 years with Cambridge Associates, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services into client relationships.

Thomas Raby is a financial advisor at Eagle Strategies (NY Life) with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Eagle Strategies LLC since 2026. Prior to this, he was employed at RiskSpan, Inc. and Jadan Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary management of assets, particularly for institutional sponsors.

Matthew Mc Leod is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott and other financial firms. Outside of his advisory work, he is a publisher with Warszawska Firma Wydawnicza in Poland and owns Sweet Boy Bakery, a home baking business in Arlington, VA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Anthony Slovick is a CFA® charterholder and holds Series 63 and Series 66 licenses, with seven years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2023, previously serving at Bank of America N.A. and Merrill from 2020 to 2023, and Hancock Whitney Bank from 2007 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services using technology platforms from Envestnet and custody through Pershing.

Dianne Nolin is a CFP® with 35 years of industry experience and is currently with Osaic Advisory Services, LLC. Her prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Spire Investment Partners, and Spire Wealth Management. Outside of her advisory work, she manages a divorce financial planning team and provides related educational content through Argent Bridge 2 Divorce. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a combination of fundamental and technical analysis and platform integrations.

Sanjeev Butani is a financial advisor with Eagle Strategies (NY Life) in Sterling, VA, holding a ChFC® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including roles at NYLIFE Securities LLC, New York Life Insurance Company, Prudential, and AIG. Outside of his advisory work, he is involved in insurance brokering and property and casualty sales. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis, with a significant focus on advisory services related to insurance and annuity products.

Harrison Quimby is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Curi Capital. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investment options from both affiliated and third-party sub-managers.

Jeffrey Bunch is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for seven years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Roberto Herrera is a financial advisor at Creative Planning with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Northwestern Mutual Investment Services, Principal Securities, Principal Financial Group, and Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active management techniques and private market exposure.

K Kennedy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to this, Kennedy worked at several firms including Royal Alliance Associates, Seia LLC, SII, EF Legacy Securities, and Edelman Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, direct indexing, and other platforms, while also providing specialized services such as retirement plan consulting and charitable advisory.

Matthew Smith is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. He has one year of industry experience and previously served in the U.S. Coast Guard. Outside of his advisory role, he is involved with the Burke Athletic Club. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Atricia Roberts is a CFP® professional with 11 years of industry experience, currently serving at Kestra Advisory since 2019. Her previous experience includes roles at Bank of America and Merrill. Outside of her advisory work, she holds a position as COO and Partner at Curo Private Wealth, where she oversees client service operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets across a diverse client base that includes sovereign wealth funds.

Stacy Murchison is a financial advisor at Chevy Chase Trust Company with 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Murchison has been with Chevy Chase Trust since 2006. 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 secular trends and diversification, serving primarily multi-million dollar client relationships.

Jennifer Stover is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Sandy Spring Bank. Outside of her advisory role, she has authored four books under the pen name Penelope Aaron. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Joel Levesque is a CFA® charterholder with 15 years of industry experience. He has been with J.W. Cole Advisors, Inc. since 2012 and previously worked at Workman Securities Corporation. Levesque serves as Chief Financial Officer for Army Emergency Relief, a nonprofit that provides grants and no-interest loans to soldiers and their families in financial distress. He is also a member of the Board of Trustees Development Committee at Thornton Academy. J.W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement services, and third-party manager platforms to individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical strategies and provides both discretionary and non-discretionary account management.