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.

Nicholas Marten is a financial advisor at &Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equinox. Outside of advising, he has assisted with maintenance operations at Equinox Sports Club. &Partners serves a diverse client base including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary services. The firm utilizes a combination of fundamental, technical, and quantitative analysis and provides access to proprietary and third-party investment strategies.

Sarrah Schreffler is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Cambridge Associates. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates a range of strategic investment tools and access to affiliated Goldman Sachs capabilities across banking, asset management, and brokerage services.

Alina Seminaro is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 23 years of industry experience. She has been affiliated with Steward Partners and its related entities since 2013 and previously worked at Raymond James Financial Services. Seminaro is also a team member of Legacy Wealth Partners. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory services and portfolio management solutions, utilizing both in-house and third-party money managers.

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.

Bassem Beaini is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held roles at Eagle Strategies since 2010 and operates several affiliated firms, including B & H Financial Services Inc. and Blueprint for Financial Success. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types with an emphasis on tailoring recommendations and managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Utley Jr. is a CFP® with 39 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. He is also the owner of Utley LLC, a support company based in McLean, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC‑registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Darin Jackson Jr Jr. is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Fidelity Investments, Bank of America, Merrill, and M&T Securities. Outside of his advisory role, he serves as a board member of the WUC Cooperative, managing housing cooperative operations, and is involved with the Big Chair Chess Club advisory board as well as a moving services business in Washington, DC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s investment approach uses algorithm-driven risk assessments and implements portfolios via mutual funds and ETFs with annual rebalancing.

Brian Bourdon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo and Truist Advisory Services. Outside of his advisory role, Bourdon hosts a podcast titled "Happy Hour at the End of the World," focusing on current events. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party managers, offering financial planning support and portfolio management through a technology-driven platform.

Panorea La Venuta is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight and operates with significant institutional scale and market roles, including swap dealer and futures commission merchant activities.

Martin Hickey III is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has one year of industry experience, including recent roles at Private Advisor Group and LPL Financial, and previously worked for The Chem-Met Company for 19 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary and third-party platforms and follows a fiduciary-based advisory model.

Thomas Parker is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program called AMC Advantage, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Robert Mead is a financial advisor at Principal Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Grove Point Advisors. Outside of financial services, he is a business owner of Joan+Joe Coffee, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Zak Irizarry is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Schwab Wealth Advisory in 2023, he worked at Charles Schwab since 2017, including a role at Charles Schwab Bank, and has experience with Professional Group Plans, AXA Advisors LLC, and Retro Fitness. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and internal research tools.

Gerson D'souza is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. He has been with TD Private Client Wealth LLC since 2023 and has a total of 16 years at the broader TD Wealth organization. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custodial services.

Michelle Aquino is a CFP® professional with 12 years of industry experience. She currently works at Schwab Wealth Advisory and Charles Schwab, joining in 2024. Her previous roles include positions at Turning Point Financial and Team BeachBody. Additionally, she is active as an insurance agent. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with client trades executed only upon authorization.

Anthony Edwards 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 worked for the Federal Housing Finance Agency for ten years. 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 offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team.

M Pablo Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Farther since 2025. He previously worked at Brett Danko Educational Center, LLC and Main Street Financial Solutions, LLC. Outside of his advisory role, he operates a private tutoring business for students preparing for the CFP exam. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Tyler Crowley is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual in various capacities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and investment banking services. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to discretionary and non-discretionary investment solutions across multiple asset classes.