Zachary Jenkins is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2016 and currently operates Jenkins Wealth Strategies Group, LLC and is affiliated with Blueprint for Financial Success. Jenkins serves as a director of the Norwegian Society of Washington DC, an organization focused on promoting cultural and educational ties related to Norway. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Serafin is a financial advisor with Eagle Strategies (NY Life) based in Herndon, VA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with New York Life Insurance Company and its affiliated entities since 2008 and operates Eldenstreet Financial, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored advice delivered through multiple program types and an emphasis on non-discretionary asset management.

Eric Schoener is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. Prior to joining Cresset, he worked at Pagnato Karp Partners, LLC from 2016 to 2020. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and private fund management across public equities, fixed income, alternatives, real estate, and private markets.

Roseal Stewart is a CFP® professional with four years of industry experience, currently advising at Schwab Wealth Advisory, Inc. She has worked across various roles within Charles Schwab, including Schwab Wealth Advisory and Charles Schwab Bank. Outside of her financial career, she provides rideshare services using the Lyft app. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and internal research, with services tailored to client goals and risk tolerance.

Caroline Morris is a CFP® and ChFC® with 13 years of industry experience. She is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, Financial Growth Partners, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of her advisory work, she teaches for the College Funding Coach. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Jerome Prentice is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 44 years of industry experience and has been affiliated with New York Life and its related entities since 1973. He also owns Prentice Farms, a wheat farm in Pennsylvania. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Douglas French is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Truist and its predecessor entities since 2008, including roles at BB&T and Truist Investment Services. Outside of his advisory work, he serves as a board member and treasurer of the Northern Virginia Bonsai Society, a club dedicated to the art and education of bonsai. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program implemented through third-party managers and platforms.

Myka Koenen is a CFP® and Series 65-licensed financial advisor at Wealthspire Advisors with 12 years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and family office support using a relationship-driven process and institutional-style asset allocation.

Mohamad Ali Atwi is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 15 years before joining Eagle Strategies and affiliated firms in 2025. Outside of his advisory role, he serves as president and owner of a residential rental property business. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and delivers advice through multiple program types, including fee-based hourly advice and retirement plan consulting, with a significant focus on non-discretionary asset management.

Jeanette Lehner is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. Prior to her advisory role, she worked for over a decade at Victoria's Secret in sales support. Outside of her advisory duties, she serves as secretary at St. Andrew the Apostle Catholic Church. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Dang Thanh Nguyen is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Transamerica, he worked in various roles including positions at HDBank, TTC Land, Hoa Lam and Dong Duong Corporation, and Vietbank. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Daniel Clements is a financial advisor at Creative Planning with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Principal Securities and Principal Life Insurance Company for eight 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 that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Lavonna Mason is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 17 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program leveraging third-party platforms and AI-enabled research.

Kyle Brady Lusk is a CFP® professional with eight years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2024. His prior experience includes roles at Pruco Securities, LLC and Fidelity Investments. 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 uses proprietary asset-allocation models and research tools to deliver tailored recommendations aligned with clients’ goals and risk tolerance.

Richard Banziger is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing over 40 years of industry experience. He is the founder and owner of Retirement Planners & Administrators, Inc., where he provides strategic oversight. His career includes roles at Kestra Investment Services, Capstone Retirement Group, and Paybridge, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, providing services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and delivers solutions through multiple management platforms and third-party partnerships.

Julian Collier is a financial advisor with Truist Advisory Services in McLean, VA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has worked at Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by an integrated platform and AI tools for research and oversight.

Kristen Andrejev is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. She previously worked for over two decades at Sullivan, Bruyette, Speros & Blayney, LLC. Based in McLean, VA, she holds the Series 63 designation in addition to her CFP® credential. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Luke Johnson is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds the ChFC® designation and the Series 63 license, with 25 years of industry experience. Johnson has worked with NYLIFE Securities LLC since 2001 and New York Life Insurance Company since 2000. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Arash Zarrabian is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Corbett Road Capital Management and Spire Wealth Management, LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other instruments, supported by extensive platform integrations and affiliated sub-advisory arrangements.

Scott Ward is a CFP® with 18 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. Previously, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.