Joseph Masella is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Israel Discount Bank of New York and IDB Capital Corp. Masella serves as a senior investment strategist and provides advisory services through Private Advisor Group and affiliated entities. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Christopher Piczak is a CFP® professional with 42 years of industry experience, currently serving at VOYA Financial Advisors, Inc. since 2014. He is also an Independent Insurance Agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and predominantly non-discretionary asset management programs.

Hun Jeong Song is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2013. Outside of advisory work, she is also active as an insurance broker, appointed with outside carriers to broker non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice across multiple program types and manages the vast majority of its assets under management on a non-discretionary basis.

James David is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 21 years of industry experience, including 14 years at David Wealth Management, LLC, and has been with Focus Partners Wealth since 2025. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Maria Camp is a financial advisor with Cerity Partners LLC and holds a Series 65 credential. She has 19 years of industry experience, including 23 years at SOL Capital Management Company prior to joining Cerity Partners. Outside of her advisory work, she owns and operates an artwork business, Angiempaints LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Ryan De Leon is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation. He has been with Wealthspire Advisors since 2024 and has prior experience at Franklin Templeton. Ryan’s background includes four years at the University of Maryland and six years working in high and middle schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

James Ahn is a financial advisor with Truist Advisory Services in Fairfax, VA, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent several years with Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Leslie Niblock is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 23 years of industry experience. Prior to joining Citigroup in 2023, Leslie worked at PNC Investments for 11 years. Citigroup Global Markets Inc. 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 unique market roles, including in-house research and security pricing, and provides services such as derivatives trading and bespoke discretionary solutions.

John Exner is a financial advisor with Integrated Wealth Concepts LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at LPL Financial and First Command Financial Services. Outside of his advisory work, he teaches SCUBA diving and serves as vice president on a homeowners association board. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using a variety of asset classes.

Lakhi Narang is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining PNC Investments LLC in 2023, Narang worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2023, and held various roles at PNC Bank and PNC Investments between 2014 and 2020. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary portfolio service for employees that uses algorithm-driven risk assessments and manages investments via approved model strategies and mutual funds or ETFs.

Anais Hui is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. She holds the Series 66 designation and has been with TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing both affiliated and third-party sub-managers in its portfolio construction. The firm combines strategic and tactical asset allocation through various proprietary portfolio offerings and delivers services including ongoing portfolio management, financial planning support, and custody via third-party custodians.

Donald Farren is a CFP® with 25 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2017. Prior to this, he worked at Tricapital Advisors Inc. for 16 years and has operated Farren Financial Services since 1978. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, and family office support through a relationship-driven, customized process that emphasizes diversified, institutional-style asset allocation.

Gary Sobelman is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Joseph Byers is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at M&T Bank and in roles outside finance, including Lansdale Parks & Recreation and Golf Galaxy. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm employs a technology-driven approach with discretionary unified managed accounts and overlay services for taxable equity sleeves.

Thomas Annin is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. He has worked at Creative Planning since 2021 and has prior experience at Sullivan, Bruyette, Spero & Blayney, LLC and BOS. He is based in McLean, VA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Justin Terrell is a financial advisor with Principal Financial Services in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Co. since 2015. He is also formally designated as a bank officer to support and manage Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through distinct advisory and promoter arrangements.

Sherwin Najand is a financial advisor with Truist Advisory Services in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services since 2014. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Heidi Patterson is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016, and briefly worked at Lincoln Financial Advisors Corporation. Outside of her advisory role, she is the owner and designer of a home-based LLC named Darby O’ Dylan. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a mix of long-term and tactical trading strategies.

Phylyp Wagner is a CFP® with 44 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2021. His prior experience includes a 30-year tenure at H. Beck, Inc. Wagner maintains involvement in insurance sales on a limited basis. Integrated Wealth Concepts LLC provides services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing internal management alongside third-party asset managers.

Sarala Katta is a CFP® and ChFC® with 35 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2015. She is a board member of the Career and Technical Education/Academy of Finance and Business Management Academy, where she participates in educational activities such as mock interviews and internship development. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of advisor-led programs, third-party money management, and brokerage services, with a focus on both discretionary and non-discretionary investment solutions.