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.

Paula Cooley is a financial advisor with Principal Financial Services, holding CFP® and Series 63 designations and bringing 12 years of industry experience. She has worked with Union Financial Inc since 2021 and has been associated with Principal Securities Inc. and Principal Life Insurance Co. since 2013. Outside of advising, Paula is the founder and CFO of LifeMusic, Inc., a company that produces specialty music for Alzheimer's patients, and serves as president of the Victoria Springs Home Owner's Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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® professional with 39 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is the owner of Utley LLC, a support company based in McLean, VA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.

Brian Bourdon is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo, Truist Advisory Services, and NY Life. Outside of his advisory work, he 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 primarily to institutional clients and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Deborah Engle is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of her advisory work, she is involved in graphic design and event management through Finishing Touches Events and also engages in digital album designing and photo retouching with Clay and Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

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.

Zak Irizarry is a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. His prior roles include positions at Charles Schwab Bank, Professional Group Plans, AXA Advisors LLC, and Retro Fitness. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

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® with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Turning Point Financial and several Charles Schwab entities. She is also licensed as an insurance agent. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Shellie Peters is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Bridgewater Wealth & Financial Management, M&T Securities, and Deloitte Investment Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.

Hesham Elshahed is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and with four years of industry experience. He previously worked at H&R Block for 15 years before joining TD Bank in 2014. Outside of his advisory role, he co-manages a residential rental property with his wife. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Stephen Kreter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and offering 30 years of industry experience. His career includes long-term roles at SunTrust Securities and its successor firms, Truist Advisory Services and Truist Investment Services. Kreter owns a rental property in Bethany Beach, Delaware, which he rents seasonally. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enhanced research, and features integrated services across affiliated entities.

Bradford Coyle Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several related entities within Steward Partners since 2018 and previously was employed at Raymond James Financial Services, Inc., Wells Fargo Clearing, and Sterling Associates, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Peter Burrus is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at AmveStar Capital, Cetera Advisor Networks, and PNC Wealth Management, as well as eight years at Holland Pump Manufacturing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Aaron Pearson is a CFP® professional with four years of industry experience, currently serving at Savant Wealth Management. His prior experience includes roles at Brighton Jones, Mountain America Credit Union, and KeyBank. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Andres Cardona is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with a range of market roles, including in-house research and derivatives services, and provides customized solutions for high-net-worth clients.

Kara Bjoring is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Truist Investment Services since 2019 and previously held roles at PNC Bank and PNC Investments from 2014 to 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.