Timothy Schroth is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds the ChFC® designation along with Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior roles include positions at the Department of Defense and S2 Analytical Solutions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to oversee model portfolios and third-party manager selections.

Caroline Szivos is an advisor at Chevy Chase Trust Company with Series 63 and Series 65 designations. She has been with the firm since 2026 and previously operated ArtfulPrint LLC for 14 years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach centered on macro trends and sectors, combining fiduciary trust and custody functions within its integrated enterprise model.

Ma. Jessica Bellota is a financial advisor at First Command Advisory Services with a Series 66 credential and three years of industry experience. Prior to joining First Command, she served as president and board member of Togetech, Inc., a financial technology wallet service provider in the Philippines focused on financial inclusion. In that role, she provided oversight and ensured regulatory compliance. First Command Advisory Services is an SEC-registered investment adviser that serves 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Gordon Sun is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Citigroup Global Markets, among other firms. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary strategies. The firm employs a multi-profile investment approach that integrates strategic and tactical asset allocation with due diligence and monitoring conducted by affiliated specialists.

Afya Gabriel is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds the Series 66 designation and has worked previously with firms including Equitable Advisors, Wells Fargo Clearing Services, Edward Jones, and MassMutual Carolinas. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and managed accounts while operating as a broker-dealer and insurance agency.

Jason Williams is a CFP® and PFS™ affiliated with Creative Planning, bringing 22 years of industry experience. He previously worked at Sullivan, Bruyette, Speros & Blayney, Inc. for 17 years before joining Creative Planning in 2021. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and fundamental equity sleeves, supported by a broad advisory team and integrated investment infrastructure.

Joseph Falchek III is a CFP® with 11 years of industry experience currently serving at Cresset Asset Management, LLC. His prior experience includes roles at Sullivan Bruyette Speros & Blayney and PagnatoKarp Partners, LLC. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and provides a range of services including portfolio management, financial planning, private fund advisory, and family office services.

Jason Twomey is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Oppenheimer for a total of 17 years since 2006. He serves as a trustee for multiple family trusts but does not receive compensation for these roles. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment and retirement services using both discretionary and non-discretionary approaches, managing a broad range of equity, balanced, and fixed-income portfolios.

Ambika Bablani is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding a Series 66 designation and six years of industry experience. She has been associated with Eagle Strategies, New York Life Insurance Company, and Eldenstreet Financial, LLC during her career. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jared Ganzert is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Truist Bank from 2021 to 2025. Prior to his financial services career, Jared had roles outside the industry, including at TIMS Rivershore Restaurant and Therapy and Life Counseling, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by technology and inter-affiliate integration.

Joi Thompson is a Series 66 licensed financial advisor with 10 years of industry experience. She is currently with Citigroup Global Markets, where she has worked since 2022, following prior roles at JP Morgan Chase and Wells Fargo Clearing. 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 is notable for its large institutional scale, in-house research capabilities, and unique market roles including swap dealer and futures commission merchant activities.

Keith O'Brien is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at firms such as LPL Financial, Raymond James Financial Services, and UBS Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Joshua Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has worked at Eagle Strategies since 2018 and operates the firms Blueprint for Financial Success and Modern Wealth Strategies, LLC, through which he sells New York Life products and brokers non-registered insurance products. Gonzalez serves on the Board of Advisors for The American College Alumni Association, supporting alumni recognition and recruitment efforts. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types including financial plans, retirement consulting, and advisory solutions tied to insurance and annuity products.

Joseph Young is a CFP®-designated financial advisor with 21 years of industry experience, currently with Mercer Global Advisors Inc. in McLean, VA. He has been with Mercer in various roles since 2015. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified portfolios implemented through ETFs, index funds, separate account managers, and private funds.

Adam Deal is a financial advisor with Rockefeller Financial LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at BB&T Bank and Securities, Truist Advisory Services, and Rockefeller Capital Management. He is also a member of DNA Holdings LLC, an investment holding company for personal passive investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Elmira Tasharofi is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citizens Bank, HSBC Bank, Bank of America, and Nordstrom. Outside of financial services, she is a freelance cosmetic brand representative for Estée Lauder. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process combining strategic and tactical asset allocation with global fund due diligence, providing both client-directed and discretionary portfolio options.

Megan Hirsch is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds a Series 66 designation and has previously worked in education at several school districts and international schools. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with personalized recommendations reviewed at least annually.

Sien Vernyns is a CFP® certificant with one year of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, Vernyns worked at The Family Firm for a total of nine years, interspersed with brief periods outside the industry. Vernyns holds a minor ownership interest in a family paint business based in Belgium. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven, asset-allocation approach using a proprietary “Focus List” and offers discretionary wealth management, fiduciary services, and outsourced CIO solutions.

John Utley is a CFP®-designated financial advisor with five years of industry experience, currently practicing at Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners, he worked at Raymond James Financial Services, Inc. and has a background outside finance with four years at Baker Concrete. Utley also serves as an educator for the National Institute of Transitional Planning, providing retirement planning seminars to government employees. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets for individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Tannaz Sadeghi is a financial advisor with Truist Advisory Services, holding a Series 66 designation and currently based in Fairfax, VA. She has experience working within multiple Truist entities since 2018, including Truist Bank and its advisory and investment services divisions. Prior to joining Truist, she worked at Helzberg Diamonds for four years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program, integrating discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate operating arrangements.