Brandi Dickey is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2021 before joining Hightower in 2021. Outside of her advisory role, she provides pet sitting services on a part-time basis. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, providing access to a wide range of investment strategies and operational support.

Miranda Chenoweth is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and having one year of industry experience. She has been affiliated with multiple First Command entities since 2024. Outside of her advisory role, she serves as Secretary/Treasurer for the Pikes Peak Region Law Enforcement Family Support Group and as Secondary Treasurer for Boy Scouts of America Troop 0062, both nonprofit organizations. First Command Advisory Services, Inc. is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.

Roland Geronimo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Truist Investment Services since 2004 and joined Truist Advisory Services in 2016. 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms and manager relationships.

Kathryn O'Connor is a financial advisor at Wealthspire Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked in educational roles at Virginia Tech and middle/high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, and nonprofits, using an institutional-style asset allocation framework implemented through a diversified mix of investments and centralized oversight.

Pamela Cappelli is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 65 designation and nine years of industry experience. She has been with TIAA since 2009 and with TIAA-CREF since 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm distinguishes its point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Jack Keating is a financial advisor at Wealthspire Advisors with six years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2019. His prior experience includes roles at Bronfman Rothschild, Walsingham Academy, the College of William and Mary, and Virginia Tech. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework.

Vitale Christy is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Kestra, Christy held roles at Wells Fargo, Robinhood Markets, Inc., and Equitable Advisors. Outside of finance, Christy serves as President and CEO of Stray Dogs Studios, a production company managing all creative and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional clients. The firm offers fiduciary consulting, plan design and compliance testing, and access to a range of management platforms and third-party solutions.

Kounian Ding is a Series 66-credentialed financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. His background includes roles at Bankers Life and Casualty, Bank of America, Merrill, and George Mason University. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with ongoing reviews and rebalancing.

John Langford is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Arete Wealth Management LLC and KFA Private Wealth Group, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies with risk management tools and may incorporate alternative investments and private fund allocations.

Wesley Clark is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has worked with TIAA-CREF and its related entities since 2018, as well as PNC Investments and PNC Bank from 2013 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm combines point-in-time planning with ongoing discretionary management using model or customized portfolios and operates as adviser to a donor-advised fund.

Kedisha Ebanks is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. Prior to her current role, she spent 17 years at Ernst & Young, LLP. She is also the owner of Aspiro Consulting Group, LLC, a business consulting venture. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

Alexander Rossi is a financial advisor with First Command Advisory Services in Alexandria, VA, holding a Series 66 designation and 10 years of industry experience. He has worked with various First Command affiliated entities since 2016 and also owns Alex Rossi Financial Planning LLC. Outside of his advisory work, Rossi serves as treasurer for BNI Positive Power, a local referral group in Alexandria. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Danny Nguyen is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms including Bank of America, Merrill, Wells Fargo, HSBC, and SunTrust. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation through portfolios that include affiliated and third-party managers, offering comprehensive portfolio management, financial planning support, and custody services.

Eylem Senyuz is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds the Series 65 designation and previously worked at T. Rowe Price. In addition to her advisory role, she serves as an Assistant Adjunct Professor at Georgetown University, where she teaches a finance course on Investments in Emerging Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank services.

Nicolette Davicino is a CFP® with seven years of industry experience, currently advising at Cresset Asset Management, LLC. She previously worked at Commonwealth Financial Network and Armstrong, Fleming & Moore. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering wealth management, portfolio management, retirement plan consulting, family office services, and advisory services to private funds.

Lance Harting is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Oppenheimer and previously held roles at Bank of America and Merrill. Before his financial services career, he worked in the pool service industry. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside a range of investment products to meet client objectives.

Robert Lee is a CFP® with 34 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His prior work includes roles at OneAmerica Securities, American United Life, The O.N. Equity Sales Company, and Ohio National. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers, and maintains integration with various Ameritas affiliates.

Frank Levin is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 17 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank, N.A. since 2014. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Mary Napleton is a CFP® at Hightower Advisors with one year of industry experience. She previously worked at Fifth Third Private Bank and CIBC and spent four years at the University of Illinois Urbana Champaign. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s model emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers alongside proprietary research and portfolio construction strategies.

Grant Zauner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, using a combination of discretionary manager relationships and non‑discretionary consulting supported by third‑party platforms and AI-enabled research tools.