Lance Robbins is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at SunTrust Bank and Starbucks. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Myrle Simone is a CFP® professional with three years of industry experience. She is currently with Creative Planning, LLC and previously spent 18 years at Burt Wealth Advisors. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, charting, and cyclical analysis across various time horizons and primarily allocates assets among mutual funds and exchange-traded funds.

Whitney Turner is a CFP® professional with experience at Focus Partners Wealth, LLC since 2022 and prior roles at The Meakem Group, Kastle Systems, Scope Group, and Marriott Hotels. Based in Bethesda, MD, Turner has a diverse background spanning financial services and other industries. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and separate account managers.

Robert Kraus is a financial advisor with Citigroup Global Markets in Washington, DC, holding Series 66, Series 65, and Series 63 credentials and 22 years of industry experience. He previously worked for Chevy Chase Trust for 11 years before joining Citigroup in 2017. Outside of his advisory work, he manages a rental property in Bethesda, Maryland. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker‑dealer services. The firm employs multi‑asset, multi‑manager strategies with internal oversight and utilizes both discretionary and non‑discretionary programs, supporting complex, large-scale client solutions.

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.

Charles Ruttenberg is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services using strategic and tactical asset allocation, manager selection, and various investment vehicles, with client accounts reviewed periodically.

Christopher Persak is a financial advisor with Principal Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kristin Chisam is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup and Citibank NA since 2013, with a brief period of unemployment in 2025. Based in Washington, DC, her career has been focused within the Citi organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Monique Sinmao is a financial advisor at Cerity Partners LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at SOL Capital Management Company, Pontoro, and Marlo. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Michael Orleans is an investment advisor representative at Kestra Advisory with 23 years of industry experience. He has worked with Kestra Investment Services since 2010 and Kestra Advisory since 2016. Orleans serves as director of Special Needs Special Planning at The Meltzer Companies and has held leadership roles, including past president of Shared Horizons, where he participated on the finance committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, vendor searches, and employee education, and manages approximately $79.8 billion in assets for clients such as sovereign wealth funds and large institutional investors.

Steven Dominguez Paredes is a financial advisor at TIAA-CREF with eight years of industry experience and a Series 66 credential. His prior roles include positions at Commonwealth Financial Network, Wells Fargo Clearing Services, Merrill, and U.S. Trust Bank of America Private Wealth Management. Outside of his advisory work, he owns an LLC that leases office space to a nail salon business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Michael Hohenstein is a CFP® professional with 15 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within various entities of First Command since 2011. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with an emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

David Sotsky is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. He has been with Rockefeller Financial since 2022. 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 offers portfolio management, financial planning, and consulting services while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Manfred Klee Saieh is a financial advisor at Cerity Partners LLC in Rockville, MD, holding a Series 65 credential with one year of industry experience. Prior to joining Cerity Partners, he worked at SOL Capital Management Company and held positions at the United Nations Development Programme and Cleverbridge AG. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Shampa Bera is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 designations. She has 26 years of industry experience, including 10 years with Truist Advisory Services and over 20 years with Truist Investment Services. Outside of her advisory role, she owns a beach condo rental business in Ocean View, Delaware. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary investment approaches, supported by third-party manager platforms and AI-enabled equity research, with a focus on integrated inter-affiliate service arrangements.

Nancy Hendershot is a financial advisor at Lincoln Investment with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Lincoln Investment Planning, Inc. since 1988. Outside of her advisory role, she serves as Treasurer and Board Member for the nonprofit Walk the Walk Inc. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a mix of advisor-managed and firm-managed investment programs, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Andrew Lalley is a CFP® professional with seven years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has worked with Steward Partners and Raymond James Financial Services, Inc. Prior to his financial advisory career, Lalley was involved in rowing, including leadership roles such as Head Coach of the Walter Johnson High School Crew team and Assistant Coach for the Jackson Reed Crew in Washington, DC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services with various portfolio management options, utilizing both in-house and third-party money managers.

Vinay Kaul is a financial advisor with Truist Advisory Services in Arlington, VA, holding a Series 66 designation and 18 years of industry experience. He has worked within Truist and its predecessor entities since 2007. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, fiduciary support, and a manager‑selection program, utilizing a combination of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Kevin Henry is a CFP® professional with 13 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016, accumulating 10 years at the firm. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a diverse investment approach across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

Nikita Lodha 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 at SunTrust Advisory Services since 2016 and has been associated with SunTrust Bank and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party manager arrangements. The firm integrates multiple affiliates to offer a range of services including the AMC Advantage manager-selection program and AI-enabled research tools.