Jeremy Laughton is a CFP® professional at Creative Planning with six years of industry experience. Prior to joining Creative Planning in 2020, he worked at Cohen & Burnett, PC from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Robert Cox is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Bankers Life in 2024, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also appointed as an insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Harpine is a Series 66-licensed financial advisor with Truist Advisory Services, based in Rockville, MD, and has nine years of industry experience. He has worked at Suntrust Advisory Services, Suntrust Investment Services, and Suntrust Bank since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management strategies, supported by AI-enabled equity research and an established network of third-party managers.

William Bruno is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Sandbox Financial Partners LLC, Equitable Advisors, and Axa Advisors, LLC. In addition to his advisory role, he is involved in insurance sales. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm offers access to a range of third-party asset managers and proprietary model portfolios, supported by multiple analytical approaches and trading time horizons, and operates a network of investment adviser representatives with diverse professional affiliations.

Brian Widmayer is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Keith Barberis is a CFP® with 29 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has worked with Steward Partners entities since 2016 and was previously with Raymond James Financial Services, Inc. from 2016 to 2022. Outside of his advisory role, Barberis serves as an assistant football coach for Olney Terps Football U 13. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Jeffrey Clark is a financial advisor with Primerica Advisors in Ashburn, VA, holding a Series 66 designation and 22 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2003. Outside of his advisory role, he serves as CEO, President, and Treasurer of Clark Operating Company. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies supported by digital platforms and account-level lending solutions.

Marc Wishkoff is a financial advisor at Chevy Chase Trust Company in Bethesda, MD, holding a Series 66 designation with 19 years of industry experience. He has been with Chevy Chase Trust Company since 2009. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm uses a thematic investment approach focused on secular trends and integrates fiduciary trust and custody functions with investment management.

Zachary Smythe is a CFP® professional with six years of experience in financial advising, currently with Allworth Financial, L.P. He has previously worked at firms including Arthur Stein Financial, LLC, VCI Wealth Management LLC, and The Vanguard Group, Inc. Smythe is based in Bethesda, MD. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model allocations and specialized approaches, and it is notable for its private ownership structure and focused Airline division.

Carlton Davis is a financial advisor at Chevy Chase Trust Company with 11 years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust Company since 2018, following two years at Liberty Mutual Investments. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach that emphasizes macroeconomic trends and sector themes, combining fiduciary trust and custody functions with portfolio management.

Onari Tariah is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously held roles at FJY Financial and Morgan Stanley. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and proprietary quantitative screening.

Eugene Daniller is an investment advisory representative with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cetera Wealth Services, Equity Planning Inc, and Carson Wealth Management Group since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, while offering a range of retirement plan services and institutional solutions.

Michael Rutler is a Series 66-licensed advisor with Truist Advisory Services, bringing 19 years of industry experience. He has held roles at Truist Advisory Services and its predecessors since 2015. Outside of his advisory work, he serves as Treasurer for the Marlan Forest Citizens' Association, managing financial duties and supporting community activities. 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 manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enhanced equity research to support investment decisions.

Arthur Stein III is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. Prior to joining Allworth Financial, he led Arthur Stein Financial, LLC for 14 years. Outside of his advisory role, he works as an independent contractor in photography and conducts adult education workshops on retirement planning and related financial topics. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite and options-based models, and utilizes third-party sub-advisers and technology solutions to manage a broad range of client assets.

Oscar Salgado is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 designations and has nine years of industry experience. His prior experience includes roles at Fidelity Investments, Morgan Stanley, Bank of America, Merrill Lynch, and T. Rowe Price. Outside of advising, he is the owner of a sneaker resale business called SOLE SELLER LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and discretionary investment management, serving a client base that includes sovereign wealth funds and other large institutional investors.

Raymond Mcclure Jr. is a financial advisor at Brown Advisory with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beaty Haynes & Patterson since 2003. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm uses a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including discretionary and non-discretionary management, OCIO solutions, and sub-advisory services.

Erin Caines is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds the ChFC® designation and Series 63 license, with four years of industry experience. Her prior work includes roles at Northspire Wealth and New York Life, as well as a decade at the Food and Drug Administration. Outside of advising, she is an investor in a rum production business. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional sponsors. The firm offers a range of advisory services with an emphasis on tailoring recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Owen Marshall is a financial advisor at Primerica Advisors with a Series 66 designation and recent industry experience beginning in 2024. His prior roles include positions at Financial Growth Partners, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved with Diamond Heroes Baseball, where he conducts private lessons and coaches a travel team. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions.

Ryan Jordan is a financial advisor with Wealthspire Advisors in Potomac, MD. He holds a Series 65 designation and has four years of industry experience. Prior to joining Wealthspire Advisors, he worked at CrossPoint Wealth Partners and Mason & Associates. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Ellen Tillman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been associated with New York Life Insurance Company and its affiliates since 1995 and has operated her own firm, Ellen Tillman & Company, since 2007. Tillman is also involved in insurance brokering for non-registered products and serves on the finance committee of her local homeowners association. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis and notable expertise in advisory services linked to insurance and annuity products.