Leslie Roberts is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and 65 credentials and over 35 years of industry experience. He has worked at Centaurus Financial since 2007 and has been affiliated with Long Financial Services since 1989. Roberts also sells term life insurance through a separate activity in Boca Raton, FL. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting, using a range of investment analysis techniques and both discretionary and non-discretionary account management.

Henry Wixon is a CFP® certificant and holds a Series 66 license with three years of industry experience. He is currently with PNC Wealth Management and previously worked at Merrill. Outside of finance, Wixon has worked as a freelance musician since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed portfolios focused on mutual funds and ETFs.

Christopher Swedberg is a financial advisor with PNC Wealth Management in Frederick, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product available to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessments and utilizes third-party managers for portfolio execution and oversight.

Edward Kain is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and offering 29 years of industry experience. He has been with Truist Advisory Services and its affiliated firms since 2018, following a 16-year tenure at BB&T Investment Services. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment process.

Ashley Ott is a financial advisor with Commonwealth Financial Network in Leesburg, VA, holding a Series 66 designation and 11 years of industry experience. She has been affiliated with Commonwealth Financial Network since 2012 and is also the owner of Vantage Point Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Morgan Kelly is a CFP® professional with 13 years of industry experience, currently serving as a partner at Kestra Advisory. Prior to joining Kestra in 2020, he worked at Bank of America and Merrill from 2014 to 2020. Kelly is also a board member of the Rotary Club of Carroll Creek. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions.

Andrew Gilbert is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Raymond James & Associates, and Coldwell Banker Realty. Outside of his advisory work, he serves as president of AG Industries LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for PNC Bank employees. The firm employs algorithm-driven risk assessments to guide investment models implemented via mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Mohammad Amer is a financial advisor with Voya Financial Advisors, Inc. He holds CFP® and ChFC® designations and has eight years of industry experience. His prior work includes positions at New York Life Insurance Company, MassMutual, and Frederick Wealth. Outside of his advisory role, he is principal and CEO of Amer Financial Group and manages multiple residential rental properties. Voya Financial Advisors serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, with a focus on recommendation-based, non-discretionary client relationships.

Alexander Metzner is a financial advisor with Money Concepts Capital Corp in Frederick, MD, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Money Concepts Capital Corp since 2016. Outside of his advisory role, he serves on the investment committee of Liberty One Investment Management, LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and operates as an enterprise-scale adviser managing approximately $4.07 billion in client assets.

Lydia Hardy is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has been with Citibank N.A. since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, supporting both discretionary and non-discretionary investment solutions.

John Sheehan is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for several years. Outside of his advisory role, he owns and operates Altamont Farm Cattle Company LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm employs a Private Advisor model and a consolidated investment platform that provides a range of discretionary and non-discretionary solutions across asset classes.

Stephen Waldych is a financial advisor with Truist Advisory Services in Frederick, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Truist Investment Services since 2003 and Truist Advisory Services since 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 manager-selection programs implemented through discretionary and non-discretionary arrangements, supplemented by AI-enabled research tools and supervisory oversight.

Jeanne Marie Sands is a CFP® and Series 65 credentialed financial advisor with seven years of industry experience. She has worked at MAI Capital Management, LLC since 2024 and previously spent six years at Madison Wealth Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers comprehensive financial planning and administrative services, with $72.3 billion in assets under management as of May 31, 2026.

Sean Wade is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. His work history includes roles at Cetera Wealth Services, LLC, Target, McCaskill Financial, Commonwealth Financial Network, Kestra Investment Services LLC, and a period of employment at the University of Maryland. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Emily Kestler is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Arbor Point Advisors and Securities America Inc. Outside of advising, she owns a rental property that is occupied by family members. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base such as individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed through various advisory programs and custodians like Schwab and Fidelity.

Michael Montgomery is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the PFS™ designation and Series 66 license. Montgomery is also a partner and vice president at Ludwick, Montgomery & Stapp, P.C., a tax, audit, and accounting firm, and he serves as a board member and financial director for Tamra Learning Academy, a school for children with learning disabilities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a range of discretionary and non-discretionary arrangements, utilizing various analytical approaches and third-party managers.

Mark Kuniholm is a CFP® with 22 years of experience in financial advising. He is currently with Truist Advisory Services and has previously worked at firms including Moors Cabot Inc, Creative Planning, and Raymond James Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its offerings.

Michael Cohn is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 credential. He has 23 years of industry experience, including 18 years at UBS Financial Services and concurrent roles at Independent Advisor Alliance and LPL Financial since 2020. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines a network model with technology-enabled solutions and access to third-party managers and estate-planning platforms.

Melissa Holt is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Kestra in 2026, she worked at Morgan Stanley Smith Barney for 17 years. She also serves as a trustee and successor in various trust and estate roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Chad McLane is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation, and he has operated The McLane Agency, Inc. since 2005. He serves as a notary public, providing free notarization services for pension paperwork related to municipal employees. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm utilizes a variety of investment approaches across discretionary and non-discretionary accounts, including financial planning, portfolio management through its CLASSIC Plus platform, and specialized advisory management of annuity and variable life sub-accounts.