Lone Bjork is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. Bjork holds a Series 66 designation and has previously worked at firms including LPL Financial, Raymond James Financial Services, Cambridge Investment Research Advisors, and Equitable Advisors. Prior to entering the financial sector, Bjork was employed at The Swedish School for Children. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and employs a variety of investment strategies often implemented through third-party managers and advisory programs.

Victoria Harrell is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Savant Wealth Management, Yeske Buie, RBC Capital Markets, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm employs a multi-manager investment approach that incorporates proprietary research, affiliated and third-party managers, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Aidan Mejia is a financial advisor at Citigroup Global Markets, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Charles Schwab, Bolton Securities Corp, Bolton Global Capital, and JP Morgan Chase. Mejia is also dual registered with Bolton Global Capital as a Registered Representative and Bolton Securities as an Investment Advisor. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized services including derivatives and futures trading.

Diane Kessler is a Series 66-licensed financial advisor at Citigroup Global Markets with 27 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and specialized market roles.

Chen Xi Chung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Citigroup since 2014 and continues his career with its affiliate Citigroup Global Markets since 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and specialized commercial arrangements.

Donald Lord is a CFP® with 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 25 years with The Family Firm, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a disciplined investment approach centered on asset allocation across third-party independent managers, supported by a formal due-diligence process and proprietary investment vehicles.

Samantha Josselyn is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, she worked at CFI Financial Advisors and has experience in educational and community roles including Virginia Tech and Long Branch Ocean Rescue. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an investment approach that emphasizes diversified asset allocation and access to private-market investments.

Jenny Kim is a Series 65-licensed financial advisor with Chevy Chase Trust Company and has one year of industry experience. Prior to joining Chevy Chase Trust in 2025, she worked for 14 years at CST Group CPA's. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, trust, financial planning, and custody services. The firm employs a thematic investment approach that emphasizes longer-term holdings and integrates fiduciary trust and custody functions with active portfolio management.

Patrick Mcclintock is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with SunTrust-affiliated firms since 2007. Outside of his advisory role, he works as an Uber driver. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, employs a mix of discretionary and non-discretionary manager relationships, and integrates AI-enabled research tools alongside inter-affiliate resources.

Jonathan Wienecke is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement firms since 2019 and previously held roles at Planning Solutions Group, LLC and Triad Advisors, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Maria Zoubroulis is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked at Truist Investment Services, Truist Financial, and Citizens Bank. Outside of her advisory role, she assists with administrative operations for a coffee roasting business she co-owns. 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 employs a mix of discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to support client portfolios.

David Asher is a financial advisor at Kestra Advisory with over 32 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he owns Asher Financial Services, where he provides tax preparation and accounting services as a CPA and sells life, health, and long-term care insurance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm provides services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

William Fritz is a CFA® charterholder working with TIAA-CREF in Washington, DC. He has been with TIAA since 2014 and joined TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm separates financial planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure.

Henry Keegan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is currently affiliated with multiple Steward Partners entities. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

James Griesser is a Certified Financial Planner® (CFP®) and holds a Series 65 license with 34 years of industry experience. He has been with Wealthspire Advisors since 2001. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment process with institutional-style asset allocation and a range of portfolio guidelines tailored to client objectives.

Nicholas Wasielewski is a financial advisor with TIAA-CREF in Columbia, MD, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as a non-compensated board member of the Angie Houtz Memorial Scholarship, a nonprofit that awards scholarships to students attending Maryland public colleges and universities. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

John Beaty Jr. is a Series 65-registered advisor with Brown Advisory in Bethesda, MD, bringing 35 years of industry experience. He has worked at Beaty Haynes & Patterson, Inc. since 1990. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management, strategic advisory, family office services, and private fund sponsorship. The firm employs a bottom-up, fundamental research approach across equity and fixed-income strategies and integrates active, passive, and sustainable investing methods.

Mark Cecil is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Acacia Financial Group, AFP Group, and United Wealth Advisors Group. He is also licensed as an independent insurance agent, primarily selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing various model portfolios and third-party managers to build customized investment solutions.

Lauren Woodward is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. She has worked at Kaplan Financial Group and Virginia Tech, with prior roles in public education and local government parks and recreation. Woodward is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a broad platform including managed-account programs, third-party asset manager access, and custody services.

Steven Trax is a CFP® with 21 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked for 12 years at Mtx Wealth Management, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house management with third-party advisers and integrated financial planning services.