Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at HUB Investment Partners, Millennium Advisory Services, and engaged in various roles outside finance, including in the food service industry. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with third-party managers and a range of investment strategies.

Benjamin Albright is a CFP® professional with one year of experience at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he spent nine years at The Family Firm and has served in the U.S. Marine Corps since 2008. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Heather Errigo is a CFP®, CFA®, and holds a Series 65 license with 25 years of industry experience. She has worked at CIBC Private Wealth Advisors, Inc. since 2025 and spent 21 years at Lynx Investment Advisory, LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to build customized portfolios using proprietary and external strategies, managing approximately $67.8 billion in assets with 175 advisors.

Ryan Mccall is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth Financial Network since 2007, with a period overlapping a role at Clarendon Wealth Management since 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eileen O'Connor is a CFP® with 21 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and was previously with Hemington Wealth Management, LLC for 12 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and offers portfolio management alongside custodian-based reporting and performance measurement.

Mohammad Rehan is a financial advisor at PNC Wealth Management with 30 years of industry experience. He has been with PNC Investments since 2005. He has Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a registered agent for Dawlay LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed via an invitation-only employee pilot. The firm utilizes approved model strategies with annual rebalancing and employs an algorithmic questionnaire to assist with risk assessment and model selection.

Michael Muldoon is a CFP® professional with eight years of experience in financial advising, currently with Schwab Wealth Advisory in Tysons Corner, VA. His prior roles include positions at Legacy Wealth Management Inc., Grove Point Investments, LLC, and TD Ameritrade Investment Management, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., delivering advice without exercising discretionary trading authority.

Francis Brown is a Series 65-licensed financial advisor at Schwab Wealth Advisory with one year of experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2025, he worked at Brown Advisory for three years and Key Private Bank for ten years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services including financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses Schwab’s proprietary research tools and standard asset allocation models, with final trading decisions made by clients.

Antonio Galliani is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His career includes roles at Citigroup, Cetera Investment Services, and PNC Bank. He is based in Washington, DC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jack Island is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation with three years of industry experience. His background includes roles at Park Avenue Securities and Guardian Life Insurance, as well as brief involvement in the hospitality sector with Bushel and a Peck Kitchen and Bar and Konstantine's Greek Taverna. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Mark Ulicny is a CFP® with 25 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Private Client Services, Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. He is also involved as an insurance agent with PCRM, LLC, focusing on fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm utilizes a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary and family office practice.

Katherine Mabry is a CFP® professional at Beacon Pointe Advisors, LLC with five years of industry experience. She previously worked at Hemington Wealth Management for seven years and has held positions at Merrill Lynch and Virginia Tech. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional investors. The firm employs both active and passive strategies across public and private asset classes and integrates proprietary private funds and interval funds into its investment approach.

John Mahoney is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds Series 63 and Series 65 licenses and has experience working at the US Department of Defense from 2011 to 2024. He joined First Command Brokerage Services Inc. in 2026 and has a brief period of retirement between 2025 and 2026. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select preapproved third-party managers.

Amanda Plonski is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to her current role, she worked at PagnatoKarp Partners, LLC for four years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional investors, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public and alternative investments.

Joan Confoy is a CFP® professional with over 30 years of experience in the financial services industry. She is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Raymond James Financial Services. In addition to her advisory role, Confoy serves as a FINRA arbitrator. Private Advisor Group, LLC is an SEC-registered firm managing more than $41 billion across over 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Donald Walters is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, Walters owns TRIADVISE, a financial services firm, and operates a website producing compliance-approved educational finance videos. He is also the creator of an e-course focused on Social Security Widow Benefit planning. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers a variety of financial planning and portfolio management services, delivering advice primarily through non-discretionary arrangements and multiple program structures such as Unified Managed Account wrap programs and third-party money manager access.

Craig Smith is a financial advisor with Principal Financial Services in Bethesda, MD, holding a Series 66 license and 19 years of industry experience. He has worked at several Principal entities since 2011 and serves as a bank officer at Principal Bank and Trust Company. Outside of his financial advisory role, he provides wedding officiant and pre-marital counseling services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes access to direct advisory programs, financial planning, retirement plan consulting, and third-party money manager solutions.

Patrick Gallagher is a CFP® professional with three years of industry experience. He is currently with Creative Planning, LLC, where he has worked for five years, and previously spent a year at Sullivan, Bruyette, Speros, and Blayney (SBSB). Gallagher’s background also includes four years at Virginia Tech. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors and 151 offices.

Valerie Vander Molen is a financial advisor at Truist Advisory Services with 23 years of industry experience. Her career includes roles at PNC Investments and SunTrust Advisory Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, with offerings that include asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Jonathan Bjoring is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at PNC Investments. His current tenure includes seven years at SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.