James Wise is a financial advisor at &Partners in Washington, DC, holding a Series 66 designation with four years of industry experience. He previously worked for nine years at Ernst & Young Infrastructure Advisors. Outside of his advisory role, Wise serves on the finance committee of the Washington Waldorf School and is involved as a member overseeing construction in a real estate LLC restoring a historic property. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies and maintains registrations that allow municipal advisory and underwriting roles.

Jeffrey Porter is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. He currently works at Creative Planning, LLC, where he has been since 2021, and previously spent 17 years at Sullivan, Bruyette, Speros & Blayney, Inc. He serves on the boards and finance committees of two charitable organizations, Britepaths and Dream Project. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad range of affiliated non-investment businesses.

Catherine Martines is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she serves as a Notary Public and works part-time as an educator at an athletic clothing store. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and financial planning services.

Garrett Masterson is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked at various related First Command entities since 2020. Prior to his current role, he was employed at BAE Systems and attended Colorado State University. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing discretionary portfolio management and in-person financial coaching.

Sarah Marks is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has held roles at associated Steward Partners entities since 2018, as well as prior positions at Raymond James Financial Services, Wells Fargo Clearing, Truist Investment Services, Ameriprise Advisor Services, and Choreo, LLC. Outside of finance, she owns 38NorthStudio, a local music studio that supports creative projects, and she founded Studio EDU, a nonprofit focused on providing hands-on learning experiences for aspiring artists, engineers, and entrepreneurs. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services through various portfolio management strategies and third-party money managers.

Nicholas Crance is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at T. Rowe Price Investment Services and Aberdeen Proving Grounds Federal Credit Union. He is also affiliated with the University of Maryland University College. 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, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Brett Somerville is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. He previously worked at SOL Capital Management Company and Cartica Management. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of quantitative screening, manager selection, and direct security selection.

Bryan Medina is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Fidelity Investments and JP Morgan Chase. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients, using standard asset-allocation models and internal research tools to tailor recommendations. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Engida Sewnet is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 credentials and nine years of industry experience. Their prior experience includes roles at Merrill, JPMorgan Chase Bank N.A., and Cassava Capital. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth private clients, and retail clients, utilizing a range of managed portfolios that integrate strategic and tactical asset allocation with investments from affiliated and third‑party sub‑managers.

Charles Moore III is a CFP® professional with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 11 years with The Family Firm. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private asset classes.

Ryan Balow is a financial advisor with Hightower Advisors in McLean, VA, holding a Series 65 designation and four years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent time at VWG Wealth Management and Woodmont CC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, using both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.

Kevin Shaw is a CFP® professional with 21 years of experience in the financial services industry. He currently works at Citizens Securities, Inc. and previously held roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. Shaw serves on the Board of Directors for the Hoyas Unlimited University Athletics Alumni Association at Georgetown University, where he is engaged in supporting the athletics program as an alumnus and former varsity soccer player. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory and brokerage services. The firm’s advisory programs include a digital advisory platform utilizing proprietary algorithms and risk profiling, alongside a Managed Account program, providing diversified investment solutions.

Haider Javid is a CFP® and Series 66 licensed advisor with seven years of industry experience. He is currently with Creative Planning and previously worked at Maryland Financial Group, Inc. and LPL Financial LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Steven Smith is a financial advisor with CIBC Private Wealth Advisors, Inc. in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Atlantic Trust Na and has been with CIBC National Trust Company since 2017. He serves as a trustee for the Emily E Scholsberg Educational Trust and several private grandchild trusts under his role at CIBC. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs an investment process involving internal teams and committees to create customized portfolios and offers strategies including options hedges and structured notes, managing approximately $67.8 billion in assets with 175 advisors.

Sean Rosencrance is a CFP®-certified financial advisor with eight years of industry experience. He has worked at Concurrent Investment Advisors, LLC since 2026 and previously spent eight years at Spire Wealth Management and Spire Securities, LLC. Rosencrance also maintains an ongoing affiliation with Corbett Road Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by integrated operational tools and a network of approximately 286 advisors.

Todd Youngdahl is a CFP® with 27 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2023. He previously worked for Washington Wealth Advisors, LLC from 2012 to 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Michael O'Leary is a financial advisor at Focus Partners Wealth, LLC with Series 65 credentials and six years of industry experience. Prior to joining Focus Partners in 2024, he worked at The Colony Group, LLC, Lowell Blake & Associates, and State Street Bank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brian Hutt is a financial advisor with Eagle Strategies (New York Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has roles with multiple related entities including AP Benefit Advisors, LLC and Bluepoint Financial, LLC. Outside of advisory work, he is involved as an investor in a popcorn company and holds investor roles in a community bank and a holding company related to life insurance. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Birds Horton is a financial advisor with Foundations Investment Advisors LLC and holds Series 63 and Series 65 designations, with 29 years of industry experience. His prior roles include positions at Legacy Wealth Management, Sentinel Asset Management, Cadaret, Grant & Co., and Wells Fargo Clearing. Outside of finance, he owns Linger Longer Entertainment, a wedding DJ and officiant service. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach.

Aahoo Sigarchi is a financial advisor with HSBC Securities (USA) Inc., holding a Series 66 designation and one year of industry experience. Prior to joining HSBC Securities, Sigarchi worked at HSBC Bank USA, N.A., Citizens Bank, and Burlington Stores Inc. among other roles. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. Its investment process incorporates strategic and tactical asset allocation with risk-profile-based models, offering both discretionary and client-directed portfolio management options.