Gregory Clarke is a financial advisor at Capitol Securities Management, Inc. in Reston, VA, with 41 years of industry experience. He has been with Capitol Securities Management since 2015. Clarke holds Series 63 and Series 65 licenses. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering advisory programs that include discretionary and non-discretionary management, separately managed accounts, and third-party Money Managers.

Christina Cunningham is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 65 designation. She has been in the industry since 2020, previously working at Cardinal Wealth Management and First Financial Group. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Heather Ramlal is a financial advisor with Transamerica Financial Advisors in Laurel, MD, holding Series 65 and Series 63 credentials and having 10 years of industry experience. She is also president of HLR Financial Solutions Inc. and has worked with Amplify and (V) WeCare. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services through a variety of proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Daniel Goldman is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Truist Bank and educational services firms Revolution Prep and C2 Education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary solutions supported by third-party platform and manager relationships.

Larissa Kochetkova is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with PNC Wealth Management since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Ani Inyang is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2007. Ani is based in Washington, DC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Michael Romano is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His career includes roles at Forge Financial, Wells Fargo Clearing, Wells Fargo Bank NA, and Merrill. Outside of his advisory work, he owns MAR, LLC, an entity established for owning antique cars and real estate. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and a range of investment products.

Haixia Cheng is a CFP®-certified financial advisor at Independent Financial Group, LLC with one year of industry experience. Prior to joining Independent Financial Group, she worked at YongAn GuoFu Asset Management Co., Nanhua Fund Management Co., China Securities Co., and China Asset Management Co. Cheng also pursued an MBA at UIC. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers comprehensive financial planning and portfolio management through various platforms, utilizing both firm- and third-party models to tailor investment strategies based on client risk profiles.

Daniel Nampha is a CFP® professional with eight years of experience in the financial industry. He is currently affiliated with Schwab Wealth Advisory, Inc., where he has worked since 2026. His prior roles include positions at Fidelity Brokerage Services LLC and Ameriprise Financial Services, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach involves asset allocation guidance and investment selection supported by Charles Schwab & Co.’s research tools, with recommendations tailored to individual client goals and risk tolerance.

Allison Dunlap is a Series 65-licensed financial advisor at Farther with nine years of industry experience. She previously worked at Harbour Capital Advisors, Pennington Partners & Co., Wealthcare Advisory Partners, and Family Office Research. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs Modern Portfolio Theory with algorithmic rebalancing and uses a mix of ETFs, mutual funds, equities, and fixed income in its portfolios.

Max Meltzer is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2015. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. Wealthspire employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

Sang Du is a CFP®-certified financial advisor with nine years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Bank of America (Merrill Lynch), Edward Jones, and AXA Advisor LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Richard Levinson is a CFA® charterholder with four years of industry experience. He has been with Truist Advisory Services since 2022 and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank for over 30 years combined. Outside of his advisory role, Levinson serves as a trustee and power of attorney for several family trusts. 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, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a mix of discretionary and non-discretionary approaches using third-party platforms.

Matthew Burnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 66 licenses and bringing 28 years of industry experience. His prior experience includes 11 years at Wells Fargo Securities. Outside of his advisory work, he serves as Treasurer for Mastersingers USA, Inc. and Washington Men's Camerata, Inc., and is actively involved with Master Networks as a chapter secretary. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party advisory solutions.

Laila Moumou is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She holds a Series 66 designation and has worked at Citigroup Global Markets and its predecessor, Citicorp Investment Services, since 2002. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Ryan Quinn is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., bringing 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Keeney Financial Group, Inc./Triad Advisors, LLC, and Federated Hermes. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with trades requiring client authorization and reviews conducted at least annually.

Hermann Cruz is a financial advisor at TIAA-CREF with six years of industry experience and a Series 66 designation. His prior roles include positions at Bank of America, Merrill, and the DC Government Office. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm distinguishes between point-in-time planning and ongoing discretionary management, applying a fiduciary standard to its RIA services.

Patrick Mccarthy is a CFA® charterholder with 20 years of industry experience. He is currently with Oppenheimer and previously worked at BTIG LLC, Carbon Advisors, Capewell Aerial Systems, and Neptune Holding. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, manager selection, and portfolio reviews on both discretionary and non-discretionary bases.

Bradford Coyle Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also owner of Coyle Financial Group, a support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations with various portfolio management and advisory services, employing a due-diligence process coordinated with multiple custodial and platform partners.

Hannah Adams is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. She holds a Series 66 designation and has worked at Eagle Strategies LLC, New York Life Insurance Company, and NYLife Securities, LLC. She also operates under the DBA Avenue Wealth, focusing on selling New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.