Karsten Siebert is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds the Series 66 designation and has worked at Truist and its predecessor firms since 2018, as well as Merrill from 2013 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary arrangements.

Zachary Wilkes is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at CitiBank, Bank of America, Merrill, Constellis, Wells Fargo Advisors, and American University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Jack Mutchnik is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. He has worked at Rockefeller Capital Management since 2024 and joined Rockefeller Financial LLC in 2021. His background includes roles at Truist Investment Services, Leidos Inc., and BB&T Scott & Stringfellow. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Jastinder Sohi is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Chevy Chase Trust Company since 2016. He holds a Series 66 license and is based in Bethesda, MD. Chevy Chase Trust Company provides investment management, personal trust, family wealth, and financial planning services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, combining fiduciary trust, custody, and investment management functions.

Robert Ugiansky is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Capital Associates LLC since 2011 and has been affiliated with New York Life and Nylife Securities since 1998. Outside of his advisory work, he serves as a board member for First Tee of Howard County, an organization focused on character education and life skills for young people. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Thomas Raby is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at RiskSpan, Inc. and the Jadan Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, tailoring recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Nevi Harrison is a Series 66-licensed advisor at Truist Advisory Services with one year of industry experience. Harrison has been with Truist Investment Services since 2010, spanning 16 years at the affiliated broker-dealer. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates third-party platform and manager arrangements to support its AMC Advantage manager‑selection program.

Rajmiel Odinec is a financial advisor at Cerity Partners LLC with 35 years of industry experience. Prior to joining Cerity Partners in 2026, he spent 36 years at SOL Capital Management Company. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and specialized private market programs.

Anthony Slovick is a CFA® charterholder and holds Series 63 and Series 66 licenses, with seven years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2023, previously serving at Bank of America N.A. and Merrill from 2020 to 2023, and Hancock Whitney Bank from 2007 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services using technology platforms from Envestnet and custody through Pershing.

Dianne Nolin is a CFP® with 34 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. Her prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. She is a managing partner at Argent Bridge Advisors and is involved in providing educational content and financial planning related to divorce. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary and third-party platforms for portfolio management.

Krystian Suber is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has previously worked with OneDigital Investment Advisors, KB Financial Partners, M Holdings Securities, M Financial, Massachusetts Mutual, and Chubb Limited. Outside of his advisory role, he is president of Horizon Edge Realty, LLC, which manages rental income properties. 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 connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios and acts as adviser to a donor-advised fund.

Harrison Quimby is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Curi Capital. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jeffrey Bunch is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for seven years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Dmitriy Katsnelson is a financial advisor at Wealthspire Advisors with 12 years of industry experience. He holds the Series 65 designation and has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees. The firm offers customized wealth management and investment advisory services, employing a relationship-driven process and diversified, institutional-style asset allocation.

K Kennedy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to this, Kennedy worked at several firms including Royal Alliance Associates, Seia LLC, SII, EF Legacy Securities, and Edelman Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, direct indexing, and other platforms, while also providing specialized services such as retirement plan consulting and charitable advisory.

Natalie Hedrick is a CFP®-designated financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. She has worked at Penn Mutual Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. in various advisory and insurance roles. Hedrick is also involved in multiple insurance brokerage activities, including roles as partner and proprietor in insurance-related businesses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm combines advisory and broker-dealer services, offering discretionary and non-discretionary investment options, with a focus on tailored asset allocation and diversification strategies.

Atricia Roberts is a CFP® and Series 66-licensed financial advisor with Kestra Advisory, bringing 10 years of industry experience. She has worked with Kestra Advisory since 2019 and previously at Bank of America. In addition to her advisory role, Roberts serves as COO and Partner at Curo Private Wealth, overseeing client service operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

Howard Perlroth is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LLC and Kestra Financial Services, Inc. He is the owner of Gartenhaus Wealth Management, where he provides investment advisory services and manages business operations. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving large institutional clients such as sovereign wealth funds.

Stacy Murchison is a financial advisor at Chevy Chase Trust Company with 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Murchison has been with Chevy Chase Trust since 2006. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on secular trends and diversification, serving primarily multi-million dollar client relationships.

Rahul Bhatti is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organizations since 2021, including Truist Investment Services and SunTrust Bank prior to that. Outside of his advisory work, he has an ownership stake in a Bruster’s ice cream franchise in Odenton, Maryland. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on integrated inter-affiliate service arrangements.