Nghiem Nguyen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has worked at Wfg since 2001. Outside of his advisory role, he is involved in timeshare rental activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through a large advisor network and multiple program platforms.

Robert Karcz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Merrill from 2010 to 2017 and has served at Commonwealth since 2017. He is also the president and owner of Stonehedge Financial, a private entity operating in securities, investment advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and practice-management support, enabling advisors to offer a wide range of securities and insurance products alongside discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Arthur Adler III is a financial advisor at Chevy Chase Trust Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2005. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management as well as personal trust and family wealth planning services. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships.

Solomon Nabdoya is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Bankers Life Advisory, he worked in senior living and the food service industry. He is also a 1099 agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in portfolio management.

Edilawit Tesfaye is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including CitiBank, Charles Schwab Bank, SunTrust Bank, and Greystar. Tesfaye is based in Washington, DC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Christopher Pirtle is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career spans roles at Ameritas entities since 2006, Mellon Street Investment Trust since 2013, and Peake Financial Wealth Management since 2003. Outside of advisory services, he is CEO and Chairman of the Board at Wellcentric Health Group Inc., which provides healthcare and pharmacy services for government-managed care programs in Washington, DC. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management through various programs and focuses on retirement-plan advisory services alongside discretionary and non-discretionary portfolio management.

Shateela Winters is a CFP® and ChFC® with 17 years of experience in the financial advisory industry. She is currently with Prime Capital Financial and has prior experience at Edelman Financial Engines, Raymond James Financial Services, and other firms. Outside of her advisory work, she is the treasurer and proprietor of the Della Woodward Chapman Scholarship Fund and maintains a website documenting her travels to see the Buffalo Bills play in every stadium. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, using a mix of investment strategies and maintaining an affiliated accounting subsidiary.

Michele Walthert is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She has been with Wealthspire Advisors in Potomac, MD since 2015. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework supported by centralized due diligence and investment-committee oversight, and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Thomas Toggas is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to joining Brookstone in 2018, he worked at Royal Fund Management, LLC and has been affiliated with Hindsight Asset Management since 1996. Toggas also operates as an independent insurance agent outside of his advisory role. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee programs.

Jackie Fontana is a CFP® with five years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2025. Prior to this, she worked at Fbb Capital Partners from 2020 to 2024. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and disruptive ideas, combining trust, custody, and fund-management roles in its services.

Robert Eubank is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been with Chevy Chase Trust Company since 2012. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on secular trends and sectors, combining fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client needs.

William Tyson is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Inc. and Betz Financial Advisory, LLC. Outside of his advisory role, he serves as a pastor at Woodlawn Baptist Church, where he occasionally speaks and oversees a small volunteer staff. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Andrew Kline is a CFP® and holds a Series 65 license, with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and ARK Financial Services, LLC. He participates on the investment committee of Raffa Wealth Management, meeting annually to review investment strategies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Suzanne Mchugh is a financial advisor with Empower Advisory Group in Laurel, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Gwfs Equities, Inc., Rcm&D, Lockton Companies, LLC, and Lockton Financial Advisors, LLC, where she has served for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage accounts. The firm delivers integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Nicholas Foster is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. He has worked at Truist Investment Services since 2021 and previously operated Foser Global Endeavors, LLC for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and a comprehensive manager selection and oversight process.

Tyrone Chaplin Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at multiple financial services firms, including United Financial Services and Pruco Securities, LLC. Outside of advisory work, he is part owner of Allied Nursing Services, LLC, a company focused on elderly care services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Gregory Banasz is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. His work history includes roles at Steward Partners Investment Solutions, LLC, Raymond James Financial Services, Inc., and Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

Matthew Main is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked across various Truist entities since 2015, including Truist Investment Services and SunTrust Advisory 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, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ida Cacanindin is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she worked with The Washington Ballet. She has also spent time in full-time education and as a student. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal research team and third-party managers, and provides integrated tax and accounting services along with specialized financial wellness and family office capabilities.

Jennifer Mac Lennan is a CFP® with 11 years of industry experience. She has worked at Creative Planning since 2025 and spent the prior 10 years at Burt Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside access to private market investments and various institutional services.