Gunn Thongniyom is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Rockefeller Capital Management, Rock & Co LLC, Bank of America, and Merrill. He is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Oscar Cornejo is a CFP® professional based in Bethesda, MD, with three years of industry experience. He has worked at The Colony Group, LLC since 2018, following brief roles at Bridgewater Wealth & Financial Management, LLC and Virginia Tech. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside tools such as trend-following and options overlays.

Anais Hui is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. She holds the Series 66 designation and has been with TD Private Client Wealth LLC since 2016. 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 both affiliated and third-party sub-managers in its portfolio construction. The firm combines strategic and tactical asset allocation through various proprietary portfolio offerings and delivers services including ongoing portfolio management, financial planning support, and custody via third-party custodians.

Jesus Vega Rojas is a financial advisor with PNC Wealth Management in Washington, DC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at CUNA Mutual Group, Bank of America, Merrill Lynch, Citigroup, and AXA Advisors. He serves as a board member of the Garden Ridge Condo Association. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot for employees that uses algorithmic risk assessment and invests in approved mutual funds and ETFs.

Kevin Williams is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His prior experience includes 16 years at H. Beck, Inc., along with ownership roles in Williams Financial Services and K.Q. Williams & Associates, which provides tax preparation and accounting services. He also serves as a church deacon, assisting with church services and congregation care. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investments tailored to client risk profiles.

Jayne Ly is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has 21 years of industry experience, including roles at Grove Point Investments, LLC, and Bankers Life Advisory Services, Inc. She is based in Silver Spring, MD. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ivan Brown Jr. is a financial advisor at First Command Advisory Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several related First Command entities since 2022, as well as prior roles with Blue Sky Capital Management and Alaris Financial. Outside of his advisory work, he is the owner of Blackwing Financial Holding Corporation, an S corporation involved in managing employment-related expenses for his First Command business. First Command Advisory Services 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, delivering investment management through a centralized team that selects and monitors approved third-party managers and model portfolios.

Bradley Pottorf is a financial advisor at Oppenheimer with eight years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Advisors, LLC for eight years and also has experience at Capital One. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Lloyd Prudent is a financial advisor at First Command Advisory Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with First Command-affiliated firms since 2005. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

Kristina Saunders is a CFP® professional with 13 years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Sterling Capital Management, Farr Miller & Washington, and Cassaday & Co Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Charles Held II is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support manager selection and oversight.

Thomas Annin is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. He has worked at Creative Planning since 2021 and has prior experience at Sullivan, Bruyette, Spero & Blayney, LLC and BOS. He is based in McLean, VA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Justin Terrell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been affiliated with Principal Securities Inc. and Principal Life Insurance Co. since 2015. In addition to his advisory role, he serves as a bank officer at Principal Bank and Principal Trust Company, supporting the management of retirement plan account relationships across the firm’s offerings. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kyle Schliefer is a financial advisor at CWM, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Cetera Wealth Services, LLC since 2022. Outside of finance, Kyle has worked professionally as an actor in theatre, movies, and television since 2001. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and integrates fundamental and technical analysis with third-party sub-advisors and customization tools.

Morin Lam is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal standards and oversight committees to select and monitor managers.

Alexander Douma is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments and the University of Maryland. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by dedicated advisory teams and integrates resources across the Goldman Sachs network to deliver a broad range of wealth management services.

Heidi Patterson is a financial advisor with Integrated Wealth Concepts LLC in Vienna, VA, holding a Series 66 designation and over 22 years of industry experience. Her prior career includes 12 years at Ameriprise before joining Integrated Wealth Concepts and affiliated firms since 2016. Outside of her advisory work, she owns and designs for an LLC named Darby O' Dylan. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of internally managed and third-party strategies.

Amy Raskin is a financial advisor at Chevy Chase Trust Company with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2014. 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.

Kristen Comeau is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Naqvi-Van Ness Asset Management before joining Mercer Global Advisors in 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and regular rebalancing, implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Claire Voorhees is a financial advisor at Chevy Chase Trust Company with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo and Saybrook Fund Advisors. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing discretionary and non-discretionary investment management along with trust, custody, and financial planning services. The firm employs a thematic investment approach focused on macro trends and sector themes, combining fiduciary trust and custody functions with investment management.