Joshua Graham is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has two years of industry experience, with prior roles including positions at Wealth Enhancement Advisory Services and the Wealth Enhancement Group, as well as educational experience at Rensselaer Polytechnic Institute. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Yichuan Li is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including East West Bank, TD Bank N.A., and Morgan Stanley Smith Barney LLC. 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 both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Timothy Shean is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network and Potomac Financial Private Client Group, LLC, where he has worked since 2011. Prior to that, he was with Equitable Advisors from 2006 to 2011. He is a co-owner of Potomac Financial Private Client Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Brenda Blisk is a CFP® with 40 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. She spent four decades at Spire Wealth Management, LLC before joining her current firms. Brenda serves on the Board of Trustees for Concordia Plan Services in a volunteer capacity. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and offers a range of wealth management and financial planning services supported by a large network of advisors.

Robert Adams III is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Eagle Strategies, he worked in the automotive sector from 2016 to 2022. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plan sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Marilyn Forrester is a financial advisor at VOYA Financial Advisors, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including New York Life and Citigroup Global Markets. Prior to her financial services career, she spent 13 years focused on homemaking. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm combines proprietary and third-party investment strategies with technology-enabled tools, maintaining both advisory and broker-dealer functions to serve a diverse client base.

George Shirley is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has worked with Steward Partners and Raymond James in various advisory roles since 2016. Outside of his advisory work, he serves as the Chair of the Recreation Committee for the Arlington Soccer Association and is a member of its board. 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, providing portfolio management, financial planning, and consulting services through a range of proprietary and third-party investment solutions.

Carmen Dello Iacono is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has been associated with Corbett Road Wealth Management since 2018. Before her advisory roles, she worked at FactSet for three years. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by integrated platforms and affiliated sub-advisory arrangements.

Leigh Pell is a financial advisor with Truist Advisory Services who holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining Truist, Leigh worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 15 years and spent time at Sandy Spring Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment solutions and utilizes both internal resources and third-party platform arrangements to support its clients.

Irina Gavrilyaka is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at The Vanguard Group for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary strategies supported by third-party manager arrangements and AI-enabled research tools.

Robin Corley is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Transamerica since 2014. Prior to that, he was with Wells Fargo Clearing and Morgan Stanley DW Inc. He is also involved in the sale of insurance products related to annuities, disability, and long-term care through affiliated companies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios and providing both discretionary and non-discretionary investment programs.

Michael Burke is a financial advisor at Wealthspire Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2017, following a 17-year tenure at Tricapital Advisors Inc. Burke also serves as director and chairman of Capital Bank, a community bank in Rockville, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and retirement-plan services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

Ethan Delinski is a financial advisor at PNC Wealth Management in Washington, DC. He holds a Series 66 designation and has been with PNC since 2024. Prior to joining PNC, he worked in various roles including positions at Pixis Drones and RedPeg Marketing. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The firm uses algorithmic tools to guide investment strategy selection and implements portfolios primarily through mutual funds and ETFs with annual rebalancing.

Joseph Doniger is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and several other financial services firms. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Worthington is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has 14 years of industry experience. His prior affiliations include Franklin Capital Strategies, LLC and Avenue Wealth Management, LLC, where he has focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types, with a majority of its assets managed on a non-discretionary basis.

Daniel Gilliland is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and operates a CPA affiliate firm, Gilliland & Associates, PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, consulting, and family office services using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

James Mccormack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with SunTrust Investment Services since 2000 and transitioned to SunTrust Advisory Services in 2016, continuing his advisory role. 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 and non-discretionary approaches, supported by third-party manager relationships and AI-enabled equity research, with a notable level of inter-affiliate integration across its services.

Joseph Masella is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial LLC, Israel Discount Bank of New York, IDB Capital Corp., and Fortigent, LLC. He also serves as a senior investment strategist for Global Advisor Group, a DBA associated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm provides a fiduciary-based advisory model that includes discretionary and non-discretionary management, utilizing third-party managers and technology platforms to implement diverse investment strategies.

Christopher Piczak is a CFP® with 43 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, retirement-plan and IRA advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and outside strategists with technology-enabled tools to implement investment recommendations across a range of affiliated and unaffiliated products.

Angel Garcia is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Before joining Cerity Partners, he worked at GuidePoint Financial Planning and South Block. His prior work includes several roles in education and retail. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services incorporating proprietary quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.