Carl Kielbasa is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following brief tenures at LeBaron Financial Group and Harbour Investments, Inc. Outside of his advisory role, he is involved with Carroll Retirement Plans and Investments as a registered representative and also operates CK Financial Services LLC, a payroll and business accounts payable service. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of analytical approaches and provides both discretionary and non-discretionary management, with access to specialized overlay programs and third-party money managers.

Kaitlyn Fanaroff is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Rockefeller Financial LLC and has prior experience with J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill, and Bernard R. Wolfe and Associates. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform, providing a range of discretionary and non-discretionary solutions across multiple asset classes.

Derek Sauerwine is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. In addition to his advisory role, he owns CTS Financials LLC, a single-person practice focused on insurance products such as long-term care insurance, life insurance, and fixed annuities, primarily serving clients in Virginia. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers portfolio management through a turnkey asset management platform and wrap-fee program.

John Bromhead is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 credentials. He has been with Truist Advisory Services and Truist Investment Services since 2026. Prior to that, he was associated with Morgan Stanley for one year and has work experience including positions at American University and fitness centers. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 its investment approach.

Gerald Scheinman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. His prior work includes 15 years at United States Anesthesia Partners and roles with NYLIFE Securities LLC, New York Life Com, and BluePoint Financial, LLC. Outside of advising, he is an investor in an Italian deli business in Washington, DC. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and provides a range of advisory programs, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Graff is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously held positions at Sullivan, Bruyette, Speros & Blayney, LLC and Weatherstone Capital Management. He is based in McLean, VA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Phyllis Afriyie is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, she is the owner of Prime Textile Group LLC, a dry-cleaning business based in Rockville, MD. 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 oversight committees and provides unique market roles including derivatives and futures services.

Matthew Brock is a CFP® with 23 years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously spent nine years at Divergent Planning, LLC and seven years at H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services including tax preparation and estate-document preparation for qualifying clients.

Kristin Hayes is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at Charles Schwab and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations to clients’ goals and risk tolerance, with trades executed only upon client authorization.

Lars Okeson is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2020, following a four-year tenure at Pagnato Karp Partners, LLC. Okeson serves on the accounting board of the College of William & Mary’s Raymond A. Mason School of Business. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and conducting structured due diligence to tailor portfolios to client objectives and risk profiles.

Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at HUB Investment Partners, Millennium Advisory Services, and other organizations prior to joining Focus Partners. His background includes roles outside traditional finance, such as experience in the food service industry. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Benjamin Albright is a CFP® professional with one year of experience at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he spent nine years at The Family Firm and has served in the U.S. Marine Corps since 2008. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Morgan Pearsall II is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, including prior roles at SunTrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, Pearsall serves as Vice-Chairman and At-Large Representative for the Prince William County Historical Commission, which advises on local historical preservation efforts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Robert Davidson Jr. is a financial advisor with Independent Financial Group, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Royal Alliance and Centaurus Financial, Inc. He also teaches a pre-retirement course for federal employees through Arlington County Public Schools. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning, portfolio management through various platforms, and uses a combination of firm- and third-party models to tailor strategies based on client risk profiles.

Ryan Mccall is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth Financial Network since 2007, with a period overlapping a role at Clarendon Wealth Management since 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eileen O'Connor is a CFP® with 21 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and was previously with Hemington Wealth Management, LLC for 12 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and offers portfolio management alongside custodian-based reporting and performance measurement.

Jennifer Davis is a CFP® professional with 11 years of industry experience. She has worked at MAI Capital Management, LLC since 2024, following nine years at Halpern Financial, Inc. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships, managing over $72 billion in assets.

Marcus Malone is a CFP® with 11 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Corbett Road Wealth Management and Spire Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Mohammad Rehan is a financial advisor at PNC Wealth Management with 30 years of industry experience. He has been with PNC Investments since 2005. He has Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a registered agent for Dawlay LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed via an invitation-only employee pilot. The firm utilizes approved model strategies with annual rebalancing and employs an algorithmic questionnaire to assist with risk assessment and model selection.

Michael Muldoon is a CFP® with eight years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Prior to that, he held positions at firms including Legacy Wealth Management, Grove Point Investments, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using proprietary asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.