Ryan Ohlin is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with Eagle Strategies and NYLIFE Securities since 2016 and also operates under the DBA Avenue Wealth Management, LLC for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Yeoshen Tsui is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services and its affiliated entities since 2016. Outside of his advisory role, Tsui is involved as a co-owner of a water damage restoration business and participates in real estate activities primarily related to personal property with his spouse. 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, supported by third-party platforms and AI-enabled research tools.

William Godfrey is a financial advisor at Oppenheimer in Washington, DC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Red Ventures, Best Buy, and New Age Marketing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Rachel Richardson is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked primarily at First Command-affiliated firms since 2020. Prior to her financial services career, she spent several years at St. Elizabeth Ann Seton School. First Command Advisory Services, Inc. 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, using an Investment Management Team to design and manage model portfolios with discretionary authority granted by clients.

Christopher Pratt is a CFP® with seven years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. He has held roles at Purshe Kaplan Sterling Investments, Spire Wealth Management, and Cardinal Wealth Management. Pratt serves on the board of the Lilabean Foundation, providing financial guidance to the nonprofit. 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 using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisors and integrated operational tools.

Jonathan Rosner is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 65 designation and has previously worked at TritonPoint Wealth, Goldman Sachs Personal Financial Management, Wealthspire Advisors, and Convergent Wealth Advisors. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory programs with a centralized asset management platform.

Angela Vaughan is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 65 credential and two years of industry experience. Prior to joining Stratos in 2026, she worked at Lifespan Financial Strategies and spent six years at Montgomery County Public Schools. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs an IAR-driven model with a focus on discretionary and non-discretionary portfolio management, using an open-architecture approach that integrates multiple third-party platforms and offers specialized services such as overlay and tax-management features.

Ryan Myers is a CFP® with 35 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. His career includes nearly three decades at Fortis Investors, Inc., as well as roles at MissionSquare Retirement and Allstate Insurance. Myers is involved in nonprofit leadership and community service, serving as Chairperson of the Board of Directors for the Northern Virginia Urban League and Treasurer of the Omega Psi Phi Fraternity, Inc. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, institutions, and nonprofits. The firm uses a combination of in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product platform.

Lance Harting is a CFP® professional with nine years of industry experience, currently advising at Oppenheimer since 2024. Prior to joining Oppenheimer, he worked for Bank of America and Merrill from 2017 to 2024 and was employed at a pool service company from 2010 to 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of advisory and consulting services across multiple asset classes, offering both discretionary and non-discretionary management, and maintains custody of client assets as a qualified custodian.

Jaron Reynolds is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at firms including Fisher Investments and Fidelity, with a total of five years at Fisher Investments and several years at Fidelity in various capacities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process combining passive and active management overseen by an internal Investment Committee.

Louis Liberatore is a CFA® charterholder and financial advisor at Hightower Advisors with five years of industry experience. His previous roles include positions at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers portfolio management, financial planning, and retirement consulting, serving clients including pension plans, charitable organizations, corporations, and financial institutions.

Sarine Zenian is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She is currently with MAI Capital Management, LLC and previously worked at Raymond James and Deutsche Bank Securities. Zenian serves on the finance and investment committee of the Armenian Church Eastern Diocese of America, where she participates in financial oversight and auditing. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of tailored investment strategies and integrates financial planning, tax, and administrative services into client relationships.

Anthony Sainclair is a financial advisor at Wealthspire Advisors with one year of industry experience. He previously worked at South River Mortgage and NewDay USA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, investment advisory, financial planning, family office support, and ERISA/retirement-plan services. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation and ongoing due diligence.

Chad Gerber is a CFP® with 27 years of industry experience currently with Truist Advisory Services. He has worked at Truist Investment Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled equity research.

Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Equitable Advisors and Ameritas-affiliated entities. Outside of advisory work, he serves as president of US-Asia Links, an international business consulting firm focused on environmental and clean water initiatives, and holds a commissioner role advising on Asian Pacific American community issues. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes diverse investment programs and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.

Stacy Bakri is a CFP® professional affiliated with Beacon Pointe Advisors, LLC, with 25 years of industry experience. She previously worked at The Family Firm, Inc. from 2007 to 2025 before joining Beacon Pointe Advisors in 2025. Outside of advisory services, she is also an agent involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan platform services, and outsourced chief investment officer solutions to a diverse clientele, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Eric Walker is a CFP® with 17 years of experience in financial services. He is currently with Rockefeller Financial LLC and has previously worked at Janney Montgomery Scott and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and retirement plans. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a comprehensive investment platform that includes equities, fixed income, and alternative investments.

Brett Monsein is a CFP® with 12 years of industry experience, currently with Rockefeller Financial LLC. His prior experience includes roles at Bank of America, N.A. and Merrill. He is based in Bethesda, MD. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a range of investment solutions across equities, fixed income, and alternatives through its consolidated platform, Rockefeller Global Investment Management.

Du Hur is a financial advisor at Chevy Chase Trust Company with six years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust since 2019, following a 16-year tenure at Columbia Partners, LLC Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and various institutional clients, offering investment management alongside trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining fundamental, technical, and cyclical analysis across diverse instruments.

Jazeb Qamar is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 66 designations. Prior to joining TIAA-CREF, he worked at JPMorgan Chase Bank NA and Morgan Stanley in various roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model portfolio-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.