William Chao is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. His prior roles include positions at Morgan Stanley, Spire Investment Partners, and TIAA. Outside of his advisory work, he is involved as a soccer coach with the Lions Soccer Club and is the owner of a goldfish breeding business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.

Ioannis Papadimitris is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled tools, to assist clients in asset allocation, investment policy analysis, and fiduciary support.

Brad Glickman is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. He is affiliated with LPL Financial and Private Advisor Group, LLC, where he provides investment advisory services. His background includes work at Maryland Financial Group, Inc. Outside of his advisory roles, he is involved in the insurance sector focusing on long-term care, life, and disability insurance. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team, delivering customized investment solutions through a large network of investment adviser representatives.

Rebekah Porter is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at LPL Financial, RBC Capital Markets, Nylife Securities LLC, and SFA LLC. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, overseeing $72.3 billion in assets as of May 2026.

John Koester is a CFP® professional with 33 years of industry experience, currently serving with Kestra Advisory. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2016. Outside of his advisory role, he serves as treasurer for the Corbitt By the Lake Association and secretary for the Kappa Phi Chapter Housing Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and it manages approximately $79.8 billion in assets across diverse client types including large institutional investors.

Amyn Mohamed Juma is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has been associated with TD Bank Financial Group since 2005. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a combination of affiliated and third-party sub-managers, strategic and tactical asset allocation, and provides portfolio management, financial planning, and custody services.

Barbara Dietze is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been associated with NYLIFE Securities Inc. and New York Life Insurance Company since 1984. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kimberly Greiwe is a CFP® and holds a Series 66 designation with seven years of industry experience. She currently works at Principal Financial Services, where she has been since 2022, following prior roles at firms including Eaglestone Tax and Triad Advisors. She also serves as a Bank Officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel, with a focus on direct advisory programs, financial planning, and access to third-party money manager solutions.

Robert Burchetta is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at LPL Financial LLC, SEI Investments, Morgan Stanley, Bank of America, and Merrill. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model-based portfolios, financial planning services, and retirement plan consulting through an open-architecture platform that integrates external tools and third-party managers.

Robert Beck is a ChFC® accredited financial advisor with 37 years of industry experience, currently affiliated with Principal Financial Services. He has held various roles since 1992, including ownership positions at Beck, Smithbower, Ickes Financial, LLC and Beck Financial and Wealth Management, LLC. Beck also serves as a board member for the Brighton Lakes HOA, overseeing day-to-day management activities. 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 financial planning, retirement consulting, and access to third-party money managers through direct advisory and promoter arrangements.

India Johns is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 26 years of industry experience, including prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Oppenheimer. Outside of her advisory work, she is the owner and partner of Sweetly Baked By J LLC, a bakery business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and alternative investment placement services.

Peter Perini Jr. is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked in various roles including sales assistant at Hendershot Financial Group and as an eBay seller. Prior to his current role, his background includes positions in retail and self-employment ventures. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and dynamic investment approaches across discretionary and non-discretionary programs.

Bradley Smith is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at MTX Wealth Management for nine years before joining MAI Capital Management in 2019. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Lala Balaoghlanova is a financial advisor at HSBC Securities (USA) Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at HSBC Bank USA National Association and HSBC Securities since 2017. HSBC Securities offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment options supported by strategic asset allocation and global fund due diligence.

Donald Schoen III is a CFP® professional with four years of industry experience. He has worked at Creative Planning since 2021 and previously spent a year at Sullivan, Bruyette, Speros and Blayney LLC. He also has four years of experience at Virginia Polytechnic Institute and State University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Lily Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. She previously worked at RS Will Wealth Management and has a background that includes four years at James Madison University and six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers customized wealth management and investment advisory services using a relationship-driven process and institutional-style asset allocation.

Ryan Verfurth is a financial advisor with Hightower Advisors in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2019 and was previously affiliated with Everplans - Beyondly, Inc and MBSC Securities Corporation. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

James Young is a financial advisor with Schwab Wealth Advisory based in Tysons Corner, VA. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Young has been with Schwab Wealth Advisory since 2012 and associated with Charles Schwab since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm delivers advice through Schwab’s standard asset allocation models and research tools, with clients retaining final trading decisions.

Caroline Girgis is a financial advisor at Prime Capital Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at United Capital Financial Advisers, Cetera Advisor Networks, and Girard Securities. Outside of her advisory role, she serves as treasurer for the DC Association of Collaborative Professionals and acts as a divemaster teaching scuba diving. 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, family office offerings, and retirement plan participant managed account allocations, employing a mix of core/satellite, thematic, and tactical investment strategies.

Michael Hoch is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and also has a long tenure at Kestra Investment Services, LLC and MLH Financial Services. He serves on the board of Maryland Hillel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, delivering services such as fiduciary consulting and plan-level investment advice supported by due diligence on investments.