Mark Ulicny is a CFP® with 25 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Private Client Services, Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. He is also involved as an insurance agent with PCRM, LLC, focusing on fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm utilizes a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary and family office practice.

Katherine Mabry is a CFP® professional at Beacon Pointe Advisors, LLC with five years of industry experience. She previously worked at Hemington Wealth Management for seven years and has held positions at Merrill Lynch and Virginia Tech. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional investors. The firm employs both active and passive strategies across public and private asset classes and integrates proprietary private funds and interval funds into its investment approach.

John Mahoney is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has zero years of industry experience but previously worked for the US Department of Defense from 2011 to 2024. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Amanda Plonski is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to her current role, she worked at PagnatoKarp Partners, LLC for four years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional investors, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public and alternative investments.

Joan Confoy is a CFP® professional with 33 years of industry experience. She is currently with Private Advisor Group, LLC and LPL Financial, and has prior experience at Raymond James Financial Services Advisors and FINRA’s Office of Dispute Resolution, where she has served as an arbitrator since 2000. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs including proprietary and third-party managed account solutions.

Donald Walters is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked with VOYA-affiliated firms since 2001, including VOYA Financial Partners, LLC. Outside of advising, Walters owns a financial services firm and an independent insurance agency, and he creates educational finance videos and Social Security e-courses. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial that provides comprehensive financial planning and investment management services to individuals, retirement plans, nonprofits, and corporate clients. The firm uses a combination of in-house and third-party strategies supported by technology tools, operating both non-discretionary and discretionary account management models.

Craig Smith is a financial advisor with Principal Financial Services, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at HSBC Securities and Equitable Advisors. Outside of his advisory work, he serves as a wedding officiant and pre-marital counseling facilitator. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Patrick Gallagher is a CFP® professional with three years of industry experience. He is currently with Creative Planning, LLC, where he has worked for five years, and previously spent a year at Sullivan, Bruyette, Speros, and Blayney (SBSB). Gallagher’s background also includes four years at Virginia Tech. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors and 151 offices.

Valerie Vander Molen is a financial advisor at Truist Advisory Services with 23 years of industry experience. Her career includes roles at PNC Investments and SunTrust Advisory Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, with offerings that include asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Stacy Blue is a CFP®-certified financial advisor with First Command Advisory Services in Fairfax, VA, bringing two years of industry experience. Prior to joining First Command, she worked for Regions Bank for seven years. She is the owner of Blue Financial Services, LLC, which she uses as her business entity for her advisory work. 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 managed through a centralized Investment Management Team.

Jonathan Bjoring is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at PNC Investments. His current tenure includes seven years at SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Reginald Cox Jr. is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work background includes roles at the Anschutz Medical Campus and various positions in higher education and community engagement. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Handan Gencogluer is a ChFC®-designated financial advisor with 41 years of industry experience. She has worked at Eagle Strategies (NY Life) since 2014, following prior roles at Guardian Life and MSI Financial Services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Timothy Schroth is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds the ChFC® designation along with Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior roles include positions at the Department of Defense and S2 Analytical Solutions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to oversee model portfolios and third-party manager selections.

Caroline Szivos is an advisor at Chevy Chase Trust Company with Series 63 and Series 65 designations. She has been with the firm since 2026 and previously operated ArtfulPrint LLC for 14 years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach centered on macro trends and sectors, combining fiduciary trust and custody functions within its integrated enterprise model.

Ma. Jessica Bellota is a financial advisor at First Command Advisory Services with a Series 66 credential and three years of industry experience. Prior to joining First Command, she served as president and board member of Togetech, Inc., a financial technology wallet service provider in the Philippines focused on financial inclusion. In that role, she provided oversight and ensured regulatory compliance. First Command Advisory Services is an SEC-registered investment adviser that serves 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Gordon Sun is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Citigroup Global Markets, among other firms. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary strategies. The firm employs a multi-profile investment approach that integrates strategic and tactical asset allocation with due diligence and monitoring conducted by affiliated specialists.

Robert Crandall is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has been with Principal Securities Inc. since 2004. Outside his advisory role, he is involved in fixed insurance activities including life, disability, annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Afya Gabriel is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds the Series 66 designation and has worked previously with firms including Equitable Advisors, Wells Fargo Clearing Services, Edward Jones, and MassMutual Carolinas. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and managed accounts while operating as a broker-dealer and insurance agency.

Jason Williams is a CFP® and PFS™ affiliated with Creative Planning, bringing 22 years of industry experience. He previously worked at Sullivan, Bruyette, Speros & Blayney, Inc. for 17 years before joining Creative Planning in 2021. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and fundamental equity sleeves, supported by a broad advisory team and integrated investment infrastructure.