Onari Tariah is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously held roles at FJY Financial and Morgan Stanley. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and proprietary quantitative screening.

Michael Rutler is a Series 66-licensed advisor with Truist Advisory Services, bringing 19 years of industry experience. He has held roles at Truist Advisory Services and its predecessors since 2015. Outside of his advisory work, he serves as Treasurer for the Marlan Forest Citizens' Association, managing financial duties and supporting community activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enhanced equity research to support investment decisions.

Carol Zirkle is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Lincoln Financial Advisors Corporation. Outside of her advisory role, she manages her own CPA firm, Carol Zirkle CPA PLLC, which she has operated since 1990, and serves on the board of Pinnacle Consulting Services. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with portfolios that include mutual funds, ETFs, equities, and fixed income.

Arthur Stein III is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. Prior to joining Allworth Financial, he led Arthur Stein Financial, LLC for 14 years. Outside of his advisory role, he works as an independent contractor in photography and conducts adult education workshops on retirement planning and related financial topics. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite and options-based models, and utilizes third-party sub-advisers and technology solutions to manage a broad range of client assets.

Erin Caines is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds the ChFC® designation and Series 63 license, with four years of industry experience. Her prior work includes roles at Northspire Wealth and New York Life, as well as a decade at the Food and Drug Administration. Outside of advising, she is an investor in a rum production business. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional sponsors. The firm offers a range of advisory services with an emphasis on tailoring recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Cody James is a CFP® and CFA® with four years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC, having previously worked at MAI Capital Management, Halpern Financial, and Freddie Mac. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer (OCIO) services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employs active and passive strategies across public and private assets, and provides comprehensive reporting and participant education for retirement plans.

Owen Marshall is a financial advisor at Primerica Advisors with a Series 66 designation and recent industry experience beginning in 2024. His prior roles include positions at Financial Growth Partners, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved with Diamond Heroes Baseball, where he conducts private lessons and coaches a travel team. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions.

Ryan Jordan is a financial advisor with Wealthspire Advisors in Potomac, MD. He holds a Series 65 designation and has four years of industry experience. Prior to joining Wealthspire Advisors, he worked at CrossPoint Wealth Partners and Mason & Associates. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Ellen Tillman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been associated with New York Life Insurance Company and its affiliates since 1995 and has operated her own firm, Ellen Tillman & Company, since 2007. Tillman is also involved in insurance brokering for non-registered products and serves on the finance committee of her local homeowners association. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis and notable expertise in advisory services linked to insurance and annuity products.

Maura Schauss is a CFP® and holds a Series 66 license with 26 years of industry experience. She has worked with Washington Wealth Advisors, LLC for 12 years before joining Wealth Enhancement Advisory Services, LLC, where she has been since 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active managers, quantitative, momentum, and fundamental analysis.

David Karp is a financial advisor at Cresset Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pagnato Karp Partners, LLC. Outside of his advisory role, Mr. Karp serves as a Trust Protector and trustee for certain clients without compensation and is a board member of the Limited Partner Advisory Counsel at Blue Delta Capital Partners. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using active and passive strategies and conducts a structured due-diligence process to select and monitor third-party managers across multiple asset classes.

Katrina Freedman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms, including Raymond James Financial Services and LPL Financial, before joining Private Advisor Group in 2020. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Omar Metwaly is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding a Series 66 designation and having two years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Fidelity Investments, and Northwestern Mutual. 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 investors, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investment managers.

Brian Jarosinski is a CFP® and ChFC® with 19 years of industry experience, currently serving as an advisor at Kestra Advisory. He has worked with Kestra since 2013 and has also been associated with MetLife Securities Inc. since 2009. Outside of financial advising, he engages in contract modeling and acting. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a variety of institutional and individual clients. The firm supports fiduciary responsibilities, offers discretionary and non-discretionary services, and manages approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

Richard Romero is a CFP® and ChFC® with 25 years of experience in the financial industry. He currently works at TD Private Client Wealth LLC and has prior experience with firms including Ameriprise, Prudential, and Q3 Advisors. He is based in Vienna, VA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Kristine Bennett is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her prior roles include positions at Healthy Wealthy Alex and Mass Mutual, and she spent over a decade as a homemaker before entering the financial services field. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Jenevieve Lenz is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is involved with Lenz4Women, a separate business activity. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and portfolio rebalancing, with access to alternative investments and affiliated consulting and insurance services.

Ryan Strong is a financial advisor with PNC Wealth Management in Fairfax, VA, holding a Series 66 designation and five years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank, with a total of six years at the latter. 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 to employees. The firm uses algorithmic questionnaires to guide investment strategies implemented primarily with mutual funds and ETFs.

Christopher Laughlin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 designations and 28 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been associated with Ameritas Life Insurance and Ameritas Investment Corp. for over two decades. He is also licensed as an independent insurance agent to sell fixed insurance products and owns a separate financial services business, Laughlin Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participant services.

John Devine is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Bank, and Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supplemented by AI-enabled equity research and inter-affiliate integration.