Todd Feldman is a CFP® with 28 years of industry experience currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, Obsidian Personal Planning Solutions, Triad Advisors, and National Planning Corporation. Feldman serves on the board of directors for the Exit Planning Exchange DC-Metro Chapter. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios overseen by an internal investment team.

James Lee is a Series 66 licensed financial advisor with one year of industry experience, currently with XML Financial Group. Prior to joining XML, he was affiliated with MassMutual Life Insurance Co and MML Investors Services, LLC. Before his financial career, Lee worked in education with Howard County Public Schools in various roles. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves a diverse client base through discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, employing a portfolio approach that combines fundamental and technical analysis with third-party managers.

Ryan Muscatella is a CFP® with six years of industry experience, currently affiliated with Cassaday & Company, Inc. He previously worked at Royal Alliance and Washington Wealth Advisors. At Cassaday & Co Wealth Management, LLC, he supports lead advisors in financial planning. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach with diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

David Sherwood Jr. is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management with 20 years of industry experience. He holds a Series 65 credential and has been with Evanson since 2026, following a 20-year tenure at Evanson Asset Management, LLC. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets using a long-term, strategic asset allocation approach that favors low-cost mutual funds and ETFs with portfolio tilts toward small-cap and value investments.

Gregory Clarke is a financial advisor at Capitol Securities Management, Inc. in Reston, VA, with 41 years of industry experience. He has been with Capitol Securities Management since 2015. Clarke holds Series 63 and Series 65 licenses. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering advisory programs that include discretionary and non-discretionary management, separately managed accounts, and third-party Money Managers.

Christina Cunningham is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 65 designation. She has been in the industry since 2020, previously working at Cardinal Wealth Management and First Financial Group. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Heather Ramlal is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and also serves as president of HLR Financial Solutions Inc. outside of her advisory role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, providing discretionary and non-discretionary program options.

Daniel Goldman is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Truist Bank and educational services firms Revolution Prep and C2 Education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary solutions supported by third-party platform and manager relationships.

Larissa Kochetkova is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with PNC Wealth Management since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Ani Inyang is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2007. Ani is based in Washington, DC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Michael Romano is a financial advisor with Commonwealth Financial Network in Reston, VA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. Outside of his advisory work, he owns MAR, LLC, an entity established for owning antique cars and real estate. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support, with discretionary model portfolios and multiple program structures available to affiliated advisors.

Haixia Cheng is a financial advisor at Independent Financial Group, LLC with a CFP® designation and Series 63 and 65 licenses. Cheng has prior experience at YongAn GuoFu Asset Management Co., China Asset Management Co., and other firms, accumulating over a decade in the investment industry. Cheng is also an MBA candidate at the University of Illinois at Chicago. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a mix of passive and active investment strategies through various platforms and emphasizes strategic asset allocation and manager selection combined with ongoing due diligence.

Daniel Nampha is a CFP® certified financial advisor with seven years of industry experience. He currently works at Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior experience includes roles at Fidelity Brokerage Services LLC, Ameriprise Financial Services, Inc., Raymond James Financial Services, and LS Associates. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Allison Dunlap is a Series 65-licensed financial advisor at Farther with nine years of industry experience. She previously worked at Harbour Capital Advisors, Pennington Partners & Co., Wealthcare Advisory Partners, and Family Office Research. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs Modern Portfolio Theory with algorithmic rebalancing and uses a mix of ETFs, mutual funds, equities, and fixed income in its portfolios.

James Hull is a financial advisor with Transamerica Financial Advisors in Fairfax, VA, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at the US Department of Education’s National Center for Education Statistics and The New Teacher Project, Inc. He volunteers as a Softball Commissioner and board member for South County Little League. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and various investment programs.

Max Meltzer is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2015. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. Wealthspire employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

Sang Du is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He has nine years of industry experience, including roles at Bank of America (Merrill Lynch), Edward Jones, and AXA Advisor LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering comprehensive financial reviews and investment recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

Richard Levinson is a CFA® charterholder with four years of industry experience. He has been with Truist Advisory Services since 2022 and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank for over 30 years combined. Outside of his advisory role, Levinson serves as a trustee and power of attorney for several family trusts. 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, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a mix of discretionary and non-discretionary approaches using third-party platforms.

Matthew Burnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. His career includes 11 years at Wells Fargo Securities and multiple roles at Guardian Life and Park Avenue Securities since 2020. Outside of his advisory work, he serves as Treasurer for Washington Men's Camerata, Inc. and Mastersingers USA, Incorporated, and is active in Master Networks. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs using both proprietary and third-party models.

Laila Moumou is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 26 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she owns a rental property in Falls Church, VA, which she manages with assistance from a real estate agent. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary programs and maintains large institutional capabilities alongside specialized market roles.