Tomer Shoval is a financial advisor with Truist Advisory Services based in Washington, DC, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by advanced research tools and integrated inter-affiliate platforms.

Joseph Sladek Jr. is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2016, following a three-year tenure at Wells Fargo Advisors. Sladek and his wife own a rental property that they use as an investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that distinguishes between one-time planning and ongoing portfolio management.

Melissa Long is a financial advisor at Cresset Asset Management, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BB&T Securities and Morgan Stanley. In addition to her advisory role, she is involved in insurance sales. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach utilizing both active and passive strategies and offers services such as portfolio management, wealth planning, private fund advisory, and family office support.

Eran Goudes is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Wealthspire Advisors since 2018 and was previously with SOL Capital Management Company from 2012 to 2018. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering services such as wealth management, financial planning, and trustee administration. The firm employs a relationship-driven, customized investment process with a focus on diversified, institutional-style asset allocation.

Stefani Tueme is a CFP® at Cerity Partners LLC with two years of industry experience. Prior to joining Cerity Partners, she worked at CW Advisors, Wolf Group Capital Advisors, and The Wolf Group PC. Outside of her advisory role, she is the author of the book *My Very First Cash*. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes, combining proprietary quantitative screens with third-party managers and individual securities.

Sunil Setia is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Prior to that, he has also worked within other Truist entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Jonathan Jagolinzer is a CFP® professional with 21 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and has been affiliated with The George Washington University since 2003. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

I Shiuan Lee is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses. Lee has 11 years of industry experience, having worked at Transamerica Financial Advisors since 2015 and with World Financial Group since 2013. Lee is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios and programs with discretionary and non-discretionary options.

Asif Kuchey is a financial advisor with Private Advisor Group, LLC in Reston, VA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Transamerica Capital Inc, JPMorgan Securities, Bank of America, Amazon, Uber, Lyft, and several banking institutions. Outside of advising, he is the owner of Kashmir Colours LLC, a business selling home decor and ethnic clothing. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a network of investment adviser representatives and access to third-party asset managers and model portfolios supported by major strategists such as Fidelity and Goldman Sachs.

Jake Obringer is a financial advisor at Wealthspire Advisors in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Wealthspire Advisors in 2021, he worked briefly at Merrill Lynch and spent several years in educational roles at Virginia Tech and in middle and high schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, and financial planning services through a relationship-driven, customized process that emphasizes institutional-style asset allocation and ongoing portfolio management.

Liam Desmond is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation with one year of industry experience. His career includes roles as a student from 2014 to 2023 and advisor positions at Wealthspire Advisors beginning in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, utilizing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

James Nguyen is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including BDO Wealth Advisors, LLC, Biegel Waller, Complex Capital Management, LLC, and Lockheed Martin Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining discretionary and non-discretionary portfolio management across equities and fixed income.

Thura Aung is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Truist Advisory Services, Truist Investment Services, Truist Bank, BB&T Bank, and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Christopher Young is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Chevy Chase Trust Company, where he has worked since 2022. Prior to this, he held roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2015 to 2022. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach that emphasizes diversification, long-term holdings, and tailored fixed-income strategies, combining trust, custody, and fund-management functions.

Daniel Ialeggio is a CFP® with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles within various Steward Partners entities since 2016. Prior to that, he was affiliated with Raymond James Financial Services Advisors Inc. and co-founded Philleo & Ialeggio Wealth Strategies. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Steven Lynch is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with Steward Partners and its affiliated entities since 2016, and previously with Wells Fargo Advisors. In addition to his advisory work, he provides notary services in Bethesda, MD. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Steven Zeigler is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018. Prior to his career in finance, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Jared Onorato is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Commonwealth and Forge Financial Group. Outside of his advisory work, he is a co-owner of a rental property in Reston, VA. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from diverse securities and insurance products while offering discretionary model portfolios managed by its Investment Management and Research team.

Simeon Spruill is a CFP® with three years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company. His prior roles include positions at Focus Partners Wealth, LLC and WMS Partners, LLC. Outside of his advisory work, he is also involved in real estate sales as a licensed real estate salesperson with Fathom Realty. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing discretionary and non-discretionary investment management alongside trust and financial planning services. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, combining fiduciary trust and custody functions with investment management.

Broderick Young is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Crystal Clear Financial Group, Reveal Wealth, and New York Life. Outside of his advisory work, he serves on the board of Studio for Wellness & Education, contributing to the organization’s guidance and strategic development. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis through various program types linked to insurance and annuity products.