Joan Confoy is a CFP® professional with over 30 years of experience in the financial services industry. She is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Raymond James Financial Services. In addition to her advisory role, Confoy serves as a FINRA arbitrator. Private Advisor Group, LLC is an SEC-registered firm managing more than $41 billion across over 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Donald Walters is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, Walters owns TRIADVISE, a financial services firm, and operates a website producing compliance-approved educational finance videos. He is also the creator of an e-course focused on Social Security Widow Benefit planning. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers a variety of financial planning and portfolio management services, delivering advice primarily through non-discretionary arrangements and multiple program structures such as Unified Managed Account wrap programs and third-party money manager access.

Christopher Bonham is a CFP® professional with 11 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Planning, Inc. since 2014. In 2024, he established CGB Financial, although it is not actively used for business operations at this time. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Michael Hoffman is a CFP® professional with over 31 years of experience in the financial industry. He has been with Truist Advisory Services since 2016 and has prior experience at Truist Securities, Inc. spanning more than two decades. 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and manages the AMC Advantage manager-selection program through a combination of discretionary and non-discretionary approaches.

Craig Smith is a financial advisor with Principal Financial Services in Bethesda, MD, holding a Series 66 license and 19 years of industry experience. He has worked at several Principal entities since 2011 and serves as a bank officer at Principal Bank and Trust Company. Outside of his financial advisory role, he provides wedding officiant and pre-marital counseling services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes access to direct advisory programs, financial planning, retirement plan consulting, and third-party money manager solutions.

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.

Stacy Blue is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the CFP® designation and Series 65 and 63 licenses. She has two years of industry experience, including prior roles at First Command Insurance Services and Regions Bank. Stacy is also the owner of Blue Financial Services, LLC, her business entity connected with her advisory work. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Alan Sprinkel is a financial advisor with Money Concepts Capital Corp in Gainesville, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Money Concepts Advisory Service and Money Concepts Capital Corp since 1995. Outside of his advisory role, he serves as president of APS Enterprises, Inc., a position he has held since 1984. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, utilizing model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Handan Gencogluer is a financial advisor with Eagle Strategies (New York Life) in Vienna, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 40 years of industry experience and has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice delivered through various program types and manages most of its assets 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 a financial advisor at Chevy Chase Trust Company with one year of industry experience. She holds Series 65 and Series 63 licenses and previously operated ArtfulPrint LLC for 14 years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on secular trends and sector themes, emphasizing longer-term holdings and combining fiduciary trust and custody functions with investment management.

Gordon Sun is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, N.A. from 2015 to 2025 before joining HSBC in 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach uses model risk profiles combined with strategic and tactical asset allocation developed alongside HSBC Global Asset Management, offering both discretionary and client-directed portfolio options.

Patrick Mc Lane is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including USA Financial Securities and National Planning Corporation. He is also a licensed attorney who provides occasional legal advice and services outside of his investment practice. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, businesses, and foundations, offering financial planning and portfolio management through the CLASSIC Plus platform. The firm utilizes both discretionary and non-discretionary arrangements and employs a variety of analytical approaches in managing client assets.

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 a Series 66 designation and has previously worked at 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, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.

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.

Joseph Falchek III is a CFP® with 11 years of industry experience currently serving at Cresset Asset Management, LLC. His prior experience includes roles at Sullivan Bruyette Speros & Blayney and PagnatoKarp Partners, LLC. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client 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 both active and passive strategies and provides a range of services including portfolio management, financial planning, private fund advisory, and family office services.

Claire Weil is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Outside of her advisory work, she manages a rental property in Scotland, handling income and expense tracking and occasional interaction with the management company. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment and wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach and integrates fundamental and quantitative analysis with affiliated service companies and product relationships.

Ambika Bablani is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding a Series 66 designation and six years of industry experience. She has been associated with Eagle Strategies, New York Life Insurance Company, and Eldenstreet Financial, LLC during her career. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.