Rachael Gerjets is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has been with Foundation Financial Advisors since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and operational support while allowing advisors discretion in portfolio construction and offers a range of model portfolios and program structures through its Investment Management and Research team.

Bart Lanman is a CFP® with 25 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2017 and concurrently with Squire Lemkin & O'Brien since 2006. Prior to that, he worked at Tricapital Advisors Inc. from 2001 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation using a range of investment vehicles and ongoing due diligence.

Mya Fedash is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Mirror Lake Wealth Management (TAG Advisors) and has a background in education, having taught at the middle and high school levels for six years. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, using an institutional-style asset allocation approach with oversight from an investment committee.

Peter Keating is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and currently manages Chesapeake Capital Associates, LLC. His prior experience includes roles at Zenith Marketing Group Inc and Howard County Junior Striders. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

Ryan Ohlin is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2016 and also operates Avenue Wealth Management, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Lipchin is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Founders Financial Securities, LLC. He is also the owner of Lipchin Wealth Management LLC, a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, operational support, and investment management services. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

William Godfrey is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 credential and has worked at Oppenheimer since 2019, with prior roles at Wells Fargo Clearing Services, Red Ventures, Best Buy, and New Age Marketing. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs that include portfolio management, consulting, and financial planning. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

Angela Vaughan is a financial advisor at Stratos Wealth Partners, Ltd. She holds the Series 65 designation and has two years of industry experience. Prior to joining Stratos in 2026, she worked at Lifespan Financial Strategies in various roles from 2022 to 2026 and spent six years with Montgomery County Public Schools. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of investment and financial planning services using an open-architecture approach that incorporates both advisor-managed and model-based strategies.

Monica Kim is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 66 designation and has worked previously at Charles Schwab, TD Ameritrade, and other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Ryan Myers is a CFP® professional with 35 years of industry experience, currently serving at Voya Financial Advisors, Inc. He previously worked at Fortis Investors, Inc. for nearly three decades and has held roles at organizations including MissionSquare Retirement and Allstate Insurance. Myers is involved in nonprofit leadership as Chairperson of the Board of Directors for the Northern Virginia Urban League and serves as Treasurer for Omega Psi Phi Fraternity, Inc. Voya Financial Advisors, Inc. serves a diverse clientele including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary advice and operating both as a registered investment adviser and broker-dealer.

Lance Harting is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Oppenheimer and previously held roles at Bank of America and Merrill. Before his financial services career, he worked in the pool service industry. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside a range of investment products to meet client objectives.

Louis Liberatore is a CFA® charterholder and financial advisor at Hightower Advisors with five years of industry experience. His previous roles include positions at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers portfolio management, financial planning, and retirement consulting, serving clients including pension plans, charitable organizations, corporations, and financial institutions.

Sarine Zenian is a CFP® with 19 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, she worked at Raymond James and Associates from 2012 to 2025. She serves on the Finance/Investment Committee of the Armenian Church Eastern Diocese of America, where she participates in financial record review and audit oversight. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm employs a range of investment strategies, integrating financial planning and tax services, and manages over $72 billion in assets.

Anthony Sainclair is a financial advisor at Wealthspire Advisors with one year of industry experience. He previously worked at South River Mortgage and NewDay USA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, investment advisory, financial planning, family office support, and ERISA/retirement-plan services. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation and ongoing due diligence.

Chad Gerber is a CFP® with 27 years of industry experience currently with Truist Advisory Services. He has worked at Truist Investment Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled equity research.

Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently serves as president of US-Asia Links, a firm focused on international business consulting related to environment and clean water. Additionally, he advises on Asian Pacific American community issues as a commissioner and leads Acacia Financial Advisors LLC as president. 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 services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Stacy Bakri is a CFP® professional affiliated with Beacon Pointe Advisors, LLC, with 25 years of industry experience. She previously worked at The Family Firm, Inc. from 2007 to 2025 before joining Beacon Pointe Advisors in 2025. Outside of advisory services, she is also an agent involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan platform services, and outsourced chief investment officer solutions to a diverse clientele, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Eric Walker is a CFP® with 16 years of industry experience. He is currently an advisor at Rockefeller Financial LLC, where he has worked since 2023, following an eight-year tenure at Janney Montgomery Scott. 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 a range of services including discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Brett Monsein is a CFP® with 12 years of industry experience, currently with Rockefeller Financial LLC. His prior experience includes roles at Bank of America, N.A. and Merrill. He is based in Bethesda, MD. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a range of investment solutions across equities, fixed income, and alternatives through its consolidated platform, Rockefeller Global Investment Management.

Du Hur is a financial advisor at Chevy Chase Trust Company with six years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust since 2019, following a 16-year tenure at Columbia Partners, LLC Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and various institutional clients, offering investment management alongside trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining fundamental, technical, and cyclical analysis across diverse instruments.