Sonia Castillo Smith is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with HSBC Securities since 2011 and HSBC Bank USA N.A. since 2012. Outside of her advisory role, she is a member of the Rotary Club of Dulles International Airport, where she volunteers on community service and scholarship committees. HSBC Securities (USA) Inc. offers managed account programs to a range of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with due diligence from HSBC Global Asset Management and affiliated providers, operating programs that serve both discretionary and client-directed portfolios.

Shane Twomey is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 21 years of industry experience. His career includes roles at Rockefeller Capital Management, Stand Together, Verdence Capital Advisors, and managing his own firm, Twomey Capital. Outside of finance, he has been involved with Twomey Lacrosse for over two decades. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Blake Doyle is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Chevy Chase Trust in 2016, she worked at Height Analytics, LLC from 2012 to 2017. Ms. Doyle serves on the Board of Directors and the Audit Committee of Insteel Industries Inc. (NYSE: IIIN). Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm’s thematic investment approach emphasizes macro views and sector trends, combining fiduciary trust and custody functions with active portfolio management.

David McMillan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His career includes roles at Netlaw Group, WealthWave, and the Heartland Institute of Financial Education, where he serves as a certified financial educator. He is also involved in health insurance enrollment activities under the Affordable Care Act and provides supplemental insurance solutions through affiliated companies. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory services primarily through model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Nancy Briguglio is a financial advisor with Creative Planning, holding the CFP® and ChFC® designations and the Series 66 license. She has 42 years of industry experience, including prior roles at Private Advisor Group, LLC and LPL Financial, LLC. Ms. Briguglio serves on the advisory board of Allen & Shariff. 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 combines low-cost indexing and buy-and-hold strategies with selective private market exposure and offers a range of advisory and non-investment services.

Morgan Tester is a CFP®, ChFC®, and Series 65-registered financial advisor with five years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2024. Prior to that, he was employed at Carmichael Hill for five years and Estabrook & Company for one year. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services, overseeing $72.3 billion in assets as of May 31, 2026.

Jonathan Giordani is a CFA® charterholder with 24 years of industry experience. He is affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and Planning Solutions Group. Outside of advisory services, he is involved as a senior vice president in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and utilizing both proprietary and third-party resources.

Evgeniya Komarova is a CFP® and Series 66 professional with seven years of industry experience. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab, having previously worked at Bank of America and Merrill. Komarova is based in Tysons Corner, VA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm relies on Charles Schwab & Co.’s asset-allocation models and research tools to offer tailored recommendations, with trades executed only upon client authorization.

Randy Ryan is a financial advisor at Chevy Chase Trust Company with 19 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Chevy Chase Trust in 2023, he worked at Oars Capital and Mason Investment Advisory Services. He is a 10% shareholder in Oars Capital and is currently negotiating a final buyout agreement. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on macro views and secular trends, combining fiduciary trust and custody functions with investment management in an integrated organizational model.

Andrew Baron III is a financial advisor with Concurrent Investment Advisors, LLC in McLean, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Spire Investment Partners, LLC and Costco Wholesale Corporation. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of roughly 286 advisors serving over 13,000 clients.

Rebecca O'Bryon is a CFP® with seven years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. She has held positions within various Steward Partners entities since 2016 and also worked at Raymond James Financial Services, Inc. from 2016 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Keenan Stout is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management LLC. He has been involved with the Evergreen Lacrosse Club outside of his advisory work. Mercer Global Advisors provides comprehensive investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified portfolios implemented through a range of vehicles including ETFs, index funds, and private funds, alongside a broad suite of specialized financial and consulting services.

Orathai Kuvareewong is a financial advisor at Wealthspire Advisors with 12 years of industry experience. She has held positions at Capital Fiduciary Advisors, LLC and has been with Wealthspire Advisors since 2017. She holds a Series 65 designation. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Luke Jackson is a CFP® and holds a Series 63 license. He has one year of industry experience and is currently with Mercer Global Advisors Inc. Prior to joining Mercer, he worked at NYLife Securities LLC and New York Life Insurance. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various specialized programs and platforms.

Robert Glass is a CFP® professional with 15 years of experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at The Mather Group, Financial Engines Advisors, and Edelman Financial Services. Outside of his advisory work, he is involved with Windsor Care Homes, an LLC focused on elderly care. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers integrated tax services and coordinated Family Office offerings, employing discretionary, customized portfolios supported by in-house research and third-party allocations.

Laura Fitzpatrick is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Jean Marie Leonard is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, she serves as Chapter President of the McLean Business Connections networking group and is planning to offer private flute lessons. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and specialized services for institutional sponsors.

Brandon Truong is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at PNC Investments LLC, CITIGROUP, Woodbury Financial Services, and Capital One Investing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and approved model strategies to manage investments with mutual funds and ETFs.

Lynn Panagos is a financial advisor at Chevy Chase Trust Company with 23 years of industry experience. She holds a Series 65 designation and has been with Chevy Chase Trust Company since 1999. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, 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 discretionary and non-discretionary management.

Jeremy Staadeker is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes roles at Steward Partners Global Advisory and Raymond James Financial Services. He co-leads The Staadeker Wealth Management Group and operates under the team name NOVA Retirement Strategies at Steward Partners. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.