Sarala Katta is a CFP® and ChFC® with 36 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2015. Her prior work includes roles at MSI Financial Services, Marsh Securities LLC, and MetLife Investment Fund Services LLC. She serves on the board of the Career and Technical Education/Academy of Finance and Business Management Academy, where she contributes to educational initiatives and industry engagement. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-driven tools to deliver client solutions across both advisory and broker-dealer platforms.

Amy Raskin is a financial advisor at Chevy Chase Trust Company with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2014. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on secular trends and diversification, serving primarily multi-million dollar client relationships.

Ambreen Shahab is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC since 2012, working in wealth management since 2021. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists, with investment implementation delegated to external parties.

Claire Voorhees is a financial advisor at Chevy Chase Trust Company with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo and Saybrook Fund Advisors. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing discretionary and non-discretionary investment management along with trust, custody, and financial planning services. The firm employs a thematic investment approach focused on macro trends and sector themes, combining fiduciary trust and custody functions with investment management.

Frances Goldman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Frango Financial LLC for 15 years. Goldman is involved with several nonprofit organizations, including the New Israel Fund and Avodah, where she participates in leadership and advisory roles supporting social and democratic causes. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Cole Butkovsky is a CFP®-credentialed financial advisor with four years of industry experience, currently with Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior roles include positions at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as experience with Stratford Steel LLC and Olympic Regional Development Authority. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and research tools, offering at-least-annual reviews tailored to clients’ goals and risk tolerance.

Joshua Stark is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 license and bringing 24 years of industry experience. He has worked with Ameriprise, Osaic FA, Inc., and LPL Financial before joining Integrated Wealth Concepts in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a primarily long-term approach with portfolios customized through mutual funds, ETFs, equities, and fixed income.

Rebekah Porter is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, RBC Capital Markets, Nylife Securities LLC, and SFA LLC. She joined MAI Capital Management in 2025. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and provides a customizable investment approach across multiple asset classes and strategies, integrating financial planning and other services into client relationships.

John Koester is a CFP® professional with 33 years of industry experience, currently serving with Kestra Advisory. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2016. Outside of his advisory role, he serves as treasurer for the Corbitt By the Lake Association and secretary for the Kappa Phi Chapter Housing Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and it manages approximately $79.8 billion in assets across diverse client types including large institutional investors.

John Frisch is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. He has been with Savant Wealth Management since 2022, following prior roles at Alliant Wealth Advisors and Alexandria Capital. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Amyn Mohamed Juma is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has been associated with TD Bank Financial Group since 2005. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a combination of affiliated and third-party sub-managers, strategic and tactical asset allocation, and provides portfolio management, financial planning, and custody services.

Robert Singleton is a financial advisor at First Command Advisory Services with nine years of experience in the industry. He holds a Series 66 designation and has worked at First Command and Lockheed Martin. Singleton also operates Bob Singleton Financial Planning, LLC, where he provides financial planning services on a limited basis. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

India Johns is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 26 years of industry experience, including prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Oppenheimer. Outside of her advisory work, she is the owner and partner of Sweetly Baked By J LLC, a bakery business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and alternative investment placement services.

Philip Leopold is a financial advisor at First Command Advisory Services with 36 years of industry experience. He holds the CFP® and ChFC® designations and has been affiliated with First Command in various capacities since 1989. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Bradley Smith is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at MTX Wealth Management for nine years before joining MAI Capital Management in 2019. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Donald Schoen III is a CFP® professional with four years of industry experience. He has worked at Creative Planning since 2021 and previously spent a year at Sullivan, Bruyette, Speros and Blayney LLC. He also has four years of experience at Virginia Polytechnic Institute and State University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Lily Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. She previously worked at RS Will Wealth Management and has a background that includes four years at James Madison University and six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers customized wealth management and investment advisory services using a relationship-driven process and institutional-style asset allocation.

Ryan Verfurth is a financial advisor with Hightower Advisors in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2019 and was previously affiliated with Everplans - Beyondly, Inc and MBSC Securities Corporation. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Armine Graham is a Series 66-licensed financial advisor with First Command Advisory Services and has five years of industry experience. Prior to entering the financial sector, Graham worked as a freelance musician for over a decade, including a seven-year tenure with the National Philharmonic Orchestra. Graham continues to engage in music professionally alongside financial advising. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

James Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.