Austin Chester is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of industry experience, including prior roles at Avalara and several affiliated First Command entities. Chester is the owner of Team Chester LLC, an entity related to his advisory commissions. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, offering discretionary portfolio management through an internal Investment Management Team and Wealth Portfolio Managers.

Jeffrey Upchurch is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, and retirement plan consulting, utilizing a combination of proprietary and third-party investment strategies delivered through the Envestnet platform.

Bradford Avery is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he is an owner of rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm’s approach combines algorithm-driven risk assessment with implementation via approved model strategies managed by PNC or third-party strategists.

George Fellows Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Outside of his advisory role, he serves as a co-trustee of a family trust established to support a family member and is a beneficiary of another family trust. Oppenheimer serves a wide range of clients including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions and acts as a qualified custodian for client assets.

Zachary Jenkins is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2016 and currently operates Jenkins Wealth Strategies Group, LLC and is affiliated with Blueprint for Financial Success. Jenkins serves as a director of the Norwegian Society of Washington DC, an organization focused on promoting cultural and educational ties related to Norway. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Roseal Stewart is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She previously worked at Charles Schwab Bank, SSB and TD Bank, N.A. Outside of her financial advisory role, she provides rideshare services as a Lyft driver. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, focusing on investment recommendations and annual financial reviews without discretionary trading authority.

Colette Kolanko is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Lumina Financial Consultants and Sullivan, Bruyette, Speros & Blayney, Inc. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation utilizing both proprietary quantitative screening and third-party managers.

Jerome Prentice is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 43 years of industry experience and has worked with firms including Avenue Wealth, The Prentice Group, and New York Life. In addition to his advisory roles, he owns and operates Prentice Farms, a wheat farm in Pennsylvania. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis within an integrated New York Life structure.

Lance Robbins is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at SunTrust Bank and Starbucks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Robert Kraus is a financial advisor with Citigroup Global Markets in Washington, DC, holding Series 66, Series 65, and Series 63 credentials and 22 years of industry experience. He previously worked for Chevy Chase Trust for 11 years before joining Citigroup in 2017. Outside of his advisory work, he manages a rental property in Bethesda, Maryland. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker‑dealer services. The firm employs multi‑asset, multi‑manager strategies with internal oversight and utilizes both discretionary and non‑discretionary programs, supporting complex, large-scale client solutions.

Mohamad Ali Atwi is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 15 years before joining Eagle Strategies and affiliated firms in 2025. Outside of his advisory role, he is president and owner of Glenville Grove Rentals LLC, a residential rental business. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis across multiple advisory programs.

Dang Thanh Nguyen is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Transamerica, he worked in various roles including positions at HDBank, TTC Land, Hoa Lam and Dong Duong Corporation, and Vietbank. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Charles Ruttenberg is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services using strategic and tactical asset allocation, manager selection, and various investment vehicles, with client accounts reviewed periodically.

Daniel Clements is a financial advisor at Creative Planning with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Principal Securities and Principal Life Insurance Company for eight years. 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 that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Kristin Chisam is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup and Citibank NA since 2013, with a brief period of unemployment in 2025. Based in Washington, DC, her career has been focused within the Citi organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Steven Dominguez Paredes is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 credential and has worked at firms including Commonwealth Financial Network, Wells Fargo Clearing Services, Merrill, and U.S. Trust Bank of America Private Wealth Management. Outside of advising, he owns an LLC through which he leases commercial property to a nail salon business. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Michael Hohenstein is a CFP® professional with 15 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within various entities of First Command since 2011. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with an emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Lavonna Mason is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 17 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program leveraging third-party platforms and AI-enabled research.

Kyle Brady Lusk is a CFP® professional with eight years of industry experience. He is currently affiliated with Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab & Co., Pruco Securities, LLC, and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for advisory services.

Richard Banziger is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing over 40 years of industry experience. He is the founder and owner of Retirement Planners & Administrators, Inc., where he provides strategic oversight. His career includes roles at Kestra Investment Services, Capstone Retirement Group, and Paybridge, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, providing services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and delivers solutions through multiple management platforms and third-party partnerships.