Michael Leasure is a CFP® professional with 23 years of industry experience. He is currently with Truist Advisory Services and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Ashley Galvin is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management, financial planning, and retirement consulting services.

Eric Blackman is a financial advisor with United Planners Financial Services of America, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Ernst and Young, as well as academic positions at the University of Maryland and Robert H. Smith School of Business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives who use a combination of custodians, third-party money managers, and platform programs to implement client-directed investment strategies.

Sarah Cato is a CFP® and ChFC® with 21 years of experience in the financial industry. She is currently affiliated with Guardian Life and Park Avenue Securities. Outside of her advisory role, she serves as a board member of The ARC-Finance and operates Cato Advisory, LLC, a consulting business specializing in dental transition. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm serves individual and institutional clients with a range of brokerage, financial planning, retirement plan consulting, and advisory programs, using both proprietary and third-party investment models.

Charles Smith is a financial advisor with Truist Advisory Services, holding a Series 66 credential and bringing 10 years of industry experience. His prior experience includes roles at Morgan Stanley and SunTrust Advisory Services. Outside of his advisory work, he serves as a board member for Boy Scouts of America Troop 68. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and consulting supported by a dedicated Equity Research team and integrates services across affiliated entities.

Elizabeth Snyder is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. Her prior experience includes roles at Bank of America, Merrill, EPIC Academy, and Dominican University. She is involved with Jewish Women International, where she serves as Financial Initiatives Chair, focusing on financial education and partnership development to promote financial literacy. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, and portfolio management services. The firm offers integrated solutions through affiliated trust and insurance entities, access to alternative investments, and personalized advisory relationships under the Rockefeller Global Family Office platform.

Spencer Smith is a financial advisor at ASB Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Chevy Chase Trust Company since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion through pooled investment vehicles and institutional separate accounts. The firm offers discretionary management across equities, fixed income, and real estate, serving primarily institutional investors and employing both active and passive strategies.

Wendy Moyers is a Certified Financial Planner® with 24 years of industry experience. She has worked at Chevy Chase Trust Company since 2021, following prior roles at Chain Bridge Bank, May Barnhard Investments, LLC, and Linden Oak Wealth Advisors LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach, focusing on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Christine Wallace is a financial advisor at Chevy Chase Trust Company with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Chevy Chase Trust Company since 2008. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focusing on macro views and secular trends, combining trust, custody, and fund-management roles within its enterprise structure.

Christopher Romano is a Series 65-licensed financial advisor with Kestra Advisory, based in Bethesda, MD, and has 14 years of industry experience. He also holds a senior vice president role at The Meltzer Group, a consulting firm where he has worked since 1999. Romano’s career includes consulting and corporate benefits activities with NFP, in addition to his advisory responsibilities at Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets through over 1,100 advisors.

Lawrence Weber is a financial advisor with VOYA Financial Advisors, Inc. in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a wide range of clients, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a mix of model portfolios and manager-driven sleeves, combining advisory services with an active broker-dealer distribution model and a broad affiliate network.

Judy Mccoy is a Series 65-licensed financial advisor with 25 years of industry experience. She has been with ASB Capital Management LLC since 2000. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion, primarily through pooled investment vehicles and institutional separate accounts. The firm offers discretionary investment management across equities, fixed income, and real estate strategies, serving institutional clients such as pension plans, endowments, and high-net-worth investors.

Joshua Olds is a CFA® charterholder and registered investment advisor representative with NewEdge Advisors, LLC, bringing 19 years of industry experience. He previously was a member of New Potomac Partners, LLC, where he worked for ten years. Mr. Olds also serves on the Programs and Education Wealth Management Sub-Committee of the DC Society Board, contributing to the planning of educational events. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Sarah Burdette is a financial advisor at OSAIC Advisory Services, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Aeon Wealth Management and Smokehouse Live. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

John Nauss III is a financial advisor at TIAA-CREF in Silver Spring, MD, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers customized portfolio management alongside model portfolio options and serves as adviser to the TIAA Donor Advised Fund.

David Shober is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Woodbury Financial Services, SSN Advisory, ACI Partners, and National Planning Corporation. Outside of his advisory work, he owns SZC Financial Planning & Management and is involved in offering fixed annuities and life and LTC insurance through SZC Financial (Insurance). Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, vendor searches, and manages discretionary and non-discretionary services supported by due diligence, serving clients including large institutional investors and sovereign wealth funds.

Gustavo Laguarda is a CFP® and ChFC® with 22 years of experience in the financial services industry. He currently works at Truist Advisory Services and has been with the Truist organization since 2006, including roles at BB&T Investments and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, and integrates services across affiliated broker-dealer and banking entities.

Eric Mangasarian is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Outside of his advisory work, he is involved in managing a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program that combines discretionary and non‑discretionary approaches with third‑party platform partnerships.

Sonia Castillo Smith is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with HSBC Securities since 2011 and concurrently serves as a Bank Officer for HSBC Bank USA N.A. Outside of her advisory role, she is a member of the Rotary Club of Dulles International Airport, participating in community service and scholarship committees. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options supported by a multi-profile strategic and tactical asset allocation process with global resources.