Jonathan Owens is a financial advisor with Commonwealth Financial Network in Ashburn, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2008. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Patrick Larkin III is a financial advisor with Cerity Partners Retirement Plan Consultants in Lansdowne, VA. He holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Oak Hill Wealth Advisors and Wells Fargo Advisors. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and ongoing administrative support. The firm focuses on asset-allocation driven model portfolios, investment policy statement monitoring, and non-discretionary management, and offers educational and fiduciary support services for plan committees.

Debritu Kassa is a CFP® with 19 years of industry experience and has been with Chevy Chase Trust Company since 2012. She holds Series 63 and Series 65 licenses. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, emphasizing longer-term holdings and utilizing a combination of equities, fixed income, ETFs, and alternative funds.

Justin Hurley is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of advising, he operates Hurley Tax Preparation Services, which provides tax preparation for individuals and small businesses. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital platforms, supporting both discretionary and non-discretionary account management.

Tracy Heichelbech is a financial advisor at First Command Advisory Services with 21 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Heichelbech has been with First Command Financial Services and its affiliated entities since 2005 and is also the owner of Tracy A Heichelbech LLC. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Edward Dobranetski III is a CFA® charterholder with 22 years of industry experience. He has been with Chevy Chase Trust Company since 2005. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversified portfolio construction, combining trust, custody, and fund-management roles.

Christopher Kiessling is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized approach with diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Brian Riley is a financial advisor at Ameritas Advisory Services, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameritas entities since 2003 and Acacia Financial Advisors LLC since 1993. He is also a licensed independent insurance agent specializing in fixed insurance products, including life, disability, long-term care insurance, and fixed annuities. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a mix of in-house and third-party investment strategies and maintains affiliations with Ameritas affiliates to support a broad range of advisory programs.

Janice Janjanin is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Centaurus Financial since 2010. Outside of her advisory role, she owns Janjanin Financial Group, a non-investment business focused on the sale of property and casualty, life, health, disability, and long-term care insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various platforms, offering both discretionary and non-discretionary arrangements with a focus on a mix of analytical approaches.

Paula Landau is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2015. She holds Series 63 and Series 66 licenses and is based in Bethesda, MD. Chevy Chase Trust Company advises high-net-worth individuals, families, and various institutional clients, offering investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining discretionary and non-discretionary portfolio management with trustee and custody services.

Eileen Kay is a CFP® professional with four years of industry experience, currently serving at Creative Planning since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, Inc. and Oakheart Financial Group. She also worked at the University of Virginia from 2015 to 2019. 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, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Deanna Tomasetti is a CFP® professional with 13 years of industry experience. She is currently with Creative Planning and has previously worked at Burt Wealth Advisors and McKinley Carter Wealth Services. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a broad range of retirement plan services.

Marcus Odinec is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company for 12 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Andrew Karr is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Outside of his advisory work, Karr serves on the investment committee for the United Jewish Endowment Fund and chairs the investment committee at Woodmont Country Club. 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 combines portfolio management, financial planning, and consulting with broker-dealer services and offers a consolidated investment platform delivering discretionary and non-discretionary solutions across multiple asset classes.

James Mcdermott is a CFP® with 25 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Prior to joining MAI, he worked for 24 years at Madison Financial Advisors, Ltd. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, 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 manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other wealth services.

Drew Howell is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Creative Planning, LLC since 2021. Prior to this, he spent 10 years at Sullivan, Bruyette, Speros & Blayney, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio options and affiliated non-investment businesses such as a law firm, trust company, and retirement plan recordkeeping services.

Stephen Zelcer is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at National Planning Corporation, Shober Zelcer, and running his own advisory firms. 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 fiduciary consulting, plan design, and advisor-managed accounts, and serves large institutional investors such as sovereign wealth funds.

Brian Oberle is a financial advisor at Mercer Global Advisors Inc. with 33 years of industry experience. He holds the CFP® designation and Series 63, 65, and 66 licenses. Prior to joining Mercer in 2022, he worked at Goldman Sachs, United Capital Financial Advisers, and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios and a mix of ETFs, index funds, separate account managers, and private funds, along with specialized programs and tax management options.

Daniel Sullivan is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS and Potomac Financial Private Client Group. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Christopher Lawson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.