Brian Oberle is a CFP® professional with 34 years of experience in the financial services industry. He has worked at Mercer Global Advisors Inc. since 2022, following roles at Goldman Sachs, United Capital Financial Advisers, and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios constructed with low-cost ETFs, index funds, and other strategies.

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.

David Mcgaughey is a CFP® with 33 years of experience in the financial industry. He has worked at Oppenheimer since 2020 and previously held roles at Ameriprise Financial Services, RBC Capital Markets, Ferris, Baker Watts, LLC, and Johnston Lemon Asset Management. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of programs and advisory services encompassing equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Lawrence Lee is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for over a decade at Gratus Capital, LLC and Gratus Capital Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Valerie Kaiser is a CFP® with 30 years of experience in the financial services industry. She has worked with Eagle Strategies (NY Life) since 2004 and has held roles at Mahoney & Associates and Mahoney Financial Organization. Kaiser serves as a board member for ProVisors, a national business networking organization, where she leads a local group in the DC Metro area. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Junghyun Lee is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Lee has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and was previously with EldenStreet Financial and Heritage Financial Place, Inc. since 2015. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Nicholas Gardner is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab & Co., Inc., having previously worked at Fidelity Investments and Fidelity Brokerage Services, LLC. His background also includes roles at Enlinx, Granogi, GMDC, and experience as a self-employed financial professional. 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-referred clients. The firm’s approach uses Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client authorization.

Hayley Gregory is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. She previously worked at Lincoln Financial Advisors Corporation for eight years before joining Commonwealth and Aegis Consulting. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Samantha Cooke is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She previously worked at Kaplan Financial Group and spent seven years at George Mason University. Outside of her advisory role, Samantha hosts a local trivia event called District Trivia in Woodbridge, VA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

John Nocita is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Strategic Financial Associates, New York Life Insurance Co, and Ast Investor Services LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, working with a variety of plan sponsors and clients.

Marilyn Arians is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Fidelity Investments and held positions at POP! Promos and various organizations including Bernie Sanders For President and Healthcare 4 All Pennsylvania. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referrals. The firm’s advice is based on standard asset-allocation models and internal research tools, with a focus on client goals and risk tolerance, and trades are executed only upon client authorization.

Michael O'Brien is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at The Edgar Lomax Company and spent four years at the University of Maryland. He holds a Series 65 credential. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofit organizations, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using a range of investment vehicles and offers specialized programs alongside client education and integrated service lines.

Brianna Buckley is a financial advisor at Cerity Partners LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Oak Hill Wealth Advisors, ACNB Bank, Cetera, PNC Investments, and Equitable Advisors. Outside of her advisory role, she is an author of a cookbook sold on Amazon and creates content promoting brands on social media. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Heather Molloy is a CFP® and PFS™ with eight years of industry experience, currently advising at Mercer Global Advisors Inc. She has held roles at several firms including Madison Wealth Management and ATFS Advisers. Molloy serves on the board and finance committee of the non-profit A Place To Be. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, supported by comprehensive client education and integrated affiliated service lines.

Adham Sabek is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding a Series 66 designation and five years of industry experience. He has worked with Eagle Strategies since 2021 and is also associated with B & H Financial Services Inc. dba Beaini Financial Solutions. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Elvis Castro is a financial advisor with Truist Advisory Services in Oakton, VA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michelle Washington is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with Bankers Life Securities, Inc. since 2016 and Proequities Inc. since 2014, and she also serves as a Unit Supervisor at Bankers Life & Casualty, where she manages a team of agents and oversees hiring and training. Additionally, she is the owner of an LLC established for tax purposes. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Joseph Fulkerson is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and Series 63 designations. He has 49 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the early 1970s, and has operated his own firms, including Fulkerson Financial Group and Eldenstreet Financial. He is also a partner at Eldenstreet Financial, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Rosanne Gentile is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has over 32 years of industry experience, including roles at Gentile Financial Group and Avenue Wealth Management. Her work involves brokering non-registered insurance products alongside her advisory duties. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to meet client objectives, with a significant portion of its assets managed on a non-discretionary basis.