Shateela Winters is a CFP® and ChFC® with 17 years of experience in the financial advisory industry. She is currently with Prime Capital Financial and has prior experience at Edelman Financial Engines, Raymond James Financial Services, and other firms. Outside of her advisory work, she is the treasurer and proprietor of the Della Woodward Chapman Scholarship Fund and maintains a website documenting her travels to see the Buffalo Bills play in every stadium. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, using a mix of investment strategies and maintaining an affiliated accounting subsidiary.

Thomas Toggas is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to joining Brookstone in 2018, he worked at Royal Fund Management, LLC and has been affiliated with Hindsight Asset Management since 1996. Toggas also operates as an independent insurance agent outside of his advisory role. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee programs.

Nicholas Foster is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. He has worked at Truist Investment Services since 2021 and previously operated Foser Global Endeavors, LLC for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and a comprehensive manager selection and oversight process.

Gregory Banasz is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. His work history includes roles at Steward Partners Investment Solutions, LLC, Raymond James Financial Services, Inc., and Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

Ida Cacanindin is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she worked with The Washington Ballet. She has also spent time in full-time education and as a student. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal research team and third-party managers, and provides integrated tax and accounting services along with specialized financial wellness and family office capabilities.

Adrita Prova is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade, Charles Schwab, Wells Fargo, Citizens Bank, and JPMorgan Chase. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad array of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and operates unique market roles such as swap dealing and futures commission merchant activities.

Ross Anderson is a CFP® with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at Eaton Vance Management and Eaton Vance Distributors, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and integrated affiliated service lines.

Nelson Santos is a financial advisor with Integrated Wealth Concepts LLC in Arlington, VA, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 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, and sponsors wrap-fee programs, constructing customized portfolios using a long-term approach combined with tactical rebalancing.

Carolina Paramo Aguilera is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services combining point-in-time planning and ongoing portfolio management within a vertically integrated group that includes affiliated funds.

Louise Mercer is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has previously worked at Amegy Bank and Truist Investment Services. Outside of finance, she was involved with Mamaka Smoothie Bowls in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, integrating third-party platforms and a combination of discretionary and non-discretionary investment management.

Robert Schneider is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Washington Wealth Advisors and the Special Olympics, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.

Mohammad Maroof Ziaey is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has less than one year of industry experience and prior work history includes roles at Turbo Tax, Blueprint Schools Network, and Primerica Financial Services. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Torguson is a CFA charterholder with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at RBC Capital Markets and Morgan Stanley Private Bank. He is involved with the CFA Society of Washington as chair of the External Relations Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of strategies including mutual funds, ETFs, alternatives, and custom indexing.

Hui Zhu is a CFA® charterholder and holds the Series 66 designation, with six years of industry experience. Hui is currently affiliated with Commonwealth Financial Network and has previously worked at Quantis Wealth Management and Oppenheimer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Austin Verity IV is a financial advisor at Oppenheimer with 34 years of industry experience. He has held positions at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and previously worked at CIBC World Markets Corp. from 1994 to 2003. Verity acts as trustee for family trusts, including his own living trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of advisory programs with both discretionary and non-discretionary management, encompassing equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Michael Depirri is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at PNC Investments for 11 years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides specialized services including derivatives and futures.

John Nguyen is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2007, including his current tenure starting in 2018, and also operates Clarendon Wealth Management. Outside of his advisory role, he co-owns Jack Books, LLC, an entity focused on authoring and publishing books. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Brandi Dickey is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2021 before joining Hightower in 2021. Outside of her advisory role, she provides pet sitting services on a part-time basis. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, providing access to a wide range of investment strategies and operational support.

Connor Nagelvoort is a financial advisor at Mercer Global Advisors Inc. in Washington, DC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and Fidelity Brokerage Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of advisory services including investment management, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, index funds, and other strategies, alongside client education programs and a broad suite of affiliated service lines.

David Manderfield is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer Asset Management Inc. since 2003. Manderfield also serves as a trustee for family and marital trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs including discretionary and non-discretionary services, focusing on equity, balanced, and fixed-income portfolios with strategic asset allocation and manager selection.