Sunil Setia is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Prior to that, he has also worked within other Truist entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Jonathan Jagolinzer is a CFP® professional with 21 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and has been affiliated with The George Washington University since 2003. 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 about $212.7 billion in client assets. The firm provides a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

I Shiuan Lee is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses. Lee has 11 years of industry experience, having worked at Transamerica Financial Advisors since 2015 and with World Financial Group since 2013. Lee is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios and programs with discretionary and non-discretionary options.

Asif Kuchey is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at firms such as LPL Financial, Transamerica Capital, JPMorgan Securities, Bank of America, and Amazon. Outside of advising, he is the owner of Kashmir Colours LLC, a business selling home decor and ethnic clothing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that utilizes multiple investment strategies and third-party managers, supported by proprietary and technology platforms.

Jake Obringer is a financial advisor at Wealthspire Advisors in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Wealthspire Advisors in 2021, he worked briefly at Merrill Lynch and spent several years in educational roles at Virginia Tech and in middle and high schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, and financial planning services through a relationship-driven, customized process that emphasizes institutional-style asset allocation and ongoing portfolio management.

Suzanne Moran is a financial advisor at TD Private Client Wealth LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Liam Desmond is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation with one year of industry experience. His career includes roles as a student from 2014 to 2023 and advisor positions at Wealthspire Advisors beginning in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, utilizing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

Jamie Blum is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Triad Hybrid Solutions, Triad Advisors, Councilor, Buchanan & Mitchell, Financial Divorce Solutions, Certified Contractors Network, and Maggio Roofing Co. Blum serves as President-Elect of the DC Academy of Collaborative Professionals, a nonprofit focused on education and networking for collaborative divorce professionals. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and consulting services delivered through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

David Weiss is a financial advisor at &PARTNERS with the ChFC® designation and Series 63 and 65 licenses. He has five years of industry experience and previously worked at firms including Wells Fargo Clearing, Creative Planning LLC, and AMJ Financial Wealth Management LLC. &PARTNERS serves a wide range of clients, including high-net-worth individuals and institutional entities, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers discretionary and non-discretionary portfolio management through both in-house advisors and vetted third-party managers.

Steven Zeigler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2023 and has been with Charles Schwab since 2018. Prior to joining Schwab, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal asset-allocation models and research tools, with client-tailored recommendations and trades executed only with client authorization.

Jared Onorato is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Commonwealth and Forge Financial Group. Outside of his advisory work, he is a co-owner of a rental property in Reston, VA. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from diverse securities and insurance products while offering discretionary model portfolios managed by its Investment Management and Research team.

Broderick Young is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Crystal Clear Financial Group, Reveal Wealth, and New York Life. Outside of his advisory work, he serves on the board of Studio for Wellness & Education, contributing to the organization’s guidance and strategic development. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, 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 through various program types linked to insurance and annuity products.

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.

Christopher Airey is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. Prior to these roles, he spent over two decades at Spire Wealth Management, LLC. Outside of his advisory duties, Airey is president and owner of Corbett Road Capital Management, an affiliated registered investment adviser formed through a joint venture with Spire Wealth Management, and he is also an independent insurance agent. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, long-term portfolios and affiliated sub-advisory arrangements.

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.

Alana Light is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has previously worked at McLean Asset Management Corporation and Eagle Strategies, among other firms. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, retirement plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private markets.