Dennis Reilly is a Series 65-registered financial advisor at Savant Wealth Management with two years of industry experience. He is also a Customer Advisory Director at Collibra, a data intelligence software company. Prior to his current roles, he worked at SAS for five years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and offers a range of affiliated services including legal, accounting, and trust services.

Pamela Wise is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Bank of America and Merrill for 14 years. Outside of her advisory role, she owns Owlbat Industries LLC and Syndibat, a dressmaking company, and serves on the board and investment committee of St. David’s Church in Washington, DC. Additionally, she is involved with Oakenham LLC, a historic home restoration project, and chairs the advisory board of a start-up artist residency. &PARTNERS serves a wide range of clients including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party managers through the Envestnet platform, and engages in a variety of activities including financial planning, ERISA consulting, and investment banking.

Kaitlyn Fanaroff is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill, and Bernard R. Wolfe and Associates. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, and provides access to alternative and private investments alongside traditional asset management.

Maxwell Mcadams is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer, he operated McAdam Financial and has experience working with Theta Chi Fraternity and West Virginia University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches, ranging from strategic asset allocation to manager selection, and manages approximately $36.7 billion in assets as of the end of 2025.

John Bromhead is a financial advisor at Truist Advisory Services holding Series 66 and Series 63 licenses. He has recent experience at Truist Advisory Services and Truist Investment Services, as well as Morgan Stanley. Prior to his advisory career, he worked in roles outside finance, including at Onelife Fitness and Crunch Fitness, and has been affiliated with American University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers solutions such as asset allocation analysis, fiduciary support, participant advice, and a third-party manager selection program, implementing strategies through a combination of discretionary manager relationships and consulting services.

Gerald Scheinman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 65, Series 63, and Series 66 credentials and having 10 years of industry experience. His prior work includes 15 years at United States Anesthesia Partners. Outside of his advisory role, he is an investor in an Italian deli in Washington, DC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Daniel Graff is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously held positions at Sullivan, Bruyette, Speros & Blayney, LLC and Weatherstone Capital Management. He is based in McLean, VA. 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 large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Phyllis Afriyie is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is the owner of Prime Textile Group LLC, a dry cleaning business based in Rockville, MD. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including in-house research and derivatives services.

Matthew Brock is a CFP® with 23 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Divergent Planning, LLC and H. Beck, Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a mix of fundamental, technical, and cyclical analysis to build customized model portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Kristin Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2011, including roles at Charles Schwab Bank and TD Ameritrade. Outside of her advisory work, she is the owner of an LLC created for real estate holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem using standardized asset allocation models while leaving final trading decisions to clients.

Lars Okeson is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2020, following a four-year tenure at Pagnato Karp Partners, LLC. Okeson serves on the accounting board of the College of William & Mary’s Raymond A. Mason School of Business. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and conducting structured due diligence to tailor portfolios to client objectives and risk profiles.

Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at HUB Investment Partners, Millennium Advisory Services, and engaged in various roles outside finance, including in the food service industry. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with third-party managers and a range of investment strategies.

Benjamin Albright is a CFP® professional affiliated with Beacon Pointe Advisors, LLC. He has been with Beacon Pointe since 2025 and previously worked at The Family Firm from 2016 to 2025. Albright also serves in the US Marine Corps, a role he has held since 2008. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-driven approach using proprietary due diligence and asset allocation models, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Heather Errigo is a CFP®, CFA®, and holds a Series 65 license with 25 years of industry experience. She has worked at CIBC Private Wealth Advisors, Inc. since 2025 and spent 21 years at Lynx Investment Advisory, LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to build customized portfolios using proprietary and external strategies, managing approximately $67.8 billion in assets with 175 advisors.

Ryan Mccall is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2007, with a concurrent role at Clarendon Wealth Management since 2011. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Eileen O'Connor is a CFP® with 21 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and was previously with Hemington Wealth Management, LLC for 12 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and offers portfolio management alongside custodian-based reporting and performance measurement.

Sucharu Arora is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with SunTrust Advisory Services and related affiliates since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools to support manager selection and investment oversight.

Mohammad Rehan is a financial advisor at PNC Wealth Management with 30 years of industry experience. He has been with PNC Investments since 2005. He has Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a registered agent for Dawlay LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed via an invitation-only employee pilot. The firm utilizes approved model strategies with annual rebalancing and employs an algorithmic questionnaire to assist with risk assessment and model selection.

Michael Muldoon is a CFP® professional with eight years of experience in financial advising, currently with Schwab Wealth Advisory in Tysons Corner, VA. His prior roles include positions at Legacy Wealth Management Inc., Grove Point Investments, LLC, and TD Ameritrade Investment Management, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., delivering advice without exercising discretionary trading authority.

Francis Brown is a Series 65-licensed financial advisor at Schwab Wealth Advisory with one year of experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2025, he worked at Brown Advisory for three years and Key Private Bank for ten years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services including financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses Schwab’s proprietary research tools and standard asset allocation models, with final trading decisions made by clients.