Reginald Cox Jr. is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Empower Advisory Group, he held positions at Empower Financial Services, Anschutz Medical Campus, and several other organizations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Handan Gencogluer is a financial advisor with Eagle Strategies (New York Life) in Vienna, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 40 years of industry experience and has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice delivered through various program types and manages most of its assets on a non-discretionary basis.

Caroline Szivos is a financial advisor at Chevy Chase Trust Company with one year of industry experience. She holds Series 65 and Series 63 licenses and previously operated ArtfulPrint LLC for 14 years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on secular trends and sector themes, emphasizing longer-term holdings and combining fiduciary trust and custody functions with investment management.

Gordon Sun is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, N.A. from 2015 to 2025 before joining HSBC in 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach uses model risk profiles combined with strategic and tactical asset allocation developed alongside HSBC Global Asset Management, offering both discretionary and client-directed portfolio options.

Robert Crandall is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has been with Principal Securities Inc. since 2004. Outside his advisory role, he is involved in fixed insurance activities including life, disability, annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Afya Gabriel is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including Equitable Advisors, Wells Fargo Clearing Services, Edward Jones, and MassMutual Carolinas. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.

Jason Williams is a CFP® and PFS™ affiliated with Creative Planning, bringing 22 years of industry experience. He previously worked at Sullivan, Bruyette, Speros & Blayney, Inc. for 17 years before joining Creative Planning in 2021. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and fundamental equity sleeves, supported by a broad advisory team and integrated investment infrastructure.

William Sterling III is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. His prior work includes 13 years at PNC Investments Inc. and three years at Cypress Wealth Management. Outside of his advisory role, he is the owner of Sterling III Capital, LLC, a commercial real estate management entity. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Joseph Falchek III is a CFP® with 11 years of industry experience currently serving at Cresset Asset Management, LLC. His prior experience includes roles at Sullivan Bruyette Speros & Blayney and PagnatoKarp Partners, LLC. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and provides a range of services including portfolio management, financial planning, private fund advisory, and family office services.

Jason Twomey is a financial advisor at Oppenheimer with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oppenheimer since 2011. Outside of his advisory role, he serves as a trustee for several family trusts, including those for his son and deceased father, without compensation. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

Charles Beal is a ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Truist Advisory Services since 2016, having previously worked at SunTrust Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Claire Weil is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Outside of her advisory work, she manages a rental property in Scotland, handling income and expense tracking and occasional interaction with the management company. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment and wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach and integrates fundamental and quantitative analysis with affiliated service companies and product relationships.

Ambika Bablani is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding a Series 66 designation and six years of industry experience. She has been associated with Eagle Strategies, New York Life Insurance Company, and Eldenstreet Financial, LLC during her career. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lauren Rathsack is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Prior to joining Wealthspire Advisors in 2025, she worked at Janney Montgomery Scott and InFocus Financial Advisors. She is involved with the Baltimore Estate Planning Council. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a customized, relationship-driven approach with institutional-style asset allocation and utilizes a variety of investment vehicles and third-party platforms to manage client portfolios.

Jared Ganzert is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Truist Bank from 2021 to 2025. Prior to his financial services career, Jared had roles outside the industry, including at TIMS Rivershore Restaurant and Therapy and Life Counseling, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by technology and inter-affiliate integration.

Joi Thompson is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase and Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and provides a range of investment solutions including separately managed accounts, mutual funds, ETFs, and alternative products.

Louis Glantz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Commonwealth Financial Network since 2010, including his current role starting in 2026. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Madison Hedrick is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Penn Mutual/Aspire Wealth Planners. Outside of her advisory role, Madison is a seasonal field hockey coach at Paint Branch High School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a range of account options.

James Eichelberger is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. He has been with Wealthspire Advisors since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Joshua Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has worked at Eagle Strategies since 2018 and operates the firms Blueprint for Financial Success and Modern Wealth Strategies, LLC, through which he sells New York Life products and brokers non-registered insurance products. Gonzalez serves on the Board of Advisors for The American College Alumni Association, supporting alumni recognition and recruitment efforts. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types including financial plans, retirement consulting, and advisory solutions tied to insurance and annuity products.