Thomas Duval is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing. Duval owns a rental property that he manages personally. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and consulting supported by AI-enhanced research and inter-affiliate collaboration.

Harry Pilson II is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with SunTrust Advisory Services and Sun Trust Investment Services for 10 years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager selection programs. The firm integrates discretionary and non-discretionary strategies with third-party platforms and employs both traditional and AI-enabled research tools in its investment oversight.

Teresa Shaffer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior experience includes roles at Bb&T Investments and Bb&T Securities from 2014 to 2021. Outside of her advisory work, she manages residential rental properties in Sterling, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to deliver its asset management and fiduciary services.

Jeremy Laughton is a CFP® professional at Creative Planning with six years of industry experience. Prior to joining Creative Planning in 2020, he worked at Cohen & Burnett, PC from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, foundations, 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 while managing approximately $295.6 billion in client assets.

Richard Allison III is a CFP® and Series 65-licensed advisor with Savant Wealth Management, bringing three years of industry experience. He previously served at Alliant Wealth Advisors and is a part owner of an online retail family business. Allison also serves as a Lieutenant Colonel in the United States Air Force Reserve, acting as a liaison between the FAA and the Department of Defense. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a broad client base, including individuals, families, and institutions. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and supports these offerings with affiliated accounting, legal, and trust services.

William Bruno is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. His prior firms include Sandbox Financial Partners LLC, Equitable Advisors, Axa Advisors, LLC, and Ameriprise. He is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement a range of investment strategies.

Robert Hensley is a financial advisor with First Command Advisory Services holding a Series 66 license and four years of industry experience. Prior to his advisory career, he served in the U.S. Army for 27 years. 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 using model portfolios constructed and managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Brian Widmayer is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Tiffany Liggon is a financial advisor at Truist Advisory Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and a range of affiliated platform arrangements.

Keith Barberis is a CFP® with 29 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has worked with Steward Partners entities since 2016 and was previously with Raymond James Financial Services, Inc. from 2016 to 2022. Outside of his advisory role, Barberis serves as an assistant football coach for Olney Terps Football U 13. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Jeffrey Clark is a financial advisor at Guardian Life with 23 years of industry experience. He holds a Series 66 designation and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2003. Outside of his advisory role, he is the CEO, President, and Treasurer of Clark Operating Company. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led management, model-based strategies, and digital advisory solutions, with access to insurance products and alternative investments.

Marc Wishkoff is a financial advisor at Chevy Chase Trust Company in Bethesda, MD, holding a Series 66 designation with 19 years of industry experience. He has been with Chevy Chase Trust Company since 2009. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm uses a thematic investment approach focused on secular trends and integrates fiduciary trust and custody functions with investment management.

Zachary Smythe is a CFP® with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at firms including Arthur Stein Financial, LLC, VCI Wealth Management LLC, and The Vanguard Group, Inc. Smythe's career history also includes roles outside finance, such as at Towson University and Morton and Gettys Law Firm. Allworth Financial serves a broad client base that includes individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, employing both quantitative and qualitative investment approaches.

Carlton Davis is a financial advisor at Chevy Chase Trust Company with 11 years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust Company since 2018, following two years at Liberty Mutual Investments. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach that emphasizes macroeconomic trends and sector themes, combining fiduciary trust and custody functions with portfolio management.

Onari Tariah is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at FJY Financial and Morgan Stanley. Cerity Partners serves a broad range of clients including individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Eugene Daniller is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and 31 years of industry experience. He has held roles at firms including Cetera Wealth Services, Wells Fargo Clearing, and Banc of America Investment Services. Daniller is also involved as an investment advisory representative with CWM, LLC, providing discretionary investment management and financial guidance. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by a committee that constructs and monitors portfolios using fundamental and technical analyses.

Michael Rutler is a Series 66-licensed advisor with Truist Advisory Services, bringing 19 years of industry experience. He has held roles at Truist Advisory Services and its predecessors since 2015. Outside of his advisory work, he serves as Treasurer for the Marlan Forest Citizens' Association, managing financial duties and supporting community activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enhanced equity research to support investment decisions.

Carol Zirkle is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and eight years of industry experience. She has worked with LPL Financial since 2018 and has managed her own CPA firm, Carol Zirkle CPA PLLC, since 1990. In addition to her advisory roles, she serves on the board of Pinnacle Consulting Services. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers customized investment management, financial planning, and family office services, employing a long-term investment approach combined with multiple model and wrap options.

Arthur Stein III is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Allworth Financial, L.P. He previously operated Arthur Stein Financial, LLC for 14 years and has worked with firms such as SPC Financial Inc, Mass Mutual Investors Services, Guardian Life, and Cassaday & Co Inc. Outside of financial advising, he conducts workshops on investment and financial planning topics for adult education programs and is involved in independent photography. Allworth Financial serves individual and high-net-worth clients, as well as institutions, providing comprehensive financial planning, portfolio management, and retirement consulting. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to deliver customized investment strategies across a range of asset classes.

Raymond Mcclure Jr. is a financial advisor at Brown Advisory with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beaty Haynes & Patterson since 2003. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm uses a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including discretionary and non-discretionary management, OCIO solutions, and sub-advisory services.