Nicholas Marten is a financial advisor at &Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equinox. Outside of advising, he has assisted with maintenance operations at Equinox Sports Club. &Partners serves a diverse client base including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary services. The firm utilizes a combination of fundamental, technical, and quantitative analysis and provides access to proprietary and third-party investment strategies.

Sarrah Schreffler is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Goldman Sachs in 2021, she worked at Cambridge Associates for three years. She also has experience in academic and retail settings, including roles at Denison University and J.Crew. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models alongside specialized programs and integrates resources across the Goldman Sachs ecosystem to offer a broad range of advisory and investment services.

Alina Seminaro is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 23 years of industry experience. She has been affiliated with Steward Partners and its related entities since 2013 and previously worked at Raymond James Financial Services. Seminaro is also a team member of Legacy Wealth Partners. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory services and portfolio management solutions, utilizing both in-house and third-party money managers.

Jennifer Stover is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Sandy Spring Bank. Outside of her advisory role, she has authored four books under the pen name Penelope Aaron. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Joel Levesque is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial industry. He has been with J.W. Cole Advisors, Inc. since 2012. Levesque serves as Chief Financial Officer for Army Emergency Relief, a nonprofit providing grants and no-interest loans to soldiers and their families. He is also a member of the Board of Trustees Development Committee at Thornton Academy, a private high school. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm’s advisers use a variety of fundamental and technical strategies and provide both discretionary and non-discretionary account management.

Bassem Beaini is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held roles at Eagle Strategies since 2010 and operates several affiliated firms, including B & H Financial Services Inc. and Blueprint for Financial Success. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types with an emphasis on tailoring recommendations and managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Utley Jr. is a CFP® professional with 39 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is the owner of Utley LLC, a support company based in McLean, VA. 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 portfolio management and financial planning services.

Marguerite Wiese is a CFP® credentialed financial advisor with nine years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Herndon, VA. Her prior roles include positions at Eldenstreet Financial and New York Life, among others. Outside of her advisory work, she serves as a co-chair and precinct captain for the Braddock District Democratic Committee and is a director for the Park West Community Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm emphasizes tailored advice delivered through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Brian Bourdon is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo, Truist Advisory Services, and NY Life. Outside of his advisory work, he hosts a podcast titled "Happy Hour at the End of the World," focusing on current events. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Dylan Hayes is a financial advisor at Truist Advisory Services with one year of industry experience. Prior to his advisory role, he served in the United States Navy and currently holds a position as a Navy Diver in the United States Navy Reserve. He holds the Series 66 designation. 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 solutions including asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Panorea La Venuta is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight and operates with significant institutional scale and market roles, including swap dealer and futures commission merchant activities.

Deborah Engle is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of her advisory work, she is involved in graphic design and event management through Finishing Touches Events and also engages in digital album designing and photo retouching with Clay and Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Martin Hickey III is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has one year of industry experience, including recent roles at Private Advisor Group and LPL Financial, and previously worked for The Chem-Met Company for 19 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary and third-party platforms and follows a fiduciary-based advisory model.

Thomas Parker is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program called AMC Advantage, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Zak Irizarry is a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. His prior roles include positions at Charles Schwab Bank, Professional Group Plans, AXA Advisors LLC, and Retro Fitness. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

Gerson D'souza is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. He has been with TD Private Client Wealth LLC since 2023 and has a total of 16 years at the broader TD Wealth organization. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custodial services.

Michelle Aquino is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Turning Point Financial and several Charles Schwab entities. She is also licensed as an insurance agent. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

M Pablo Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Farther since 2025. He previously worked at Brett Danko Educational Center, LLC and Main Street Financial Solutions, LLC. Outside of his advisory role, he operates a private tutoring business for students preparing for the CFP exam. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Tyler Crowley is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual in various capacities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and investment banking services. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to discretionary and non-discretionary investment solutions across multiple asset classes.

Damien Laruffa is a Series 65-licensed financial advisor with 11 years of industry experience, currently with J.W. Cole Advisors, Inc. since 2019. He previously worked at Global Financial Private Capital, LLC and has operated LaRuffa Financial Group since 2008. Outside of advisory work, he serves as a youth basketball referee for the Southwestern Youth Association during the winter season. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.