Ekaterina Brovina is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. She previously worked at Goldman Sachs Ayco Personal Financial Management before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and futures commission merchant activities.

Valerie Powers is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

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.

Jordan Hawks is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 license and has worked at various Rockefeller entities since 2018, as well as Eton Advisors LLC and Wake Forest University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Cody James is a CFP® and CFA® with four years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC, having previously worked at MAI Capital Management, Halpern Financial, and Freddie Mac. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer (OCIO) services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employs active and passive strategies across public and private assets, and provides comprehensive reporting and participant education for retirement plans.

Sophia Haney is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 designation and has been with Oppenheimer & Co. Inc since 2017. Prior to that, she worked at NES Creative for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individual and institutional clients, including high net worth individuals, corporations, and charitable organizations. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios, and manages both discretionary and non-discretionary accounts.

Maura Schauss is a CFP® and holds a Series 66 license with 26 years of industry experience. She has worked with Washington Wealth Advisors, LLC for 12 years before joining Wealth Enhancement Advisory Services, LLC, where she has been since 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active managers, quantitative, momentum, and fundamental analysis.

Omar Metwaly is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding a Series 66 designation and having two years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Fidelity Investments, and Northwestern Mutual. 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 investors, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investment managers.

Richard Romero is a CFP® and ChFC® with 25 years of experience in the financial industry. He currently works at TD Private Client Wealth LLC and has prior experience with firms including Ameriprise, Prudential, and Q3 Advisors. He is based in Vienna, VA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Kristine Bennett is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her prior roles include positions at Healthy Wealthy Alex and Mass Mutual, and she spent over a decade as a homemaker before entering the financial services field. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Justin Roland is a financial advisor with Citigroup Global Markets in Washington, DC. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Raymond James & Associates, OFFICINA, EAB, Kaldis, and Caribou Coffee. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functions as a swap dealer and futures commission merchant.

Logan Jagodzinski is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and the University of Rochester, in addition to his current role. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Matthew Humphrey is a financial advisor at Carson Wealth with 14 years of industry experience. He holds a Series 66 designation and previously served as Director of Wealth Management at United Bank for ten years. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm provides discretionary asset management, financial planning, variable sub-account management, sub-advisory relationships, and retirement plan services, supported by an Investment Committee that manages model portfolios using fundamental and technical analysis.

Michael Stafford Jr. is a CFA® charterholder with 17 years of industry experience. He has been with ASB Capital Management LLC since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion, primarily for institutional clients through pooled investment vehicles and separate accounts. The firm offers both active and passive equity strategies, fixed income approaches, and real estate investments across equity and debt instruments.

Ryan Strong is a financial advisor with PNC Wealth Management in Fairfax, VA, holding a Series 66 designation and five years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank, with a total of six years at the latter. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot to employees. The firm uses algorithmic questionnaires to guide investment strategies implemented primarily with mutual funds and ETFs.

John Devine is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds the Series 63, Series 66, and Series 65 credentials. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Bank, Bank of America, and Merrill. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to implement its investment strategies.

Gregory Sullivan is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he spent over three decades at Sullivan, Bruyette, Spero & Blayney, Inc. He is also the author of the book *Retirement Fail*. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses.

Derrick Carter is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach uses Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client-authorized trade execution.

Jennifer Lewis is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked at Citi Private Alternatives, LLC and Citigroup Global Markets Inc. since 2019, and previously held roles at HSBC Securities (USA) Inc. and HSBC Bank (USA) Inc. from 2015 to 2019. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm operates with a combination of large institutional scale and specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Joseph Gallemore is a financial advisor with Osaic Advisory Services, LLC, holding a Series 65 credential and 21 years of industry experience. His career includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. He also serves as director of research at Argent Bridge Advisors and consults business owners on exit planning through a separate advisory role. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers various investment programs, retirement plan consulting, financial planning, and access to alternative investments and donor-advised funds.