Mitchell Mccarthy is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2019, following a two-year tenure at Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and provides both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

David Weiss is a financial advisor at &PARTNERS with the ChFC® designation and Series 63 and 65 licenses. He has five years of industry experience and previously worked at firms including Wells Fargo Clearing, Creative Planning LLC, and AMJ Financial Wealth Management LLC. &PARTNERS serves a wide range of clients, including high-net-worth individuals and institutional entities, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers discretionary and non-discretionary portfolio management through both in-house advisors and vetted third-party managers.

Valeska Santibanez Jofre is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2026. Her prior experience includes roles at JP Morgan Securities LLC, J.P. Morgan Chase Bank, N.A., Bank of America, N.A., and Merrill. Outside of her advisory work, she has been involved with Kekis Home Goods, LLC since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Steven Zeigler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2023 and has been with Charles Schwab since 2018. Prior to joining Schwab, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal asset-allocation models and research tools, with client-tailored recommendations and trades executed only with client authorization.

Ashley Galvin is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management, financial planning, and retirement consulting services.

Jay Burmaster Jr. is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes positions at Truist Investment Services, BB&T Securities, Scott & Stringfellow, Wells Fargo Clearing, and UBS Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary manager relationships and consulting, supported by AI-enabled research and inter-affiliate resources.

Sarah Cato is a CFP® and ChFC® with 21 years of experience in the financial industry. She is currently affiliated with Guardian Life and Park Avenue Securities. Outside of her advisory role, she serves as a board member of The ARC-Finance and operates Cato Advisory, LLC, a consulting business specializing in dental transition. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm serves individual and institutional clients with a range of brokerage, financial planning, retirement plan consulting, and advisory programs, using both proprietary and third-party investment models.

Lyndsie Slusher is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. She has one year of industry experience and previously served in the U.S. Army from 2017 to 2024. She is also affiliated with the University of North Carolina at Chapel Hill. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team.

Christopher Airey is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. Prior to these roles, he spent over two decades at Spire Wealth Management, LLC. Outside of his advisory duties, Airey is president and owner of Corbett Road Capital Management, an affiliated registered investment adviser formed through a joint venture with Spire Wealth Management, and he is also an independent insurance agent. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, long-term portfolios and affiliated sub-advisory arrangements.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, 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, managing approximately $295.6 billion in assets through over 1,100 advisors.

Alana Light is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has previously worked at McLean Asset Management Corporation and Eagle Strategies, among other firms. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, retirement plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private markets.

Shippen Royer is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. His prior experience includes roles at Phyxius Arbitrage Fund LP, Bank of America, N.A., and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Matthew Hammaker is a financial advisor at Commonwealth Financial Network with a Series 65 credential and approximately one year of industry experience. His prior experience includes service in the United States Marine Corps and roles in higher education at Kennesaw State University and Wingate University. He has also worked in hospitality and physical therapy support roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed account programs and access to third-party asset managers, providing clients with diverse investment options and back-office services.

Christina Raya is a financial advisor with PNC Wealth Management in Washington, DC, holding a Series 66 license and 15 years of industry experience. She has worked at PNC Investments since 2018 and previously held positions at Bank of the West, BancWest Investment Services, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

Leland Detmer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has two years of industry experience and previously worked on the PGA Tour for five years. Detmer is also the co-founder and secretary of the BCCC Scholarship Foundation, which provides scholarships for underprivileged children to attend golf camps. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse clientele, including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

Samantha Stidham is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she served in the US Army from 2016 to 2019 and has experience in other roles including Hampden Optical and homemaking. First Command Advisory Services 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 provides financial planning and wrap-fee asset management programs, employing a centralized Investment Management Team that selects model portfolios and third-party managers from approved lists.

Tu Nguyen is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platform and manager arrangements, and integrates affiliated services including Truist Investment Services and Truist Bank sweep features.

Eamon Vera is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Prior to joining HSBC, he worked at Bank of America for four years and has held various positions in education and retail. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several client-directed and discretionary portfolio options. The firm uses a structured investment process involving multiple model risk profiles and collaborates with HSBC Global Asset Management and other affiliated providers for fund selection and monitoring.

Vincent Yuen is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience and has been with TD Private Client Wealth LLC since 2023. Prior to this, he was affiliated with TD Waterhouse Canada Inc. beginning in 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Jeffrey Fischer is a financial advisor with United Planners Financial Services of America and holds the ChFC® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience with prior roles at Morgan Stanley, Strategic Financial Associates, and NYLife Securities. Fischer also operates Fischer Financial Services, Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a primarily non-discretionary asset management approach.