Gregory Clarke is a financial advisor at Capitol Securities Management, Inc. in McLean, VA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities Management since 2015. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm offers access to a range of investment options and manages assets through separately managed accounts, wrap fee programs, and third-party money managers.

Larissa Kochetkova is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with PNC Wealth Management since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Ani Inyang is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2007. Ani is based in Washington, DC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Michael Romano is a financial advisor with Commonwealth Financial Network in Reston, VA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. Outside of his advisory work, he owns MAR, LLC, an entity established for owning antique cars and real estate. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support, with discretionary model portfolios and multiple program structures available to affiliated advisors.

Daniel Nampha is a CFP® certified financial advisor with seven years of industry experience. He currently works at Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior experience includes roles at Fidelity Brokerage Services LLC, Ameriprise Financial Services, Inc., Raymond James Financial Services, and LS Associates. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Allison Dunlap is a financial advisor at Farther with eight years of industry experience. She holds a Series 65 designation and has worked at several firms, including Harbour Capital Advisors, Pennington Partners & Co., and Wealthcare Advisory Partners. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

James Hull is a financial advisor with Transamerica Financial Advisors in Fairfax, VA, holding Series 63 and Series 65 credentials and having six years of industry experience. He has worked as a research analyst at ASA Research since 2020 and volunteers as a board member and Softball Commissioner for South County Little League. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Max Meltzer is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2015. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. Wealthspire employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

Sang Du is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He has nine years of industry experience, including roles at Bank of America (Merrill Lynch), Edward Jones, and AXA Advisor LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering comprehensive financial reviews and investment recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

Richard Levinson is a CFA® charterholder with four years of industry experience. He has been with Truist Advisory Services since 2022 and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank for over 30 years combined. Outside of his advisory role, Levinson serves as a trustee and power of attorney for several family trusts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a mix of discretionary and non-discretionary approaches using third-party platforms.

Laila Moumou is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 26 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she owns a rental property in Falls Church, VA, which she manages with assistance from a real estate agent. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary programs and maintains large institutional capabilities alongside specialized market roles.

Ryan Quinn is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Keeney Financial Group, Inc./Triad Advisors, LLC, and Federated Hermes. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Hermann Cruz is a financial advisor at TIAA-CREF with six years of industry experience and a Series 66 designation. His prior roles include positions at Bank of America, Merrill, and the DC Government Office. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm distinguishes between point-in-time planning and ongoing discretionary management, applying a fiduciary standard to its RIA services.

Patrick Mccarthy is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2026. His prior roles include positions at Btig LLC, Carbon Advisors, Capewell Aerial Systems, and Neptune Holding. Oppenheimer provides a range of advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering various programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of late 2025.

Bradford Coyle Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of advising, he is involved in managing residential rental properties. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party solutions with oversight coordinated alongside major custodial partners.

Hannah Adams is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. She holds a Series 66 designation and has worked at Eagle Strategies LLC, New York Life Insurance Company, and NYLife Securities, LLC. She also operates under the DBA Avenue Wealth, focusing on selling New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, 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 assets on a non-discretionary basis.

David Beatson is a CFA® charterholder with 24 years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 11 years at Alexandria Capital. Based in Arlington, VA, he holds the Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager strategies, offering both affiliated and third-party managers, with a portfolio approach that includes mutual funds, ETFs, alternative investments, and custom indexing.

Joel Swaney is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Bank of America for 11 years before joining TD Private Client Wealth and TD Bank N.A. in 2021. Outside of his advisory role, he co-owns the podcast Cartoon Dumpster Dive, where he discusses classic cartoons and provides historical context. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party investment managers and a proprietary advisory platform.

Matthew Kappa is a financial advisor at TD Private Client Wealth LLC in Vienna, VA, with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. 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 (US) clients. The firm offers portfolio management, access to various investment vehicles, financial planning support, and custody services through third-party custodians, utilizing a combination of affiliated and third-party sub-managers.

Michael Kitces is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds CFP® and ChFC® designations and has worked previously at The Colony Group, Buckingham Strategic Wealth, and Pinnacle Advisory Group. Outside of his advisory role, he is the founder and writer of Kitces.com, a platform providing education and commentary on financial planning, and is a co-founder of several other financial planning support businesses including the XY Planning Network and AdvicePay. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of portfolio management and consulting services.