Ryan Myers is a CFP® professional with 35 years of industry experience, currently serving at Voya Financial Advisors, Inc. He previously worked at Fortis Investors, Inc. for nearly three decades and has held roles at organizations including MissionSquare Retirement and Allstate Insurance. Myers is involved in nonprofit leadership as Chairperson of the Board of Directors for the Northern Virginia Urban League and serves as Treasurer for Omega Psi Phi Fraternity, Inc. Voya Financial Advisors, Inc. serves a diverse clientele including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary advice and operating both as a registered investment adviser and broker-dealer.

Lance Harting is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Oppenheimer and previously held roles at Bank of America and Merrill. Before his financial services career, he worked in the pool service industry. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside a range of investment products to meet client objectives.

Louis Liberatore is a CFA® charterholder and financial advisor at Hightower Advisors with five years of industry experience. His previous roles include positions at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers portfolio management, financial planning, and retirement consulting, serving clients including pension plans, charitable organizations, corporations, and financial institutions.

Sarine Zenian is a CFP® with 19 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, she worked at Raymond James and Associates from 2012 to 2025. She serves on the Finance/Investment Committee of the Armenian Church Eastern Diocese of America, where she participates in financial record review and audit oversight. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm employs a range of investment strategies, integrating financial planning and tax services, and manages over $72 billion in assets.

Anthony Sainclair is a financial advisor at Wealthspire Advisors with one year of industry experience. He previously worked at South River Mortgage and NewDay USA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, investment advisory, financial planning, family office support, and ERISA/retirement-plan services. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation and ongoing due diligence.

Chad Gerber is a CFP® with 27 years of industry experience currently with Truist Advisory Services. He has worked at Truist Investment Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled equity research.

Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently serves as president of US-Asia Links, a firm focused on international business consulting related to environment and clean water. Additionally, he advises on Asian Pacific American community issues as a commissioner and leads Acacia Financial Advisors LLC as president. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Stacy Bakri is a CFP® professional affiliated with Beacon Pointe Advisors, LLC, with 25 years of industry experience. She previously worked at The Family Firm, Inc. from 2007 to 2025 before joining Beacon Pointe Advisors in 2025. Outside of advisory services, she is also an agent involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan platform services, and outsourced chief investment officer solutions to a diverse clientele, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Eric Walker is a CFP® with 16 years of industry experience. He is currently an advisor at Rockefeller Financial LLC, where he has worked since 2023, following an eight-year tenure at Janney Montgomery Scott. 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 offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Brett Monsein is a CFP® with 12 years of industry experience, currently with Rockefeller Financial LLC. His prior experience includes roles at Bank of America, N.A. and Merrill. He is based in Bethesda, MD. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a range of investment solutions across equities, fixed income, and alternatives through its consolidated platform, Rockefeller Global Investment Management.

Du Hur is a financial advisor at Chevy Chase Trust Company with six years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust since 2019, following a 16-year tenure at Columbia Partners, LLC Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and various institutional clients, offering investment management alongside trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining fundamental, technical, and cyclical analysis across diverse instruments.

Jazeb Qamar is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 66 designations. Prior to joining TIAA-CREF, he worked at JPMorgan Chase Bank NA and Morgan Stanley in various roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model portfolio-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Maria Camacho is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at The Family Firm for 27 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets and offers portfolio management integrated with custodian-based reporting and performance measurement.

Grace Boyle is a financial advisor at Beacon Pointe Advisors, LLC in Columbia, MD, holding a Series 65 designation with one year of industry experience. She previously worked at Keeney Financial Group and Freedom Mortgage. Outside of finance, she has experience working at Cottage Cafe. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs both active and passive strategies across multiple asset classes and manages proprietary private funds and interval funds alongside third-party investment managers.

John Northrup Jr. is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and one year of experience in the industry. His prior work includes four years at United Bank and two years at Headfirst Companies. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, financial planning, institutional custody, and access to collective investment funds. The firm employs a thematic investment approach focused on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Tiseer Osman is a financial advisor at TLG Advisors, Inc. with four years of industry experience and a Series 66 designation. His prior roles include positions at Merrill, Bank of America, Edward Jones, Wells Fargo Bank, and Simplicity Investments. Outside of his advisory work, he has held a hospitality role with the Four Seasons Hotel. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed accounts and a direct-to-consumer digital program.

Darla Aycock is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 1998. Outside of her advisory role, she is involved in her local community as president of the Stratton House Condominiums and manages a residential and commercial cleaning service. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs and manages multiple mutual funds, employing dedicated portfolio teams and research groups to deliver diversified investment strategies.

Peter Gwynn Sackson is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation. Prior to joining Oppenheimer, he worked at Mighty Dog Roofing of Arlington and Compass Real Estate, and spent time at Boston Consulting Group earlier in his career. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, utilizing a range of asset allocation and investment strategies.

Aaron Lucash is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and NYLIFE Securities LLC. His background also includes roles at several hospitality establishments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Jennifer Kutchey is a CFP® with 18 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, she worked for 13 years at Lowe Wealth Advisors, LLC. MAI Capital Management offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and provides additional services such as trust administration and insurance through its affiliates.