John Utley Jr. is a CFP® with 39 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. He is also the owner of Utley LLC, a support company based in McLean, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC‑registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Brian Bourdon is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Wells Fargo, Truist Advisory Services, and NY Life. He hosts a podcast called "Happy Hour at the End of the World," focused on current events. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers.

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.

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.

Robert Mead is a financial advisor at Principal Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Grove Point Advisors. Outside of financial services, he is a business owner of Joan+Joe Coffee, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Zak Irizarry is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Schwab Wealth Advisory in 2023, he worked at Charles Schwab since 2017, including a role at Charles Schwab Bank, and has experience with Professional Group Plans, AXA Advisors LLC, and Retro Fitness. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and internal research tools.

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® professional with 12 years of industry experience. She currently works at Schwab Wealth Advisory and Charles Schwab, joining in 2024. Her previous roles include positions at Turning Point Financial and Team BeachBody. Additionally, she is active as an insurance agent. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with client trades executed only upon authorization.

Anthony Edwards is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has prior experience at the Federal Housing Finance Agency and has worked in various roles at First Command since 2026. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and approved third-party managers to implement and monitor client portfolios.

Shellie Peters is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Bridgewater Wealth & Financial Management, M&T Securities, and Deloitte Investment Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Ashley Iddings is a financial advisor with Wealthspire Advisors and holds a Series 65 designation. She has 23 years of industry experience, including prior roles at Highline Wealth Management, Convergent Wealth Advisors, and Lydian Wealth Management Company. Iddings has been with Wealthspire Advisors since 2015. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, nonprofits, and foundations, utilizing an institutional-style asset allocation framework overseen by a monthly investment committee.

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.

Jahleel Gordon is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with TIAA and TIAA-CREF since 2000 and 2003, respectively. Outside of his advisory work, he is the owner of a real estate business, Striking Properties LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model portfolios and customized management under a fiduciary standard.

Hesham Elshahed is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and with four years of industry experience. He previously worked at H&R Block for 15 years before joining TD Bank in 2014. Outside of his advisory role, he co-manages a residential rental property with his wife. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Stephen Kreter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and offering 30 years of industry experience. His career includes long-term roles at SunTrust Securities and its successor firms, Truist Advisory Services and Truist Investment Services. Kreter owns a rental property in Bethany Beach, Delaware, which he rents seasonally. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enhanced research, and features integrated services across affiliated entities.

Bradford Coyle Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several related entities within Steward Partners since 2018 and previously was employed at Raymond James Financial Services, Inc., Wells Fargo Clearing, and Sterling Associates, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Peter Burrus is a financial advisor with Empower Advisory Group in Washington, DC. He holds Series 63 and Series 66 designations and has 14 years of industry experience. Prior to joining Empower Advisory Group, he worked at AmveStar Capital, LLC and held roles at several other financial services firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client saving rates, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Aaron Pearson is a CFP® professional with four years of industry experience, currently serving at Savant Wealth Management. His prior experience includes roles at Brighton Jones, Mountain America Credit Union, and KeyBank. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.