Ivan Brown Jr. is a financial advisor at First Command Advisory Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several related First Command entities since 2022, as well as prior roles with Blue Sky Capital Management and Alaris Financial. Outside of his advisory work, he is the owner of Blackwing Financial Holding Corporation, an S corporation involved in managing employment-related expenses for his First Command business. 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, delivering investment management through a centralized team that selects and monitors approved third-party managers and model portfolios.

Bradley Pottorf is a financial advisor at Oppenheimer with eight years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Advisors, LLC for eight years and also has experience at Capital One. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Lloyd Prudent is a financial advisor at First Command Advisory Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with First Command-affiliated firms since 2005. 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, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

Kristina Saunders is a CFP® professional with 13 years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Sterling Capital Management, Farr Miller & Washington, and Cassaday & Co Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joseph Byers is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at M&T Bank and in roles outside finance, including Lansdale Parks & Recreation and Golf Galaxy. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm employs a technology-driven approach with discretionary unified managed accounts and overlay services for taxable equity sleeves.

Charles Held II is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support manager selection and oversight.

Thomas Annin is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. He has worked at Creative Planning since 2021 and has prior experience at Sullivan, Bruyette, Spero & Blayney, LLC and BOS. He is based in McLean, VA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Morin Lam is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal standards and oversight committees to select and monitor managers.

Alexander Douma is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments and the University of Maryland. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by dedicated advisory teams and integrates resources across the Goldman Sachs network to deliver a broad range of wealth management services.

Joseph Morelli III is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He previously worked at Guardian Life for 26 years and has managed Morelli & Associates, Inc., a tax preparation and planning firm, since 1989. He serves as President and CEO of Morelli & Associates, which operates independently from his advisory role. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Madison Cappas is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation and one year of industry experience. Prior to joining the financial sector, Madison worked in education and retail, including positions at Fairfax County Public Schools, Great Lakes Academy, and Total Wine & More. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Heidi Patterson is a financial advisor with Integrated Wealth Concepts LLC in Vienna, VA, holding a Series 66 designation and over 22 years of industry experience. Her prior career includes 12 years at Ameriprise before joining Integrated Wealth Concepts and affiliated firms since 2016. Outside of her advisory work, she owns and designs for an LLC named Darby O' Dylan. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of internally managed and third-party strategies.

Phylyp Wagner is a CFP® with 44 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2021. His prior experience includes a 30-year tenure at H. Beck, Inc. Wagner maintains involvement in insurance sales on a limited basis. Integrated Wealth Concepts LLC provides services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing internal management alongside third-party asset managers.

Sarala Katta is a financial advisor with Voya Financial Advisors, Inc. in Fairfax, VA, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. She has been with Voya Financial Advisors since 2015. Katta serves as a board member for the Career and Technical Education/Academy of Finance and Business Management Academy, where she participates in activities such as mock interviews and internship identification. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services like financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures and primarily operates on a non-discretionary basis, maintaining a dual role as both an SEC-registered investment adviser and a broker-dealer.

Ambreen Shahab is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC since 2012, working in wealth management since 2021. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists, with investment implementation delegated to external parties.

Kristen Comeau is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Naqvi-Van Ness Asset Management before joining Mercer Global Advisors in 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and regular rebalancing, implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Clara Montanez is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, previously holding positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, Montanez serves as a Rotary International Representative to the World Bank and is a member of the finance and audit committees at the Cosmos Club in Washington, DC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Frances Goldman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Frango Financial LLC for 15 years. Goldman is involved with several nonprofit organizations, including the New Israel Fund and Avodah, where she participates in leadership and advisory roles supporting social and democratic causes. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Cole Butkovsky is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. He has worked at various Charles Schwab entities since 2022 and has prior experience outside the financial sector, including roles at Stratford Steel LLC and Olympic Regional Development Authority. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Charles 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.

Joshua Stark is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 license and bringing 24 years of industry experience. He has worked with Ameriprise, Osaic FA, Inc., and LPL Financial before joining Integrated Wealth Concepts in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a primarily long-term approach with portfolios customized through mutual funds, ETFs, equities, and fixed income.