Bryan Trejo is a Series 66 licensed financial advisor at PNC Wealth Management with 12 years of industry experience. He previously worked at Citigroup Global Markets and TD Ameritrade before joining PNC in 2021. Based in Vienna, VA, Trejo currently provides advisory services within an enterprise firm setting. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and approved model strategies executed with mutual funds and ETFs, focusing on automated portfolio management rather than standalone financial planning.

Clayton Castle is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Zoominfo and Aflac, as well as working in construction and hospitality industries. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various portfolio management and financial planning services through both proprietary and third-party solutions.

Timothy Landicho is a CFP® professional affiliated with Commonwealth Financial Network in Arlington, VA, with experience beginning in 2026. He has previously worked at Marotta Wealth Management and has a background that includes roles in education and wellness organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a large client base. The firm offers a comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services including trading, reporting, and custody.

Nicholas Camel is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018, following three years with Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he owns rental properties in Florida and Maryland. 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 with existing TIAA employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as investment adviser to a donor-advised fund sponsored by Charityvest.

William Schwartz is a CFP® with 23 years of industry experience and has been with Wealthspire Advisors since 2015. He holds Series 65 and Series 66 licenses and is based in Potomac, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset types.

Mitchell Katz is a financial advisor with Eagle Strategies (New York Life) in Bethesda, MD, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Capital Associates, LLC, Financial Solutions Group, and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for Becky’s Fund, an organization focused on preventing domestic violence through educational programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory programs and emphasizes customized recommendations while managing most assets on a non-discretionary basis.

Richard Shu is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding a Series 66 designation and 24 years of industry experience. He has worked at HSBC Securities and its affiliate HSBC Bank (USA) N.A. since 2013, serving in dual roles as a registered representative and a bank officer selling bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several models, including client-directed and fully discretionary options. The firm uses a structured investment process based on multiple risk profiles and collaborates with affiliated and third-party providers for advisory and fund selection services.

Raphael Lewis is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Alexandria Capital from 2017 to 2021 and FIC Capital from 2012 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, with an emphasis on manager selection and multi-manager solutions utilizing both affiliated and third-party managers.

John Guidi is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill as well as multiple firms including Bouchard Wealth Advisors and Mid Atlantic Capital Corporation. Outside of his advisory role, he is involved in fixed insurance sales and serves as Managing Director of Guiding Wealth Financial Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Jeffrey Leventhal is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at UBS Financial Services and Merrill prior to joining Hightower in 2011. Outside of advising, he serves as a director for GJS, LLC, a company providing custodial care to the elderly, and participates on the advisory board for an investment education club for Maryland football players. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach focuses on manager selection and multi-manager solutions, providing access to both affiliated and third-party managers through a comprehensive platform that includes discretionary portfolio management and financial planning.

Chadwick Dickison is a CFP® professional with four years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He has worked at several firms including Golub Capital, Guidepoint Global, Bank of America, and Merrill. He also has experience in entrepreneurial ventures such as C&C Marine Ventures LLC. Mercer Global Advisors provides comprehensive investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified investment strategy based on Modern Portfolio Theory, utilizing a range of low-cost investment vehicles and specialized programs.

Eunjoo Fenton is a CFP® professional with 39 years of industry experience, currently affiliated with Truist Advisory Services in Fairfax, VA. She has worked at SunTrust Advisory Services and SunTrust Securities since 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, integrating third-party platforms and manager relationships to support its AMC Advantage program and other investment solutions.

Mark Stull is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Janney, he worked at United Brokerage Services Inc and BB&T Securities, LLC. Outside of his advisory work, Stull volunteers with the Frederick County Landmarks Foundation and Habitat for Humanity and is involved as a partner in an esthetics business. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory programs supported by centralized asset management and trustee services.

David Romhilt is a CFA® charterholder with 11 years of experience in the financial industry. He currently serves as an advisor at Corient, where he has worked since 2026. Prior to joining Corient, he spent 11 years at Summit Trail Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Cristina Lipson is a financial advisor at Hightower Advisors with 18 years of industry experience and holds the Series 66 designation. Her career includes roles at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Grove Point Investments. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm’s approach emphasizes manager selection, multi-manager solutions, and access to a range of investment vehicles, supported by proprietary research and operational features such as monitoring and rebalancing.

Tristan Bliesner is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 credential and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Cetera Advisors LLC. Outside of his advisory work, Bliesner owns and operates Patriot Printing Services, a business involved in buying and selling printed materials. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing both fundamental and technical strategies alongside institutional platform integrations.

Christine Cataldo is a CFP® with 22 years of industry experience, currently serving as a financial advisor and Chief Technology Officer at Mercer Global Advisors Inc. She has held advisory roles at Heim, Young & Associates, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, financial planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, and other strategies, complemented by client education programs and integrated affiliated service lines.

Arash Katirai is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Woodbury Financial Services, and Capital One Investing. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Ann Marie Hindley is a CFP® and holds a Series 66 designation with seven years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022. Her prior roles include positions at FJY Financial, HomeMaker, RH Paradis & Associates, and Securian Financial Services, Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection within a client-specific investment framework, also providing access to alternative and private market solutions for qualified clients.

Ariana Ahmadi is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, she held roles at Castro & Company and Wendroff & Associates. Her background includes work in the food service and production industries. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and advanced overlay services.