Christopher Romano is a Series 65-licensed financial advisor with Kestra Advisory, based in Bethesda, MD, and has 14 years of industry experience. He also holds a senior vice president role at The Meltzer Group, a consulting firm where he has worked since 1999. Romano’s career includes consulting and corporate benefits activities with NFP, in addition to his advisory responsibilities at Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets through over 1,100 advisors.

Kathryn Risch is a financial advisor at Focus Advisor Solutions, LLC with 17 years of industry experience. She holds the Series 65 and Series 63 credentials. Her prior work includes roles at Buckingham Strategic Partners, LLC and Savant Capital Management. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, fixed-income sub-advisory services, and retirement plan investment management. The firm manages approximately $41 billion in assets and serves more than 33,000 clients through a platform that combines enterprise scale with a focused advisor base.

Joshua Olds is a CFA® charterholder and registered investment advisor representative with NewEdge Advisors, LLC, bringing 19 years of industry experience. He previously was a member of New Potomac Partners, LLC, where he worked for ten years. Mr. Olds also serves on the Programs and Education Wealth Management Sub-Committee of the DC Society Board, contributing to the planning of educational events. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Sarah Burdette is a financial advisor at OSAIC Advisory Services, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Aeon Wealth Management and Smokehouse Live. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Tu Nguyen is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platform and manager arrangements, and integrates affiliated services including Truist Investment Services and Truist Bank sweep features.

Vincent Yuen is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience and has been with TD Private Client Wealth LLC since 2023. Prior to this, he was affiliated with TD Waterhouse Canada Inc. beginning in 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Jeffrey Fischer is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience and has worked at firms including Strategic Financial Associates and NYLife Securities LLC. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives and emphasizes a predominantly non-discretionary approach to asset management.

Gustavo Laguarda is a CFP® and ChFC® with 22 years of experience in the financial services industry. He currently works at Truist Advisory Services and has been with the Truist organization since 2006, including roles at BB&T Investments and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, and integrates services across affiliated broker-dealer and banking entities.

Sonia Castillo Smith is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with HSBC Securities since 2011 and concurrently serves as a Bank Officer for HSBC Bank USA N.A. Outside of her advisory role, she is a member of the Rotary Club of Dulles International Airport, participating in community service and scholarship committees. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options supported by a multi-profile strategic and tactical asset allocation process with global resources.

Shane Twomey is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience and holds a Series 66 designation. His work history includes roles at Rockefeller Capital Management, Stand Together, Verdence Capital Advisors, and operating his own firm, Twomey Capital. Outside of finance, he has been involved with Twomey Lacrosse since 2003. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a broad range of investment and placement services.

Violette Depagnier is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she works as a beauty consultant at Palm Beach Tan. 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 wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Douglas Woodward is a CFP® professional with 27 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2017, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 with investments from affiliated and third-party sub-managers.

Jairo Castaneda is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates inter-affiliate resources to manage investment programs such as the AMC Advantage.

Oluwarotimi Odutola is a financial advisor at TD Private Client Wealth LLC in McLean, VA, holding a Series 66 designation with four years of industry experience. His prior work includes six years at Citigroup and roles at TD Bank N.A. and BB&T. 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 utilizes a mix of affiliated and third-party sub-managers within its portfolio offerings and serves clients through a range of managed portfolio solutions.

Charles Baskervill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at Truist Advisory Services and related affiliates since 2015, including prior roles at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Evgeniya Komarova is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Schwab Wealth Advisory 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 using 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 advisory services.

Keenan Stout is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management LLC. He has been involved with the Evergreen Lacrosse Club outside of his advisory work. Mercer Global Advisors provides comprehensive investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified portfolios implemented through a range of vehicles including ETFs, index funds, and private funds, alongside a broad suite of specialized financial and consulting services.

Orathai Kuvareewong is a financial advisor at Wealthspire Advisors with 12 years of industry experience. She has held positions at Capital Fiduciary Advisors, LLC and has been with Wealthspire Advisors since 2017. She holds a Series 65 designation. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Luke Jackson is a CFP® and Series 63 professional affiliated with Mercer Global Advisors Inc. He has held roles across Mercer Global Advisors, NYLife Securities LLC, and New York Life Insurance since 2022. His prior experience includes positions at Safeway, The Diamondback, Charlestown Retirement Community, and Catonsville High School. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach utilizing diversified, risk-appropriate portfolios combined with low-cost ETFs, index funds, separate account managers, and direct indexing.