Kenneth Clarke is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 11 years of industry experience and has worked at Ameritas since 2016, including roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. Outside of his advisory role, he is a financial representative involved with Peake Financial Group LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of programs including discretionary and non-discretionary solutions, model portfolios, and works with both in-house and third-party managers.

Leah Jones is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Christopher Johnson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Sofia Kostopoulos is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. She has 25 years of industry experience, including prior roles at Wells Fargo and JP Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and a range of specialized market roles.

Dee Schedler is a financial advisor at CIBC Private Wealth Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has been associated with Investment Advisers, Inc. since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to offer customized portfolio management and wealth advisory services, leveraging both proprietary and external strategies.

Steven Goldfarb is a financial advisor with Janney Montgomery Scott in Washington, DC, holding a Series 66 designation and 24 years of industry experience. He has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and a range of advisory programs.

Sarah Kyle is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and three years of industry experience. She has worked at The Colony Group, LLC since 2019 and previously held roles at AvalonBay and Ernst & Young. Focus Partners Wealth provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that incorporates tax- and fee-sensitivity within an enhanced open architecture framework, combining various active and passive strategies alongside private funds and ETFs.

Joshua Stromberg is a CFP® professional at EP Wealth Advisors with four years of industry experience. Prior to joining EP Wealth Advisors, he worked at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and offers additional services such as tax preparation and estate-document facilitation for eligible clients.

James Bruyette is a financial advisor with Creative Planning in Annandale, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for IA Sullivan, Bruyette, Spero & Blayney and Sullivan, Bruyette, SperoS & Blayney, Inc. for 30 years. Outside of his advisory role, he serves as a board member and youth coach for the First Tee of Greater Washington DC. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Kadri Emini is a financial advisor at First Command Advisory Services with one year of industry experience. They hold Series 63 and Series 65 credentials and have worked within various First Command entities since 2024. Prior to entering the advisory field, Kadri was involved with Auto Salloni 01 for ten years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Matthew Robertson is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, applying a fiduciary standard to its advisory services and acting as adviser to a donor-advised fund.

Bryan Lennon is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atomic Invest, LLC and Personal Capital Advisors Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active managers guided by quantitative and fundamental research.

Robert Hewitt is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Triad Advisors, Planning Solutions Group, Sherman Wealth Management, and Heritage Financial Consultants. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Gary Desjardins is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2002. He holds the Series 63 license and is based in Salisbury, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio review.

Gabriel Krawczak is a financial advisor with Truist Advisory Services in Washington, DC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with Suntrust Securities, Inc. since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Karin Schultz is a financial advisor at Cerity Partners LLC with 13 years of industry experience. She holds the Series 65 designation and previously worked at SOL Capital Management Company for 21 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm manages approximately $126.9 billion in assets and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Frances Arias is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Eagle Strategies in 2022, she worked with Nylife Securities LLC and New York Life Insurance Company since 2012. Outside of her advisory role, Arias works as an independent contractor for St. Francis of Assisi Church and performs as a paid wedding musician. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers a range of financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis and delivering tailored advice through multiple program types.

Taylor Seiling is a CFP® professional with 14 years of industry experience. He has worked at Creative Planning since 2021 and previously spent 15 years at SBSB Financial Advisors. Based in McLean, VA, he is part of a large advisory firm serving a diverse client base. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Brita Jones is a financial advisor at Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 66 license, with 26 years of industry experience. She has been with Stratos Wealth Partners since 2016 and has also worked with LPL Financial since 2007. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Daniel Mizell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He is also a member of Mizell Partners, LLC, an investment-related entity, though he devotes no time to this business. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients through a variety of strategies and solutions, including separately managed accounts, mutual funds, ETFs, and retirement plans.