Jack Shiao is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of advising, he participates in a family-owned realty office and assists with financial matters in a music sheet sales business. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Ethan Copeland is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Wasserman. His background includes various roles at James Madison University and a decade of experience at The Bullis School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and family office services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

Brandon Schumacher is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including The Colony Group, Buckingham Strategic Wealth, Bank of America, Merrill, and Royal Bank of Canada Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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.

Michael Cohn is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 credential. He has 23 years of industry experience, including 18 years at UBS Financial Services and concurrent roles at Independent Advisor Alliance and LPL Financial since 2020. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines a network model with technology-enabled solutions and access to third-party managers and estate-planning platforms.

Jay Weinstein is a CFA® charterholder and holds a Series 65 license with 15 years of experience in the financial advisory industry. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing customized wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven approach with institutional-style asset allocation and a range of portfolio options tailored to client objectives.

Edward Ramsey is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes roles at Avantis Private Wealth and Quantis Wealth Management, as well as ownership of a CPA and tax accounting firm, Ramsey & Associates. He also provides accounting and business valuation services to dental offices through Peak Dental Transitions, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Weston Burnett is a CFP® and Series 66-licensed advisor at Creative Planning with 23 years of industry experience. He previously worked at Legacy Analytics, LLC and Cohen & Burnett, P.C., where he served as President of the law firm without compensation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Thomas Duval is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing. Duval owns a rental property that he manages personally. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and consulting supported by AI-enhanced research and inter-affiliate collaboration.

Harry Pilson II is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with SunTrust Advisory Services and Sun Trust Investment Services for 10 years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager selection programs. The firm integrates discretionary and non-discretionary strategies with third-party platforms and employs both traditional and AI-enabled research tools in its investment oversight.

Teresa Shaffer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior experience includes roles at Bb&T Investments and Bb&T Securities from 2014 to 2021. Outside of her advisory work, she manages residential rental properties in Sterling, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to deliver its asset management and fiduciary services.

Jeremy Laughton is a CFP® professional at Creative Planning with six years of industry experience. Prior to joining Creative Planning in 2020, he worked at Cohen & Burnett, PC from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, foundations, 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 while managing approximately $295.6 billion in client assets.

Robert Cox is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Bankers Life in 2024, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also appointed as an insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Harpine is a Series 66-licensed financial advisor with Truist Advisory Services, based in Rockville, MD, and has nine years of industry experience. He has worked at Suntrust Advisory Services, Suntrust Investment Services, and Suntrust Bank since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management strategies, supported by AI-enabled equity research and an established network of third-party managers.

William Bruno is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. His prior firms include Sandbox Financial Partners LLC, Equitable Advisors, Axa Advisors, LLC, and Ameriprise. He is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement a range of investment strategies.

Robert Hensley is a financial advisor with First Command Advisory Services holding a Series 66 license and four years of industry experience. Prior to his advisory career, he served in the U.S. Army for 27 years. First Command Advisory Services, Inc. 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 using model portfolios constructed and managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Brian Widmayer is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. 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 retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jeffrey Clark is a financial advisor at Guardian Life with 23 years of industry experience. He holds a Series 66 designation and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2003. Outside of his advisory role, he is the CEO, President, and Treasurer of Clark Operating Company. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led management, model-based strategies, and digital advisory solutions, with access to insurance products and alternative investments.

Zachary Smythe is a CFP® with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at firms including Arthur Stein Financial, LLC, VCI Wealth Management LLC, and The Vanguard Group, Inc. Smythe's career history also includes roles outside finance, such as at Towson University and Morton and Gettys Law Firm. Allworth Financial serves a broad client base that includes individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, employing both quantitative and qualitative investment approaches.

Onari Tariah is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at FJY Financial and Morgan Stanley. Cerity Partners serves a broad range of clients including individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Michael Rutler is a Series 66-licensed advisor with Truist Advisory Services, bringing 19 years of industry experience. He has held roles at Truist Advisory Services and its predecessors since 2015. Outside of his advisory work, he serves as Treasurer for the Marlan Forest Citizens' Association, managing financial duties and supporting community activities. 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 manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enhanced equity research to support investment decisions.