Donald Lord is a CFP® with 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 25 years with The Family Firm, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a disciplined investment approach centered on asset allocation across third-party independent managers, supported by a formal due-diligence process and proprietary investment vehicles.

Samantha Josselyn is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at CFI Financial Advisors and engagement with educational institutions such as Virginia Tech and local schools. She has also volunteered with Long Branch Ocean Rescue. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services with an investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Jenny Kim is a Series 65-licensed financial advisor with Chevy Chase Trust Company and has one year of industry experience. Prior to joining Chevy Chase Trust in 2025, she worked for 14 years at CST Group CPA's. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, trust, financial planning, and custody services. The firm employs a thematic investment approach that emphasizes longer-term holdings and integrates fiduciary trust and custody functions with active portfolio management.

Patrick Mcclintock is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with SunTrust-affiliated firms since 2007. Outside of his advisory role, he works as an Uber driver. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, employs a mix of discretionary and non-discretionary manager relationships, and integrates AI-enabled research tools alongside inter-affiliate resources.

Matthew Dawson is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Edward Jones, Prudential Insurance Company of America, and M&T Bank. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, predominantly non-discretionary solutions across various program types.

Maria Zoubroulis is a financial advisor with Truist Advisory Services in Reston, VA, holding a Series 66 designation and four years of industry experience. She has previously worked at Truist Investment Services, Truist Financial, and Citizens Bank. Outside of her advisory role, she is involved in a small coffee roasting business, assisting with administrative tasks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Henry Keegan is a financial advisor at Steward Partners Investment Advisory, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

James Griesser is a Certified Financial Planner® (CFP®) and holds a Series 65 license with 34 years of industry experience. He has been with Wealthspire Advisors since 2001. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment process with institutional-style asset allocation and a range of portfolio guidelines tailored to client objectives.

John Beaty Jr. is a Series 65-registered advisor with Brown Advisory in Bethesda, MD, bringing 35 years of industry experience. He has worked at Beaty Haynes & Patterson, Inc. since 1990. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management, strategic advisory, family office services, and private fund sponsorship. The firm employs a bottom-up, fundamental research approach across equity and fixed-income strategies and integrates active, passive, and sustainable investing methods.

Mark Cecil is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Acacia Financial Group, AFP Group, and United Wealth Advisors Group. He is also licensed as an independent insurance agent, primarily selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing various model portfolios and third-party managers to build customized investment solutions.

Lauren Woodward is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. She has worked at Kaplan Financial Group and Virginia Tech, with prior roles in public education and local government parks and recreation. Woodward is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a broad platform including managed-account programs, third-party asset manager access, and custody services.

Steven Trax is a CFP® with 22 years of industry experience. He has worked at MAI Capital Management, LLC since 2019 and previously spent 12 years at Mtx Wealth Management, LLC, as well as three years at SFX Financial Advisory Management Enterprises Inc. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management using various strategies and implementation methods tailored to client objectives.

Lynne Celia is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. She is currently an advisor at Wealth Enhancement Advisory Services, LLC, where she has worked since 2025. Prior to that, she held positions at Nationwide, Ingomu, CITIGROUP, MML Investors Services, and MassMutual. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Tapfuma Chibaya is a CFA® charterholder with 11 years of industry experience and has been with Chevy Chase Trust Company since 2016. He holds a Series 63 license and is based in Bethesda, MD. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with trust, wealth planning, and custody services. The firm uses a thematic investment approach focused on macro trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Brian Thornton is a CFP® credentialed financial advisor with Principal Financial Services, based in Bethesda, MD. He has 26 years of industry experience, including roles at Principal Securities Inc. since 2009 and Principal Life Insurance Company since 2008. Thornton is also a designated bank officer supporting Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Philip Corso is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Forge Financial Group, Potomac Financial Private Client Group, Cambridge Investment Research Advisors, and Wells Fargo Clearing. Corso is also the owner of Corso Financial LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Austin Anthony is a CFP® professional with five years of industry experience. He has worked at Creative Planning since 2026, following roles at Versant Capital Management and Pathstone. Austin also spent five years at Virginia Polytechnic and State University early in his career. 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 client assets.

Katharine Schelhorn is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2020. Prior to joining Wealthspire, she worked at Acorn Financial Services, Inc. from 2017 to 2020. In addition to her advisory work, she sells clothing and household goods on a resale website as a part-time hobby. Wealthspire Advisors manages approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using a diversified mix of investments and offers a range of services from wealth management to retirement-plan consulting.

Jeffrey Mc Closkey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2015. Outside of his advisory role, he serves as Treasurer for the Poolesville Area Chamber of Commerce, a nonprofit organization focused on local business and community development. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary strategies supported by third-party platforms and extensive inter-affiliate integration.

Mark Apolenis is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with multiple firms including Avenue Wealth Management LLC and W. Rogers & Associates. Apolenis is a board member of the Council of Unit Owners of Forest Office Park Condominium Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary accounts. The firm operates within a large integrated New York Life affiliate structure, tailoring recommendations across a variety of program types for individual investors and institutional sponsors.