Scott Brody is a financial advisor with Wealthspire Advisors in Potomac, MD, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealthspire Advisors since 2015 and is also a managing member at Alpha Capital Research LLC, where he is involved in the day-to-day operations. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, financial planning, and trustee services through a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation.

Ramona Mockoviak is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 13 years before joining Chevy Chase Trust in 2022. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships through a combination of trust, custody, and fund-management roles.

Anne Lamb is a CFP® with 28 years of experience in the financial industry, currently serving as an advisor at Truist Advisory Services. Her career includes extensive tenure with Truist and its predecessor entities, including SunTrust and BB&T. She serves on the board of The Campagna Center, a nonprofit organization focused on educational and social development programs in Alexandria, Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary manager relationships supported by advanced research and inter-affiliate integration.

Angela Clardy is a financial advisor with Citigroup Global Markets in Washington, DC. She holds the Series 66 designation and has 11 years of industry experience, all of which have been with Citi Private Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

Christopher Brian is a financial advisor at PNC Wealth Management in Columbia, MD, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Finalis Securities LLC, Maverick Capital LLC, NewEdge Wealth, and UBS Financial Services Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend investment strategies implemented via mutual funds and ETFs.

Paul Trinh is a financial advisor with Commonwealth Financial Network based in Washington, DC. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Wharf Financial, MML Investors Services, MassMutual, and the University of Maryland. He also spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance services, enabling affiliated advisors to offer customized portfolio solutions.

Sarah Kaplan is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is affiliated with Commonwealth Financial Network since 2015 and is the co-owner and managing partner of Kaplan Financial Group and Kaplan Benefits Group, both established in 2003. Kaplan is also involved in fixed insurance sales and serves as a co-trustee of the Kaplan Financial Group 401(k) plan. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Joshua Graham is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has two years of industry experience, with prior roles including positions at Wealth Enhancement Advisory Services and the Wealth Enhancement Group, as well as educational experience at Rensselaer Polytechnic Institute. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Yichuan Li is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including East West Bank, TD Bank N.A., and Morgan Stanley Smith Barney LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Robert Adams III is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Eagle Strategies, he worked in the automotive sector from 2016 to 2022. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plan sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Cathy Achter is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Merrill, IA Merrill Lynch, Pierce, Fenner & Smith, and Bank of America, N.A. 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 consolidated investment platform with access to direct portfolio management, third-party managers, and alternative investment vehicles.

George Shirley is a CFP® with 28 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has previously worked with Raymond James Financial Services Advisors and holds multiple securities licenses including Series 63 and Series 65. Outside of his advisory role, he serves as Chair of the Rec Committee and is a board member of the Arlington Soccer Association. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management solutions.

William Blake III is a financial advisor at Steward Partners Investment Advisory, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and 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 regulatory assets. The firm serves individuals, high-net-worth clients, institutions, and charitable organizations, offering a range of advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Gehret Shemeld is a financial advisor at Rockefeller Financial LLC with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill. Shemeld is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and utilizes a Private Advisor model alongside its Rockefeller Global Investment Management platform to deliver a range of investment solutions across asset classes.

Catherine Mulcahy is a CFP® professional with seven years of experience in financial advising. She has worked at Hightower Advisors since 2021 and previously spent eight years at Alexandria Capital, LLC. Mulcahy serves as a board member leading the Membership Committee for the Financial Planning Association National Capital Area chapter. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering both proprietary and third-party investment options tailored to a wide range of portfolio needs.

Donald Moore Sr. is a ChFC® credentialed financial advisor with 40 years of industry experience, currently affiliated with Lincoln Investment since 2012. Prior to this, he spent 13 years at Cincinnati Analysts, Inc. Moore also serves on the Advisor Advisory Council for the Insured Retirement Institute, engaging with various stakeholders in the retirement solutions industry. He holds an insurance license and sells term insurance when needed to his clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a range of model portfolios and investment programs using both strategic and dynamic approaches, overseeing approximately $22.9 billion in advisory assets.

Gulsanga Jalawan is a financial advisor with Integrated Wealth Concepts LLC in Arlington, VA, holding a Series 66 designation and 23 years of industry experience. She has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Her other business activities include providing disability, traditional life, and term life insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a broad network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios with a primarily long-term approach implemented through mutual funds, ETFs, equities, and fixed income.

Joseph Hosi is a financial advisor with Rockefeller Financial LLC in Arlington, VA, holding a Series 66 designation and five years of industry experience. He has been with Rockefeller Financial since 2019, following a brief tenure at Merrill and prior experience at Virginia Polytechnic Institute and State University. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Derek Smith is a CFP® professional with 16 years of experience in the financial services industry. He has been with Truist Advisory Services and its affiliated entities since 2012, including a decade at SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enhanced research tools, and emphasizes integration with affiliated broker-dealer and banking services.

Irina Gavrilyaka is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at The Vanguard Group for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary strategies supported by third-party manager arrangements and AI-enabled research tools.