Gary Sjurset is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning since 2016, alongside a 20-year tenure at ManTech International Corporation. He is also the owner of Sjurset Financial Services, LLC. 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 comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios with a combination of mutual funds, ETFs, and third-party managers.

Lauren Watson is a CFP® with 12 years of industry experience, currently serving at Cresset Asset Management, LLC. Her prior roles include positions at Brightside Advisory Partners, LLC, Pagnato Karp Partners, LLC, and WMS Partners, LLC. She holds the Series 66 designation and is based in Reston, VA. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and a broad range of services including portfolio management, wealth planning, private fund advisory, and family office services.

Michael Clemm is a financial advisor at Chevy Chase Trust Company with five years of industry experience. He previously worked at Goldman Sachs and Bridgewater Associates and holds Series 63 and Series 65 licenses. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, trust, custody, and financial planning services. The firm uses a thematic investment approach focused on macro views and secular trends, combining fiduciary trust and custody functions with portfolio management.

Xinge Zhang is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. Zhang holds Series 65 and Series 63 credentials and has worked at Bankers Life entities since 2022, following prior roles at Transamerica Financial Advisors, Inc, Cvent, Hughes Network Systems, and World Financial Group, Inc. Outside of advisory services, Zhang is a field manager responsible for recruiting and training insurance agents and manages an S-corp that organizes business income and expenses related to her advisory activities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to clients' goals and risk tolerances.

Douglas Corey is a financial advisor at Independent Financial Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory role, Corey operates a CPA firm, Douglas Corey & Associates, providing tax preparation, accounting, and bookkeeping services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to meet diverse client needs.

Noah Pak is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2015. 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 both affiliated and third-party sub-managers.

David Chu is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and execution capabilities, supporting both discretionary and non-discretionary investment approaches.

Lawrence Solomon is a CFP® with 17 years of industry experience, currently with Mercer Global Advisors Inc. since 2019. Prior to joining Mercer, he worked at OptiFour Integrated Wealth Management LLC for seven years. He participates in several market research organizations that support financial advisors, contributing less than one hour per month. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and specialized portfolios.

Brian Mcguire is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax, accounting, and family office services.

Hannah Collman is a CFP® professional with six years of industry experience. She has been with Focus Partners Wealth, LLC since 2021 and previously worked at Kitces.Com and Savant Capital Management. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad network of affiliated service companies and product relationships.

Collin Verfurth is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower in 2025, he worked at LMI Consulting for three years and held roles with the New England Revolution and Loudoun United, as well as at Virginia Tech. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment options such as mutual funds, ETFs, and alternative investments.

Jason Wallach is a CFA® charterholder with 18 years of industry experience. He has been with TD Private Client Wealth LLC since 2012 and concurrently with TD Bank, N.A. since 2013. He holds Series 63, 65, and 66 licenses and is based in Vienna, VA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Stephen Schuler is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC since 2018, following a prior role at Bridgewater Wealth & Financial Management, LLC from 2014 to 2017. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that includes active and passive strategies, private funds, and ETFs.

Matthew Vahue is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with both Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he volunteers as a youth soccer coach with the Virginia Soccer Association and is involved with a life coaching venture called Campfire Culture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage and advisory services utilizing a combination of proprietary and third-party investment programs.

Bradley Burton is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2005 and operates Avenue Wealth, focusing on New York Life products and services. He is also involved in managing investment-related entities formed to purchase books of business and serves as a partner in Strategic Financial Associates LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a mix of individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and tailored recommendations within an integrated New York Life affiliate structure.

Richard Suh is an investment advisor with Eagle Strategies (NY Life) in Fairfax, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2011. Outside of his advisory role, he serves as the President of CBMC Y Federation, a Christian nonprofit focused on evangelism and discipleship among young business professionals. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, offering a range of program types tailored to client objectives and plan sponsor criteria.

Lone Bjork is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2020, Bjork worked at Raymond James Financial Services and Cambridge Investment Research. Outside of advisory work, Bjork was involved with The Swedish School for Children from 2015 to 2018. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Jacob Niemeyer is a financial advisor with Valic Financial Advisors in Arlington, VA, holding a Series 66 credential and four years of industry experience. Prior to his advisory role, he worked with the Fredericksburg Nationals in a statistical capacity. Outside of his advisory work, Niemeyer serves as a DakStats operator for the Fredericksburg Nationals during evenings and weekends. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high-net-worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors and employs a technology-driven approach to client service.

Joanna Biernacka Lievestro is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has one year of industry experience and previously worked for The Pew Charitable Trusts for eleven years. 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 multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who oversee model portfolios and third-party managers.

John Brosnahan is a financial advisor with VOYA Financial Advisors, Inc. in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has worked at Fair Lakes since 2011. In addition to his advisory role, he operates as an independent insurance agent focusing on the sales of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary recommendations and maintains a dual role as both an SEC-registered investment adviser and broker-dealer.