Bradley Howe is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds a Series 66 designation and has worked with Intellisource Financial Services, LPL Financial, and Integrated Wealth Concepts. Outside his advisory role, he is employed part-time with MobileNow in McLean, VA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, managing portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term strategy.

Gerald Ketchum is a financial advisor with First Command Advisory Services in Fairfax, VA, holding a Series 66 designation and bringing five years of industry experience. Prior to his advisory career, he served 26 years in the U.S. Army. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers a range of financial planning and wrap-fee asset management programs, utilizing a centralized team to design and manage investment portfolios.

Amanda Merrill is a CFP® with nine years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jodi Anne Reid is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Great American Restaurants and Nandos Peri-Peri, and she has been affiliated with the University of Richmond since 2022. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage assets at scale.

Diane Gould is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding a Series 63 license and over 44 years of industry experience. She has been affiliated with New York Life Insurance Co. since 1975 and has operated the D.H. Gould Company since 2008. Outside of advisory work, she serves as a notary public, providing notarization services as a client offering. Eagle Strategies serves a diverse client base, including individual and institutional investors, through a broad network of affiliated advisors. The firm provides financial planning, investment management, and retirement-plan advisory services, with a strong focus on non-discretionary asset management and tailored solutions linked to insurance and annuity products.

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 holds the Series 65 and Series 63 licenses. His prior experience includes roles at Goldman Sachs and Bridgewater Associates, as well as time at the Darden Graduate School of Business. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, trust, and custody services. The firm uses a thematic investment approach focused on secular trends and employs a combination of fiduciary trust and custody functions alongside portfolio management.

Xinge Zhang is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Bankers Life in 2022, Zhang worked at Transamerica Financial Advisors and World Financial Group, Inc. Zhang also serves as a field manager recruiting and training insurance agents for Bankers Life. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across equities, fixed income, mutual funds, ETFs, and other securities.

Kameron Bryant is a financial advisor with Eagle Strategies (New York Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2022 and has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Outside of his advisory role, Kameron coaches quarterbacks at the Potomac School. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and maintains a significant non-discretionary asset base, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Douglas Corey is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked previously at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory role, Corey is an officer and director of Douglas Corey & Associates, P.C., a CPA firm specializing in tax preparation, accounting, and bookkeeping. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a mix of passive and active investment strategies tailored to client risk profiles.

Noah Pak is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2015. 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 (US) clients. The firm employs a combination of strategic and tactical asset allocation using 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® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC since 2021. Her prior experience includes roles at Kitces.Com and Savant Capital Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management 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.

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 with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has previously worked at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, Maryland Capital Management, LLC, and Maryland Capital Management Inc. Focus Partners serves a broad range of clients, including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates both active and passive strategies alongside proprietary tools and legacy strategies.

Matthew Vahue is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Guardian Life and Park Avenue Securities in various roles since 2016. Outside of his advisory work, he volunteers as a youth soccer coach with the Virginia Soccer Association and is involved in life coaching through Campfire Culture. Matthew works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.