Vincent Yuen is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience and has been with TD Private Client Wealth LLC since 2023. Prior to this, he was affiliated with TD Waterhouse Canada Inc. beginning in 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Gustavo Laguarda is a CFP® and ChFC® with 22 years of experience in the financial services industry. He currently works at Truist Advisory Services and has been with the Truist organization since 2006, including roles at BB&T Investments and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, and integrates services across affiliated broker-dealer and banking entities.

Christopher Sims is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for seven years before joining Citigroup in 2023. Based in Washington, DC, Sims provides advisory services within a major global financial institution. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including unique market roles such as security-based swap dealing and futures commission merchant activities.

James Fowkes II is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Steward Partners entities since 2014, previously working at Raymond James Financial Services, Inc. He is also a member of the Legacy Wealth Partners team. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account solutions through both proprietary and third-party portfolio management programs.

George Michael is a financial advisor at Janney Montgomery Scott LLC with two years of industry experience. He holds the Series 66 designation and has worked at RiverFront Investment Group and ALPS Distributors prior to joining Janney. His work history also includes roles outside finance, such as positions at Elon University and several retail and delivery companies. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party portfolio management solutions.

Sonia Castillo Smith is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with HSBC Securities since 2011 and concurrently serves as a Bank Officer for HSBC Bank USA N.A. Outside of her advisory role, she is a member of the Rotary Club of Dulles International Airport, participating in community service and scholarship committees. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options supported by a multi-profile strategic and tactical asset allocation process with global resources.

Violette Depagnier is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she works as a beauty consultant at Palm Beach Tan. 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 wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Katherine Stith is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides bespoke solutions for high-net-worth clients.

Angela Macon is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Voya, she worked at MissionSquare Retirement and ICMA-RC Services, LLC. Outside of her advisory role, she owns and operates Beautifly Makeup Services, providing professional makeup to clients, and has been a tax preparer through her business Taxes2U for over 18 years. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services through multiple program structures, primarily providing non-discretionary advice that clients must approve before execution.

Douglas Woodward is a CFP® professional with 27 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2017, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 affiliated and third-party sub-managers.

Jairo Castaneda is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates inter-affiliate resources to manage investment programs such as the AMC Advantage.

Michael Conrad is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022, following nine years at Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Oluwarotimi Odutola is a financial advisor at TD Private Client Wealth LLC in McLean, VA, holding a Series 66 designation with four years of industry experience. His prior work includes six years at Citigroup and roles at TD Bank N.A. and BB&T. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a mix of affiliated and third-party sub-managers within its portfolio offerings and serves clients through a range of managed portfolio solutions.

Shady Jadali is a financial advisor with CIBC Private Wealth Advisors, Inc. in Washington, DC, holding a Series 65 credential and four years of industry experience. He has been with CIBC Private Wealth Management since 2013. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal investment teams, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, including options hedges and structured notes.

Evgeniya Komarova is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. She is currently with Schwab Wealth Advisory Inc., having joined in 2024. Her prior experience includes roles at Bank of America and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not engage in discretionary trading authority for client accounts.

David Garcia is a CFP®, CFA®, and Series 65-licensed advisor at Creative Planning with 11 years of industry experience. He previously worked at Hightower Advisors for five years and Farr Miller Washington for six years. 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 emphasizing low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Keenan Stout is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management LLC. He has been involved with the Evergreen Lacrosse Club outside of his advisory work. Mercer Global Advisors provides comprehensive investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified portfolios implemented through a range of vehicles including ETFs, index funds, and private funds, alongside a broad suite of specialized financial and consulting services.

Luke Jackson is a CFP® and Series 63 professional affiliated with Mercer Global Advisors Inc. He has held roles across Mercer Global Advisors, NYLife Securities LLC, and New York Life Insurance since 2022. His prior experience includes positions at Safeway, The Diamondback, Charlestown Retirement Community, and Catonsville High School. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach utilizing diversified, risk-appropriate portfolios combined with low-cost ETFs, index funds, separate account managers, and direct indexing.

Laura Fitzpatrick is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Tina Truax Mccuin is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 12 years of industry experience. She has been with TD Private Client Wealth since 2012 and previously worked at Wells Fargo Clearing Services, LLC. Outside of her advisory role, she serves in leadership positions on several boards, including chairing the National Risk Retention Association and leading committees for the International Center for Captive Insurance Education and the Recreation Risk Retention Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services through established technology platforms.