Gerald Scheinman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 65, Series 63, and Series 66 credentials and having 10 years of industry experience. His prior work includes 15 years at United States Anesthesia Partners. Outside of his advisory role, he is an investor in an Italian deli in Washington, DC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Daniel Graff is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously held positions at Sullivan, Bruyette, Speros & Blayney, LLC and Weatherstone Capital Management. He is based in McLean, VA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Phyllis Afriyie is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is the owner of Prime Textile Group LLC, a dry cleaning business based in Rockville, MD. 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 and maintains large institutional scale with specialized market roles, including in-house research and derivatives services.

Matthew Brock is a CFP® with 23 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Divergent Planning, LLC and H. Beck, Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a mix of fundamental, technical, and cyclical analysis to build customized model portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Kristin Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2011, including roles at Charles Schwab Bank and TD Ameritrade. Outside of her advisory work, she is the owner of an LLC created for real estate holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem using standardized asset allocation models while leaving final trading decisions to clients.

James Worfolk is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Private Advisor Group since 2018 and previously was with Independent Financial Partners and LPL Financial. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Lars Okeson is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2020, following a four-year tenure at Pagnato Karp Partners, LLC. Okeson serves on the accounting board of the College of William & Mary’s Raymond A. Mason School of Business. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and conducting structured due diligence to tailor portfolios to client objectives and risk profiles.

Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at HUB Investment Partners, Millennium Advisory Services, and engaged in various roles outside finance, including in the food service industry. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with third-party managers and a range of investment strategies.

Benjamin Albright is a CFP® professional affiliated with Beacon Pointe Advisors, LLC. He has been with Beacon Pointe since 2025 and previously worked at The Family Firm from 2016 to 2025. Albright also serves in the US Marine Corps, a role he has held since 2008. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-driven approach using proprietary due diligence and asset allocation models, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Morgan Pearsall II is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, including prior roles at SunTrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, Pearsall serves as Vice-Chairman and At-Large Representative for the Prince William County Historical Commission, which advises on local historical preservation efforts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Heather Errigo is a CFP®, CFA®, and holds a Series 65 license with 25 years of industry experience. She has worked at CIBC Private Wealth Advisors, Inc. since 2025 and spent 21 years at Lynx Investment Advisory, LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to build customized portfolios using proprietary and external strategies, managing approximately $67.8 billion in assets with 175 advisors.

Ryan Mccall is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2007, with a concurrent role at Clarendon Wealth Management since 2011. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Eileen O'Connor is a CFP® with 21 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and was previously with Hemington Wealth Management, LLC for 12 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and offers portfolio management alongside custodian-based reporting and performance measurement.

Jennifer Davis is a CFP® professional with 11 years of industry experience. She has worked at MAI Capital Management, LLC since 2024, following nine years at Halpern Financial, Inc. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships, managing over $72 billion in assets.

Mohammad Rehan is a financial advisor at PNC Wealth Management with 30 years of industry experience. He has been with PNC Investments since 2005. He has Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a registered agent for Dawlay LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed via an invitation-only employee pilot. The firm utilizes approved model strategies with annual rebalancing and employs an algorithmic questionnaire to assist with risk assessment and model selection.

Michael Muldoon is a CFP® professional with eight years of experience in financial advising, currently with Schwab Wealth Advisory in Tysons Corner, VA. His prior roles include positions at Legacy Wealth Management Inc., Grove Point Investments, LLC, and TD Ameritrade Investment Management, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., delivering advice without exercising discretionary trading authority.

Francis Brown is a Series 65-licensed financial advisor at Schwab Wealth Advisory with one year of experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2025, he worked at Brown Advisory for three years and Key Private Bank for ten years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services including financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses Schwab’s proprietary research tools and standard asset allocation models, with final trading decisions made by clients.

Antonio Galliani is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His career includes roles at Citigroup, Cetera Investment Services, and PNC Bank. He is based in Washington, DC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Robert Harscheid is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and 14 years of industry experience. He has been with Bankers Life entities since 2005, currently serving as a unit sales manager and insurance agent responsible for managing and training insurance sales agents and selling life, health, and annuity products. 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 employs a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across a variety of securities with periodic rebalancing and performance reviews.

Jack Island is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation with three years of industry experience. His background includes roles at Park Avenue Securities and Guardian Life Insurance, as well as brief involvement in the hospitality sector with Bushel and a Peck Kitchen and Bar and Konstantine's Greek Taverna. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.