Karen Fields is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed insurance products and is the owner of Fields Financial, LLC. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, unified managed account and wrap programs, as well as retirement-plan and IRA advisory services. The firm combines model portfolios, independent strategists, and technology-enabled tools to provide predominantly non-discretionary investment management across a broad product shelf.

Pranali Fortini is a CFP®-credentialed financial advisor with nine years of industry experience. She is currently with Creative Planning and has previously worked at firms including Burt Wealth Advisors, Brighton Jones, and Financial Engines Advisors. Fortini serves on the board of Rock Spring Children's Center, a nonprofit childcare organization. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages approximately $295.6 billion in assets across more than 1,100 advisors and offers a range of institutional and private investment solutions.

Jackson Traxler is a financial advisor at Rockefeller Financial LLC with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and Truist Advisory Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, along with broker-dealer services, variable insurance products, and investment banking through a Private Advisor model and a consolidated investment platform.

John Henien is a financial advisor at HSBC Securities (USA) Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HSBC Bank USA N.A. since 2016 and HSBC Securities since 2011. Outside of his advisory role, he is involved in managing residential real estate rental activities through multiple entities and rents a swimming pool via a mobile platform. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of model risk profiles and combines strategic and tactical asset allocation with fund due diligence, offering both client-directed and fully discretionary investment solutions.

David Avila is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at George Mason University and multiple financial services firms such as Charles Schwab and MassMutual. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm provides a range of advisory services including financial planning, investment management, and retirement plan consulting, with an emphasis on tailored recommendations and a primarily non-discretionary asset management approach.

Christopher Buckley is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the CFP® and Series 66 designations. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Schwab in 2024. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm utilizes Charles Schwab & Co.'s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Michael Ness is a financial advisor at Cerity Partners LLC with 21 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Cerity Partners in 2022, he worked at FJY Financial for five years and at Fieldstone Financial Management Group, LLC for one year. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens, and offers access to alternative and private-market investments alongside comprehensive planning and consulting services.

Leah Jones is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she owns a small rental property in Chicago. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and retirement plans. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers across various investment vehicles.

Christopher Johnson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with 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.

John Cranston is a CFP® and ChFC® professional with four years of experience in financial advising. He has served in various capacities at First Command Advisory Services, Inc. and affiliated entities since 2021. Prior to his financial career, he served 28 years in the United States Navy. He is also the owner of Octagon Strategies LLC, a business supporting his advisory activities. First Command Advisory Services, Inc. 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 that use model portfolios managed by centralized teams, emphasizing in-person financial coaching and an employee-ownership structure.

Steven Page is a CFP® with 15 years of experience in financial advising, currently with T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2010, with a brief period at TD Ameritrade Inc. from 2019 to 2021. Outside of his advisory role, he serves as a board member of the budget committee for The Chastleton Cooperative Association, where he discusses HOA budgets and capital expenditures. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with ongoing portfolio management and an interactive online planning tool.

Sarah Kyle is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds the Series 65 designation and has previously worked at The Colony Group, LLC, AvalonBay, and Ernst & Young. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm combines active and passive investment strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Joshua Stromberg is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Brandon Gromadzki is a financial advisor at Cerity Partners LLC with five years of industry experience. He previously worked at Oak Hill Wealth Advisors LLC, Bank of America Merrill Lynch, and The Vanguard Group, Inc. He holds Series 63 and Series 66 licenses. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

James Bruyette is a financial advisor with Creative Planning in Annandale, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for IA Sullivan, Bruyette, Spero & Blayney and Sullivan, Bruyette, SperoS & Blayney, Inc. for 30 years. Outside of his advisory role, he serves as a board member and youth coach for the First Tee of Greater Washington DC. 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.

Lisa Gilland is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and previously worked at Financial Growth Partners and Grant Thornton. She works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary portfolios, and combines proprietary and third-party strategies.

Anthony David is a financial advisor at Concurrent Investment Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, Citigroup Global Markets, and Raymond James Financial Services. Outside of advisory roles, he is involved as an owner of SJD Partners, LLC, a holding company used for passive private investments. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of roughly 286 advisors.

Bryan Lennon is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atomic Invest, LLC and Personal Capital Advisors Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active managers guided by quantitative and fundamental research.

Daesung Ji is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at Worthington Financial Partners and KP Stoneymill Inc. Ji serves as treasurer and board member for the Korean Community Service Center for Greater Washington. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms emphasizing long-term strategies with options for shorter-term trading and utilizes third-party asset managers.

Karin Schultz is a financial advisor at Cerity Partners LLC with 13 years of industry experience. She holds the Series 65 designation and previously worked at SOL Capital Management Company for 21 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm manages approximately $126.9 billion in assets and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.