Elchin Bagirov is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, St. Johns Ebra Investments, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its combination of large institutional scale and specialized market roles, including in-house research and security pricing, as well as its capacity to provide bespoke discretionary solutions for very large relationships.

Maher Shoukr is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Advisors, LLC and H.Beck Inc before joining TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers to construct portfolios and offers financial planning support along with custody and reporting services.

Stephen Harper Jr. is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior roles include positions at PNC Investments LLC and Wells Fargo in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and manages multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Aminata Jarboh is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She previously worked at RBC Capital Markets for one year and Delta Air Lines for seven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale alongside unique market roles such as swap dealing and futures commission merchant activities.

Donald Harris is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He is currently with The Colony Group, LLC, having previously worked at Sterling Capital Management LLC and De Garmo & Kelleher. He is based in Washington, DC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach uses a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework emphasizing tax- and fee-sensitive portfolio construction.

Daniel Trumbower is a CFP® with 21 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Halpern Financial, Inc. and his own firm, Trumbower Financial Advisors, LLC. MAI Capital Management 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 manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Vanessa Alonzo is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. She previously worked at UBS Financial Services and UBS Bank USA for a combined 11 years before joining Steward Partners in 2023. Alonzo is involved with the Women's Leadership Alliance, supporting the expansion of its reach in businesses, communities, and colleges nationwide. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing investment advisory, financial planning, pension consulting, and managed account programs.

Scott Davis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, American Funds, and Jackson National Life Distributors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, offering both managed portfolios and non-discretionary recommendations.

Connor Becton is a CFP® with one year of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has previously worked at firms including Corbett Road Wealth Management, Spire Securities, and Campbell Wealth Management. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement plan advisory services, utilizing primarily long-term portfolios with ETFs, mutual funds, and other investment vehicles.

Karl Stiegmann is a Certified Financial Planner® (CFP®) with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Virginia Tech from 2013 to 2017. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using a diversified mix of investment vehicles, with services tailored through client interviews and ongoing monitoring.

Sarah Ennis is an advisor at Oppenheimer with a Series 66 designation and experience beginning in 2024. She has held positions at firms including Hanover Research, Virginia Asset Management, and Colliers International. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Sanjay Tomar is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and has three years of industry experience. He previously worked at Merrill – A Bank of America from 2022 to 2024 and has been with TD-affiliated entities since 1999. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing portfolio management, financial planning, and custody through third-party custodians. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers using advisory technology platforms.

Matthew Bacon is a CFP® professional with 14 years of experience in financial advisory. He currently works at MAI Capital Management, LLC and has held previous roles at Carmichael Hill & Associates, University Federal Credit Union, CUSO Financial Services, MSI Financial Services, and New England Securities. 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, institutional clients, and sports professionals. The firm employs a range of portfolio management strategies and serves as both product sponsor and adviser to mutual funds and private investment vehicles.

Kevin Carey is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Deloitte Consulting LLP for six years and served in the United States Navy for 23 years. First Command Advisory Services is an SEC-registered investment adviser that serves 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 using model portfolios and a centralized Investment Management Team to oversee manager selections and portfolio administration.

Philip Krauss is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2004. Janney Montgomery Scott LLC is a large, dually registered 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Jahan Jewayni is a CFP® professional with 22 years of industry experience, currently with Rockefeller Financial LLC. His career includes roles at Rockefeller Capital Management, Rock & Co LLC, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions with brokerage and placement services.

Samuel Landphair Henneke is a CFP®-certified financial advisor with one year of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at LPL Financial, Valeo Financial Advisors, Hopwood Financial Services, Virginia Tech, and St. Christopher's Episcopal School. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, constructing customized portfolios with a long-term approach while employing shorter-term trades for rebalancing or cash needs.

Vera Reich is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory work, she performs bookkeeping duties for a local music studio. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management programs.

Kathy Ko is a ChFC® with eight years of industry experience, currently serving as a financial advisor with Eagle Strategies (NY Life) since 2025. She has held roles at Nylife Securities LLC and New York Life Insurance Co. since 2019, and previously worked at Estée Lauder Companies and Neiman Marcus. Ko volunteers as an election officer for Fairfax County, assisting with general and special elections. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a majority of assets managed on a non-discretionary basis.

James Adkins Jr. is a financial advisor at Eagle Strategies (New York Life) with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Mahoney Financial Organization and Strategic Financial Associates. In addition to his advisory role, he is involved in operating Strategic Financial Associates, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis through multiple program types within an integrated New York Life affiliate structure.