Mark Kuniholm is a CFP® with 22 years of experience in financial advising. He is currently with Truist Advisory Services and has previously worked at firms including Moors Cabot Inc, Creative Planning, and Raymond James Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its offerings.

Michael Cohn is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 credential. He has 23 years of industry experience, including 18 years at UBS Financial Services and concurrent roles at Independent Advisor Alliance and LPL Financial since 2020. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines a network model with technology-enabled solutions and access to third-party managers and estate-planning platforms.

Chad McLane is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation, and he has operated The McLane Agency, Inc. since 2005. He serves as a notary public, providing free notarization services for pension paperwork related to municipal employees. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm utilizes a variety of investment approaches across discretionary and non-discretionary accounts, including financial planning, portfolio management through its CLASSIC Plus platform, and specialized advisory management of annuity and variable life sub-accounts.

Nichole Toledo is a financial advisor at Centaurus Financial, Inc. with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Centaurus Financial and Securities America Advisors, among other firms. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a mix of fundamental, technical, bottom-up, and top-down analysis while allowing access to various specialized investment services.

Kelsey Davidson Todd is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Independent Financial Group, LLC since 2020. Prior to joining Independent Financial Group, she worked at Royal Alliance and has experience in education with Charlotte Mecklenburg Schools. She is involved in teaching federal employees about benefits and retirement planning through various public school adult education programs and federal agency training. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory services through a national network of Investment Adviser Representatives using multiple program options and third-party asset managers.

David Warner is a financial advisor with PNC Wealth Management in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2011. Outside of his advisory role, he owns two non-investment-related businesses, Northpoint Group LLC and 2600 Juniper Avenue LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Mitchell Mahoney is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, Symphony Financial, and Virginia Tech. Outside of his advisory role, he is also an independent insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, employee education, and advisor-managed accounts, serving a wide range of investors including large institutional clients.

Michael Tedeschi is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Advisory Services, Cetera, and LPL Financial. Outside of his advisory role, he owns Visionairy Art, an AI art and t-shirt business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio approaches and custodial platforms.

Jonathan Owens is a financial advisor with Commonwealth Financial Network in Ashburn, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2008. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Patrick Larkin III is a financial advisor with Cerity Partners Retirement Plan Consultants in Lansdowne, VA. He holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Oak Hill Wealth Advisors and Wells Fargo Advisors. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and ongoing administrative support. The firm focuses on asset-allocation driven model portfolios, investment policy statement monitoring, and non-discretionary management, and offers educational and fiduciary support services for plan committees.

Janice Janjanin is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Centaurus Financial since 2010. Outside of her advisory role, she owns Janjanin Financial Group, a non-investment business focused on the sale of property and casualty, life, health, disability, and long-term care insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various platforms, offering both discretionary and non-discretionary arrangements with a focus on a mix of analytical approaches.

James Mcdermott is a CFP® with 25 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Prior to joining MAI, he worked for 24 years at Madison Financial Advisors, Ltd. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other wealth services.

Brianna Buckley is a financial advisor at Cerity Partners LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Oak Hill Wealth Advisors, ACNB Bank, Cetera, and PNC. Outside of her advisory role, she is an author of a cookbook sold on Amazon and is active as a content creator promoting brands via social media. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s investment approach involves tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Michael Von Berg is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a closely integrated inter-affiliate structure.

Ted Halpern is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He previously founded and led Halpern Financial, Inc. for over three decades before joining MAI Capital Management in 2024. He holds Series 63 and Series 65 designations. 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 manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Whitney Walls is a financial advisor at PNC Wealth Management with a Series 66 designation and seven years of industry experience. Prior to joining PNC Wealth Management, Walls held roles at Merrill, Bank of America, and Navy Federal Credit Union. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm’s approach uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio implementation delegated to third-party firms.

Ryan Murphy is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Stout Risius Ross, LLC, Secretariat Advisors Inc., and td ameritrade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing fee-based programs and commission-based products.

Mary Szabat is a CFP® professional with one year of industry experience, currently advising at MAI Capital Management, LLC. She previously worked at Key Private Bank, Tompkins Financial Advisors, Canandaigua National Bank and Trust Company, and Bank of Charles Town. Outside of financial advising, she is a co-owner of Suddenly You..., a startup focused on developing educational materials related to life events, health, and happiness. MAI Capital Management, LLC provides investment management, 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 a range of customizable strategies and also serves in product-sponsor roles, managing mutual funds and private investment vehicles.

Stanley Epps is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Centaurus Financial since 2006 and has been involved with Epps & Associates, Inc. since 2001. Outside of his advisory roles, he serves as president of Epps Financial Services, which provides life and health insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, with an investment approach that includes both discretionary and non-discretionary arrangements and utilizes fundamental, technical, bottom-up, and top-down analysis.

Helen De Bearn is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on delivering personalized financial advice and portfolio management services to her clients. Her professional expertise includes areas such as divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Helen assists clients in building tailored wealth management approaches that align with their individual financial goals. Helen holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from George Washington High School. She is also involved in the community through participation in Women Giving Back. Outside of work, Helen's personal interests include cooking, dancing, gardening, horseback riding, and music.