Michael Bui is a financial advisor with ValMark Advisers, Inc. in Ashburn, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with ValMark Advisers since 2011 and is also a partner and owner of W3 Wealth Management, LLC in Akron, OH, where he oversees daily activities and client meetings. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence and operational resources.

Angela Larkin is a financial advisor at Cerity Partners LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Oak Hill Wealth Advisors and Wells Fargo Clearing. In addition to her advisory role, she is a notary public, performing document notarizations for clients. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Christopher Gordon is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for seven years. Outside of his advisory role, he serves as an adjunct professor teaching retirement courses at Howard Community College and Anne Arundel Community College. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and allowing both discretionary and non-discretionary arrangements.

Carl Kielbasa is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following brief tenures at LeBaron Financial Group and Harbour Investments, Inc. Outside of his advisory role, he is involved with Carroll Retirement Plans and Investments as a registered representative and also operates CK Financial Services LLC, a payroll and business accounts payable service. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of analytical approaches and provides both discretionary and non-discretionary management, with access to specialized overlay programs and third-party money managers.

Robert Davidson Jr. is a financial advisor with Independent Financial Group, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Royal Alliance and Centaurus Financial, Inc. He also teaches a pre-retirement course for federal employees through Arlington County Public Schools. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning, portfolio management through various platforms, and uses a combination of firm- and third-party models to tailor strategies based on client risk profiles.

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.

Patrick Mc Lane is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including USA Financial Securities and National Planning Corporation. He is also a licensed attorney who provides occasional legal advice and services outside of his investment practice. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, businesses, and foundations, offering financial planning and portfolio management through the CLASSIC Plus platform. The firm utilizes both discretionary and non-discretionary arrangements and employs a variety of analytical approaches in managing client assets.

Michael Tievy is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been with Kestra Advisory since 2016 and has operated as a self-employed consultant specializing in insurance sales and retirement plan consulting since 1973. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base of institutional and individual investors. The firm offers a wide range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

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.

Donna Cabrisses is a financial advisor with Truist Advisory Services in Ashburn, VA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes roles at Merrill Lynch, Pierce, Fenner & Smith and various Truist entities since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, employing both discretionary manager relationships and non-discretionary consulting supported by AI tools and extensive inter-affiliate integration.

Matthew Mc Lane is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation. Outside of his advisory work, he is involved in life insurance marketing through The McLane Agency, Inc. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services utilizing a variety of investment strategies and both discretionary and non-discretionary arrangements.

Leslie Roberts is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and 65 credentials and over 35 years of industry experience. He has worked at Centaurus Financial since 2007 and has been affiliated with Long Financial Services since 1989. Roberts also sells term life insurance through a separate activity in Boca Raton, FL. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting, using a range of investment analysis techniques and both discretionary and non-discretionary account management.

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.

Melissa Taro is a CFP® professional with 11 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023. Her prior roles include positions at Lumina Financial Consultants, Virtual FP LLC, and FJY Financial. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, tailoring portfolios through diversified asset allocation and proprietary quantitative screening.

Kirsty Peev is a CFP® professional with 16 years of industry experience. She has worked at Halpern Financial, Inc. for 22 years before joining MAI Capital Management, LLC, where she has been since 2024. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diversified client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across multiple strategies and combines these with financial planning, tax, and administrative services.

Ashley Ott is a financial advisor with Commonwealth Financial Network in Leesburg, VA, holding a Series 66 designation and 11 years of industry experience. She has been affiliated with Commonwealth Financial Network since 2012 and is also the owner of Vantage Point Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Raghu Thota is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Thota’s background includes roles at Transamerica Financial Advisors, Cognizant Technology Solutions, and various entrepreneurial ventures such as Alluri Realty and Ensure Home Loans. He is also involved in life insurance sales and mortgage loan origination. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in assets and offers diverse investment solutions through discretionary accounts, model portfolios, and third-party sub-advisers.

John Sheehan is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for several years. Outside of his advisory role, he owns and operates Altamont Farm Cattle Company LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm employs a Private Advisor model and a consolidated investment platform that provides a range of discretionary and non-discretionary solutions across asset classes.

Jeanne Marie Sands is a CFP® and Series 65 credentialed financial advisor with seven years of industry experience. She has worked at MAI Capital Management, LLC since 2024 and previously spent six years at Madison Wealth Management. 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 strategies and offers comprehensive financial planning and administrative services, with $72.3 billion in assets under management as of May 31, 2026.

Emily Kestler is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Arbor Point Advisors and Securities America Inc. Outside of advising, she owns a rental property that is occupied by family members. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base such as individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed through various advisory programs and custodians like Schwab and Fidelity.