Robert Singleton is a financial advisor at First Command Advisory Services with nine years of experience in the industry. He holds a Series 66 designation and has worked at First Command and Lockheed Martin. Singleton also operates Bob Singleton Financial Planning, LLC, where he provides financial planning services on a limited basis. First Command Advisory Services 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Kimberly Greiwe is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She currently works at Principal Financial Services and has held positions at Principal Securities, Principal Life Insurance, and Eaglestone Tax, among others. Kimberly is also a designated bank officer at Principal Trust Company, supporting retirement plan account management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Cermak is a CFP® professional with 36 years of industry experience, currently serving at First Command Advisory Services since 2015. He has held positions at related First Command entities since 1989. 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, using a centralized Investment Management Team to design and manage portfolios from prescreened managers and approved investment options.

Stephen Sydor is a financial advisor with HSBC Securities (USA) Inc. in Washington, DC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at HSBC Bank USA, N.A. and HSBC Securities since 2015. Sydor also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed portfolios to fully discretionary accounts, utilizing strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliates.

Robert Beck is a financial advisor with Principal Financial Services in Myrtle Beach, SC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long-term roles at Principal Financial Services and Principal Life Insurance Company. Beck is also a board member of the Brighton Lakes Homeowners Association, assisting in the oversight of its management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

India Johns is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 26 years of industry experience, including prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Oppenheimer. Outside of her advisory work, she is the owner and partner of Sweetly Baked By J LLC, a bakery business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and alternative investment placement services.

Philip Leopold is a financial advisor at First Command Advisory Services with 36 years of industry experience. He holds the CFP® and ChFC® designations and has been affiliated with First Command in various capacities since 1989. 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 utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Donald Schoen III is a CFP® professional with four years of industry experience. He has worked at Creative Planning since 2021 and previously spent a year at Sullivan, Bruyette, Speros and Blayney LLC. He also has four years of experience at Virginia Polytechnic Institute and State University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Ryan Verfurth is a financial advisor with Hightower Advisors in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2019 and was previously affiliated with Everplans - Beyondly, Inc and MBSC Securities Corporation. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

James Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Hina Jumani is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. Outside the financial services industry, she serves as a director of Alayah Corp, a software development company. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, supporting both discretionary and non-discretionary portfolios across various client segments.

Shannon Mc Greevy is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Mc Greevy has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Diane Croce is a financial advisor with Truist Advisory Services in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with SunTrust Advisory Services and related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and a manager-selection program. The firm’s approach integrates discretionary and non-discretionary management through third-party platforms and emphasizes inter-affiliate coordination across Truist’s financial services.

Caroline Girgis is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including United Capital Financial Advisers, Cetera Advisor Networks, Girard Securities, and Ameriprise. Outside of her advisory role, she serves as treasurer for the DC Association of Collaborative Professionals and works as a divemaster teaching scuba diving. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a comprehensive range of services including asset management, financial planning, and family office solutions, employing a mix of investment strategies and providing tax planning through an affiliated accounting subsidiary.

Michael Hoch is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and also has a long tenure at Kestra Investment Services, LLC and MLH Financial Services. He serves on the board of Maryland Hillel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, delivering services such as fiduciary consulting and plan-level investment advice supported by due diligence on investments.

Yvette Farrugia Polster is a CFP® and holds a Series 66 license with 22 years of experience in the financial services industry. She has worked at Truist Advisory Services since 2021 and has been with related Truist entities and BB&T since 2004. She is based in McLean, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non‑discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Mark Martin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he worked for seven years at Sullivan, Bruyette, Speros & Blayney, LLC. Outside of his advisory role, Martin volunteers with Britepaths, Inc. in Fairfax, VA, providing pro bono financial counseling and coaching to individuals in the charity’s programs and prepares individual tax returns seasonally for family and friends. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Diego Velez is a CFA® charterholder with four years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent eight years with Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Gary Stevens II is a CFP® with 25 years of experience in the financial industry. He currently works at Creative Planning, where he has been since 2021. His prior experience includes roles at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Bank of America, Merrill, and T. Rowe Price Investment Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies for long-term goals, and selective private market exposure, managing approximately $295.6 billion in client assets.

Zain Khan is a CFP® professional with 19 years of experience in financial advising. He is currently with TD Private Client Wealth LLC and TD Bank N.A., where he has worked since 2017. Prior to that, he held financial planning roles at USAA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s approach combines strategic and tactical asset allocation through portfolios managed with both affiliated and third-party sub-managers.