Lars Okeson is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2020, following a four-year tenure at Pagnato Karp Partners, LLC. Okeson serves on the accounting board of the College of William & Mary’s Raymond A. Mason School of Business. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and conducting structured due diligence to tailor portfolios to client objectives and risk profiles.

Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at HUB Investment Partners, Millennium Advisory Services, and other organizations prior to joining Focus Partners. His background includes roles outside traditional finance, such as experience in the food service industry. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Benjamin Albright is a CFP® professional with one year of experience at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he spent nine years at The Family Firm and has served in the U.S. Marine Corps since 2008. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Heather Errigo is a CFP®, CFA®, and Series 65 licensed financial advisor with 26 years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc. and previously spent 21 years at Lynx Investment Advisory, LLC and four years at ASB Capital Management LLC. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm emphasizes customized portfolio management through an internal investment team and committees, combining proprietary and external strategies, and is notable for its management of assets for investment company clients.

Ryan Mccall is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth Financial Network since 2007, with a period overlapping a role at Clarendon Wealth Management since 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eileen O'Connor is a CFP® with 21 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and was previously with Hemington Wealth Management, LLC for 12 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and offers portfolio management alongside custodian-based reporting and performance measurement.

Marcus Malone is a CFP® with 11 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Corbett Road Wealth Management and Spire Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Mohammad Rehan is a financial advisor at PNC Wealth Management with 30 years of industry experience. He has been with PNC Investments since 2005. He has Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a registered agent for Dawlay LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed via an invitation-only employee pilot. The firm utilizes approved model strategies with annual rebalancing and employs an algorithmic questionnaire to assist with risk assessment and model selection.

Michael Muldoon is a CFP® with eight years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Prior to that, he held positions at firms including Legacy Wealth Management, Grove Point Investments, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using proprietary asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

Francis Brown is a financial advisor with Schwab Wealth Advisory, Inc. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Schwab Wealth Advisory, he worked at Brown Advisory from 2022 to 2025 and at Key Private Bank from 2012 to 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and those referred by Charles Schwab & Co. The firm’s advice is guided by Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Antonio Galliani is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His career includes roles at Citigroup, Cetera Investment Services, and PNC Bank. He is based in Washington, DC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jack Island is a financial advisor at Guardian Life with a Series 66 credential and three years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Outside the financial sector, he has worked in hospitality and service roles at Bushel and a Peck Kitchen and Bar, Konstantine's Greek Taverna, and the Virginia Tech Golf Course. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, to tailor client relationships across various mandates and consulting services.

Kevin Wiley is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Osaic, he worked at Amazon Web Services for nine years. Wiley also serves as a financial advisor at Aeon Wealth Management, a branch office under Osaic, where he works directly with clients on financial reviews and planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other related services through multiple program models, using both proprietary guidance and third-party platforms.

Mark Ulicny is a CFP® with 25 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Private Client Services, Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. He is also involved as an insurance agent with PCRM, LLC, focusing on fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm utilizes a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary and family office practice.

Katherine Mabry is a CFP® professional at Beacon Pointe Advisors, LLC with five years of industry experience. She previously worked at Hemington Wealth Management for seven years and has held positions at Merrill Lynch and Virginia Tech. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional investors. The firm employs both active and passive strategies across public and private asset classes and integrates proprietary private funds and interval funds into its investment approach.

John Mahoney is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has zero years of industry experience but previously worked for the US Department of Defense from 2011 to 2024. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Amanda Plonski is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to her current role, she worked at PagnatoKarp Partners, LLC for four years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional investors, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public and alternative investments.

Joan Confoy is a CFP® professional with 33 years of industry experience. She is currently with Private Advisor Group, LLC and LPL Financial, and has prior experience at Raymond James Financial Services Advisors and FINRA’s Office of Dispute Resolution, where she has served as an arbitrator since 2000. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs including proprietary and third-party managed account solutions.

Donald Walters is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked with VOYA-affiliated firms since 2001, including VOYA Financial Partners, LLC. Outside of advising, Walters owns a financial services firm and an independent insurance agency, and he creates educational finance videos and Social Security e-courses. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial that provides comprehensive financial planning and investment management services to individuals, retirement plans, nonprofits, and corporate clients. The firm uses a combination of in-house and third-party strategies supported by technology tools, operating both non-discretionary and discretionary account management models.

Michael Hoffman is a CFP® professional with over 31 years of experience in the financial industry. He has been with Truist Advisory Services since 2016 and has prior experience at Truist Securities, Inc. spanning more than two decades. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and manages the AMC Advantage manager-selection program through a combination of discretionary and non-discretionary approaches.