Patrick Dunne Jr. is a CFP® professional with 19 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously spent 19 years at Sullivan, Bruyette, Speros & Blayney, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

John Majkowski is a CFP® with 32 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services Advisors. He is the owner of The Verus Team, a financial services support company based in Washington, DC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Michael Gildenhorn is a Series 65-licensed financial advisor at Chevy Chase Trust Company with 36 years of industry experience. He has worked at Chevy Chase Trust Company since 2005 and previously spent 15 years at Asset Management Inc. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management alongside trust, custody, and financial planning services. The firm employs a thematic investment approach focused on secular trends and sector themes, combining fiduciary trust and custody functions with investment management.

Toavina Ranaivoarijaona is a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2023, Toavina worked at Equitable Advisors and Charles Schwab Bank SSB. Outside of advising, Toavina is a cofounder and Chief of Staff of Malagasy In USA, a nonprofit charitable organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and models.

Edwin Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Santander Investment Securities, and Georgetown University. 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, featuring centrally managed model portfolios and preapproved third-party managers.

Jordan Yeomans is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank, Charles Schwab & Co., T. Rowe Price, and Merrill. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, primarily providing non-discretionary recommendations.

Zachary Villavicencio is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Citigroup, Merrill, Bank of America, and Wells Fargo in various capacities over the past decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Samuel Campbell is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Rock & Co LLC. Campbell began his career after completing his studies at James Madison University. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Evan Royster is a CFP® with eight years of industry experience, currently advising at Truist Advisory Services. He previously worked at Edward Jones for five years and EVERFI, Inc. for two years. Royster is involved with the Washington Commanders Charitable Foundation as a player representative, participating in charitable events. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program.

Jeffrey Byas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 16 years before joining Private Advisor Group and LPL Financial in 2020. In addition to his advisory role, he serves as a seminar instructor for Business Management Associates and Planning, Inc., teaching topics related to financial and retirement planning. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates third-party strategists and technology platforms to deliver a range of investment approaches.

Joseph Gibbons is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and having nine years of industry experience. Prior to joining Osaic in 2024, he worked at Arbor Point Advisors and Securities America. In addition to his advisory role, Gibbons is a certified public accountant and owner of Gibbons & Gibbons PC, providing tax return preparation and small business accounting services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing a mix of proprietary and third-party platforms.

Andrew Marshall is a CFA® charterholder with 16 years of industry experience, currently serving at Citigroup Global Markets since 2021. He previously worked for seven years at Chevy Chase Trust Company. Based in Washington, DC, he holds Series 65 and Series 63 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale, including in-house research and unique market roles such as swap dealer and futures commission merchant.

Margaret Shipley is a CFP®-certified financial advisor with two years of industry experience, currently with Osaic Advisory Services, LLC. Her previous roles include positions at Triad Advisors and Triad Hybrid Solutions. In addition to her advisory work, she contributes as a next-generation advisor and financial analyst with Argent Bridge Advisors, focusing on financial education and client portfolio management. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Lauren Brownell is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at Aegis Consulting, Trinity Wealth Securities, and Florida Financial Advisors DBA Tristate Financial Advisors. Before entering financial services, she held positions outside the industry, including at Babson College and The Noble & Greenough School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nina Mitchell is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, and Mtx Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jeffrey Dillman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2013. He holds Series 63 and Series 65 licenses. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macro trends and diversification, serving primarily multi-million dollar client relationships through a combination of advisory, trust, and custody services.

Caroline Kramer is a financial advisor with First Command Advisory Services and holds the ChFC® designation as well as Series 63 and Series 65 licenses. She has 13 years of industry experience, including over a decade at First Command in various capacities. Outside of her advisory role, she is a passive investor in a private brewery and owns Caroline Kramer Financial Planning, LLC. 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 who select from prescreened managers and model portfolios.

Michael Weston is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 12 years at Ameriprise Financial Services and multiple tenures at Commonwealth Financial Network since 2017. Outside of his advisory role, he owns Wharf Financial, LLC and is involved in fixed insurance sales through that entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers diverse investment solutions, including discretionary model portfolios and customized advisory programs.

Elizabeth Davila is a CFP® with 17 years of industry experience, currently serving as an advisor at Truist Advisory Services. She has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to a broad client base including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages third-party platforms and AI-enabled tools to support manager selection and oversight.

James Beall is a CFP® professional with 13 years of experience in the financial services industry. He is currently an advisor at Truist Advisory Services and has served in roles at Suntrust Investment Services and Keel Point Capital. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by AI-enabled equity research and integrated inter-affiliate resources.