Andrew Preisendanz is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across multiple asset classes.

Jon Yankee is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he spent 16 years at FJY Financial. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including 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, with a focus on customized, diversified portfolios.

Adrita Prova is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade, Charles Schwab, Wells Fargo, Citizens Bank, and JPMorgan Chase. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad array of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and operates unique market roles such as swap dealing and futures commission merchant activities.

Ross Anderson is a CFP® with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at Eaton Vance Management and Eaton Vance Distributors, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and integrated affiliated service lines.

Robert Sturm is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Outside of his advisory work, he serves on the Finance Committee of the Benedictine Sisters and is the chair of the board for Hopelink, Inc., a nonprofit focused on mental health. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled equity research, to deliver asset allocation, fiduciary support, and manager selection programs.

Nelson Santos is a financial advisor with Integrated Wealth Concepts LLC in Arlington, VA, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, constructing customized portfolios using a long-term approach combined with tactical rebalancing.

Sikander Mehdi is an advisor at Private Advisor Group, LLC with Series 63 and Series 65 licenses. He has professional experience spanning multiple roles in various industries since 2019, including positions at LPL Financial and Global Advisor Group, and has a background that includes work in education and service sectors. Mehdi has also managed operations for EZ Moving & Storage LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and multiple investment strategies while often implementing advice through third-party managers and TAMPs.

Carolina Paramo Aguilera is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services combining point-in-time planning and ongoing portfolio management within a vertically integrated group that includes affiliated funds.

Louise Mercer is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has previously worked at Amegy Bank and Truist Investment Services. Outside of finance, she was involved with Mamaka Smoothie Bowls in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, integrating third-party platforms and a combination of discretionary and non-discretionary investment management.

Robert Schneider is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Washington Wealth Advisors and the Special Olympics, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.

Janna Climer is a Series 66-licensed financial advisor at Primerica Advisors with one year of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Private Advisor Group, LLC, and LPL Financial. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers various investment programs and solutions, including proprietary model portfolios, third-party managers, and digital advice platforms.

Mohammad Maroof Ziaey is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has less than one year of industry experience and prior work history includes roles at Turbo Tax, Blueprint Schools Network, and Primerica Financial Services. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Torguson is a CFA charterholder with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at RBC Capital Markets and Morgan Stanley Private Bank. He is involved with the CFA Society of Washington as chair of the External Relations Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of strategies including mutual funds, ETFs, alternatives, and custom indexing.

Hui Zhu is a CFA® charterholder and holds the Series 66 designation, with six years of industry experience. Hui is currently affiliated with Commonwealth Financial Network and has previously worked at Quantis Wealth Management and Oppenheimer. 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 $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Michael Depirri is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at PNC Investments for 11 years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides specialized services including derivatives and futures.

John Nguyen is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2007, including his current tenure starting in 2018, and also operates Clarendon Wealth Management. Outside of his advisory role, he co-owns Jack Books, LLC, an entity focused on authoring and publishing books. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Brandi Dickey is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2021 before joining Hightower in 2021. Outside of her advisory role, she provides pet sitting services on a part-time basis. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, providing access to a wide range of investment strategies and operational support.

Miranda Chenoweth is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and having one year of industry experience. She has been affiliated with multiple First Command entities since 2024. Outside of her advisory role, she serves as Secretary/Treasurer for the Pikes Peak Region Law Enforcement Family Support Group and as Secondary Treasurer for Boy Scouts of America Troop 0062, both nonprofit organizations. First Command Advisory Services, Inc. is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.

Roland Geronimo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Truist Investment Services since 2004 and joined Truist Advisory Services in 2016. 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, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms and manager relationships.

David Burgess is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has been with Creative Planning since 2014. 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 client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized tactics such as direct indexing and tax-loss harvesting.