Margaret Hunter Smith is a financial advisor at Oppenheimer with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services. Outside of her advisory role, she serves as a co-trustee for a family trust, assisting with administrative duties unrelated to investment decisions. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to tailor client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Aaron Brachman is a CFP® with 24 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has worked with multiple Steward Partners entities since 2016 and previously held a role at Raymond James Financial Services. He serves on the advisory board of Ethos ESG, providing strategic guidance. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Robert Mulhaul is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes 13 years at Coburn & Meredith, Inc. and ongoing affiliations with LPL Financial since 2021. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customizable portfolios using mutual funds, ETFs, equities, and fixed income.

Jay Schiff is a financial advisor at Oppenheimer with 26 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses and has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a broad range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives documented in investment policy statements.

Nadira Deery is a CFP® professional with 24 years of industry experience, currently advising at Creative Planning since 2017. She previously worked at The Ayco Company, L.P./Mercer Allied from 2014 to 2016. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, providing investment advisory and financial planning services supported by a large advisory team and centralized investment infrastructure. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other portfolio management techniques.

Kimberly Magaha is a CFP® professional with 19 years of experience in financial advising. She has been with Wealthspire Advisors since 2004. Magaha serves on the Board of Trustees for two retirement plans sponsored by Wicomico County and related local entities. Wealthspire Advisors serves individuals, corporations, retirement plans, nonprofits, and trustees, offering customized wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven process and institutional-style asset allocation across a diversified range of investments.

Alvin Fonkoua Sop is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Goldman Sachs Wealth Services, where he has worked since 2019, following prior roles at Charles Schwab and Winthrop University. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, and institutional investors. The firm utilizes centralized investment resources and model portfolios while providing tailored offerings such as Executive Wealth and Private Family Office support.

Michael Ferguson is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Clarendon Wealth Management since 2016 and at Commonwealth Financial Network since 2017. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Karen Fields is a financial advisor with VOYA Financial Advisors, Inc. in Fairfax, VA, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer model supported by an extensive affiliate network.

Pranali Fortini is a CFP® and holds a Series 66 license, with eight years of industry experience. She is currently with Burt Wealth Advisors and previously worked at Creative Planning, Brighton Jones, Financial Engines Advisors, Edelman Financial Services, and Citigroup Global Markets. Fortini serves on the board of Rock Spring Children's Center, a nonprofit childcare organization. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis across various time horizons and primarily allocates assets among mutual funds and ETFs.

Jackson Traxler is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Morgan Stanley and Truist Advisory Services. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting. The firm combines integrated wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments alongside traditional portfolio management.

John Henien is a financial advisor at HSBC Securities (USA) Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with HSBC Securities since 2011, concurrently serving as a bank officer at HSBC Bank USA N.A. Outside of his advisory role, Henien is involved in managing several residential real estate ventures, including property rentals and a swimming pool rental business. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment programs supported by strategic and tactical asset allocation and fund due diligence conducted with affiliated providers.

David Avila is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at George Mason University, Charles Schwab, and multiple financial services firms. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

Christopher Buckley is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with Schwab Wealth Advisory and Charles Schwab & Co., Inc., where he has worked since 2024. Prior to this, he spent six years with Fidelity Personal and Workplace Advisors and nine years with FIDELITY Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients, and it operates as an internal advisory unit within the Schwab ecosystem.

Kenneth Clarke is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 11 years of industry experience and has worked at Ameritas since 2016, including roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. Outside of his advisory role, he is a financial representative involved with Peake Financial Group LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of programs including discretionary and non-discretionary solutions, model portfolios, and works with both in-house and third-party managers.

Michael Ness is a financial advisor at Cerity Partners LLC with 21 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Cerity Partners in 2022, he worked at FJY Financial for five years and at Fieldstone Financial Management Group, LLC for one year. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens, and offers access to alternative and private-market investments alongside comprehensive planning and consulting services.

Leah Jones is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. 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 portfolio management and financial planning services.

Christopher Johnson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Sofia Kostopoulos is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. She has 25 years of industry experience, including prior roles at Wells Fargo and JP Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and a range of specialized market roles.

Dee Schedler is a financial advisor at CIBC Private Wealth Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has been associated with Investment Advisers, Inc. since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to offer customized portfolio management and wealth advisory services, leveraging both proprietary and external strategies.