Christopher Pratt is a CFP® with seven years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. He has held roles at Purshe Kaplan Sterling Investments, Spire Wealth Management, and Cardinal Wealth Management. Pratt serves on the board of the Lilabean Foundation, providing financial guidance to the nonprofit. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisors and integrated operational tools.

Kedisha Ebanks is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Ernst & Young, LLP for 17 years. In addition to her advisory role, Ebanks owns Aspiro Consulting Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through both proprietary and third-party platforms.

Jonathan Rosner is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 65 designation and has previously worked at TritonPoint Wealth, Goldman Sachs Personal Financial Management, Wealthspire Advisors, and Convergent Wealth Advisors. Janney Montgomery Scott is a large, dually registered 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, financial planning, and advisory programs with a centralized asset management platform.

Jonathan Myers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Truist Advisory Services since 2021 and previous positions at Bb&T Securities, Bb&T Investments, and Bb&T Bank dating back to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled equity research, with a distinctive integrated approach involving affiliated broker-dealer and bank services.

Dunstan Oyugbo is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 66 and Series 63 designations and has prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, HSBC Bank Australia, and Westpac Banking Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account that uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third parties.

Nicolette Davicino is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. Her prior roles include positions at Commonwealth Financial Network and Armstrong, Fleming & Moore. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive investment strategies across various asset classes.

Stanley Epps is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Centaurus Financial since 2006 and has been involved with Epps & Associates, Inc. since 2001. Outside of his advisory roles, he serves as president of Epps Financial Services, which provides life and health insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, with an investment approach that includes both discretionary and non-discretionary arrangements and utilizes fundamental, technical, bottom-up, and top-down analysis.

Jeffrey McCoy is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at firms including Charles Schwab and Spire Securities, and serves as Managing Partner and Wealth Director at Corbett Road Wealth Management, an affiliate of Corbett Road Capital Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, with an investment approach focused on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities.

Sarine Zenian is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She is currently with MAI Capital Management, LLC and previously worked at Raymond James and Deutsche Bank Securities. Zenian serves on the finance and investment committee of the Armenian Church Eastern Diocese of America, where she participates in financial oversight and auditing. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of tailored investment strategies and integrates financial planning, tax, and administrative services into client relationships.

Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Equitable Advisors and Ameritas-affiliated entities. Outside of advisory work, he serves as president of US-Asia Links, an international business consulting firm focused on environmental and clean water initiatives, and holds a commissioner role advising on Asian Pacific American community issues. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes diverse investment programs and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.

Monica Zamfir is a CFP® professional with 15 years of industry experience. She is currently with Schwab Wealth Advisory, Inc. and has previously worked at firms including American Global Wealth Management, Cape Investment Advisory, Fidelity Investments, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance, with trades executed only upon client authorization.

Stacy Bakri is a CFP® professional affiliated with Beacon Pointe Advisors, LLC, with 25 years of industry experience. She previously worked at The Family Firm, Inc. from 2007 to 2025 before joining Beacon Pointe Advisors in 2025. Outside of advisory services, she is also an agent involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan platform services, and outsourced chief investment officer solutions to a diverse clientele, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Brett Monsein is a CFP® with 12 years of industry experience, currently with Rockefeller Financial LLC. His prior experience includes roles at Bank of America, N.A. and Merrill. He is based in Bethesda, MD. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a range of investment solutions across equities, fixed income, and alternatives through its consolidated platform, Rockefeller Global Investment Management.

Du Hur is a financial advisor at Chevy Chase Trust Company with six years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust since 2019, following a 16-year tenure at Columbia Partners, LLC Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and various institutional clients, offering investment management alongside trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining fundamental, technical, and cyclical analysis across diverse instruments.

Maria Camacho is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at The Family Firm for 27 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, 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 assets and offers portfolio management integrated with custodian-based reporting and performance measurement.

John Northrup Jr. is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and one year of experience in the industry. His prior work includes four years at United Bank and two years at Headfirst Companies. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, financial planning, institutional custody, and access to collective investment funds. The firm employs a thematic investment approach focused on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Tiseer Osman is a financial advisor at TLG Advisors, Inc. with four years of industry experience and a Series 66 designation. His prior roles include positions at Merrill, Bank of America, Edward Jones, Wells Fargo Bank, and Simplicity Investments. Outside of his advisory work, he has held a hospitality role with the Four Seasons Hotel. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed accounts and a direct-to-consumer digital program.

Ruxian Gong is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Glass Jacobson Investment Advisors LLC, Wells Fargo, Bank of America, Merrill, and Edward Jones. Outside of her advisory role, she serves as treasurer for a nonprofit Toastmasters club where she manages the club's finances. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Bryan Stretton is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2015. He holds Series 63 and Series 65 licenses and is based in Reston, VA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Aradhya Ray is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SunTrust Advisory Services and its related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party manager relationships and AI-enabled research tools, to deliver tailored investment solutions.