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.

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®-certified financial advisor with 19 years of industry experience, currently serving at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she owns a small rental property in Chicago. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and retirement plans. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers across various investment vehicles.

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.

John Cranston is a CFP® and ChFC® professional with four years of experience in financial advising. He has served in various capacities at First Command Advisory Services, Inc. and affiliated entities since 2021. Prior to his financial career, he served 28 years in the United States Navy. He is also the owner of Octagon Strategies LLC, a business supporting his advisory activities. 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 that use model portfolios managed by centralized teams, emphasizing in-person financial coaching and an employee-ownership structure.

Steven Page is a CFP® with 15 years of experience in financial advising, currently with T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2010, with a brief period at TD Ameritrade Inc. from 2019 to 2021. Outside of his advisory role, he serves as a board member of the budget committee for The Chastleton Cooperative Association, where he discusses HOA budgets and capital expenditures. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with ongoing portfolio management and an interactive online planning tool.

Sarah Kyle is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and three years of industry experience. She has worked at The Colony Group, LLC since 2019 and previously held roles at AvalonBay and Ernst & Young. Focus Partners Wealth provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that incorporates tax- and fee-sensitivity within an enhanced open architecture framework, combining various active and passive strategies alongside private funds and ETFs.

Joshua Stromberg is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Brandon Gromadzki is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Oak Hill Wealth Advisors LLC, Bank of America Merrill Lynch, and The Vanguard Group. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth 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 diversified asset allocation and customized portfolios.

James Bruyette is a financial advisor with Creative Planning in Annandale, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for IA Sullivan, Bruyette, Spero & Blayney and Sullivan, Bruyette, SperoS & Blayney, Inc. for 30 years. Outside of his advisory role, he serves as a board member and youth coach for the First Tee of Greater Washington DC. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Lisa Gilland is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and previously worked at Financial Growth Partners and Grant Thornton. She works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary portfolios, and combines proprietary and third-party strategies.

Bryan Lennon is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atomic Invest, LLC and Personal Capital Advisors Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active managers guided by quantitative and fundamental research.

Daesung Ji is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at Worthington Financial Partners and KP Stoneymill Inc. Ji serves as treasurer and board member for the Korean Community Service Center for Greater Washington. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms emphasizing long-term strategies with options for shorter-term trading and utilizes third-party asset managers.

Karin Schultz is a financial advisor at Cerity Partners LLC with 13 years of industry experience. She holds the Series 65 designation and previously worked at SOL Capital Management Company for 21 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm manages approximately $126.9 billion in assets and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Grayson Hurley is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. His prior roles include positions at Forge Financial Group and Potomac Financial Private Client Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including customized portfolio solutions and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Frances Arias is a Chartered Financial Consultant (ChFC®) affiliated with Eagle Strategies (NY Life) and has 14 years of industry experience. She has been associated with New York Life Insurance Company and Nylife Securities LLC since 2012 and joined Eagle Strategies in 2022. Outside of her advisory role, Arias works as an independent contractor at St. Francis of Assisi Church and performs as a paid wedding musician. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm provides tailored financial planning, investment management, and retirement-plan advisory services, emphasizing mostly non-discretionary asset management within an integrated New York Life affiliate structure.

Shaun Germain is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Bridge Title, Inc. and Texas Roadhouse, where he continues to serve part time as a key manager and server. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Taylor Seiling is a CFP® professional with 14 years of industry experience. He has worked at Creative Planning since 2021 and previously spent 15 years at SBSB Financial Advisors. Based in McLean, VA, he is part of a large advisory firm serving a diverse client base. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Melissa Taro is a CFP® professional with 11 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023. Her prior roles include positions at Lumina Financial Consultants, Virtual FP LLC, and FJY Financial. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth 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, tailoring portfolios through diversified asset allocation and proprietary quantitative screening.

Daniel Mizell is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Davenport & Company LLC since 2014. Mizell is also a member of Mizell Partners, LLC, an investment-related entity. Davenport & Company serves individual and institutional clients offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees strategies across separately managed accounts, mutual funds, and ETFs.