Lawrence Weber is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Voya since 2014. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, and corporate retirement plans. The firm offers a range of financial planning and portfolio management services through multiple program structures, emphasizing non-discretionary recommendations.

Katherine Lee is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds a Series 66 designation and has been with TIAA and TIAA-CREF since 2013 and 2015, respectively. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Judy Mccoy is a Series 65-licensed financial advisor with 25 years of industry experience. She has been with ASB Capital Management LLC since 2000. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion, primarily through pooled investment vehicles and institutional separate accounts. The firm offers discretionary investment management across equities, fixed income, and real estate strategies, serving institutional clients such as pension plans, endowments, and high-net-worth investors.

Joshua Olds is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 19 years of industry experience. He is currently an investment advisor representative with NewEdge Advisors, LLC, where he has worked since 2024. Prior to that, he was a member of New Potomac Partners, LLC for ten years. Mr. Olds serves on the Wealth Management Sub-Committee of an educational programs group affiliated with the DC Society Board. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, plans, corporations, trusts, estates, and nonprofits through a network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, and employs centralized due diligence and technology tools to support client needs.

John Nauss III is a financial advisor at TIAA-CREF in Silver Spring, MD, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers customized portfolio management alongside model portfolio options and serves as adviser to the TIAA Donor Advised Fund.

David Shober is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Woodbury Financial Services, SSN Advisory, ACI Partners, and National Planning Corporation. Outside of his advisory work, he owns SZC Financial Planning & Management and is involved in offering fixed annuities and life and LTC insurance through SZC Financial (Insurance). Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, vendor searches, and manages discretionary and non-discretionary services supported by due diligence, serving clients including large institutional investors and sovereign wealth funds.

Vincent Yuen is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience and has been with TD Private Client Wealth LLC since 2023. Prior to this, he was affiliated with TD Waterhouse Canada Inc. beginning in 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Eric Mangasarian is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Outside of his advisory work, he is involved in managing a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program that combines discretionary and non‑discretionary approaches with third‑party platform partnerships.

Sonia Castillo Smith is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with HSBC Securities since 2011 and concurrently serves as a Bank Officer for HSBC Bank USA N.A. Outside of her advisory role, she is a member of the Rotary Club of Dulles International Airport, participating in community service and scholarship committees. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options supported by a multi-profile strategic and tactical asset allocation process with global resources.

Blake Doyle is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds Series 63, Series 66, and Series 65 licenses and has worked at Chevy Chase Trust Company since 2016. Prior to that, she was with Height Securities, LLC and Height Analytics, LLC. Ms. Doyle serves on the Board of Directors and Audit Committee of Insteel Industries Inc. (NYSE: IIIN), a role she dedicates time to each quarter outside of her investment-related duties. 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, and financial planning services. The firm employs a thematic investment approach focusing on macroeconomic views and secular trends, integrating fiduciary trust and custody functions in an enterprise structure.

David McMillan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His career includes roles at Netlaw Group, WealthWave, and the Heartland Institute of Financial Education, where he serves as a certified financial educator. He is also involved in health insurance enrollment activities under the Affordable Care Act and provides supplemental insurance solutions through affiliated companies. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory services primarily through model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Nancy Briguglio is a financial advisor with Creative Planning, holding the CFP® and ChFC® designations and the Series 66 license. She has 42 years of industry experience, including prior roles at Private Advisor Group, LLC and LPL Financial, LLC. Ms. Briguglio serves on the advisory board of Allen & Shariff. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and offers a range of advisory and non-investment services.

Harold Lowe is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, he led Lowe Wealth Advisors, LLC for 14 years. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies alongside integrated financial planning and advisory services.

Morgan Tester is a CFP®, ChFC®, and Series 65-registered financial advisor with five years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2024. Prior to that, he was employed at Carmichael Hill for five years and Estabrook & Company for one year. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services, overseeing $72.3 billion in assets as of May 31, 2026.

Douglas Woodward is a CFP® professional with 27 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2017, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Jonathan Giordani is a CFA® charterholder with 24 years of industry experience. He is affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and Planning Solutions Group. Outside of advisory services, he is involved as a senior vice president in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and utilizing both proprietary and third-party resources.

Oluwarotimi Odutola is a financial advisor at TD Private Client Wealth LLC in McLean, VA, holding a Series 66 designation with four years of industry experience. His prior work includes six years at Citigroup and roles at TD Bank N.A. and BB&T. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a mix of affiliated and third-party sub-managers within its portfolio offerings and serves clients through a range of managed portfolio solutions.

Evgeniya Komarova is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. She is currently with Schwab Wealth Advisory Inc., having joined in 2024. Her prior experience includes roles at Bank of America and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not engage in discretionary trading authority for client accounts.

Randy Ryan is a financial advisor at Chevy Chase Trust Company with 19 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Chevy Chase Trust in 2023, he worked at Oars Capital and Mason Investment Advisory Services. He is a 10% shareholder in Oars Capital and is currently negotiating a final buyout agreement. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on macro views and secular trends, combining fiduciary trust and custody functions with investment management in an integrated organizational model.

Rebecca O'Bryon is a CFP® with seven years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. She has held positions within various Steward Partners entities since 2016 and also worked at Raymond James Financial Services, Inc. from 2016 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.