Bryant Westcoat is a financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with VOYA since 2014. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary arrangements.

Mark Apolenis is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. His career includes roles at W. Rogers & Associates, Avenue Wealth Management LLC, Atlantic Financial Group, and NYLife Securities. Outside of advisory work, he serves as a board member of the Council of Unit Owners of Forest Office Park Condominium Inc. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Eric Jaffe is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2016. He is also president and owner of Jaffe Financial Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Aaron Jones is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 66 registrations and having 20 years of industry experience. He has been affiliated with Avenue Wealth and Eagle Strategies since 2009, and with NYLIFE Securities LLC. and New York Life Insurance Company since 2006. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and delivers advice through multiple program types, managing the majority of its assets on a non-discretionary basis.

Tomer Shoval is a financial advisor with Truist Advisory Services based in Washington, DC, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by advanced research tools and integrated inter-affiliate platforms.

Melissa Long is a financial advisor at Cresset Asset Management, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BB&T Securities and Morgan Stanley. In addition to her advisory role, she is involved in insurance sales. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach utilizing both active and passive strategies and offers services such as portfolio management, wealth planning, private fund advisory, and family office support.

Lindsey Dejonghe is a CFP® affiliated with Commonwealth Financial Network in Arlington, VA, with three years of professional experience. Prior to her current role, she has worked at Clarendon Wealth Management and Variant Private Wealth, and held various positions in education and retail. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Eran Goudes is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Wealthspire Advisors since 2018 and was previously with SOL Capital Management Company from 2012 to 2018. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering services such as wealth management, financial planning, and trustee administration. The firm employs a relationship-driven, customized investment process with a focus on diversified, institutional-style asset allocation.

Shawn Wilson is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously spent six years with Lincoln Financial Advisors. 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, and family office services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Gary Ritterstein is a financial advisor at Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at M+R Strategic Services, self-employment, and various positions in the research and campaign sectors. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including both discretionary and non-discretionary arrangements.

Stefani Tueme is a CFP® at Cerity Partners LLC with two years of industry experience. Prior to joining Cerity Partners, she worked at CW Advisors, Wolf Group Capital Advisors, and The Wolf Group PC. Outside of her advisory role, she is the author of the book *My Very First Cash*. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes, combining proprietary quantitative screens with third-party managers and individual securities.

Sunil Setia is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Prior to that, he has also worked within other Truist entities since 2015. 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, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Jinen Viswakula is a financial advisor with Empower Advisory Group in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at MissionSquare Investment Services and SunTrust Advisory Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions within plan lineups selected by sponsors.

Jonathan Jagolinzer is a CFP® professional with 21 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and has been affiliated with The George Washington University since 2003. 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 about $212.7 billion in client assets. The firm provides a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Asif Kuchey is a financial advisor with Private Advisor Group, LLC in Reston, VA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Transamerica Capital Inc, JPMorgan Securities, Bank of America, Amazon, Uber, Lyft, and several banking institutions. Outside of advising, he is the owner of Kashmir Colours LLC, a business selling home decor and ethnic clothing. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a network of investment adviser representatives and access to third-party asset managers and model portfolios supported by major strategists such as Fidelity and Goldman Sachs.

Jake Obringer is a financial advisor at Wealthspire Advisors in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Wealthspire Advisors in 2021, he worked briefly at Merrill Lynch and spent several years in educational roles at Virginia Tech and in middle and high schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, and financial planning services through a relationship-driven, customized process that emphasizes institutional-style asset allocation and ongoing portfolio management.

Suzanne Moran is a financial advisor at TD Private Client Wealth LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

James Nguyen is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including BDO Wealth Advisors, LLC, Biegel Waller, Complex Capital Management, LLC, and Lockheed Martin Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining discretionary and non-discretionary portfolio management across equities and fixed income.

Jamie Blum is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Triad Hybrid Solutions, Triad Advisors, Councilor, Buchanan & Mitchell, Financial Divorce Solutions, Certified Contractors Network, and Maggio Roofing Co. Blum serves as President-Elect of the DC Academy of Collaborative Professionals, a nonprofit focused on education and networking for collaborative divorce professionals. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and consulting services delivered through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

Thura Aung is a Series 66-licensed financial advisor at Rockefeller Financial LLC with four years of industry experience. Prior to joining Rockefeller, Aung held positions at Truist Advisory Services, Truist Investment Services, Truist Bank, BB&T Bank, and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products, placement, and investment banking services.