David Beatson is a CFA® charterholder with 24 years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 11 years at Alexandria Capital. Based in Arlington, VA, he holds the Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager strategies, offering both affiliated and third-party managers, with a portfolio approach that includes mutual funds, ETFs, alternative investments, and custom indexing.

Matthew Kappa is a financial advisor at TD Private Client Wealth LLC in Vienna, VA, with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm offers portfolio management, access to various investment vehicles, financial planning support, and custody services through third-party custodians, utilizing a combination of affiliated and third-party sub-managers.

Michael Kitces is a CFP® and ChFC® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, and Pinnacle Advisory Group, Inc. He is the founder and chief contributor of Kitces.com, a platform dedicated to financial planning education, and is also a co-founder of XY Planning Network, AdvicePay, and fpPathFinder, businesses focused on supporting financial advisors and the planning profession. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, and institutional clients, offering investment management, financial counseling, family office services, retirement plan fiduciary support, tax and business management, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a broad platform of affiliated service companies and product relationships.

Todd Olsen is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has prior experience working at Volvo Group and Komatsu Mining Corp. and has been with his current firms since 2025 and 2026. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Michelle Hodge is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and one year of industry experience. Her prior experience includes roles at Steward Partners Investment Solutions, Bates White, StartEngine, Morgan Stanley, and The Maryland General Assembly. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients through a range of personalized and third-party portfolio management solutions, offering services that include financial planning, pension consulting, and managed account programs.

Yu Huang Lee is a CFA® charterholder and Series 63 licensee with three years of experience in financial advising. He has worked at Transamerica Financial Advisors since 2020 and concurrently holds roles at VW Credit Inc. and World Financial Group, Inc. Lee’s background also includes six years at Capital One Bank. In addition to his advisory work, he is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, estates, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through a large network of advisors and multiple program platforms.

Danielle Dunne is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. Her prior work includes positions at Gretchen Meyer Financial and academic roles at Fairfield University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, employers, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a range of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and integration with broader Goldman Sachs affiliates.

Kevin Moriarty is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms and AI-enhanced research.

Andrew Martin is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2013. He serves as a trustee for his brother-in-law's irrevocable trust. Oppenheimer serves a broad client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Ali Azam is a financial advisor at PNC Wealth Management in Washington, DC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Wells Fargo Bank, T. Rowe Price, Morgan Stanley, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and authorized third-party strategists for portfolio implementation.

Nicholas Cipollone is a financial advisor at Hightower Advisors with the Series 65 designation and two years of industry experience. He has worked at several firms, including Stout Risius Ross and Vallit Advisors, prior to joining Hightower. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Ralph Boeckmann is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked with various First Command entities since 2014. Outside of advising, he provides consulting services in Foreign Military Sales and international business development and serves as CEO of Boeckmann Advising and Consulting LLC. First Command Advisory Services 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, utilizing model portfolios managed by a centralized Investment Management Team.

Kenneth Shall Jr. is a CFP® with 25 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held roles at both firms since 2016 and operates as an independent insurance agent. In addition to his advisory work, he is a commissioned notary. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Thomas Regan is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Keystone Asset Management. He also has a background in education, having worked at Virginia Tech University and Marshall High School. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation strategies, proprietary quantitative screens, and access to private-market investments to build client programs.

Kevin Hoonan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Janney Montgomery Scott since 2018, following prior roles including at Carahsoft Technology Corporation and work in the political field. Outside of his advisory role, he volunteers as an assistant lacrosse coach with the Springfield Youth Club. 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 municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

John Bernards is a CFP® professional with 24 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He holds the Series 66 designation and is based in Washington, DC. Outside of his advisory role, he is a co-owner of Le Miel, LLC, a wine making and sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while offering advisors access to discretionary model portfolios and customized investment solutions.

Laura Siragusa is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding a Series 66 designation and bringing 11 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney and Ally Invest Securities LLC. She currently operates across multiple affiliated entities, including Alpha Solutions Group LLC and Nylife Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, defined contribution and benefit plans, and charitable and corporate clients, delivering tailored advice through various program types and emphasizing non-discretionary asset management.

Ann Senger is a CFP® with 25 years of industry experience, currently serving as a financial advisor at &Partners since 2024. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of her advisory role, she acts as a power of attorney for family members in investment matters. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary investment platforms.

Nancy Cuellar is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Janney Montgomery Scott since 2024 and previously spent nine years at Wells Fargo Clearing. Janney Montgomery Scott LLC 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 municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Thomas Gletner Jr. is a financial advisor with Truist Advisory Services in Washington, DC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2000. Gletner also serves on the Georgetown University Alumni Admission Program Board of Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management, supported by a team that integrates AI-enabled research and cross-affiliate resources.