Natalie Hedrick is a CFP® with 13 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. Her prior experience includes roles at Penn Mutual Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. She is also involved in multiple insurance brokerage ventures, including as proprietor of Shoreline Financial Strategies and partner at WHB Financial Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset managers, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a significant focus on non-discretionary asset management.

Robin Christman is a financial advisor with Janney Montgomery Scott in Alexandria, VA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and several other firms. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage, financial planning, and managed account services.

Atricia Roberts is a CFP® and Series 66-licensed financial advisor with Kestra Advisory, bringing 10 years of industry experience. She has worked with Kestra Advisory since 2019 and previously at Bank of America. In addition to her advisory role, Roberts serves as COO and Partner at Curo Private Wealth, overseeing client service operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

Howard Perlroth is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LLC and Kestra Financial Services, Inc. He is the owner of Gartenhaus Wealth Management, where he provides investment advisory services and manages business operations. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving large institutional clients such as sovereign wealth funds.

Stacy Murchison is a financial advisor at Chevy Chase Trust Company with 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Murchison has been with Chevy Chase Trust since 2006. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on secular trends and diversification, serving primarily multi-million dollar client relationships.

Nicholas Marten is a financial advisor at &PARTNERS with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equinox. Outside of his advisory role, he assists with maintenance operations at Equinox Sports Club in Washington, DC. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies alongside financial planning, retirement consulting, and investment banking.

Sarrah Schreffler is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Goldman Sachs in 2021, she worked at Cambridge Associates for three years. She also has experience in academic and retail settings, including roles at Denison University and J.Crew. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models alongside specialized programs and integrates resources across the Goldman Sachs ecosystem to offer a broad range of advisory and investment services.

Alina Seminaro is a financial advisor at Steward Partners Investment Advisory, LLC with 22 years of industry experience. She holds a Series 66 designation and has worked with Steward Partners entities since 2013, as well as Raymond James Financial Services from 2013 to 2022. Seminaro is also part of the Legacy Wealth Partners team in Washington, DC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations by offering a range of investment advisory, financial planning, and managed account services.

Beth Venit is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Creative Planning since 2025 and previously spent a decade at Burt Wealth Advisors. Outside of her advisory role, she has ownership in a rental property business. Creative Planning provides investment advisory and financial planning services to a diverse client base, offering a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and access to private market investments. The firm also features affiliated legal, trust, and recordkeeping businesses alongside its advisory services.

Sarah Mathews is a financial advisor at PNC Wealth Management with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy piloted for employees. The firm utilizes algorithm-driven risk assessment and implements investments through approved model strategies with mutual funds and ETFs.

Paula Cooley is a financial advisor with Principal Financial Services, holding CFP® and Series 63 designations and bringing 12 years of industry experience. She has worked with Union Financial Inc since 2021 and has been associated with Principal Securities Inc. and Principal Life Insurance Co. since 2013. Outside of advising, Paula is the founder and CFO of LifeMusic, Inc., a company that produces specialty music for Alzheimer's patients, and serves as president of the Victoria Springs Home Owner's Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Bassem Beaini is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held roles at Eagle Strategies since 2010 and operates several affiliated firms, including B & H Financial Services Inc. and Blueprint for Financial Success. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types with an emphasis on tailoring recommendations and managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Utley Jr. is a CFP® professional with 39 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is the owner of Utley LLC, a support company based in McLean, VA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.

Brian Bourdon is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses with 21 years of industry experience. His prior positions include roles at Wells Fargo Clearing, Truist Advisory Services, and Eagle Strategies. Outside of his advisory work, he produces a podcast titled "Happy Hour at the End of the World" focused on current events. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party managers and offers financial planning support through a technology platform with third-party custody.

Joel Tabin is a financial advisor with SPC in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Parkland Securities since 2014 and serves as a Regional Sales Director for Midland National Life Insurance Company. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers. The firm’s integrated corporate structure and service offerings include both fiduciary and non-fiduciary retirement plan services, with formal succession and compliance protocols.

Deborah Engle is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of her advisory work, she is involved in graphic design and event management through Finishing Touches Events and also engages in digital album designing and photo retouching with Clay and Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Thomas Parker is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program called AMC Advantage, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Zak Irizarry is a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. His prior roles include positions at Charles Schwab Bank, Professional Group Plans, AXA Advisors LLC, and Retro Fitness. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

Gerson D'souza is a Series 66-licensed advisor with TD Private Client Wealth LLC, based in Vienna, VA. He has been with TD Wealth since 2010 and joined TD Private Client Wealth LLC in 2023, bringing 16 years of industry experience. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Michelle Aquino is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Turning Point Financial and several Charles Schwab entities. She is also licensed as an insurance agent. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.