Patrick Dunne Jr. is a CFP® professional with 19 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously spent 19 years at Sullivan, Bruyette, Speros & Blayney, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

John Majkowski is a CFP® with 32 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services Advisors. He is the owner of The Verus Team, a financial services support company based in Washington, DC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

David Arnold is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has worked at United Planners' Financial Services of America since 2019 and previously held roles at Nationwide Securities, LLC and the Alan Rubin Agency. Arnold also owns Arnold Financial Services, a marketing and corporate entity, and is licensed as a non-variable insurance agent. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform using multiple custodians and third-party money managers.

David Dickman is a financial advisor at Wealthspire Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Billings Capital Management from 2013 to 2020 before joining Wealthspire Advisors. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework with a diverse mix of investments and offers tailored wealth management, retirement-plan consulting, and other advisory services.

Tin Li is a CFP® professional with 20 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has held roles at Upright Planning, LLC, Acacia Financial Advisors, Acacia Life Insurance Co, and Equitable Advisors. Outside of financial advising, he provides dental care services as an independent contractor. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm provides financial planning and portfolio management through various platforms and programs, utilizing a combination of passive and active investment strategies tailored to client risk profiles.

Lanie Santa Cruz is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary approaches with AI‑enabled research tools.

Michael Gildenhorn is a Series 65-licensed financial advisor at Chevy Chase Trust Company with 36 years of industry experience. He has worked at Chevy Chase Trust Company since 2005 and previously spent 15 years at Asset Management Inc. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management alongside trust, custody, and financial planning services. The firm employs a thematic investment approach focused on secular trends and sector themes, combining fiduciary trust and custody functions with investment management.

Toavina Ranaivoarijaona is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors and Global Solutions. Outside of her advisory role, she co-founded Malagasy In USA, a nonprofit charitable organization, where she serves as Chief of Staff. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Robin Dobbs is a CFP® professional with 16 years of industry experience, currently serving at Wealthspire Advisors since 2015. He holds a Series 65 license and is based in Potomac, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, and financial planning services. The firm employs a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

Damon Ridley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at LPL Financial and the Householder Group Estate & Retirement Specialists. He has been involved in realty since 2007 alongside his advisory career. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Todd Wike is a CFP® professional with 20 years of industry experience. He is affiliated with Concurrent Investment Advisors, LLC and previously spent 17 years at Raymond James Financial. Outside of his advisory role, he owns an LLC established to purchase a small office building for relocating his branch. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and integrates sub-advisory and third-party platform solutions in its investment approach.

Zachary Villavicencio is a financial advisor with Truist Advisory Services in Bethesda, MD, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior experience includes roles at CitiGroup, Merrill, Bank of America, and Wells Fargo. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.

Haijie Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Xiao has worked with multiple healthcare and insurance companies, including United Healthcare, Kaiser Permanente, and Cigna Corporation. Outside of financial advising, Xiao operates Xiao Appraisal, a real estate appraisal business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm uses model portfolios and third-party managers for portfolio management and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Todd Growney is a CFP® with 20 years of industry experience and is currently with Burt Wealth Advisors. He previously worked at Burt Associates, Incorporated for 21 years before joining Creative Planning, LLC. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm primarily allocates assets among mutual funds and ETFs, using a combination of fundamental, technical, charting, and cyclical analysis across various time horizons.

Samuel Campbell is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Rock & Co LLC. Campbell began his career after completing his studies at James Madison University. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Joseph Gibbons is a financial advisor with Osaic Advisory Services, LLC who holds a Series 66 designation and has nine years of industry experience. He has worked at several firms including Arbor Point Advisors and Securities America, Inc., and has been involved in accounting and tax services through his CPA firm, Gibbons & Gibbons PC, since 1992. He also owns Gibbons Business Solutions, a software sales business, and sells multiyear guaranteed fixed rate annuities through Highland Capital Brokerage, Inc. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm employs a diverse investment approach incorporating fundamental and technical analysis, tactical trading, and structured products, and offers access to alternative investments and donor-advised funds through integrated platforms and affiliated managers.

Andrew Marshall is a CFA® charterholder with 16 years of industry experience, currently serving at Citigroup Global Markets. He previously worked at Chevy Chase Trust Company, Freed Advisors, and West Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including research, security pricing, and derivatives services.

Margaret Shipley is a CFP® and holds a Series 66 license with two years of industry experience. She is currently with Osaic Advisory Services, LLC and has prior experience at Triad Advisors and Triad Hybrid Solutions. Outside of her advisory role, she is involved with Argent Bridge Advisors as a next-generation advisor and financial analyst, contributing to client portfolio management and financial education. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments, utilizing fundamental and technical analysis alongside platform partnerships and co-advisory roles.

Nina Mitchell is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, and Mtx Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jeffrey Dillman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2013. He holds Series 63 and Series 65 licenses. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macro trends and diversification, serving primarily multi-million dollar client relationships through a combination of advisory, trust, and custody services.