Robin Corley is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Transamerica since 2014. Prior to that, he was with Wells Fargo Clearing and Morgan Stanley DW Inc. He is also involved in the sale of insurance products related to annuities, disability, and long-term care through affiliated companies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios and providing both discretionary and non-discretionary investment programs.

Michael Burke is a financial advisor at Wealthspire Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2017, following a 17-year tenure at Tricapital Advisors Inc. Burke also serves as director and chairman of Capital Bank, a community bank in Rockville, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and retirement-plan services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

Patrick Bransford is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Oppenheimer, having joined in 2025, and has prior experience at firms including Wells Fargo, Bank of America, Merrill, Morgan Stanley, Citigroup, and Prudential Equity Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Joseph Doniger is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and several other financial services firms. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Worthington is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has 14 years of industry experience. His prior affiliations include Franklin Capital Strategies, LLC and Avenue Wealth Management, LLC, where he has focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types, with a majority of its assets managed on a non-discretionary basis.

Sean Wilson is a financial advisor with TIAA-CREF in Washington, DC, holding Series 63, 65, and 66 licenses and having 22 years of industry experience. He has worked at TIAA-CREF since 2012 and previously with UBS Financial Services and Legg Mason Wood Walker, Incorporated. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized management within a vertically integrated structure that includes affiliated funds.

Jill Beaudry is a financial advisor with Carson Wealth in Washington, DC, holding Series 63 and Series 66 credentials and possessing seven years of industry experience. Her prior work includes roles at Cetera Wealth Services and Family Wealth Guidance, where she also serves as a client relationship and operations manager. Additionally, she holds a notary public commission. Carson Wealth is an SEC-registered enterprise platform that manages approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios while providing tailored investment solutions and integrated custodial and technology support.

James Mccormack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with SunTrust Investment Services since 2000 and transitioned to SunTrust Advisory Services in 2016, continuing his advisory role. 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 approaches, supported by third-party manager relationships and AI-enabled equity research, with a notable level of inter-affiliate integration across its services.

Hun Jeong Song is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2013 and joined Eagle Strategies in 2025. In addition to her advisory work, Song is involved in insurance brokering for non-registered products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering services such as financial planning, investment management, and retirement-plan advisory. The firm emphasizes tailored advice through multiple program options and manages the majority of its assets on a non-discretionary basis.

James David is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the PFS™ designation as well as Series 65 and Series 66 licenses. His work history includes roles at David Wealth Management, LLC, FBR Investment Management, Inc., and Friedman Billings Ramsey Investment Management Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Johnny Kim is a Series 66-credentialed financial advisor at Truist Advisory Services with three years of industry experience. He previously worked at LPL Financial LLC and has held positions at several financial institutions, including M&T Bank, SunTrust Bank, and Capital One Bank. Kim serves as a board member for the Ladies First Foundation, a nonprofit organization. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary management approaches and integrates third-party platforms and AI-enabled research tools to support its investment offerings.

Alexander Hellewell is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Citi Private Bank for four years. His career also includes time at Bankers Life and the University of Tampa. 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 relies on both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Maria Camp is a financial advisor with Cerity Partners LLC and holds a Series 65 designation. She has 20 years of industry experience, including a 23-year tenure at SOL Capital Management Company prior to joining Cerity Partners in 2026. Outside of her advisory work, she is the owner of ANGIEMPAINTS LLC, where she creates and sells artwork. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles and asset allocation, combining quantitative screening, manager selection, and both third-party and direct security strategies.

Ryan De Leon is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation. He has been with Wealthspire Advisors since 2024 and has prior experience at Franklin Templeton. Ryan’s background includes four years at the University of Maryland and six years working in high and middle schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

James Ahn is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration for client services.

Hang Nguyen is a CFP® professional affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, with one year of industry experience. Prior to joining United Planners in 2025, Nguyen held roles at Arnold Financial Services and Financial Services Advisory, and worked at Bank of America from 2015 to 2017. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory services through independent representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Howard Kluttz is a financial advisor with Oppenheimer in Washington, DC, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and was previously with Merrill from 1988 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary asset management, financial planning, and retirement consulting.

Lakhi Narang is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining PNC Investments LLC in 2023, Narang worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2023, and held various roles at PNC Bank and PNC Investments between 2014 and 2020. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary portfolio service for employees that uses algorithm-driven risk assessments and manages investments via approved model strategies and mutual funds or ETFs.

Seifeldin Moussa is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and having two years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and swap dealing, and provides a broad range of advisory and execution services.

Sandra Martin is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo, Morgan Stanley, and TD Private Client Wealth. Outside of her advisory role, she coaches athletes at Nevermore Crossfit in Baltimore. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission services.