Joelle Brown is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation. Prior to joining Truist, her work experience includes roles at Target, H&M, Chick-Fil-A, and Rocky Hill Parks and Recreation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with oversight from its Equity Research team and Investment Advisory Group.

Matthew Agada is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Based in Washington, DC, he has been with HSBC Securities since 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, with a notable portion of assets managed through non-discretionary, client-directed portfolios.

Kip Siedling is a financial advisor at TIAA-CREF with a Series 66 designation and 23 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T Securities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm provides point-in-time planning alongside ongoing portfolio management and serves as adviser to a donor-advised fund.

Philip Corso is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Forge Financial Group, Potomac Financial Private Client Group, Cambridge Investment Research Advisors, and Wells Fargo Clearing. Corso is also the owner of Corso Financial LLC, a private entity established to facilitate securities, advisory, and insurance business. 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 adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Austin Anthony is a CFP® professional with five years of industry experience. He has worked at Creative Planning since 2026, following roles at Versant Capital Management and Pathstone. Austin also spent five years at Virginia Polytechnic and State University early in his career. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Katharine Schelhorn is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2020. Prior to joining Wealthspire, she worked at Acorn Financial Services, Inc. from 2017 to 2020. In addition to her advisory work, she sells clothing and household goods on a resale website as a part-time hobby. Wealthspire Advisors manages approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using a diversified mix of investments and offers a range of services from wealth management to retirement-plan consulting.

Rosalyn Brown is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Principal Financial Services and has previously worked at firms including PNC Capital Advisors and Newport Group. She serves as president of the Women in Pension Network, an organization focused on advancing women in the retirement industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Bryant Westcoat is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at VOYA since 2014. Outside of his advisory role, Westcoat operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, combining in-house and external strategists with technology-enabled tools and a mix of discretionary and non-discretionary account management.

John Rust is a financial advisor at Oppenheimer with 53 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Dominick & Dickerman LLC, Credit Suisse Securities, and Pershing LLC. Rust serves as trustee for The Rust Foundation, a family private foundation focused on charitable giving, and is chairman of St Lucie Milkmaid, a non-investment-related business. 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 broad range of investment and financial planning services, employing strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary account management.

Mark Apolenis is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with multiple firms including Avenue Wealth Management LLC and W. Rogers & Associates. Apolenis is a board member of the Council of Unit Owners of Forest Office Park Condominium Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary accounts. The firm operates within a large integrated New York Life affiliate structure, tailoring recommendations across a variety of program types for individual investors and institutional sponsors.

Mark Spitler is a financial advisor at First Command Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated First Command entities since 1993. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

Offer Tidhar is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Oppenheimer since 2005 and previously with Morgan Stanley and Piper Sandler. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

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.

Alexander Canas Barrera is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. He previously worked at Truist Bank for 11 years before joining Truist Advisory Services and Truist Investment Services in 2025. Outside of his advisory role, he manages an Airbnb rental property in El Salvador. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary arrangements, supplemented by AI-enabled research tools and inter-affiliate service integration.

Kevin Brown is a financial advisor with Empower Advisory Group in Ft. Washington, MD, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and ICMA Retirement Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach, serving a large client base with a high client-to-advisor ratio.

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 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Morgan Stanley, BB&T Securities, and UBS Financial Services. In addition to her advisory role, she is involved in insurance sales. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering services including wealth management, financial planning, and discretionary portfolio management with a risk-aware approach that combines active and passive strategies across a wide range of asset classes.

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 21 years of industry experience. His prior firms include Ameriprise and Osaic FA, Inc., before joining Integrated Wealth Concepts and LPL Financial in 2016. 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, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income through both internal management and third-party managers.