Robert Harscheid is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and 14 years of industry experience. He has been with Bankers Life entities since 2005, currently serving as a unit sales manager and insurance agent responsible for managing and training insurance sales agents and selling life, health, and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across a variety of securities with periodic rebalancing and performance reviews.

Jack Island is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation with three years of industry experience. His background includes roles at Park Avenue Securities and Guardian Life Insurance, as well as brief involvement in the hospitality sector with Bushel and a Peck Kitchen and Bar and Konstantine's Greek Taverna. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Kevin Wiley is a financial advisor at OSAIC Advisory Services, LLC with one year of industry experience. He previously worked at Amazon Web Services for nine years before transitioning to wealth management. Wiley is also affiliated with Aeon Wealth Management, where he provides client onboarding, financial reviews, and financial planning services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers diversified investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Jean Espinosa Barrientos is a financial advisor with Bankers Life Advisory Services, Inc. in Gaithersburg, MD. She holds Series 63 and Series 65 registrations and has two years of industry experience. Prior to joining Bankers Life Advisory, she worked at Merrill and Raymond James & Associates, Inc., among other firms. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manage portfolios across various securities.

Mark Ulicny is a CFP® with 25 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Private Client Services, Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. He is also involved as an insurance agent with PCRM, LLC, focusing on fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm utilizes a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary and family office practice.

Katherine Mabry is a CFP® professional at Beacon Pointe Advisors, LLC with five years of industry experience. She previously worked at Hemington Wealth Management for seven years and has held positions at Merrill Lynch and Virginia Tech. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional investors. The firm employs both active and passive strategies across public and private asset classes and integrates proprietary private funds and interval funds into its investment approach.

Amanda Plonski is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to her current role, she worked at PagnatoKarp Partners, LLC for four years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional investors, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public and alternative investments.

Joan Confoy is a CFP® professional with over 30 years of experience in the financial services industry. She is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Raymond James Financial Services. In addition to her advisory role, Confoy serves as a FINRA arbitrator. Private Advisor Group, LLC is an SEC-registered firm managing more than $41 billion across over 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Donald Walters is a financial advisor with Voya Financial Advisors, Inc. in Arlington, VA, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has been with Voya since 2014 and is also the owner of TRIADVISE, a financial services firm, as well as an independent insurance agent. Walters has created educational content, including a finance video website and an e-course on Social Security widow benefits. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage and insurance product distribution. The firm delivers advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Michael Hoffman is a CFP® professional with over 31 years of experience in the financial industry. He has been with Truist Advisory Services since 2016 and has prior experience at Truist Securities, Inc. spanning more than two decades. 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 manages the AMC Advantage manager-selection program through a combination of discretionary and non-discretionary approaches.

Craig Smith is a financial advisor with Principal Financial Services in Bethesda, MD, holding a Series 66 license and 19 years of industry experience. He has worked at several Principal entities since 2011 and serves as a bank officer at Principal Bank and Trust Company. Outside of his financial advisory role, he provides wedding officiant and pre-marital counseling services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes access to direct advisory programs, financial planning, retirement plan consulting, and third-party money manager solutions.

Patrick Gallagher is a CFP® professional with three years of industry experience. He is currently with Creative Planning, LLC, where he has worked for five years, and previously spent a year at Sullivan, Bruyette, Speros, and Blayney (SBSB). Gallagher’s background also includes four years at Virginia Tech. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors and 151 offices.

Stacy Blue is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the CFP® designation and Series 65 and 63 licenses. She has two years of industry experience, including prior roles at First Command Insurance Services and Regions Bank. Stacy is also the owner of Blue Financial Services, LLC, her business entity connected with her advisory work. 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 provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jonathan Bjoring is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at PNC Investments. His current tenure includes seven years at SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Reginald Cox Jr. is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Empower Advisory Group, he held positions at Empower Financial Services, Anschutz Medical Campus, and several other organizations. 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 tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Handan Gencogluer is a financial advisor with Eagle Strategies (New York Life) in Vienna, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 40 years of industry experience and has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice delivered through various program types and manages most of its assets on a non-discretionary basis.

Caroline Szivos is a financial advisor at Chevy Chase Trust Company with one year of industry experience. She holds Series 65 and Series 63 licenses and previously operated ArtfulPrint LLC for 14 years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on secular trends and sector themes, emphasizing longer-term holdings and combining fiduciary trust and custody functions with investment management.

Ma. Jessica Bellota is a Series 66 registered advisor with First Command Advisory Services in Arlington, VA, with two years of industry experience. She previously held roles at Togetech Inc. and Nessotech Inc., and currently serves as president and board member of Togetech Inc., a financial technology wallet service provider in the Philippines focused on financial inclusion and regulatory compliance oversight. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Gordon Sun is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America, N.A. for a combined 10 years prior to joining HSBC. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach includes client-directed, discretionary, and wrap-style programs supported by asset allocation models and fund due diligence conducted in collaboration with HSBC Global Asset Management and affiliated providers.

Patrick Mc Lane is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including USA Financial Securities and National Planning Corporation. He is also a licensed attorney who provides occasional legal advice and services outside of his investment practice. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, businesses, and foundations, offering financial planning and portfolio management through the CLASSIC Plus platform. The firm utilizes both discretionary and non-discretionary arrangements and employs a variety of analytical approaches in managing client assets.