Lauren Lehman is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds the CFP® and CFA® designations, as well as Series 65 and Series 66 licenses. Prior to joining NewEdge Advisors in 2023, she worked for SOL Capital Management Company for 12 years and LPL Financial for 4 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Kameron Bryant is a financial advisor with Eagle Strategies (New York Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2022 and has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Outside of his advisory role, Kameron coaches quarterbacks at the Potomac School. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and maintains a significant non-discretionary asset base, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Douglas Corey is a financial advisor at Independent Financial Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory role, Corey operates a CPA firm, Douglas Corey & Associates, providing tax preparation, accounting, and bookkeeping services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to meet diverse client needs.

Noah Pak is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

David Chu is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and execution capabilities, supporting both discretionary and non-discretionary investment approaches.

Lawrence Solomon is a CFP® with 17 years of industry experience, currently with Mercer Global Advisors Inc. since 2019. Prior to joining Mercer, he worked at OptiFour Integrated Wealth Management LLC for seven years. He participates in several market research organizations that support financial advisors, contributing less than one hour per month. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and specialized portfolios.

Brian Mcguire is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax, accounting, and family office services.

Wenjinn Chang is a CFP® professional with 23 years of industry experience, currently serving at Independent Financial Group, LLC since 2012. He holds Series 63 and Series 65 licenses and is involved as an officer and director of the Taiwanese Chamber of Commerce, a nonprofit organization, and volunteers with the Overseas Compatriot Affairs Commission in Taiwan. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse range of clients including high-net-worth individuals and institutional investors.

Hannah Collman is a CFP® professional with six years of industry experience. She has been with Focus Partners Wealth, LLC since 2021 and previously worked at Kitces.Com and Savant Capital Management. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad network of affiliated service companies and product relationships.

Collin Verfurth is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower in 2025, he worked at LMI Consulting for three years and held roles with the New England Revolution and Loudoun United, as well as at Virginia Tech. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment options such as mutual funds, ETFs, and alternative investments.

Jason Wallach is a CFA® charterholder with 18 years of industry experience. He has been with TD Private Client Wealth LLC since 2012 and concurrently with TD Bank, N.A. since 2013. He holds Series 63, 65, and 66 licenses and is based in Vienna, VA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Matthew Vahue is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with both Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he volunteers as a youth soccer coach with the Virginia Soccer Association and is involved with a life coaching venture called Campfire Culture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage and advisory services utilizing a combination of proprietary and third-party investment programs.

Kelsey Davidson Todd is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Independent Financial Group, LLC since 2020. Prior to joining Independent Financial Group, she worked at Royal Alliance and has experience in education with Charlotte Mecklenburg Schools. She is involved in teaching federal employees about benefits and retirement planning through various public school adult education programs and federal agency training. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory services through a national network of Investment Adviser Representatives using multiple program options and third-party asset managers.

David Moler is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 66 licenses with 10 years of industry experience. His career includes roles at BluePoint Financial, LLC, NYLIFE Securities LLC, Northwestern Mutual Investment Services, Merrill Edge, and Peter Tillinghast. Moler is also involved in brokering non-registered insurance products through BluePoint Financial, LLC. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Bradley Burton is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2005 and operates Avenue Wealth, focusing on New York Life products and services. He is also involved in managing investment-related entities formed to purchase books of business and serves as a partner in Strategic Financial Associates LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a mix of individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and tailored recommendations within an integrated New York Life affiliate structure.

Omon Brewton is a financial advisor at Citigroup Global Markets with credentials including Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Citigroup, he held positions at Citibank, PNC Bank, Walmart, and Regions Bank. Outside of his advisory role, Brewton works as a warehouse worker for Uniter Parcel Services in Springfield, VA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside specialized market functions.

Richard Suh is an investment advisor with Eagle Strategies (NY Life) in Fairfax, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2011. Outside of his advisory role, he serves as the President of CBMC Y Federation, a Christian nonprofit focused on evangelism and discipleship among young business professionals. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, offering a range of program types tailored to client objectives and plan sponsor criteria.

David Warner is a financial advisor with PNC Wealth Management in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2011. Outside of his advisory role, he owns two non-investment-related businesses, Northpoint Group LLC and 2600 Juniper Avenue LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Lone Bjork is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2020, Bjork worked at Raymond James Financial Services and Cambridge Investment Research. Outside of advisory work, Bjork was involved with The Swedish School for Children from 2015 to 2018. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Mitchell Mahoney is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, Symphony Financial, and Virginia Tech. Outside of his advisory role, he is also an independent insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, employee education, and advisor-managed accounts, serving a wide range of investors including large institutional clients.