Keenan Stout is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management LLC. He has been involved with the Evergreen Lacrosse Club outside of his advisory work. Mercer Global Advisors provides comprehensive investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified portfolios implemented through a range of vehicles including ETFs, index funds, and private funds, alongside a broad suite of specialized financial and consulting services.

Orathai Kuvareewong is a financial advisor at Wealthspire Advisors with 12 years of industry experience. She has held positions at Capital Fiduciary Advisors, LLC and has been with Wealthspire Advisors since 2017. She holds a Series 65 designation. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Luke Jackson is a CFP® and holds a Series 63 license. He has one year of industry experience and is currently with Mercer Global Advisors Inc. Prior to joining Mercer, he worked at NYLife Securities LLC and New York Life Insurance. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various specialized programs and platforms.

Robert Glass is a CFP® professional with 15 years of experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at The Mather Group, Financial Engines Advisors, and Edelman Financial Services. Outside of his advisory work, he is involved with Windsor Care Homes, an LLC focused on elderly care. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers integrated tax services and coordinated Family Office offerings, employing discretionary, customized portfolios supported by in-house research and third-party allocations.

Laura Fitzpatrick is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Tina Truax Mccuin is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 12 years of industry experience. She has been with TD Private Client Wealth since 2012 and previously worked at Wells Fargo Clearing Services, LLC. Outside of her advisory role, she serves in leadership positions on several boards, including chairing the National Risk Retention Association and leading committees for the International Center for Captive Insurance Education and the Recreation Risk Retention Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services through established technology platforms.

Jean Marie Leonard is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, she serves as Chapter President of the McLean Business Connections networking group and is planning to offer private flute lessons. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and specialized services for institutional sponsors.

Brandon Truong is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at PNC Investments LLC, CITIGROUP, Woodbury Financial Services, and Capital One Investing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and approved model strategies to manage investments with mutual funds and ETFs.

Akash Tailor is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA, among others. TD Private Client Wealth LLC offers 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.

Lynn Panagos is a financial advisor at Chevy Chase Trust Company with 23 years of industry experience. She holds a Series 65 designation and has been with Chevy Chase Trust Company since 1999. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, and financial planning services. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, combining fiduciary trust and custody functions with discretionary and non-discretionary management.

Jeremy Staadeker is a CFP® with 15 years of experience in the financial advisory industry. He is currently a financial advisor at Steward Partners Investment Advisory, LLC and has held various roles within Steward Partners entities since 2017. Prior to joining Steward Partners, he worked at Raymond James Financial Services and Wells Fargo Clearing. Staadeker co-leads The Staadeker Wealth Management Group and is involved with NOVA Retirement Strategies as a financial advisor operating under that team name. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory services including portfolio management and financial planning, offering both discretionary and non-discretionary solutions through multiple platform partnerships.

Timothy Trimble Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Samia Clookie is a Series 65 licensed advisor at Wealthspire Advisors with 4 years of industry experience. She has been with Wealthspire Advisors since 2016. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation.

Anthony Felipe is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Rossby Financial, Cambridge Investment Research Advisors, and Cambridge Investment Research, Inc. Before entering the financial sector, Felipe worked in various positions at Virginia Tech and was involved with Our Lady Queen of Peace Catholic Church. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Answan Johnson is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at The Colony Group, LLC since 2018 and previously at Bridgewater Wealth and Financial Management from 2016 to 2017. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Kyle Venditti is a financial advisor at Concurrent Investment Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase and The Marshall Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by affiliated sub-advisory arrangements and a range of platform integrations.

Mark Doughty is a CFP® with 22 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His prior roles include positions at Spire Investment Partners, SunTrust, TIAA-CREF, PNC Wealth Management, Wells Fargo Clearing, and Ameriprise. He is also a licensed insurance agent for life, health, and annuity lines of business. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of roughly 286 advisors serving over 13,000 clients.

Mark Falamoun is a CFP® professional with one year of industry experience, currently with Mercer Global Advisors Inc. in McLean, VA. His prior experience includes roles at Octagon Financial Services and various positions related to finance and financial services. Outside of advising, he is a part-owner of a personal rental property in Arlington, VA. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management, utilizing a variety of implementation options including ETFs, mutual funds, and separate accounts.

Liliana Molina is a CFP® with 30 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. She previously worked at Spire Wealth Management, LLC for 19 years and Ameriprise for 9 years. Molina serves as a board member for the Head2Heart Foundation, a nonprofit focused on raising mental health awareness. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Nicholas Balmer is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with TIAA-CREF since 2018 and previously worked at TD Ameritrade and Scottrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary model that includes customized and model-based investment approaches.