Sarah Cato is a CFP®, ChFC®, and Series 66-registered advisor with 21 years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2010. In addition to her advisory role, she serves on the board of The ARC and operates Cato Advisory, LLC, which supports dental transition consulting. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms and tailored client solutions.

Lyndsie Slusher is a financial advisor at First Command Advisory Services in Alexandria, VA. She holds Series 63 and Series 65 credentials and has military experience from seven years of service in the U.S. Army. Her work history also includes roles with First Command Insurance Services and First Command Brokerage Services. 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 multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Elizabeth Snyder is a CFP® professional with nine years of industry experience. She is currently with Rockefeller Financial LLC and previously worked at Bank of America and Merrill. Outside of her advisory role, Snyder serves with Jewish Women International, focusing on financial education as the Financial Initiatives Chair. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations through a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of affiliated services including trust and insurance.

Christopher Airey is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. Prior to these roles, he spent over two decades at Spire Wealth Management, LLC. Outside of his advisory duties, Airey is president and owner of Corbett Road Capital Management, an affiliated registered investment adviser formed through a joint venture with Spire Wealth Management, and he is also an independent insurance agent. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, long-term portfolios and affiliated sub-advisory arrangements.

Spencer Smith is a financial advisor at ASB Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Chevy Chase Trust Company since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion through pooled investment vehicles and institutional separate accounts. The firm offers discretionary management across equities, fixed income, and real estate, serving primarily institutional investors and employing both active and passive strategies.

Wendy Moyers is a Certified Financial Planner® with 24 years of industry experience. She has worked at Chevy Chase Trust Company since 2021, following prior roles at Chain Bridge Bank, May Barnhard Investments, LLC, and Linden Oak Wealth Advisors LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach, focusing on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Christine Wallace is a financial advisor at Chevy Chase Trust Company with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chevy Chase Trust since 2008. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, often emphasizing longer-term holdings and integrating fiduciary trust and custody functions with investment management.

Christopher Romano is a Series 65-licensed financial advisor with Kestra Advisory, based in Bethesda, MD, and has 14 years of industry experience. He also holds a senior vice president role at The Meltzer Group, a consulting firm where he has worked since 1999. Romano’s career includes consulting and corporate benefits activities with NFP, in addition to his advisory responsibilities at Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. 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 assets through over 1,100 advisors.

Alana Light is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has previously worked at McLean Asset Management Corporation and Eagle Strategies, among other firms. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, retirement plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private markets.

Judy Mccoy is a Series 65-credentialed financial advisor with 26 years of industry experience, currently affiliated with Chevy Chase Trust Company. She has worked at ASB Capital Management, Inc. since 2000. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach focused on secular trends and sector themes, combining fiduciary trust and custody functions with investment management.

Kathryn Risch is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Buckingham Strategic Partners and Savant Capital Management in various capacities over the past two decades. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and serves retirement plans with discretionary fiduciary responsibilities, supporting a high client and asset load per advisor.

Sarah Burdette is a financial advisor at Osaic Advisory Services, LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Aeon Wealth Management for seven years and Smokehouse Live for one year. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical analysis, tactical trading, and alternative investments, supported by platform relationships and an affiliated ecosystem.

Tu Nguyen is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor firms since 2015. 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, utilizing third-party platform and manager arrangements, and integrates affiliated services including Truist Investment Services and Truist Bank sweep features.

Vincent Yuen is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience and has been with TD Private Client Wealth LLC since 2023. Prior to this, he was affiliated with TD Waterhouse Canada Inc. beginning in 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Jeffrey Fischer is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 18 years of industry experience, including prior roles at Morgan Stanley, NYLife Securities, and Strategic Financial Associates. Fischer operates his own firm, Fischer Financial Services, Inc., alongside his work at United Planners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with both advisory and brokerage services. The firm features a mainly non-discretionary asset management approach and a limited-partnership ownership structure involving many financial professionals.

Gustavo Laguarda is a CFP® and ChFC® with 22 years of experience in the financial services industry. He currently works at Truist Advisory Services and has been with the Truist organization since 2006, including roles at BB&T Investments and Truist Investment Services. 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 manager relationships, supported by third-party platforms and AI-enabled research tools, and integrates services across affiliated broker-dealer and banking entities.

Eric Mangasarian is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Outside of his advisory work, he is involved in managing a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program that combines discretionary and non‑discretionary approaches with third‑party platform partnerships.

Sonia Castillo Smith is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with HSBC Securities since 2011 and HSBC Bank USA N.A. since 2012. Outside of her advisory role, she is a member of the Rotary Club of Dulles International Airport, where she volunteers on community service and scholarship committees. HSBC Securities (USA) Inc. offers managed account programs to a range of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with due diligence from HSBC Global Asset Management and affiliated providers, operating programs that serve both discretionary and client-directed portfolios.

Shane Twomey is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 21 years of industry experience. His career includes roles at Rockefeller Capital Management, Stand Together, Verdence Capital Advisors, and managing his own firm, Twomey Capital. Outside of finance, he has been involved with Twomey Lacrosse for over two decades. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.