Manley Mcconkey is a financial advisor with PNC Wealth Management in Washington, DC. He holds a Series 66 designation and has one year of industry experience. Prior to joining PNC Investments LLC, he worked at Woods & Poole Economics and the Coalition for a Prosperous America. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary digital offering available by invitation to employees, which uses algorithm-driven model selection and third-party strategists to manage investments primarily via mutual funds and ETFs.

Timothy Malinski is a financial advisor with First Command Advisory Services in Woodbridge, VA, holding Series 63 and Series 65 licenses. He has 14 years of industry experience and has been with First Command Advisory Services since 2015. He is also CEO of Team Malinski LLC, an investment-related entity established for tax purposes. 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 using centrally managed portfolios and third-party managers selected by an internal Investment Management Team.

James Wiley is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and Merrill. Wiley is based in Washington, DC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services, including strategic and tactical asset allocation, manager selection, and consulting and retirement services delivered on both discretionary and non-discretionary bases.

Gary Sjurset is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning since 2016, alongside a 20-year tenure at ManTech International Corporation. He is also the owner of Sjurset Financial Services, LLC. 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 comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios with a combination of mutual funds, ETFs, and third-party managers.

Eliran Assaraf is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2020. Prior to that, he held roles at Morgan Stanley Private Bank, Morgan Stanley, TD Ameritrade, Scottrade, and Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant internal research and market roles, supporting both discretionary and non-discretionary investment solutions.

Garrett Ford is a CFP® professional with 25 years of industry experience, currently affiliated with Principal Financial Services. He has held roles at Ford & Associates Wealth Management LLC since 2018 and Principal Securities Inc. since 2016, with prior experience at Principal Life Insurance dating back to 2004. Ford is a co-owner of Ford & Associates Wealth Management LLC, a partnership formalized to manage business operations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Ricardo Yepes is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets, Inc. since 2007. 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 through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Michael Clemm is a financial advisor at Chevy Chase Trust Company with five years of industry experience. He previously worked at Goldman Sachs and Bridgewater Associates and holds Series 63 and Series 65 licenses. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, trust, custody, and financial planning services. The firm uses a thematic investment approach focused on macro views and secular trends, combining fiduciary trust and custody functions with portfolio management.

Bianca Voyd is a Series 66-licensed advisor at Citigroup Global Markets with over 28 years of experience, primarily at Citibank from 1997 to 2025. She has also worked at Bank of America and Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, with notable capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Douglas Corey is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at H. Beck, Inc. and Grove Point Investments, LLC. Corey is also an officer and director at Douglas Corey & Associates, P.C., a CPA firm specializing in tax preparation and accounting services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models, applying strategic asset allocation and multi-manager portfolios to develop tailored investment strategies.

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.

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.

Merit Kralovec is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. She has worked at Steward Partners and affiliated firms since 2018, with prior experience at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory role, she is an owner of support companies providing operational and client administrative services within the Steward Partners network. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

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.

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.

Stephen Schuler is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has previously worked at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, Maryland Capital Management, LLC, and Maryland Capital Management Inc. Focus Partners serves a broad range of clients, including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates both active and passive strategies alongside proprietary tools and legacy strategies.

Kevin Fearnow is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at CIBC National Trust Company since 2017, following two years at Atlantic Trust Company NA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach combines internal teams and committees to create customized portfolios using both proprietary and external strategies, serving a broad client base including high net worth individuals and investment companies.

Brian Leach is a CFA® charterholder with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Sterling Capital Management LLC, and Neville, Rodie & Shaw Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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.