Derrick Carter is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach uses Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client-authorized trade execution.

Rody Nunez is a financial advisor with Kestra Advisory Services and holds a Series 66 designation. He has three years of industry experience and previously worked at ALSI, Inc for 14 years. Outside of his advisory role, he serves as a consultant for various companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Looney is a financial advisor with Principal Financial Services in Bethesda, MD, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 1995. Outside of his advisory role, he is a co-owner of Term Nation LLC, an LLC that holds Maryland Basketball season tickets and makes charitable donations to the university. 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 financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jennifer Lewis is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked at Citi Private Alternatives, LLC and Citigroup Global Markets Inc. since 2019, and previously held roles at HSBC Securities (USA) Inc. and HSBC Bank (USA) Inc. from 2015 to 2019. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm operates with a combination of large institutional scale and specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Joseph Gallemore is a financial advisor with Osaic Advisory Services, LLC, holding a Series 65 credential and 21 years of industry experience. His career includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. He also serves as director of research at Argent Bridge Advisors and consults business owners on exit planning through a separate advisory role. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers various investment programs, retirement plan consulting, financial planning, and access to alternative investments and donor-advised funds.

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.

Beverly Thomas is a financial advisor at PNC Wealth Management in Bowie, MD, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm's approach involves algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.

Jodi Anne Reid is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Great American Restaurants and Nandos Peri-Peri, and she has been affiliated with the University of Richmond since 2022. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage assets at scale.

Diane Gould is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding a Series 63 license and over 44 years of industry experience. She has been affiliated with New York Life Insurance Co. since 1975 and has operated the D.H. Gould Company since 2008. Outside of advisory work, she serves as a notary public, providing notarization services as a client offering. Eagle Strategies serves a diverse client base, including individual and institutional investors, through a broad network of affiliated advisors. The firm provides financial planning, investment management, and retirement-plan advisory services, with a strong focus on non-discretionary asset management and tailored solutions linked to insurance and annuity products.

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 holds the Series 65 and Series 63 licenses. His prior experience includes roles at Goldman Sachs and Bridgewater Associates, as well as time at the Darden Graduate School of Business. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, trust, and custody services. The firm uses a thematic investment approach focused on secular trends and employs a combination of fiduciary trust and custody functions alongside 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.

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.

Noah Pak is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2015. 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 (US) clients. The firm employs a combination of strategic and tactical asset allocation using 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 at Steward Partners Investment Advisory, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory role, she is involved in client operational and administrative support through affiliated businesses associated with Steward Partners. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services.