Frank Levin is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 17 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank, N.A. since 2014. 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 clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Louis Liberatore is a CFA® charterholder and financial advisor at Hightower Advisors with five years of industry experience. His previous roles include positions at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers portfolio management, financial planning, and retirement consulting, serving clients including pension plans, charitable organizations, corporations, and financial institutions.

Mary Napleton is a CFP® professional with two years of industry experience, currently working at Hightower Advisors. She previously worked at Fifth Third Private Bank and CIBC, and spent four years at the University of Illinois Urbana-Champaign. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers multi-manager solutions and utilizes proprietary research in portfolio construction, serving clients through discretionary and non-discretionary management, financial planning, and retirement consulting.

Grant Zauner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, using a combination of discretionary manager relationships and non‑discretionary consulting supported by third‑party platforms and AI-enabled research tools.

Chad Gerber is a CFP® with 27 years of industry experience currently with Truist Advisory Services. He has worked at Truist Investment Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled equity research.

Monica Zamfir is a CFP® professional with 15 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She has held roles at several firms including Charles Schwab & Co., Fidelity Investments, and American Global Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, investment recommendations, and wealth management education. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools to support client decisions without exercising discretionary trading authority.

Stacy Bakri is a CFP® professional affiliated with Beacon Pointe Advisors, LLC, with 25 years of industry experience. She previously worked at The Family Firm, Inc. from 2007 to 2025 before joining Beacon Pointe Advisors in 2025. Outside of advisory services, she is also an agent involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan platform services, and outsourced chief investment officer solutions to a diverse clientele, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Eric Walker is a CFP® with 16 years of industry experience. He is currently an advisor at Rockefeller Financial LLC, where he has worked since 2023, following an eight-year tenure at Janney Montgomery Scott. 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 a range of services including discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Brett Monsein is a CFP® with 12 years of industry experience, currently with Rockefeller Financial LLC. His prior experience includes roles at Bank of America, N.A. and Merrill. He is based in Bethesda, MD. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a range of investment solutions across equities, fixed income, and alternatives through its consolidated platform, Rockefeller Global Investment Management.

Jazeb Qamar is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 66 designations. Prior to joining TIAA-CREF, he worked at JPMorgan Chase Bank NA and Morgan Stanley in various roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model portfolio-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Maria Camacho is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at The Family Firm for 27 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets and offers portfolio management integrated with custodian-based reporting and performance measurement.

Tiseer Osman is a financial advisor at TLG Advisors, Inc. with four years of industry experience and a Series 66 designation. His prior roles include positions at Merrill, Bank of America, Edward Jones, Wells Fargo Bank, and Simplicity Investments. Outside of his advisory work, he has held a hospitality role with the Four Seasons Hotel. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed accounts and a direct-to-consumer digital program.

Darla Aycock is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 1998. Outside of her advisory role, she is involved in her local community as president of the Stratton House Condominiums and manages a residential and commercial cleaning service. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs and manages multiple mutual funds, employing dedicated portfolio teams and research groups to deliver diversified investment strategies.

Peter Gwynn Sackson is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at Mighty Dog Roofing of Arlington and Compass Real Estate, as well as the Boston Consulting Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and financial planning services across various portfolio types, with both discretionary and non-discretionary management approaches.

Aaron Lucash is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and NYLIFE Securities LLC. His background also includes roles at several hospitality establishments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Andrew Hug is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has previous work experience at Aronimink Golf Club, Overbrook Golf Club, Waynesborough Country Club, and Episcopal Academy. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation and manager selection with proprietary research tools and leverages the broader Goldman Sachs ecosystem to provide a wide range of financial services.

Walter Nockett is a CFP® and CFA® with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously spent five years at Sullivan, Bruyette, Speros & Blayney, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Jeffrey Conn is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Goldman Sachs in 2021, he spent 11 years at The McLean Group and Mclean Securities, LLC. He serves as a board member at Avantalytics Corporation, a software and consultancy firm based in Arlington, VA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services through integrated teams and affiliated entities.

Stephen Daly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2025, he worked for The Family Firm from 2014 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a rigorous manager due-diligence process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jennifer Quigley is a CFP®-certified financial advisor with 23 years of industry experience. She has worked at Creative Planning since 2021 and previously spent 20 years at Sullivan, Bruyette, Speros & Blayney, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment approaches and affiliated non-investment businesses.