John Purtill is a financial advisor at Steward Partners Investment Advisory, LLC with credentials including the Series 66 license. He has been in the industry since 2026 and has prior experience with Schwab Family Office and the U.S. House of Representatives Committee on Appropriations. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a variety of advisory and portfolio management solutions.

Jacob Niemeyer is a financial advisor with Valic Financial Advisors in Arlington, VA, holding a Series 66 credential and four years of industry experience. Prior to his advisory role, he worked with the Fredericksburg Nationals in a statistical capacity. Outside of his advisory work, Niemeyer serves as a DakStats operator for the Fredericksburg Nationals during evenings and weekends. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high-net-worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors and employs a technology-driven approach to client service.

Joanna Biernacka Lievestro is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. She previously worked for The Pew Charitable Trusts for eleven years before joining First Command. 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 several wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to create and manage model portfolios.

Jenny Zhan Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. She has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Victoria Harrell is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Savant Wealth Management, Yeske Buie, RBC Capital Markets, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

James De Lucas is a CFP® professional with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Hemington Wealth Management, Yeske Buie Inc., and Virginia Tech. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Donald Lord is a CFP® with 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 25 years with The Family Firm, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a disciplined investment approach centered on asset allocation across third-party independent managers, supported by a formal due-diligence process and proprietary investment vehicles.

Jenny Kim is a Series 65-licensed financial advisor with Chevy Chase Trust Company and has one year of industry experience. Prior to joining Chevy Chase Trust in 2025, she worked for 14 years at CST Group CPA's. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, trust, financial planning, and custody services. The firm employs a thematic investment approach that emphasizes longer-term holdings and integrates fiduciary trust and custody functions with active portfolio management.

Matthew Dawson is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Edward Jones, Prudential Insurance Company of America, and M&T Bank. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, predominantly non-discretionary solutions across various program types.

Matthew Marquez is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and also acts as adviser to a donor-advised fund.

Cornelius David is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, he operated David Wealth Management, LLC for five years. Outside of his advisory work, Mr. David is an academic coach for Private Prep and an opera singer at the John F. Kennedy Center for the Performing Arts. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Henry Keegan is a financial advisor at Steward Partners Investment Advisory, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

John Beaty Jr. is a Series 65-registered advisor with Brown Advisory in Bethesda, MD, bringing 35 years of industry experience. He has worked at Beaty Haynes & Patterson, Inc. since 1990. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management, strategic advisory, family office services, and private fund sponsorship. The firm employs a bottom-up, fundamental research approach across equity and fixed-income strategies and integrates active, passive, and sustainable investing methods.

Spencer Bennett is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, LLC and CMS Environmental Solutions. Outside of finance, he has experience in the restaurant industry, having worked at Bar Cino Restaurant. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a consolidated investment platform with direct portfolio management, access to third-party managers, and alternative investment services.

Lynne Celia is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. She is currently an advisor at Wealth Enhancement Advisory Services, LLC, where she has worked since 2025. Prior to that, she held positions at Nationwide, Ingomu, CITIGROUP, MML Investors Services, and MassMutual. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Tapfuma Chibaya is a CFA® charterholder with 11 years of industry experience and has been with Chevy Chase Trust Company since 2016. He holds a Series 63 license and is based in Bethesda, MD. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with trust, wealth planning, and custody services. The firm uses a thematic investment approach focused on macro trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Joelle Brown is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation. Prior to joining Truist, her work experience includes roles at Target, H&M, Chick-Fil-A, and Rocky Hill Parks and Recreation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with oversight from its Equity Research team and Investment Advisory Group.

Matthew Agada is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Based in Washington, DC, he has been with HSBC Securities since 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, with a notable portion of assets managed through non-discretionary, client-directed portfolios.

Kip Siedling is a financial advisor at TIAA-CREF with a Series 66 designation and 23 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T Securities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm provides point-in-time planning alongside ongoing portfolio management and serves as adviser to a donor-advised fund.

Philip Corso is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Forge Financial Group, Potomac Financial Private Client Group, Cambridge Investment Research Advisors, and Wells Fargo Clearing. Corso is also the owner of Corso Financial LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.