Roberto Herrera is a financial advisor with Creative Planning in Falls Church, VA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Edward Shanahan, Principal Securities Inc., and Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Dmitriy Katsnelson is a financial advisor at Wealthspire Advisors with 12 years of industry experience. He holds the Series 65 designation and has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees. The firm offers customized wealth management and investment advisory services, employing a relationship-driven process and diversified, institutional-style asset allocation.

K Kennedy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to this, Kennedy worked at several firms including Royal Alliance Associates, Seia LLC, SII, EF Legacy Securities, and Edelman Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, direct indexing, and other platforms, while also providing specialized services such as retirement plan consulting and charitable advisory.

Gregory Curtin is a financial advisor with First Command Advisory Services in Arlington, VA, holding Series 65 and Series 63 licenses. He has one year of industry experience and has been associated with several First Command entities since 2024. Outside of his advisory role, he has been involved with the Arlington Soccer Association and coaching at Capstone Soccer/Performance Training. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team, emphasizing in-person financial coaching and an employee-ownership structure.

Natalie Hedrick is a CFP® with 13 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. Her prior experience includes roles at Penn Mutual Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. She is also involved in multiple insurance brokerage ventures, including as proprietor of Shoreline Financial Strategies and partner at WHB Financial Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset managers, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a significant focus on non-discretionary asset management.

Atricia Roberts is a CFP® and Series 66-licensed financial advisor with Kestra Advisory, bringing 10 years of industry experience. She has worked with Kestra Advisory since 2019 and previously at Bank of America. In addition to her advisory role, Roberts serves as COO and Partner at Curo Private Wealth, overseeing client service operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

Howard Perlroth is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LLC and Kestra Financial Services, Inc. He is the owner of Gartenhaus Wealth Management, where he provides investment advisory services and manages business operations. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving large institutional clients such as sovereign wealth funds.

Stacy Murchison is a financial advisor at Chevy Chase Trust Company with 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Murchison has been with Chevy Chase Trust since 2006. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on secular trends and diversification, serving primarily multi-million dollar client relationships.

Nicholas Marten is a financial advisor at &PARTNERS with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equinox. Outside of his advisory role, he assists with maintenance operations at Equinox Sports Club in Washington, DC. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies alongside financial planning, retirement consulting, and investment banking.

Harry Marmer is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and over 43 years of industry experience. He has been with United Planners since 2004 and has operated his own independent insurance brokerage and financial services business since 1978. Outside of his advisory work, he has been involved with United Charitable Programs and D.C. Glory Youth Wrestling for nine years. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Sarrah Schreffler is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Goldman Sachs in 2021, she worked at Cambridge Associates for three years. She also has experience in academic and retail settings, including roles at Denison University and J.Crew. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models alongside specialized programs and integrates resources across the Goldman Sachs ecosystem to offer a broad range of advisory and investment services.

Alina Seminaro is a financial advisor at Steward Partners Investment Advisory, LLC with 22 years of industry experience. She holds a Series 66 designation and has worked with Steward Partners entities since 2013, as well as Raymond James Financial Services from 2013 to 2022. Seminaro is also part of the Legacy Wealth Partners team in Washington, DC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations by offering a range of investment advisory, financial planning, and managed account services.

Beth Venit is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Creative Planning since 2025 and previously spent a decade at Burt Wealth Advisors. Outside of her advisory role, she has ownership in a rental property business. Creative Planning provides investment advisory and financial planning services to a diverse client base, offering a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and access to private market investments. The firm also features affiliated legal, trust, and recordkeeping businesses alongside its advisory services.

Jennifer Stover is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Sandy Spring Bank. Outside of her advisory role, she has authored four books under the pen name Penelope Aaron. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Joel Levesque is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial industry. He has been with J.W. Cole Advisors, Inc. since 2012. Levesque serves as Chief Financial Officer for Army Emergency Relief, a nonprofit providing grants and no-interest loans to soldiers and their families. He is also a member of the Board of Trustees Development Committee at Thornton Academy, a private high school. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm’s advisers use a variety of fundamental and technical strategies and provide both discretionary and non-discretionary account management.

Sarah Mathews is a financial advisor at PNC Wealth Management with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy piloted for employees. The firm utilizes algorithm-driven risk assessment and implements investments through approved model strategies with mutual funds and ETFs.

Paula Cooley is a financial advisor with Principal Financial Services, holding CFP® and Series 63 designations and bringing 12 years of industry experience. She has worked with Union Financial Inc since 2021 and has been associated with Principal Securities Inc. and Principal Life Insurance Co. since 2013. Outside of advising, Paula is the founder and CFO of LifeMusic, Inc., a company that produces specialty music for Alzheimer's patients, and serves as president of the Victoria Springs Home Owner's Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Bassem Beaini is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held roles at Eagle Strategies since 2010 and operates several affiliated firms, including B & H Financial Services Inc. and Blueprint for Financial Success. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types with an emphasis on tailoring recommendations and managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Utley Jr. is a CFP® professional with 39 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is the owner of Utley LLC, a support company based in McLean, VA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale 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 range of portfolio management and financial planning services.

Brian Bourdon is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses with 21 years of industry experience. His prior positions include roles at Wells Fargo Clearing, Truist Advisory Services, and Eagle Strategies. Outside of his advisory work, he produces a podcast titled "Happy Hour at the End of the World" focused on current events. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party managers and offers financial planning support through a technology platform with third-party custody.