Oleksa Gerlak is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC and ProShares. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and a range of asset classes to construct tailored portfolios.

Catherine Aglipay is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has 17 years of industry experience and has worked at several major firms, including Wells Fargo Clearing Services, JPMorgan Chase Bank, Merrill Lynch, and Capital One Advisors. 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, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Michelle Barry is a Series 66-licensed financial advisor with 29 years of industry experience, currently with Transamerica Financial Advisors. Her career includes roles at Grove Point Investments, H. Beck, and Hornor Townsend and Kent. At Transamerica, she may also perform home office functions supporting other business units. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party investment models, supporting both discretionary and non-discretionary program options.

Jennine Lacroix is a Certified Financial Planner (CFP®) with 27 years of industry experience. She has been with Wealthspire Advisors in Annapolis, MD since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management, financial planning, and trustee services, using an institutional-style asset allocation approach and a mix of investment vehicles.

Kelly Nowottnick is a financial advisor at HB Wealth with five years of industry experience. She holds a Series 65 designation and previously worked at WMS Partners and PNC Bank. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers services including outsourced chief investment officer and institutional advisory solutions.

Rosani Hernandez Madrid is a financial advisor with Eagle Strategies (NY Life), holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has worked at Eagle Strategies and affiliated New York Life entities since 2017 and previously worked at Onemain Financial. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program options and manages a majority of its assets on a non-discretionary basis.

Leal Deddens is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management.

Stefana Stan is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her previous roles include positions at Goldman Sachs and the State Employee Federal Credit Union. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and integrates offerings across affiliates, providing tailored solutions such as private family office support and retirement plan education.

Tyree Chapman is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Fidelity Investments and McLean Asset Management Corporation. Chapman is based in Washington, DC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach utilizes proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Thomas Scanlon is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 65 and Series 63 credentials. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Loandepot, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and integrates large institutional capabilities with specialized market roles and arrangements.

Joseph Lamoglia is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth and Potomac Financial Private Client Group, LLC since 2012, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Karly Holland is a CFP® professional at EP Wealth Advisors with six years of industry experience. She has previously worked at Divergent Planning, LLC, Moisand Fitzgerald Tamayo, LLC, and the University of Georgia. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Alex Dansberger is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several firms including LPL Financial and Planning Solutions Group. Outside of advisory work, he dedicates time as a financial advisor involved in fixed insurance activities. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class-based allocations that combine passive and active management, supported by an internal Investment Committee and a range of implementation tools.

Andrea Dykes is a CFP® and holds a Series 66 license with 21 years of industry experience. She is currently affiliated with TLG Advisors, Inc. and has been a Managing Partner and agent at Howard Insurance since 2014. In addition to her advisory role, she is involved in the sale of fixed insurance products and acts as a referral source for health insurance and employee benefits. TLG Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and offers both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Abigail Holmes is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. She holds the CFP® designation and Series 65 license. Her prior experience includes roles at Brightside Advisory Partners, LLC and WMS Partners, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and private-fund management.

Makendy Massillon is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has been with Truist Advisory Services since 2016 and concurrently with Truist Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ittai Dvir is a financial advisor with Independent Financial Group, LLC, holding the CFP® designation and Series 66 license, with 16 years of industry experience. He has worked at Independent Financial Group since 2011 and at Plotkin Financial Advisors since 2009. Dvir is a 50% owner of Monarch Global Partners, LLC, a firm offering institutional marketing and referrals, and is involved in consulting services to an Israel-based Bridge Equity fund through ID Financial Advisors, Inc. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services through various platforms, combining in-house and third-party manager models, and operates with a mix of advisory and brokerage roles.

Jessica Lee is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets and Morgan Stanley Private Bank, National Association. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that also offers placement and investment banking services.

Dwayne Grady is a financial advisor at Prime Capital Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he teaches scuba diving as a dive instructor. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, family office offerings, and employs various investment strategies with both discretionary and non-discretionary account management.

Margaret Hunter Smith is a financial advisor at Oppenheimer with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services. Outside of her advisory role, she serves as a co-trustee for a family trust, assisting with administrative duties unrelated to investment decisions. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to tailor client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.