Catherine Martines is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she serves as a Notary Public and works part-time as an educator at an athletic clothing store. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and financial planning services.

Garrett Masterson is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked at various related First Command entities since 2020. Prior to his current role, he was employed at BAE Systems and attended Colorado State University. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing discretionary portfolio management and in-person financial coaching.

Sarah Marks is a CFP® professional with 26 years of experience in financial advisory. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she owns 38NorthStudio, a local music studio incubating creative projects, and is the creator of Studio EDU, a nonprofit focused on providing hands-on learning opportunities for aspiring artists, engineers, and entrepreneurs. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and nonprofits, offering a range of advisory and portfolio management services through both proprietary and third-party solutions.

Theodore Leasure is a financial advisor with Wealthspire Advisors in Reston, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wealthspire Advisors since 2017 and previously worked at Capital Fiduciary Advisors, LLC from 2015 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio reviews.

Jennifer Donnelly is a financial advisor with Private Advisor Group, LLC and holds Series 66 and Series 65 licenses. She has 24 years of industry experience, having worked at firms including Raymond James Financial Services and LPL Financial. Donnelly has also been involved with Global Advisor Group since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and a range of managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple technology platforms and strategies, often implementing advice through third-party managers and TAMPs.

Nicholas Crance is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at T. Rowe Price Investment Services and several Truist entities. He is also affiliated with the University of Maryland University College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enhanced research to support manager selection and oversight.

Brett Somerville is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 credential and previously worked at SOL Capital Management Company and Cartica Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Bryan Medina is a CFP® professional with three years of industry experience, currently affiliated with Schwab Wealth Advisory in Tysons Corner, VA. His prior experience includes roles at Fidelity Investments and JP Morgan Chase. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees or exercise discretionary trading authority.

Engida Sewnet is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 credentials and nine years of industry experience. Their prior experience includes roles at Merrill, JPMorgan Chase Bank N.A., and Cassava Capital. 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 range of managed portfolios that integrate strategic and tactical asset allocation with investments from affiliated and third‑party sub‑managers.

Charles Moore III is a CFP® professional with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 11 years with The Family Firm. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells 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 individuals, corporations, pension plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private asset classes.

Ryan Balow is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. He has worked at Hightower Advisors since 2022, with prior roles at VWG Wealth Management and Woodmont CC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment vehicles.

Kevin Shaw is a CFP® professional with 21 years of experience in the financial services industry. He currently works at Citizens Securities, Inc. and previously held roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. Shaw serves on the Board of Directors for the Hoyas Unlimited University Athletics Alumni Association at Georgetown University, where he is engaged in supporting the athletics program as an alumnus and former varsity soccer player. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory and brokerage services. The firm’s advisory programs include a digital advisory platform utilizing proprietary algorithms and risk profiling, alongside a Managed Account program, providing diversified investment solutions.

James Barnette Jr. is a CFP® professional with 39 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also affiliated with LPL Financial, having previously worked at Raymond James Financial and Fixed Insurance Services. Barnette is involved with JTB International, Inc., a business entity he established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging proprietary and third-party investment strategies through various technology platforms.

Steven Smith is a financial advisor with CIBC Private Wealth Advisors, Inc. in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Atlantic Trust Na and has been with CIBC National Trust Company since 2017. He serves as a trustee for the Emily E Scholsberg Educational Trust and several private grandchild trusts under his role at CIBC. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs an investment process involving internal teams and committees to create customized portfolios and offers strategies including options hedges and structured notes, managing approximately $67.8 billion in assets with 175 advisors.

Todd Youngdahl is a CFP® with 27 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2023. He previously worked for Washington Wealth Advisors, LLC from 2012 to 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Michael O'Leary is a financial advisor at Focus Partners Wealth, LLC with Series 65 credentials and six years of industry experience. Prior to joining Focus Partners in 2024, he worked at The Colony Group, LLC, Lowell Blake & Associates, and State Street Bank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brian Hutt is a financial advisor with Eagle Strategies (New York Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has roles with multiple related entities including AP Benefit Advisors, LLC and Bluepoint Financial, LLC. Outside of advisory work, he is involved as an investor in a popcorn company and holds investor roles in a community bank and a holding company related to life insurance. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Donald Moore II is a Series 66-licensed financial advisor with Lincoln Investment in Greenbelt, MD, where he has worked since 2015 and has 11 years of industry experience. In addition to his advisory role, he also represents Columbus Life and The State Life Insurance Company/One America, focusing on life insurance and long-term care insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning and a range of investment strategies managed by an Investment Management & Research team, overseeing both discretionary and non-discretionary programs.

Luis Mendoza is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Aahoo Sigarchi is a financial advisor with HSBC Securities (USA) Inc., holding a Series 66 designation and one year of industry experience. Prior to joining HSBC Securities, Sigarchi worked at HSBC Bank USA, N.A., Citizens Bank, and Burlington Stores Inc. among other roles. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. Its investment process incorporates strategic and tactical asset allocation with risk-profile-based models, offering both discretionary and client-directed portfolio management options.