Lynette Jones is a financial advisor at Hightower Advisors with 21 years of industry experience. She holds the Series 66 designation and has worked at Hightower Securities and Hightower Advisors since 2014, following nine years at TIAA-CREF and a brief tenure at First Horizon Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Joshua Sul is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in education for several years at various schools, including Villanova University. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and operates largely on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Joshua Peerbolte is a CFP® with three years of industry experience currently serving at Schwab Wealth Advisory. He has worked at various Charles Schwab entities since 2023 and was previously involved with a small business venture, Peerbolte's Printables. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with guidance tailored to each client’s goals and risk tolerance.

Evan Nowack is a financial advisor at Hightower Advisors with 29 years of industry experience. He has held positions at Hightower Securities, LLC and Hightower Advisors since 2011. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Douglas Brown is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient. His prior work includes roles at CIPW Service Company, CI Brightworth Private Wealth, and Capital Asset Management Group. Brown has held additional positions outside of finance, including at Virginia Tech and Whitemarsh Valley Country Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party management and utilizes comprehensive risk management tools.

John Russell is a CFP®-certified financial advisor with one year of industry experience, currently with Creative Planning in McLean, VA. He previously worked at Armstrong, Fleming, & Moore Inc. and has a background that includes various roles outside finance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Suzanne Berringer is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower Securities and Hightower Advisors since 2011. Suzanne also serves as a notary for investment-related documents in a limited capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting.

Michael Byman is a CFP® and Series 65 credentialed advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. He previously worked at Hemington Wealth Management, LLC for 11 years before joining Beacon Pointe in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager “Focus List,” employs both active and passive asset allocation strategies, and sponsors proprietary investment vehicles while offering discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Scott Faust is a financial advisor with Carson Wealth in Falls Church, VA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He previously worked at First Command Advisory Services and related entities for over a decade before joining Diamond Wealth Advisors and CWM, LLC. Faust is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement services, using a committee-driven investment approach with tailored solutions and integrated technology platforms.

Mandana Sedigh is a financial advisor at &PARTNERS with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, she provides Farsi language tutoring through WyzAnt. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a range of proprietary and third-party strategies with ongoing portfolio monitoring.

Amy Mackay is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at Truist Investment Services, Wells Fargo Clearing, and Wachovia Bank. She serves as a board member for the Community Foundation for Northern Virginia, a public charity focused on advancing equity through philanthropy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research.

Scott Brody is a financial advisor with Wealthspire Advisors in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wealthspire Advisors since 2015 and previously spent 18 years with Alpha Capital Research LLC, where he remains a managing member involved in the firm's day-to-day operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors. The firm serves individuals, high-net-worth clients, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach that combines mutual funds, ETFs, private investments, and third-party managers under centralized oversight.

Ramona Mockoviak is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 13 years before joining Chevy Chase Trust in 2022. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships through a combination of trust, custody, and fund-management roles.

Anne Lamb is a CFP® with 28 years of experience in the financial industry, currently serving as an advisor at Truist Advisory Services. Her career includes extensive tenure with Truist and its predecessor entities, including SunTrust and BB&T. She serves on the board of The Campagna Center, a nonprofit organization focused on educational and social development programs in Alexandria, Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary manager relationships supported by advanced research and inter-affiliate integration.

Angela Clardy is a financial advisor with Citigroup Global Markets in Washington, DC. She holds the Series 66 designation and has 11 years of industry experience, all of which have been with Citi Private Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

Christopher Brian is a financial advisor at PNC Wealth Management in Columbia, MD, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Finalis Securities LLC, Maverick Capital LLC, NewEdge Wealth, and UBS Financial Services Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend investment strategies implemented via mutual funds and ETFs.

Julia Simmons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Private Advisor Group since 2021 and previously at LPL Financial and Raymond James Financial Services. Simmons provided investment advisory services through Private Advisor Group, an independent firm, starting in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based advisory model with a range of investment strategies and technology platforms, often implementing advice through third-party managers and programs.

Joseph Holinka IV is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and several other firms. Outside of his advisory role, he is involved with Green Cloud Consulting LLC, which provides back office and administrative services. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions tailored to client needs.

Sarah Kaplan is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is affiliated with Commonwealth Financial Network since 2015 and is the co-owner and managing partner of Kaplan Financial Group and Kaplan Benefits Group, both established in 2003. Kaplan is also involved in fixed insurance sales and serves as a co-trustee of the Kaplan Financial Group 401(k) plan. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Joshua Graham is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has two years of industry experience, with prior roles including positions at Wealth Enhancement Advisory Services and the Wealth Enhancement Group, as well as educational experience at Rensselaer Polytechnic Institute. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.