Jeremy Staadeker is a CFP® with 15 years of experience in the financial advisory industry. He is currently a financial advisor at Steward Partners Investment Advisory, LLC and has held various roles within Steward Partners entities since 2017. Prior to joining Steward Partners, he worked at Raymond James Financial Services and Wells Fargo Clearing. Staadeker co-leads The Staadeker Wealth Management Group and is involved with NOVA Retirement Strategies as a financial advisor operating under that team name. 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 plans, corporations, trusts, estates, and charitable organizations with a range of advisory services including portfolio management and financial planning, offering both discretionary and non-discretionary solutions through multiple platform partnerships.

George Rapp Jr. is a financial advisor with Valic Financial Advisors in Manassas, VA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Valic, he held roles at Agia, where he sold non-securities insurance products, and has a background involving community sports organizations including the Virginia Soccer Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm leverages centralized technology and model solutions to support its advisors and manages approximately $29.2 billion in assets.

Anthony Felipe is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Rossby Financial, Cambridge Investment Research Advisors, and Cambridge Investment Research, Inc. Before entering the financial sector, Felipe worked in various positions at Virginia Tech and was involved with Our Lady Queen of Peace Catholic Church. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Answan Johnson is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at The Colony Group, LLC since 2018 and previously at Bridgewater Wealth and Financial Management from 2016 to 2017. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Kyle Venditti is a financial advisor at Concurrent Investment Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase and The Marshall Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by affiliated sub-advisory arrangements and a range of platform integrations.

Stephen Brown is a financial advisor with First Command Advisory Services in Alexandria, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with First Command Advisory Services since 2015 and has additional roles within affiliated First Command entities since 2014. Outside of his advisory work, he serves as secretary for the Indian Springs Estates Homeowners Association, where he manages meeting records and communications. 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 provides financial planning and multiple wrap-fee asset management programs, with centralized investment management and a distinctive approach whereby portfolio and manager selections are made internally rather than by independent external advisers.

Mark Doughty is a CFP® with 22 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His prior roles include positions at Spire Investment Partners, SunTrust, TIAA-CREF, PNC Wealth Management, Wells Fargo Clearing, and Ameriprise. He is also a licensed insurance agent for life, health, and annuity lines of business. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of roughly 286 advisors serving over 13,000 clients.

Mark Falamoun is a CFP® professional with one year of industry experience, currently with Mercer Global Advisors Inc. in McLean, VA. His prior experience includes roles at Octagon Financial Services and various positions related to finance and financial services. Outside of advising, he is a part-owner of a personal rental property in Arlington, VA. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management, utilizing a variety of implementation options including ETFs, mutual funds, and separate accounts.

Liliana Molina is a CFP® with 30 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. She previously worked at Spire Wealth Management, LLC for 19 years and Ameriprise for 9 years. Molina serves as a board member for the Head2Heart Foundation, a nonprofit focused on raising mental health awareness. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Aarti Sethi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been associated with various SunTrust entities since 2015. Outside of her advisory role, she co-owns rental properties with minimal management involvement. 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 and non-discretionary strategies supported by inter-affiliate platforms and AI-enabled research, with a focus on manager selection and fiduciary support.

Glen Lambinicio is a financial advisor at Brown Advisory with 27 years of industry experience. He holds a Series 65 designation and has worked at IA Beaty Haynes & Patterson, Inc. since 1997. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a range of strategies including equity, fixed income, and sustainable-investment options.

Anthony Ivener is a financial advisor with TLG Advisors, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with The Leaders Group Inc. since 2015 and has operated Ivener Group, Inc. and IVENER Management Group since 2011 and 2010, respectively. Outside of his advisory work, he serves as president of IVENER Management Group, providing consulting on best practices and succession planning for closely held businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. TLG delivers advice through independent representatives and sub-advisors, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Brian Ruther is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at SunTrust Advisory Services, SunTrust Bank, and Wells Fargo. He also serves as an adjunct instructor at George Washington University, teaching undergraduate courses in finance and leadership development. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Benjamin Mintz is a financial advisor at Savant Wealth Management in Vienna, VA, holding a Series 65 credential. He has recently entered the industry with experience beginning in 2024. Prior to his advisory role, his background includes positions at The TJX Companies and involvement in educational settings such as Woodrow Wilson Senior High School and Northeastern University. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Paul Cusumano is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Allworth Financial, L.P., where he has worked since 2026. His prior experience includes positions at Arthur Stein Financial, LLC and Morgan Stanley. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

Debritu Kassa is a CFP® with 19 years of industry experience and has been with Chevy Chase Trust Company since 2012. She holds Series 63 and Series 65 licenses. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, emphasizing longer-term holdings and utilizing a combination of equities, fixed income, ETFs, and alternative funds.

Justin Hurley is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Financial Growth Partners and KPMG. Outside of his advisory work, he operates Hurley Tax Preparation Services, which provides tax services to individuals and small businesses. Park Avenue Securities LLC, where he is affiliated, offers brokerage and investment advisory services to a variety of clients, including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Edward Dobranetski III is a CFA® charterholder with 22 years of industry experience. He has been with Chevy Chase Trust Company since 2005. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversified portfolio construction, combining trust, custody, and fund-management roles.

Philip Corcoran is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with Savant Wealth Management. He has been with Savant and its affiliate Savant Capital Management since 2015. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an evidence-based, model-driven investment approach combined with actively managed strategies and offers a range of affiliated services, including accounting, legal, and trust operations.

Paula Landau is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2015. She holds Series 63 and Series 66 licenses and is based in Bethesda, MD. Chevy Chase Trust Company advises high-net-worth individuals, families, and various institutional clients, offering investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining discretionary and non-discretionary portfolio management with trustee and custody services.