Lloyd Prudent is a financial advisor at First Command Advisory Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with First Command-affiliated firms since 2005. 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, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

Kristina Saunders is a CFP® professional with 13 years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Sterling Capital Management, Farr Miller & Washington, and Cassaday & Co Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joseph Byers is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at M&T Bank and in roles outside finance, including Lansdale Parks & Recreation and Golf Galaxy. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm employs a technology-driven approach with discretionary unified managed accounts and overlay services for taxable equity sleeves.

Charles Held II is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support manager selection and oversight.

Thomas Annin is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. He has worked at Creative Planning since 2021 and has prior experience at Sullivan, Bruyette, Spero & Blayney, LLC and BOS. He is based in McLean, VA. 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.

Kathleen Pena is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 66 licenses. She has seven years of industry experience, including prior roles at Spire Investment Partners, Citibank, Ameriprise, and JPMorgan. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by an extensive network of approximately 286 advisors.

Kyle Schliefer is a financial advisor with Carson Wealth, holding Series 65 and Series 63 licenses, and has three years of industry experience. He previously worked at Cetera Wealth Services, LLC and is also involved with Equity Planning Inc., providing operational support. Outside of finance, Schliefer has pursued a long-term career as a professional actor in theatre and film. Carson Wealth operates an enterprise platform with over 650 advisors and manages approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical input.

Morin Lam is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal standards and oversight committees to select and monitor managers.

Alexander Douma is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments and the University of Maryland. 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 offers tailored investment strategies supported by dedicated advisory teams and integrates resources across the Goldman Sachs network to deliver a broad range of wealth management services.

Joseph Morelli III is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously spent 26 years at Guardian Life and has operated Morelli & Associates, Inc., a tax preparation and planning firm, since 1989, serving as its president and CEO. Morelli also acts as a retired agent servicing client contracts from Guardian Life. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management with model portfolios, access to third-party managers, and both wrap and non-wrap platforms, supported by an in-house Investment Management & Research team.

Madison Cappas is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation with three years of industry experience. Prior to joining the firm, Madison worked at Total Wine & More and held positions in education at Fairfax County Public Schools, Great Lakes Academy, and Miami University. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Heidi Patterson is a financial advisor with Integrated Wealth Concepts LLC in Vienna, VA, holding a Series 66 designation and over 22 years of industry experience. Her prior career includes 12 years at Ameriprise before joining Integrated Wealth Concepts and affiliated firms since 2016. Outside of her advisory work, she owns and designs for an LLC named Darby O' Dylan. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of internally managed and third-party strategies.

Phylyp Wagner is a CFP® with 44 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2021. His prior experience includes a 30-year tenure at H. Beck, Inc. Wagner maintains involvement in insurance sales on a limited basis. Integrated Wealth Concepts LLC provides services to 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, consulting, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing internal management alongside third-party asset managers.

Matthew Gaffey is a CFP® and ChFC® with 19 years of industry experience. He currently serves as an advisor at Concurrent Investment Advisors, LLC and has held prior roles at Corbett Road Wealth Management, Spire Investment Partners, Truist Investment Services, and Fidelity. Gaffey is also a passive investor with a minority interest in NexGen, an investing and consulting company. 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 emphasizes customized, long-term portfolios using ETFs, mutual funds, and other securities, and it offers a range of wealth management, financial planning, and retirement advisory services supported by a network of roughly 286 advisors.

Sarala Katta is a CFP® and ChFC® with 36 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2015. Her prior work includes roles at MSI Financial Services, Marsh Securities LLC, and MetLife Investment Fund Services LLC. She serves on the board of the Career and Technical Education/Academy of Finance and Business Management Academy, where she contributes to educational initiatives and industry engagement. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-driven tools to deliver client solutions across both advisory and broker-dealer platforms.

Amy Raskin is a financial advisor at Chevy Chase Trust Company with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2014. 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.

Ambreen Shahab is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC since 2012, working in wealth management since 2021. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists, with investment implementation delegated to external parties.

Kristen Comeau is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience and holds a Series 65 designation. She previously worked at Naqvi-Van Ness Asset Management before joining Mercer Global Advisors, where she has been since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, and other vehicles, and it provides a range of specialized advisory and educational services.

Claire Voorhees is a financial advisor at Chevy Chase Trust Company with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo and Saybrook Fund Advisors. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing discretionary and non-discretionary investment management along with trust, custody, and financial planning services. The firm employs a thematic investment approach focused on macro trends and sector themes, combining fiduciary trust and custody functions with investment management.

Clara Montanez is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, previously holding positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, Montanez serves as a Rotary International Representative to the World Bank and is a member of the finance and audit committees at the Cosmos Club in Washington, DC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.