Lynette Jones is a financial advisor at Hightower Advisors with 21 years of industry experience and holds a Series 66 designation. She has worked at Hightower Securities, LLC and Hightower Advisors since 2014. 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 discretionary and non-discretionary portfolio management along with 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.

Kurt Langenwalter is a CFP® and ChFC® with 23 years of experience in financial planning and advisory services. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2002. He also owns Kurt Langenwalter Financial Planning LLC, a legal entity established to protect family wealth related to his financial planning business. First Command Advisory Services, Inc. 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 offers financial planning and various wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

Raghu Thota is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Thota’s background includes roles at Transamerica Financial Advisors, Cognizant Technology Solutions, and various entrepreneurial ventures such as Alluri Realty and Ensure Home Loans. He is also involved in life insurance sales and mortgage loan origination. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in assets and offers diverse investment solutions through discretionary accounts, model portfolios, and third-party sub-advisers.

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.

Alexandra Anderson is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

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 at CWM, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Command Advisory Services and affiliated First Command entities. Outside of advisory work, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis with model portfolios supported by in-house and third-party resources.

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, holding a Series 66 designation and 15 years of industry experience. She has worked with Truist Advisory Services since 2022 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Mackay serves on the board of 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, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enhanced research and inter-affiliate integration across Truist entities.

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.

Jeffrey Banks is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 credential and has a background that includes service in the United States Air Force and a pilot position at United Airlines. In addition to his advisory role, he is working as a producer to sell annuities and life insurance through Triquest and Allianz Life Insurance Company of North America. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through multiple investment channels and affiliated entities.

Jennifer Bishop is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been affiliated with First Command Financial Planning, Inc. and related entities since 2010. Bishop is also the owner of Bentley Mac Financial LLC, an independent business entity she operates alongside her advisory role. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through centralized teams that select approved managers and model portfolios.

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 Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Financial Growth Partners and North Star Resource Group, among others. Outside of his advisory work, he operates Green Cloud Consulting LLC, which provides back-office and administrative services. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.