Jake Obringer is a financial advisor at Wealthspire Advisors in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Wealthspire Advisors in 2021, he worked briefly at Merrill Lynch and spent several years in educational roles at Virginia Tech and in middle and high schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, and financial planning services through a relationship-driven, customized process that emphasizes institutional-style asset allocation and ongoing portfolio management.

Suzanne Moran is a financial advisor at TD Private Client Wealth LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Liam Desmond is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation with one year of industry experience. His career includes roles as a student from 2014 to 2023 and advisor positions at Wealthspire Advisors beginning in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, utilizing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

Jamie Blum is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Triad Hybrid Solutions, Triad Advisors, Councilor, Buchanan & Mitchell, Financial Divorce Solutions, Certified Contractors Network, and Maggio Roofing Co. Blum serves as President-Elect of the DC Academy of Collaborative Professionals, a nonprofit focused on education and networking for collaborative divorce professionals. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and consulting services delivered through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

David Weiss is a financial advisor at &PARTNERS in Vienna, VA, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has five years of industry experience and has previously worked at firms including Wells Fargo Clearing, Creative Planning LLC, and AMJ Financial Wealth Management LLC. &PARTNERS serves a diverse range of clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and municipal advisory services, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Steven Zeigler is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018. Prior to his career in finance, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Jared Onorato is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Commonwealth and Forge Financial Group. Outside of his advisory work, he is a co-owner of a rental property in Reston, VA. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from diverse securities and insurance products while offering discretionary model portfolios managed by its Investment Management and Research team.

Broderick Young is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Crystal Clear Financial Group, Reveal Wealth, and New York Life. Outside of his advisory work, he serves on the board of Studio for Wellness & Education, contributing to the organization’s guidance and strategic development. Eagle Strategies serves a diverse client base including individual investors and institutional 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 through various program types linked to insurance and annuity products.

Michael Leasure is a CFP® professional with 23 years of industry experience. He is currently with Truist Advisory Services and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Ashley Galvin is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management, financial planning, and retirement consulting services.

Eric Blackman is a financial advisor with United Planners Financial Services of America, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Ernst and Young, as well as academic positions at the University of Maryland and Robert H. Smith School of Business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives who use a combination of custodians, third-party money managers, and platform programs to implement client-directed investment strategies.

Sarah Cato is a CFP® and ChFC® with 21 years of experience in the financial industry. She is currently affiliated with Guardian Life and Park Avenue Securities. Outside of her advisory role, she serves as a board member of The ARC-Finance and operates Cato Advisory, LLC, a consulting business specializing in dental transition. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm serves individual and institutional clients with a range of brokerage, financial planning, retirement plan consulting, and advisory programs, using both proprietary and third-party investment models.

Lyndsie Slusher is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. She has one year of industry experience, having previously served in the US Army for seven years and currently engaged with UNC Chapel Hill. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Romano is a Series 65-licensed financial advisor with Kestra Advisory, based in Bethesda, MD, and has 14 years of industry experience. He also holds a senior vice president role at The Meltzer Group, a consulting firm where he has worked since 1999. Romano’s career includes consulting and corporate benefits activities with NFP, in addition to his advisory responsibilities at Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets through over 1,100 advisors.

Lawrence Weber is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Voya since 2014. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, and corporate retirement plans. The firm offers a range of financial planning and portfolio management services through multiple program structures, emphasizing non-discretionary recommendations.

Kathryn Risch is a financial advisor at Focus Advisor Solutions, LLC with 17 years of industry experience. She holds the Series 65 and Series 63 credentials. Her prior work includes roles at Buckingham Strategic Partners, LLC and Savant Capital Management. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, fixed-income sub-advisory services, and retirement plan investment management. The firm manages approximately $41 billion in assets and serves more than 33,000 clients through a platform that combines enterprise scale with a focused advisor base.

Joshua Olds is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 19 years of industry experience. He is currently an investment advisor representative with NewEdge Advisors, LLC, where he has worked since 2024. Prior to that, he was a member of New Potomac Partners, LLC for ten years. Mr. Olds serves on the Wealth Management Sub-Committee of an educational programs group affiliated with the DC Society Board. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, plans, corporations, trusts, estates, and nonprofits through a network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, and employs centralized due diligence and technology tools to support client needs.

Sarah Burdette is a Series 66-licensed advisor with Osaic Advisory Services, LLC, where she has worked since 2026. She has seven years of prior experience at Aeon Wealth Management and additional experience with Osaic Wealth Inc and Smokehouse Live. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and access to alternative investments through multiple advisory programs.

David Shober is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Woodbury Financial Services, SSN Advisory, ACI Partners, and National Planning Corporation. Outside of his advisory work, he owns SZC Financial Planning & Management and is involved in offering fixed annuities and life and LTC insurance through SZC Financial (Insurance). Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, vendor searches, and manages discretionary and non-discretionary services supported by due diligence, serving clients including large institutional investors and sovereign wealth funds.