Grant Ruder is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

Chauvon McFadden is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. She has worked with New York Life, Nylife Securities LLC, and Crimson Wealth Strategies, LLC, and currently serves on multiple community and nonprofit boards, including the Loudoun County Economic Development Commission, Inova Loudoun Hospital Foundation, and the National Capital Area Council of Boy Scouts of America. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages client assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Elizabeth Dawson is a financial advisor at Cerity Partners LLC in Reston, VA, holding the CFP®, CFA®, and Series 63 credentials with seven years of industry experience. She previously worked at Worldview Wealth Advisors before joining Cerity Partners in 2020. Outside of her advisory role, Dawson provides pro-bono financial counseling for recently widowed individuals through Wings for Widows. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions.

Kyoung Lee is a financial advisor with Eagle Strategies (New York Life) in Fairfax, VA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Lee has been with Eagle Strategies since 2019 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities in its work with retirement investors.

Jodi Van Voorhis is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Equitable, LPL Financial, and CURO Private Wealth. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Andrew Palazzi is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having two years of industry experience. He has been with TD Wealth and its affiliated entities since 1997. 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 clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Brian Moffett is a financial advisor with Truist Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with SunTrust Advisory Services since 2014 and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

John Baker is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked exclusively with Truist-affiliated entities throughout his career. Outside of his advisory role, he has involvement with Athens Academy and Sharptop Cove Young Life Camp. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 its investment offerings.

Yohanna Gorfu is a CFP®-credentialed financial advisor with 26 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and previously held roles at Spire Investment Partners, Spire Wealth Management LLC, and Spire Securities LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios that include ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by a network of approximately 286 advisors.

Cecile Hult is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. She currently works at Osaic Advisory Services, LLC and has previously been affiliated with Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Hult is a partner and manages a divorce financial planning team at Argent Bridge 2 Divorce and also serves as a speaker for seminars such as Second Saturday Workshop and Done with Divorce. She is a board member and tennis chair for the Tuckahoe Rec Club in McLean, VA. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of programs and investment approaches, including representative-managed and third-party manager programs, financial planning, and access to alternative investments, with custody and execution primarily through Fidelity and Schwab.

Paul Doupe is a financial advisor with Janney Montgomery Scott in Bethesda, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morningstar, Inc., Refinitiv, and John Hancock entities. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs with a blend of in-house and third-party portfolio management.

Brian Wobensmith is a financial advisor with Guardian Life in Reston, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Virginia Tech, Clark Construction, and Genco Shipping & Trading. He is also involved in insurance sales outside of Guardian Life on a limited basis. Guardian Life’s affiliate, Park Avenue Securities LLC, offers brokerage and advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, and charitable organizations. The firm combines discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of financial planning and consulting services.

Daniel Guadalupe is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual and Mark Savino. Outside of his advisory role, he may earn commissions from insurance companies or brokerage agencies for sales of non-investment related insurance products. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

John Glorioso III is a financial advisor with TIAA-CREF in Sterling, VA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also acts as investment adviser to the TIAA Donor Advised Fund and operates a vertically integrated advisory model that separates planning from ongoing discretionary management.

Harold Michael is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including MissionSquare Investment Services and PFS Investments Inc. Outside of finance, he is engaged as a ride-sharing and food delivery driver. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and third-party strategies with technology-enabled tools to manage primarily non-discretionary accounts through a large network of advisors.

Joel Cundick is a CFP® with 12 years of industry experience, currently with Savant Wealth Management since 2020. He previously worked at Savant Capital Management and held roles at Corcoran Group and FSA Wealth Partners. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Allison Kistler is a CFP® with 11 years of industry experience, currently serving as an investment advisor representative at Steward Partners Investment Advisory, LLC. Her prior experience includes roles at Sullender Utley Financial Group, Raymond James Financial Services, and Wells Fargo Clearing. She also serves as a part-time speaker on financial planning for the National Institute of Transition Planning. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management solutions through both proprietary and third-party investment options.

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.