Aaron Pearson is a CFP® professional with four years of industry experience, currently serving at Savant Wealth Management. His prior experience includes roles at Brighton Jones, Mountain America Credit Union, and KeyBank. 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 sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Andres Cardona is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with a range of market roles, including in-house research and derivatives services, and provides customized solutions for high-net-worth clients.

Kara Bjoring is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Truist Investment Services since 2019 and previously held roles at PNC Bank and PNC Investments from 2014 to 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Sergio Contijoch is a financial advisor at Cerity Partners LLC with a Series 65 designation and has experience dating back to 2017. He previously worked at SOL Capital Management Company for eight years and joined Cerity Partners in 2026. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

Erick Roshelli is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 11 years before joining Hightower in 2019. Outside of advisory activities, he has an ownership interest in a rental property. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction that integrates mutual funds, ETFs, alternative investments, and custom indexing.

Chauvon Mcfadden is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 65 and Series 63 licenses and over 23 years of industry experience. She has been associated with New York Life and its affiliates since 2002 and operates her own firm, Crimson Wealth Strategies, LLC, focused on brokering insurance products. Mcfadden serves on several local 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 provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailoring advice to client goals, with the majority of assets managed on a non-discretionary basis.

Elizabeth Dawson is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cerity Partners in 2020, she worked at Worldview Wealth Advisors from 2017 to 2020. Outside of her advisory role, she provides pro-bono financial counseling to recently widowed individuals through Wings for Widows. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and alternative investment access, emphasizing diversified asset allocation and customized portfolios.

Yazan Atra is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank and Yaz Motors LLC. In addition to his advisory roles, he has experience running a business outside the financial sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and custody services. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

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.

Nihad Basic is a CFP® professional with three years of industry experience currently affiliated with Kestra Advisory. Prior to joining Kestra, he worked at Raymond James Financial and has held roles outside the financial sector, including teaching positions at Castleton University and involvement with Special Olympics Vermont. He is also employed with Hickok & Boardman Capital Management, a support company for a financial branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by extensive due diligence and multiple management platforms.

William French is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds the Series 66 designation and has three years of industry experience. In addition to his role at Eagle Strategies, he is associated with BluePoint Financial LLC, where he serves clients under the BluePoint Financial name. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Karen Mims is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Harbour Pointe Wealth Management since 2008. In addition to her advisory role, Mims serves as president of Scott Legal Group, a law firm where she provides tax and estate planning advisory services. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, providing a range of discretionary investment solutions and supporting a large advisor network with back-office and TAMP services.

Jodi Van Voorhis is a financial advisor at Cresset Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Equitable Advisors LLC, LPL Financial LLC, and CURO Private Wealth. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a range of clients including individuals, high-net-worth clients, trusts, and corporations, and employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple 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.

Christopher Maxey is a financial advisor at Wealthspire Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2018, following prior roles at Steben & Company Inc. from 2015 to 2018. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation across various investment vehicles.

John Baker is a financial advisor with Truist Advisory Services in Washington, DC. He holds a Series 66 designation and has one year of industry experience. His prior roles include multiple positions within Truist Investment Services and Truist Advisory Services. Outside of his advisory work, he has been involved 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate services.

Tia Cantrell is a Series 66-licensed financial advisor with Transamerica Financial Advisors, where she has worked since 2022. She has three years of industry experience and also operates a private CPA practice through North Bethesda CPA and TG Riviera LLC. Additionally, she has held a project management role at the Federal Aviation Administration since 2012. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and operates an integrated retirement plan ecosystem with affiliated entities.

Cecile Hult is a CFP® credentialed financial advisor with 17 years of industry experience. She is currently with OSAIC Advisory Services, LLC and has previously worked at 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 serves as a board member and tennis chair for the Tuckahoe Rec Club in McLean, VA. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

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.

Matthew Swanson is an investment advisor representative at Kestra Advisory with 20 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience at LPL Financial beginning in 2010. Outside his advisory role, he is involved in insurance-related activities as a producer and representative through affiliated entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within its supervisory framework.