Eileen Kay is a CFP® professional with four years of industry experience, currently serving at Creative Planning since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, Inc. and Oakheart Financial Group. She also worked at the University of Virginia from 2015 to 2019. 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 emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Samuel Solondz is a CFP®-certified financial advisor at Truist Advisory Services with 17 years of industry experience. He has been with the firm and its predecessor entities since 2016. Outside of his advisory role, he serves as a managing member of SMS Development, a real estate development company focused on property renovation and management. 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 uses AI-enabled research tools alongside traditional analysis to support its investment approach.

Jessica Jarosik is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently affiliated with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Focus Wealth Management, Ltd., and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jason Apolenis is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work includes roles at Mahoney & Associates and Mahoney Financial Organization, and he has been involved with Avenue Wealth and Eagle Strategies for over 15 years. Outside of advisory work, he is a partner in Strategic Financial Associates LLC and an owner of Avenue Wealth Partners LLC. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, with a notable focus on aligning recommendations with client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Drew Howell is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Creative Planning, LLC since 2021. Prior to this, he spent 10 years at Sullivan, Bruyette, Speros & Blayney, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio options and affiliated non-investment businesses such as a law firm, trust company, and retirement plan recordkeeping services.

Brian Oberle is a CFP® professional with 34 years of experience in the financial services industry. He has worked at Mercer Global Advisors Inc. since 2022, following roles at Goldman Sachs, United Capital Financial Advisers, and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios constructed with low-cost ETFs, index funds, and other strategies.

Daniel Sullivan is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS and Potomac Financial Private Client Group. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Krystyn Rash is a CFP® with seven years of industry experience, currently affiliated with Focus Partners Wealth, LLC. She has previously worked with The Colony Group, LLC and Buckingham Asset Management, LLC. 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.

Milan Cavic is a financial advisor at Truist Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Citibank. Milan is based in Fairfax, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager‑selection programs, combining discretionary and non‑discretionary approaches with integrated inter‑affiliate resources.

David Mcgaughey is a CFP® with 33 years of experience in the financial industry. He has worked at Oppenheimer since 2020 and previously held roles at Ameriprise Financial Services, RBC Capital Markets, Ferris, Baker Watts, LLC, and Johnston Lemon Asset Management. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of programs and advisory services encompassing equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Justin Matarazzo is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at Citigroup Global Markets since 2008, with a brief tenure at The Hershey Company and Milton Hershey School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing comprehensive advisory, execution, and custody services.

Craig Dyson is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Scott & Stringfellow, BB&T Securities, SunTrust Bank, and SunTrust Investment Services. Dyson has been with Truist since 2019 through its predecessor entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, integrating discretionary and non-discretionary approaches supported by inter-affiliate relationships and AI-enabled research tools.

Lawrence Lee is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for over a decade at Gratus Capital, LLC and Gratus Capital Management, LLC. Focus Partners Wealth, LLC 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.

Alberto Hernandez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 16 years of industry experience. Prior to joining Truist in 2026, he worked at LPL Financial, M&T Securities, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by technology-driven research and a multi-affiliate platform.

Nicholas Gardner is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab & Co., Inc., having previously worked at Fidelity Investments and Fidelity Brokerage Services, LLC. His background also includes roles at Enlinx, Granogi, GMDC, and experience as a self-employed financial professional. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach uses Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client authorization.

Hayley Gregory is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. She previously worked at Lincoln Financial Advisors Corporation for eight years before joining Commonwealth and Aegis Consulting. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Marilyn Arians is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Fidelity Investments and held positions at POP! Promos and various organizations including Bernie Sanders For President and Healthcare 4 All Pennsylvania. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referrals. The firm’s advice is based on standard asset-allocation models and internal research tools, with a focus on client goals and risk tolerance, and trades are executed only upon client authorization.

Michael O'Brien is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at The Edgar Lomax Company and spent four years at the University of Maryland. He holds a Series 65 credential. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofit organizations, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using a range of investment vehicles and offers specialized programs alongside client education and integrated service lines.

Brian Berlan is a CFP® professional affiliated with TIAA-CREF in Washington, DC, with six years of industry experience. He has worked at TIAA and TIAA-CREF since 2007, including two separate tenures at TIAA-CREF from 2012 to 2017 and from 2025 to the present. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated model that separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Gladys Heath is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and previously worked for Merrill from 2013 to 2025. Outside of her advisory role, she acts as a power of attorney for her parents. 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 a range of portfolio management and financial planning services, operating both as a registered broker-dealer and investment advisor with a consolidated platform that includes equities, fixed income, alternatives, and personalized managed account solutions.