Kyle Schliefer is a financial advisor at CWM, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Cetera Wealth Services, LLC since 2022. Outside of finance, Kyle has worked professionally as an actor in theatre, movies, and television since 2001. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and integrates fundamental and technical analysis with third-party sub-advisors and customization tools.

Sherwin Najand is a financial advisor with Truist Advisory Services in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services since 2014. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Morin Lam is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal standards and oversight committees to select and monitor managers.

Melinda Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses with 11 years of industry experience. She has worked at several firms including LPL Financial and Triad Advisors, Inc. In addition to her advisory role, she is involved in multi-level marketing through direct sales with Rodan & Fields. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that blends passive and active management, supported by an internal Investment Committee and a variety of implementation tools and services.

Alexander Douma is a financial advisor with Goldman Sachs Wealth Services holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Fidelity Investments and various educational institutions. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing tailored financial planning, portfolio management, and access to specialized programs and alternative investments. The firm integrates strategic allocation models and research tools within the broader Goldman Sachs ecosystem to deliver its advisory services.

Heidi Patterson is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016, and briefly worked at Lincoln Financial Advisors Corporation. Outside of her advisory role, she is the owner and designer of a home-based LLC named Darby O’ Dylan. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a mix of long-term and tactical trading strategies.

Samantha Paul Hackman is a financial advisor at Wealthspire Advisors with nine years of industry experience. She holds a Series 65 designation and previously worked at Fidelity Brokerage Services LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Daniel Dupuy is a CFP® and holds a Series 66 designation with nine years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Planning Solutions Group, and Triad Advisors, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Amy Raskin is a financial advisor at Chevy Chase Trust Company with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2014. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on secular trends and diversification, serving primarily multi-million dollar client relationships.

Kristen Comeau is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Naqvi-Van Ness Asset Management before joining Mercer Global Advisors in 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and regular rebalancing, implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Claire Voorhees is a financial advisor at Chevy Chase Trust Company with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo and Saybrook Fund Advisors. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing discretionary and non-discretionary investment management along with trust, custody, and financial planning services. The firm employs a thematic investment approach focused on macro trends and sector themes, combining fiduciary trust and custody functions with investment management.

Clara Montanez is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2013. Outside of her advisory role, she serves as a Rotary International representative to the World Bank and is a member of the finance and audit committees at the Cosmos Club in Washington, DC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation, manager selection, and a range of investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Frances Goldman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Frango Financial LLC for 15 years. Goldman is involved with several nonprofit organizations, including the New Israel Fund and Avodah, where she participates in leadership and advisory roles supporting social and democratic causes. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Jonathon Gunn is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2022. His prior roles include positions at HSBC Securities and SunTrust Advisory Services. He is a board member of Shepherd's Table, a nonprofit addressing food insecurity and homelessness through various support programs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Rahm Dvir is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for SOL Capital Management Company for 21 years. Rahm is based in Rockville, MD. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized portfolios and diversified asset allocation.

William Chao is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. His prior roles include positions at Morgan Stanley, Spire Investment Partners, and TIAA. Outside of his advisory work, he is involved as a soccer coach with the Lions Soccer Club and is the owner of a goldfish breeding business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.

Marshall Dearden is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has held related roles at Ameritas Investment Corp, Canvas Financial, and Boom Planning. Outside of his advisory roles, he is actively involved in trading and managing investment models for Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Ioannis Papadimitris is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled tools, to assist clients in asset allocation, investment policy analysis, and fiduciary support.

Michael Thigpen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following five years at RBC Capital Markets. Outside of his advisory role, he manages multiple rental properties in the Washington, DC area jointly with his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and supports both discretionary and non-discretionary portfolios, combining large institutional scale with unique market roles.

Brad Glickman is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. He is affiliated with LPL Financial and Private Advisor Group, LLC, where he provides investment advisory services. His background includes work at Maryland Financial Group, Inc. Outside of his advisory roles, he is involved in the insurance sector focusing on long-term care, life, and disability insurance. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team, delivering customized investment solutions through a large network of investment adviser representatives.