Joseph Masella is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial LLC, Israel Discount Bank of New York, IDB Capital Corp., and Fortigent, LLC. He also serves as a senior investment strategist for Global Advisor Group, a DBA associated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm provides a fiduciary-based advisory model that includes discretionary and non-discretionary management, utilizing third-party managers and technology platforms to implement diverse investment strategies.

Christopher Piczak is a CFP® with 43 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, retirement-plan and IRA advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and outside strategists with technology-enabled tools to implement investment recommendations across a range of affiliated and unaffiliated products.

Angel Garcia is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Before joining Cerity Partners, he worked at GuidePoint Financial Planning and South Block. His prior work includes several roles in education and retail. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services incorporating proprietary quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

Hun Jeong Song is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2013 and joined Eagle Strategies in 2025. In addition to her advisory work, Song is involved in insurance brokering for non-registered products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering services such as financial planning, investment management, and retirement-plan advisory. The firm emphasizes tailored advice through multiple program options and manages the majority of its assets on a non-discretionary basis.

James David is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the PFS™ designation as well as Series 65 and Series 66 licenses. His work history includes roles at David Wealth Management, LLC, FBR Investment Management, Inc., and Friedman Billings Ramsey Investment Management Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Maria Camp is a financial advisor with Cerity Partners LLC and holds a Series 65 designation. She has 20 years of industry experience, including a 23-year tenure at SOL Capital Management Company prior to joining Cerity Partners in 2026. Outside of her advisory work, she is the owner of ANGIEMPAINTS LLC, where she creates and sells artwork. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles and asset allocation, combining quantitative screening, manager selection, and both third-party and direct security strategies.

Ryan De Leon is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation. He has been with Wealthspire Advisors since 2024 and has prior experience at Franklin Templeton. Ryan’s background includes four years at the University of Maryland and six years working in high and middle schools. 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 with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

James Ahn is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. 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 and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration for client services.

Leslie Niblock is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 23 years of industry experience. Prior to joining Citigroup in 2023, Leslie worked at PNC Investments for 11 years. Citigroup Global Markets Inc. 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 unique market roles, including in-house research and security pricing, and provides services such as derivatives trading and bespoke discretionary solutions.

John Exner is a financial advisor with Integrated Wealth Concepts LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at LPL Financial and First Command Financial Services. Outside of his advisory work, he teaches SCUBA diving and serves as vice president on a homeowners association board. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using a variety of asset classes.

Lakhi Narang is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining PNC Investments LLC in 2023, Narang worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2023, and held various roles at PNC Bank and PNC Investments between 2014 and 2020. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary portfolio service for employees that uses algorithm-driven risk assessments and manages investments via approved model strategies and mutual funds or ETFs.

Seifeldin Moussa is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and having two years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 unique market roles, including in-house research and swap dealing, and provides a broad range of advisory and execution services.

Oscar Cornejo is a CERTIFIED FINANCIAL PLANNER™ professional with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Anais Hui is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. She holds the Series 66 designation and has been with TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing both affiliated and third-party sub-managers in its portfolio construction. The firm combines strategic and tactical asset allocation through various proprietary portfolio offerings and delivers services including ongoing portfolio management, financial planning support, and custody via third-party custodians.

Donald Farren is a CFP® with 25 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2017. Prior to this, he worked at Tricapital Advisors Inc. for 16 years and has operated Farren Financial Services since 1978. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, and family office support through a relationship-driven, customized process that emphasizes diversified, institutional-style asset allocation.

Gary Sobelman is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealthspire Advisors since 2015. 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 process with an emphasis on diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Maria Cornelius is a CFP® with over 33 years of industry experience. She is currently with Creative Planning, where she has worked since 2025, following a long tenure at Burt Associates, Inc. from 1992 to 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Joseph Byers is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at M&T Bank and in roles outside finance, including Lansdale Parks & Recreation and Golf Galaxy. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm employs a technology-driven approach with discretionary unified managed accounts and overlay services for taxable equity sleeves.

Thomas Annin is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. He has worked at Creative Planning since 2021 and has prior experience at Sullivan, Bruyette, Spero & Blayney, LLC and BOS. He is based in McLean, VA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Justin Terrell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been affiliated with Principal Securities Inc. and Principal Life Insurance Co. since 2015. In addition to his advisory role, he serves as a bank officer at Principal Bank and Principal Trust Company, supporting the management of retirement plan account relationships across the firm’s offerings. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.