Stephen Schuler is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC since 2018, following a prior role at Bridgewater Wealth & Financial Management, LLC from 2014 to 2017. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that includes active and passive strategies, private funds, and ETFs.

David Moler is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 66 licenses with 10 years of industry experience. His career includes roles at BluePoint Financial, LLC, NYLIFE Securities LLC, Northwestern Mutual Investment Services, Merrill Edge, and Peter Tillinghast. Moler is also involved in brokering non-registered insurance products through BluePoint Financial, LLC. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kevin Fearnow is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at CIBC National Trust Company since 2017, following two years at Atlantic Trust Company NA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach combines internal teams and committees to create customized portfolios using both proprietary and external strategies, serving a broad client base including high net worth individuals and investment companies.

Brian Leach is a CFA® charterholder with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Sterling Capital Management LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm utilizes a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Bradley Burton is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2005 and operates Avenue Wealth, focusing on New York Life products and services. He is also involved in managing investment-related entities formed to purchase books of business and serves as a partner in Strategic Financial Associates LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a mix of individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and tailored recommendations within an integrated New York Life affiliate structure.

Brian Kuhn is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Triad Advisors, Inc. Outside of his advisory work, Kuhn occasionally works as a background actor in television and film and is an author of several personal finance books, including a children’s book and a guide on federal employee benefits. He also speaks publicly on personal finance topics in the Maryland, DC, and Virginia area. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and retirement consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Thomas Emberger is a financial advisor with TIAA-CREF in Washington, DC. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Cambridge Associates LLC and Captain Cookie and the Milkman. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and 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 provides point-in-time planning and ongoing discretionary portfolio management, operating within a vertically integrated group that includes advisory services to a donor-advised fund.

Omon Brewton is a financial advisor at Citigroup Global Markets with credentials including Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Citigroup, he held positions at Citibank, PNC Bank, Walmart, and Regions Bank. Outside of his advisory role, Brewton works as a warehouse worker for Uniter Parcel Services in Springfield, VA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside specialized market functions.

Jason Morris is a financial advisor with Truist Advisory Services who holds a Series 66 credential and has 17 years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as previous experience with BB&T-affiliated firms dating back to 2009. Outside of finance, he is the sole proprietor of Manhattan Laundry DC LLC, a restaurant and beerhall located in Washington, DC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decision-making.

Tatyana Bunich is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Independent Financial Group since 2017 and has previous experience with CL Wealth Management LLC and Cabot Lodge Securities. Outside of her advisory work, she owns and operates Financial 1 Wealth Management Group and has authored a book published under Financial 1 Publishing. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios tailored to various client risk profiles.

John Purtill is a financial advisor at Steward Partners Investment Advisory, LLC with credentials including the Series 66 license. He has been in the industry since 2026 and has prior experience with Schwab Family Office and the U.S. House of Representatives Committee on Appropriations. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a variety of advisory and portfolio management solutions.

Jenny Zhan Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. She has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Victoria Harrell is a financial advisor at Hightower Advisors with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Hightower since 2022, following prior roles at Savant Wealth Management and Yeske Buie. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual investors, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Aidan Mejia is a financial advisor at Citigroup Global Markets, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Charles Schwab, Bolton Securities Corp, Bolton Global Capital, and JP Morgan Chase. Mejia is also dual registered with Bolton Global Capital as a Registered Representative and Bolton Securities as an Investment Advisor. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized services including derivatives and futures trading.

Diane Kessler is a Series 66-licensed financial advisor at Citigroup Global Markets with 27 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and specialized market roles.

James De Lucas is a CFP® professional with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Hemington Wealth Management, Yeske Buie Inc., and Virginia Tech. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Donald Lord is a CFP® with 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 25 years with The Family Firm, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a disciplined investment approach centered on asset allocation across third-party independent managers, supported by a formal due-diligence process and proprietary investment vehicles.

Jenny Kim is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and one year of industry experience. She previously worked at CST Group CPA's for 14 years. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management along with personal trust and wealth planning services. The firm employs a thematic investment approach that focuses on macroeconomic views and secular trends, combining trust, custody, and fund-management roles primarily for multi-million dollar client relationships.

Melanie Terry is a financial advisor with Eagle Strategies (NY Life) based in Bowie, MD, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies since 2000 and operates under the DBA Harbor Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of her advisory work, she serves as Treasurer and Officer of the Southeastern Laurel Howard Chapter of the Continental Societies Inc., a public service organization focused on programs for children in need. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Patrick Mcclintock is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with SunTrust-affiliated firms since 2007. Outside of his advisory role, he works as an Uber driver. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, employs a mix of discretionary and non-discretionary manager relationships, and integrates AI-enabled research tools alongside inter-affiliate resources.