Peter Michaels is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Spire Wealth Management LLC and Spire Securities LLC. Michaels is also an advisory board member for System Planning Corp. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering customized, primarily long-term investment portfolios and comprehensive financial planning services.

Robert Karcz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Merrill from 2010 to 2017 and has served at Commonwealth since 2017. He is also the president and owner of Stonehedge Financial, a private entity operating in securities, investment advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and practice-management support, enabling advisors to offer a wide range of securities and insurance products alongside discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Arthur Adler III is a financial advisor at Chevy Chase Trust Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2005. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management as well as personal trust and family wealth planning services. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships.

Paul Franklin is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Franklin Capital Strategies, LLC. Outside of his advisory work, he serves as an assistant football coach at Maret School and holds board positions with the Jewish Federation of Greater Washington and Hawken School, along with authoring content on Substack. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives. The firm’s approach includes multiple program types and a predominantly non-discretionary asset management model within an integrated structure affiliated with New York Life.

Solomon Nabdoya is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience with Bankers Life Securities and Bankers Life & Casualty, as well as roles outside finance including at Brightview Senior Living and in education. Nabdoya is also a 1099 agent for Bankers Life and Casualty Company, appointed to write insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios across multiple asset classes.

Edilawit Tesfaye is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including CitiBank, Charles Schwab Bank, SunTrust Bank, and Greystar. Tesfaye is based in Washington, DC. 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, including in-house research and derivatives services.

Christopher Pirtle is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Ameritas and related entities since 2006. Outside of advisory work, he is involved in healthcare services as CEO and Chairman of Wellcentric Health Group Inc., a provider engaged with government-managed care programs. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio strategies and program platforms, incorporating both proprietary and third-party models, and provides a broad range of asset management and financial planning solutions.

Michele Walthert is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She has been with Wealthspire Advisors in Potomac, MD since 2015. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework supported by centralized due diligence and investment-committee oversight, and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Thomas Toggas is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Royal Fund Management, LLC and Hindsight Asset Management. Outside of financial advising, he operates as an independent insurance agent. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse range of clients, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Tamara Haskins is a financial advisor with Eagle Strategies (New York Life) based in Clarksburg, MD, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her career includes roles at Merrill, Next Financial Group, and Bluepoint Financial, among others. Outside of advising, she is involved in marketing and promotion for her son, former NFL draft prospect Dwayne Haskins, and serves as an officer for the Haskins Family Foundation, focusing on community outreach and educational programming. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and primarily non-discretionary asset management.

Jackie Fontana is a CFP® with five years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2025. Prior to this, she worked at Fbb Capital Partners from 2020 to 2024. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and disruptive ideas, combining trust, custody, and fund-management roles in its services.

Robert Eubank is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been with Chevy Chase Trust Company since 2012. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on secular trends and sectors, combining fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client needs.

William Tyson is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Inc. and Betz Financial Advisory, LLC. Outside of his advisory role, he serves as a pastor at Woodlawn Baptist Church, where he occasionally speaks and oversees a small volunteer staff. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Andrew Kline is a CFP® professional with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and ARK Financial Services, LLC. Outside of his primary role, he serves on an investment committee for Raffa Wealth Management, meeting annually to review investment strategies. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of 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.

Tara Brummell is a CFP® with 11 years of experience in the financial services industry. She currently works at Truist Advisory Services and Truist Investment Services, having joined in 2022, and previously held roles at T. Rowe Price and Merrill. Outside of her advisory work, she serves on the Community Leadership Board for the Y in Central Maryland and is involved with the Maryland chapter of the Exit Planning Exchange. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and integrates third-party platform and manager arrangements to support client portfolios.

Suzanne Mchugh is a financial advisor with Empower Advisory Group in Laurel, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Gwfs Equities, Inc., Rcm&D, Lockton Companies, LLC, and Lockton Financial Advisors, LLC, where she has served for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage accounts. The firm delivers integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Matthew Main is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked across various Truist entities since 2015, including Truist Investment Services and SunTrust Advisory Services. 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, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ida Cacanindin is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she worked with The Washington Ballet. She has also spent time in full-time education and as a student. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal research team and third-party managers, and provides integrated tax and accounting services along with specialized financial wellness and family office capabilities.

Adrita Prova is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining Citigroup in 2023, she held positions at TD Ameritrade, Charles Schwab, Wells Fargo, Citizens Bank, JPMorgan Chase, and PNC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.

Jennifer Mac Lennan is a CFP® with 11 years of industry experience. She has worked at Creative Planning since 2025 and spent the prior 10 years at Burt Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside access to private market investments and various institutional services.