James Wise is a financial advisor at &Partners in Washington, DC, holding a Series 66 designation with four years of industry experience. He previously worked for nine years at Ernst & Young Infrastructure Advisors. Outside of his advisory role, Wise serves on the finance committee of the Washington Waldorf School and is involved as a member overseeing construction in a real estate LLC restoring a historic property. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies and maintains registrations that allow municipal advisory and underwriting roles.

Jeffrey Porter is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. He currently works at Creative Planning, LLC, where he has been since 2021, and previously spent 17 years at Sullivan, Bruyette, Speros & Blayney, Inc. He serves on the boards and finance committees of two charitable organizations, Britepaths and Dream Project. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad range of affiliated non-investment businesses.

Catherine Martines is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she serves as a Notary Public and works part-time as an educator at an athletic clothing store. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and financial planning services.

Garrett Masterson is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked at various related First Command entities since 2020. Prior to his current role, he was employed at BAE Systems and attended Colorado State University. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing discretionary portfolio management and in-person financial coaching.

Sarah Marks is a CFP® professional with 26 years of experience in financial advisory. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she owns 38NorthStudio, a local music studio incubating creative projects, and is the creator of Studio EDU, a nonprofit focused on providing hands-on learning opportunities for aspiring artists, engineers, and entrepreneurs. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and nonprofits, offering a range of advisory and portfolio management services through both proprietary and third-party solutions.

Theodore Leasure is a financial advisor with Wealthspire Advisors in Reston, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wealthspire Advisors since 2017 and previously worked at Capital Fiduciary Advisors, LLC from 2015 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio reviews.

Jennifer Donnelly is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 designations and bringing 24 years of industry experience. Her career includes roles at LPL Financial and Raymond James Financial Services Advisors Inc. She is also involved with JTB International Inc. and Global Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model utilizing technology platforms and third-party managers to implement a range of investment strategies.

Michael Bugg II is a financial advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work experience includes roles at multiple financial services firms, including Western & Southern Life, where he also serves as a full-time sales agent. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to offer personalized investment solutions, often managing accounts on a non-discretionary basis with advisor involvement in trade authorization.

Nicholas Crance is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at T. Rowe Price Investment Services and several Truist entities. He is also affiliated with the University of Maryland University College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enhanced research to support manager selection and oversight.

Bryan Medina is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Fidelity Investments and JP Morgan Chase. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients, using standard asset-allocation models and internal research tools to tailor recommendations. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Engida Sewnet is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 credentials and nine years of industry experience. Their prior experience includes roles at Merrill, JPMorgan Chase Bank N.A., and Cassava Capital. 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 a range of managed portfolios that integrate strategic and tactical asset allocation with investments from affiliated and third‑party sub‑managers.

Charles Moore III is a CFP® professional with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 11 years with The Family Firm. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private asset classes.

Ryan Balow is a financial advisor with Hightower Advisors in McLean, VA, holding a Series 65 designation and four years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent time at VWG Wealth Management and Woodmont CC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, using both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.

Kevin Shaw is a CFP® professional with 21 years of experience in the financial services industry. He currently works at Citizens Securities, Inc. and previously held roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. Shaw serves on the Board of Directors for the Hoyas Unlimited University Athletics Alumni Association at Georgetown University, where he is engaged in supporting the athletics program as an alumnus and former varsity soccer player. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory and brokerage services. The firm’s advisory programs include a digital advisory platform utilizing proprietary algorithms and risk profiling, alongside a Managed Account program, providing diversified investment solutions.

James Barnette Jr. is a CFP® professional with 39 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also affiliated with LPL Financial, having previously worked at Raymond James Financial and Fixed Insurance Services. Barnette is involved with JTB International, Inc., a business entity he established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging proprietary and third-party investment strategies through various technology platforms.

Steven Smith is a financial advisor with CIBC Private Wealth Advisors, Inc. in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Atlantic Trust Na and has been with CIBC National Trust Company since 2017. He serves as a trustee for the Emily E Scholsberg Educational Trust and several private grandchild trusts under his role at CIBC. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs an investment process involving internal teams and committees to create customized portfolios and offers strategies including options hedges and structured notes, managing approximately $67.8 billion in assets with 175 advisors.

Sean Rosencrance is a CFP®-certified financial advisor with eight years of industry experience. He has worked at Concurrent Investment Advisors, LLC since 2026 and previously spent eight years at Spire Wealth Management and Spire Securities, LLC. Rosencrance also maintains an ongoing affiliation with Corbett Road Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by integrated operational tools and a network of approximately 286 advisors.

Todd Youngdahl is a CFP® with 27 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2023. He previously worked for Washington Wealth Advisors, LLC from 2012 to 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Michael O'Leary is a financial advisor at Focus Partners Wealth, LLC with Series 65 credentials and six years of industry experience. Prior to joining Focus Partners in 2024, he worked at The Colony Group, LLC, Lowell Blake & Associates, and State Street Bank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Brian Hutt is a financial advisor with Eagle Strategies (New York Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has roles with multiple related entities including AP Benefit Advisors, LLC and Bluepoint Financial, LLC. Outside of advisory work, he is involved as an investor in a popcorn company and holds investor roles in a community bank and a holding company related to life insurance. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.