Heather Molloy is a CFP® and PFS™ with eight years of industry experience, currently advising at Mercer Global Advisors Inc. She has held roles at several firms including Madison Wealth Management and ATFS Advisers. Molloy serves on the board and finance committee of the non-profit A Place To Be. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, supported by comprehensive client education and integrated affiliated service lines.

Adham Sabek is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding a Series 66 designation and five years of industry experience. He has worked with Eagle Strategies since 2021 and is also associated with B & H Financial Services Inc. dba Beaini Financial Solutions. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Elvis Castro is a financial advisor with Truist Advisory Services in Oakton, VA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions 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 offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Rosanne Gentile is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has over 32 years of industry experience, including roles at Gentile Financial Group and Avenue Wealth Management. Her work involves brokering non-registered insurance products alongside her advisory duties. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to meet client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Christopher Martin is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CGMI / Citi Private Bank since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized roles, including swap dealing and futures commission merchant services.

Rosario Vezzi is a financial advisor with Oppenheimer, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has worked at several major firms, including Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, he serves as trustee for private family trusts. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of advisory and brokerage services. The firm offers programs spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and retains custody of client assets while operating its broker-dealer and advisory businesses.

Melanie Schwartz is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. She has worked at Steward Partners and its affiliated entities since 2021 and previously at Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of advisory and portfolio management services.

Malka Alzayani is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments, New York Life Insurance Company, and Bloomberg LLP. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with trades executed only upon client authorization.

Austin Chester 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 First Command entities since 2019, as well as at Avalara from 2014 to 2019. Outside of his advisory role, he is the owner of Team Chester LLC, a pass-through entity for First Command commissions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage portfolios through approved third-party managers and preselected model portfolios.

Jeffrey Upchurch is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Bradford Avery is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he is an owner of rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm’s approach combines algorithm-driven risk assessment with implementation via approved model strategies managed by PNC or third-party strategists.

George Fellows Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2012. His prior experience includes roles at Merrill from 2007 to 2012 and Citigroup Global Markets from 1995 to 2007. Outside of his advisory work, he serves as a co-trustee of a family trust established to assist in the care and financial support of a relative. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management with strategic and tactical asset allocation.

Zachary Jenkins is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2016 and currently operates Jenkins Wealth Strategies Group, LLC and is affiliated with Blueprint for Financial Success. Jenkins serves as a director of the Norwegian Society of Washington DC, an organization focused on promoting cultural and educational ties related to Norway. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Schoener is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. Prior to joining Cresset, he worked at Pagnato Karp Partners, LLC from 2016 to 2020. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and private fund management across public equities, fixed income, alternatives, real estate, and private markets.

Roseal Stewart is a CFP® professional with four years of industry experience, currently advising at Schwab Wealth Advisory, Inc. She has worked across various roles within Charles Schwab, including Schwab Wealth Advisory and Charles Schwab Bank. Outside of her financial career, she provides rideshare services using the Lyft app. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and internal research, with services tailored to client goals and risk tolerance.

Caroline Morris is a CFP®, ChFC®, and Series 66 holder with 14 years of industry experience. She is currently with Guardian Life and Park Avenue Securities, where she has worked since 2022. Morris previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for ten years. In addition to her advisory role, she teaches for the College Funding Coach. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary programs and third-party solutions.

Colette Kolanko is a CFP® and PFS™ with 15 years of experience in financial advisory. She has worked at Cerity Partners LLC since 2023 and previously spent four years at Lumina Financial Consultants and ten years at Sullivan, Bruyette, Speros & Blayney, Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services, combining quantitative screening and direct security selection with access to alternative and private market solutions.

Jerome Prentice is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 44 years of industry experience and has been affiliated with New York Life and its related entities since 1973. He also owns Prentice Farms, a wheat farm in Pennsylvania. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lance Robbins is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at SunTrust Bank and Starbucks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Robert Kraus is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Citigroup in 2017, he worked at Chevy Chase Trust from 2006 to 2017 and Chevy Chase Financial Services from 2004 to 2009. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.