Sarine Zenian is a CFP® with 19 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, she worked at Raymond James and Associates from 2012 to 2025. She serves on the Finance/Investment Committee of the Armenian Church Eastern Diocese of America, where she participates in financial record review and audit oversight. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm employs a range of investment strategies, integrating financial planning and tax services, and manages over $72 billion in assets.

Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently serves as president of US-Asia Links, a firm focused on international business consulting related to environment and clean water. Additionally, he advises on Asian Pacific American community issues as a commissioner and leads Acacia Financial Advisors LLC as president. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Monica Zamfir is a CFP® professional with 15 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She has held roles at several firms including Charles Schwab & Co., Fidelity Investments, and American Global Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, investment recommendations, and wealth management education. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools to support client decisions without exercising discretionary trading authority.

Jeffrey Armstrong is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Advisors from 2011 to 2016 before joining Integrated Wealth Concepts and LPL Financial in 2016. Armstrong also operates JMA Wealth Management, a business entity for tax and investment purposes. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services and utilizes customized portfolios with a long-term investment approach combined with strategic rebalancing.

Bryan Stretton is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2015. He holds Series 63 and Series 65 licenses and is based in Reston, VA. 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 approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Aradhya Ray is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SunTrust Advisory Services and its related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party manager relationships and AI-enabled research tools, to deliver tailored investment solutions.

Walter Nockett is a CFP® and CFA® with nine years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously spent five years at Sullivan, Bruyette, Speros & Blayney, LLC. He is based in McLean, Virginia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Yukubu Carriker is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining the firm, Carriker served 21 years in the United States Air Force. Outside of financial advising, Carriker is the Lead Production Manager at National Community Church in Fairfax, VA, overseeing technical operations during services, and serves as Treasurer on the board of Ten Ten Life, providing financial oversight for the organization. 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 offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a range of mutual funds, ETFs, and third-party managed accounts.

Molalign Daniel is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citi Group and Wells Fargo in various capacities. Outside of finance, he produces Ethiopian traditional music for YouTube through his entertainment company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enhanced equity research and inter-affiliate resources.

Anthony Chapkey is a financial advisor with First Command Advisory Services in Fairfax, VA. He holds a Series 66 designation and has one year of industry experience. Prior to joining First Command, he worked at Van Clemens & Co. Inc. and founded LateGame LLC, a business focused on budgeting and financial education for friends and family. 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 offers financial planning and multiple wrap-fee asset management programs, providing investment management through a centralized team and wealth portfolio managers who select model portfolios and approved third-party managers.

Adam Sauri is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked for SOL Capital Management Company for 13 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Jennifer Quigley is a CFP®-certified financial advisor with 23 years of industry experience. She has worked at Creative Planning since 2021 and previously spent 20 years at Sullivan, Bruyette, Speros & Blayney, LLC. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment approaches and affiliated non-investment businesses.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Patricia Kazumba is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2015. She also maintains an independent insurance agency under the name Legacy Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, tailored to client objectives across multiple custody platforms.

Carla Gomez is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2012. Outside of her advisory role, she serves on the board of her local homeowners association in Vienna, Virginia. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.

Lindsay Snyder is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. She has been with Cambridge since 2014. Outside of advising, she also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Cristina Gabalda is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for seven years before joining Ameriprise in 2022. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Lisa Carpenter is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. She serves on the Board of Directors and acts as Secretary for Shepherd's Care Children's Center, Inc., a nonprofit preschool affiliated with her church. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles and utilizing a mix of in-house and third-party investment managers.

Richard Jones II is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and 2019, respectively. His background also includes time with Virginia Commonwealth University and a brief role at Fat Dragon Kitchen and Bar. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by its Schwab Center for Financial Research.

Joy Stephens is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. Her prior roles include positions at J.P. Morgan Securities, Charles Schwab Bank, Charles Schwab, and National Philanthropic Trust. Outside of her advisory work, she is involved in e-commerce ventures and co-owns a real estate investment business with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.