Ross Anderson is a CFP® with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at Eaton Vance Management and Eaton Vance Distributors, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and integrated affiliated service lines.

Rupal Jhaveri is a financial advisor at PNC Wealth Management with 24 years of industry experience. She previously worked at Wells Fargo Clearing Services, Citigroup, and Capital One Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot accessible to employees via online banking credentials. The firm utilizes approved model strategies with mutual funds and ETFs, employing algorithmic questionnaires for risk assessment and portfolio construction.

Bradley Schell is a CFP® with 17 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. from 2009 to 2026 before joining Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments in 2026. Outside of his advisory roles, he serves as an associate financial advisor through an independent contractor arrangement with Potomac Financial Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Melvin Morris Jr. is a financial advisor with Principal Financial Services in Myrtle Beach, SC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2004. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the U.S. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Craig Pernick is a financial advisor at Chevy Chase Trust Company with 26 years of industry experience. He has been with Chevy Chase Trust since 2005 and holds Series 63 and Series 65 credentials. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic trends and diversified portfolio construction, serving primarily multi-million dollar client relationships.

Ekaterina Sheliga is a financial advisor at Prime Capital Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at StanCorp Equities, Inc. and Arthur J Gallagher. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, trustee services, and family office solutions, utilizing a range of investment strategies and platforms to manage accounts on discretionary and non-discretionary bases.

Louise Mercer is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has previously worked at Amegy Bank and Truist Investment Services. Outside of finance, she was involved with Mamaka Smoothie Bowls in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, integrating third-party platforms and a combination of discretionary and non-discretionary investment management.

Robert Schneider is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at Washington Wealth Advisors from 2021 to 2023 and was affiliated with Special Olympics, Inc. for eight years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Lei Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Lei has been with Transamerica Financial Advisors since 2012 and is also involved with Financial Training Inc. and Insurance Marketing Center in roles outside of direct investment advisory. Lei previously worked with the Chinese Friendship Affairs Association, Inc. from 2018 to 2021. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm primarily employs model portfolios and third-party managers to implement its advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Gloria Makino is a Series 66-licensed financial advisor with Independent Financial Group, LLC and has two years of industry experience. Prior to her financial services career, she spent nearly three decades as a performing artist, working as a singer, actress, dancer, pianist, and teacher. She also operates Makino Financial, a DBA used for marketing purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers various portfolio management solutions and financial planning services, utilizing both firm- and third-party models tailored to client risk profiles.

Ryan Torguson is a CFA charterholder with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at RBC Capital Markets and Morgan Stanley Private Bank. He is involved with the CFA Society of Washington as chair of the External Relations Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of strategies including mutual funds, ETFs, alternatives, and custom indexing.

Brian Keeney is a CFP®-certified financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He has worked at Beacon Pointe Advisors since 2024 and previously operated Keeney Financial Group. Outside of finance, he has experience in the hospitality industry and education. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individual and institutional clients. The firm employs a combination of active and passive investment strategies, utilizing third-party independent managers and proprietary private funds as part of its comprehensive portfolio management approach.

Garrett Scranton is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds a Series 65 credential and has previously worked at Sagevest Wealth Management, Olio Financial Planning, and served in educational roles including at Virginia Tech and in middle and high schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management strategies.

Hui Zhu is a CFA® charterholder and holds the Series 66 designation, with six years of industry experience. Hui is currently affiliated with Commonwealth Financial Network and has previously worked at Quantis Wealth Management and Oppenheimer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Bryan Slovon is a Series 65 licensed advisor with 17 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years at Global Financial Private Capital, LLC. He is also the owner of Stuart Financial Group, an insurance agency based in Greenbelt, MD, which he has operated since 1990. Additionally, Slovon serves as vice president of SFG Marketing, Inc., where he oversees branding and marketing activities. J.W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts using both discretionary and non-discretionary strategies that combine fundamental and technical analysis.

Michael Depirri is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at PNC Investments for 11 years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides specialized services including derivatives and futures.

Moises Abascal Carrasco is a Series 65-licensed financial advisor with one year of experience, currently with Cerity Partners LLC. He previously worked at SOL Capital Management Company for seven years and TD Bank for two years. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services, combining quantitative screening and manager selection with access to alternative and private market investments.

Jordan Hucht is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 16 years of industry experience. He has worked at Commonwealth since 2016 and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, Hucht is co-owner of Vision Wealth Partners, LLC, a business involved in securities and advisory services, and participates in selling fixed insurance products through this entity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationally. The firm offers a wide range of managed-account programs and access to third-party asset managers, providing support through discretionary and nondiscretionary portfolio management, retirement consulting, and custody services.

Tony Perry is a financial advisor with Truist Advisory Services in Olney, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at various SunTrust entities since 2013 and has been self-employed since 2009. 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, utilizing a blend of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Brandi Dickey is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2021 before joining Hightower in 2021. Outside of her advisory role, she provides pet sitting services on a part-time basis. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, providing access to a wide range of investment strategies and operational support.