Andrew Stevens is a CFP® professional with 20 years of industry experience, currently advising at Schwab Wealth Advisory in Tysons Corner, VA. His career includes roles at Schwab Wealth Advisory since 2023, TD Ameritrade, Charles Schwab, Charles Schwab Bank, and SunTrust Advisory Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Mark Johannessen is a CFP® professional with 24 years of industry experience, currently serving at Creative Planning since 2021. Prior to this, he spent 30 years at IA Sullivan, Bruyette, Spero & Blayney. He serves on the Board of the CFP Board, focusing on initiatives to develop future financial planners and increase diversity and inclusion within the profession. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated non-investment businesses and integrated private market investment opportunities.

Quinn Murphy is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Steward Partners-related entities since 2023, with prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Jamie Hudgins is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Truist Advisory Services since 2003, following roles within Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate platforms, to deliver its advisory solutions.

Andrew Leach is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent six years at Buckingham Strategic Wealth, LLC and five years at ARK Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Erik Scudder is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 20 years of industry experience. He has worked with Integrated Wealth Concepts since 2016 and previously with Lincoln Financial Advisors from 2013 to 2016. Integrated Wealth Concepts serves a diverse client base including 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 family office services with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach.

Stephen Rosen is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hightower since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, mutual funds, ETFs, alternative investments, and custom indexing. The firm serves pension plans, charitable organizations, corporations, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Kyle Brunk is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities since 2018. His background also includes roles with VIPKids, CIEE - Teach Abroad, Madwire Media LLC, and EduKit. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

David Mccormick Goodhart is a CFP® and PFS™ credentialed advisor at Savant Wealth Management with 12 years of industry experience. He has been with Savant since 2015, initially at Savant Capital Management before continuing at Savant Wealth Management. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by significant in-house resources and affiliated legal and accounting services.

Sharif Charles is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 12 years of industry experience. His prior experience includes roles at Bank of America, N.A., and Merrill from 2013 to 2024. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains capabilities such as in-house research, derivatives services, and bespoke solutions for large relationships.

Thomas Mcdonnell III is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager arrangements and employing AI-enabled tools for research and oversight.

Haelie Guiney is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its predecessor firms since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and uses AI-enabled research tools alongside traditional methods to support its investment approach.

Marcus Harrison Sr. is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to joining First Command, he served in various roles including positions at Research Innovations Inc. and several military training and operational centers. First Command Advisory Services, Inc. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Fuser Rodriguez is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill for ten years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers and offers financial planning, custody, and reporting services via third-party custodians.

Jin Park is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been associated with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled equity research and inter-affiliate integration within the Truist financial ecosystem.

Conor Wolchesky is a CFP® professional with 12 years of experience in financial advising. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Philleo & Ialeggio Wealth Strategies. Wolchesky is also the owner of Philleo Private Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual investors, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering a range of advisory and portfolio management solutions.

Talar Sarkis is a financial advisor with Citizens Securities, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining Citizens Securities, Sarkis worked at Wells Fargo Clearing and Wells Fargo Bank, and earlier at Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Kehinde Soyannwo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining PNC Investments LLC in 2023, Soyannwo worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees. This program uses algorithmic risk assessments to recommend investment models implemented via approved mutual funds and ETFs with annual rebalancing.

Peter Cabezas is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to his current role, he served in multiple capacities within the United States Army from 2016 to 2024. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios.

Thomas Troxell is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at BNY Mellon and Grace Thomas LLC, where he assists with photography assignments outside of trading hours. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party managers.