Darla Aycock is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 1998. Outside of her advisory role, she is involved in her local community as president of the Stratton House Condominiums and manages a residential and commercial cleaning service. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs and manages multiple mutual funds, employing dedicated portfolio teams and research groups to deliver diversified investment strategies.

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.

Peter Gwynn Sackson is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at Mighty Dog Roofing of Arlington and Compass Real Estate, as well as the Boston Consulting Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and financial planning services across various portfolio types, with both discretionary and non-discretionary management approaches.

Aaron Lucash is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and NYLIFE Securities LLC. His background also includes roles at several hospitality establishments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

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.

Andrew Hug is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has previous work experience at Aronimink Golf Club, Overbrook Golf Club, Waynesborough Country Club, and Episcopal Academy. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation and manager selection with proprietary research tools and leverages the broader Goldman Sachs ecosystem to provide a wide range of financial services.

Walter Nockett is a CFP® and CFA® with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously spent five years at Sullivan, Bruyette, Speros & Blayney, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Jeffrey Conn is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Goldman Sachs in 2021, he spent 11 years at The McLean Group and Mclean Securities, LLC. He serves as a board member at Avantalytics Corporation, a software and consultancy firm based in Arlington, VA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services through integrated teams and affiliated entities.

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.

Solmaz Azar is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. She has worked previously at Wells Fargo Clearing and Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Dexter Walker is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he is a 40% owner of Washington DC Inferno, LLC, a professional women's squash franchise. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools but does not provide individual security recommendations as part of standalone planning.

Terry Reinhart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at Grove Point Investments, H. Beck, Inc., and maintained his own CPA practice, Reinhart & Associates PC, since 1971. Outside of advisory services, he continues to engage in tax preparation and accounting through his CPA firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives.

Brian Henry is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial plans aimed at achieving their financial goals. He joined Fidelity Investments in 2022 and has held several roles within the company, including Financial Representative and Relationship Manager, before assuming his current position in 2024. His experience spans various aspects of financial planning and client relationship management.

Margi Coutinho-Betancourt is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2015. She has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant and Financial Consultant. Prior to joining Fidelity, she worked at First Command Financial Planning Services from 1991 to 2012, starting as an Administrative Assistant and later becoming a Financial Advisor. Her expertise includes retirement planning, income planning, and wealth planning, working closely with clients to develop customized financial plans that align with their short- and long-term goals. Margi emphasizes building strong relationships with clients based on trust throughout the financial planning process. Outside of her professional work, Margi has interests in cooking and baking, football, golf, theater, traveling, and volunteering.

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.

Annmarie Bilger is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2017. She serves as a board member of the Howard County Chamber of Commerce. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides advisory programs to individuals and institutions with a financial planning process that utilizes firm-approved tools and modeling techniques to tailor plans for clients.

Matthew Steward is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial, Morgan Stanley, the University of Maryland, and ChristianaCare Union Hospital. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Suzanne Spano is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a trustee for an investment-related trust in Vienna, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its services.

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.

Gary Carson Jr. is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding a Series 66 designation and having eight years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at Capital One. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, employing tailored strategies via a mix of in-house and third-party investment managers.