Irina Gavrilyaka is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at The Vanguard Group for two years. 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 strategies supported by third-party manager arrangements and AI-enabled research tools.

Robin Corley is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked with Transamerica and affiliated firms since 2014. Corley has experience in the sale of insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a range of fee-based and commission-based investment solutions supported by proprietary and third-party model portfolios.

Michael Burke is a financial advisor at Wealthspire Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2017, following a 17-year tenure at Tricapital Advisors Inc. Burke also serves as director and chairman of Capital Bank, a community bank in Rockville, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and retirement-plan services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

Patrick Bransford is a CFP® with 27 years of experience in the financial services industry. He is currently with Oppenheimer and has previously worked at Wells Fargo Clearing Services, Bank of America, and Merrill. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles tailored to client objectives.

Joseph Doniger is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and several other financial services firms. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Worthington is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has 14 years of industry experience. His prior affiliations include Franklin Capital Strategies, LLC and Avenue Wealth Management, LLC, where he has focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types, with a majority of its assets managed on a non-discretionary basis.

Sean Wilson is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and offers a range of portfolio management options, including customized portfolios and model-based strategies.

Jill Beaudry is a financial advisor at CWM, LLC with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Cetera Wealth Services, Family Wealth Guidance, and Raymond James Financial Services. Outside of advising, she serves as a notary public, notarizing documents. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

James Mccormack is a financial advisor with Truist Advisory Services in McLean, VA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with SunTrust Investment Services since 2000 and with SunTrust Advisory Services since 2016. 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 a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Joseph Masella is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Israel Discount Bank of New York and IDB Capital Corp. Masella serves as a senior investment strategist and provides advisory services through Private Advisor Group and affiliated entities. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Hun Jeong Song is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2013. Outside of advisory work, she is also active as an insurance broker, appointed with outside carriers to broker non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice across multiple program types and manages the vast majority of its assets under management on a non-discretionary basis.

James David is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 21 years of industry experience, including 14 years at David Wealth Management, LLC, and has been with Focus Partners Wealth since 2025. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Johnny Kim is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and several banking institutions, including M&T Bank and Capital One Bank. Kim serves on the board of the Ladies First Foundation, a nonprofit organization based in Germantown, MD. 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 a manager-selection program leveraging third-party platforms and AI-enhanced research, with an emphasis on inter-affiliate integration among its affiliated brokerage and banking entities.

Alexander Hellewell is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Citi Private Bank for four years. His career also includes time at Bankers Life and the University of Tampa. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that relies on both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Maria Camp is a financial advisor with Cerity Partners LLC and holds a Series 65 credential. She has 19 years of industry experience, including 23 years at SOL Capital Management Company prior to joining Cerity Partners. Outside of her advisory work, she owns and operates an artwork business, Angiempaints LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Ryan De Leon is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation. He has been with Wealthspire Advisors since 2024 and has prior experience at Franklin Templeton. Ryan’s background includes four years at the University of Maryland and six years working in high and middle schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

Hang Nguyen is a CFP® professional affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, with one year of industry experience. Prior to joining United Planners in 2025, Nguyen held roles at Arnold Financial Services and Financial Services Advisory, and worked at Bank of America from 2015 to 2017. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory services through independent representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Howard Kluttz is a financial advisor with Oppenheimer in Vienna, VA, holding Series 63 and Series 65 licenses and with 46 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services encompassing investment management, consulting, retirement services, and private-fund management, employing strategic and tactical asset allocation alongside various investment strategies.

Lakhi Narang is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining PNC Investments LLC in 2023, Narang worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2023, and held various roles at PNC Bank and PNC Investments between 2014 and 2020. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary portfolio service for employees that uses algorithm-driven risk assessments and manages investments via approved model strategies and mutual funds or ETFs.

Seifeldin Moussa is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and having two years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and swap dealing, and provides a broad range of advisory and execution services.