Gina Wilson is a financial advisor at Integrated Wealth Concepts LLC with 37 years of industry experience. She holds the ChFC® designation and securities licenses Series 63, 65, and 66. Her prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. 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, family office, and retirement plan advisory services, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Erick Roshelli is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 11 years before joining Hightower in 2019. Outside of advisory activities, he has an ownership interest in a rental property. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction that integrates mutual funds, ETFs, alternative investments, and custom indexing.

Grant Ruder is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. He has been with Wealthspire Advisors since 2015. 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 process with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

Chauvon McFadden is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. She has worked with New York Life, Nylife Securities LLC, and Crimson Wealth Strategies, LLC, and currently serves on multiple community and nonprofit boards, including the Loudoun County Economic Development Commission, Inova Loudoun Hospital Foundation, and the National Capital Area Council of Boy Scouts of America. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages client assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Elizabeth Dawson is a financial advisor at Cerity Partners LLC in Reston, VA, holding the CFP®, CFA®, and Series 63 credentials with seven years of industry experience. She previously worked at Worldview Wealth Advisors before joining Cerity Partners in 2020. Outside of her advisory role, Dawson provides pro-bono financial counseling for recently widowed individuals through Wings for Widows. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions.

Kyoung Lee is a financial advisor with Eagle Strategies (New York Life) in Fairfax, VA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Lee has been with Eagle Strategies since 2019 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company since 2013. 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 offers a range of advisory programs tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities in its work with retirement investors.

Nihad Basic is a CFP® professional with three years of industry experience currently affiliated with Kestra Advisory. Prior to joining Kestra, he worked at Raymond James Financial and has held roles outside the financial sector, including teaching positions at Castleton University and involvement with Special Olympics Vermont. He is also employed with Hickok & Boardman Capital Management, a support company for a financial branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by extensive due diligence and multiple management platforms.

William French is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds the Series 66 designation and has three years of industry experience. In addition to his role at Eagle Strategies, he is associated with BluePoint Financial LLC, where he serves clients under the BluePoint Financial name. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Jodi Van Voorhis is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Equitable, LPL Financial, and CURO Private Wealth. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Andrew Palazzi is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having two years of industry experience. He has been with TD Wealth and its affiliated entities since 1997. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Christopher Maxey is a financial advisor at Wealthspire Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2018, following prior roles at Steben & Company Inc. from 2015 to 2018. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation across various investment vehicles.

Brian Moffett is a financial advisor with Truist Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with SunTrust Advisory Services since 2014 and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

John Baker is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked exclusively with Truist-affiliated entities throughout his career. Outside of his advisory role, he has involvement with Athens Academy and Sharptop Cove Young Life Camp. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment offerings.

Yohanna Gorfu is a CFP®-credentialed financial advisor with 26 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and previously held roles at Spire Investment Partners, Spire Wealth Management LLC, and Spire Securities LLC. 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 focuses on customized, primarily long-term portfolios that include ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by a network of approximately 286 advisors.

Cecile Hult is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. She currently works at Osaic Advisory Services, LLC and has previously been affiliated with Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Hult is a partner and manages a divorce financial planning team at Argent Bridge 2 Divorce and also serves as a speaker for seminars such as Second Saturday Workshop and Done with Divorce. She is a board member and tennis chair for the Tuckahoe Rec Club in McLean, VA. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of programs and investment approaches, including representative-managed and third-party manager programs, financial planning, and access to alternative investments, with custody and execution primarily through Fidelity and Schwab.

Paul Doupe is a financial advisor with Janney Montgomery Scott in Bethesda, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morningstar, Inc., Refinitiv, and John Hancock entities. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs with a blend of in-house and third-party portfolio management.

Matthew Swanson is an investment advisor representative at Kestra Advisory with 20 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at LPL Financial. Outside his advisory role, he is also involved as a producer in the insurance business with The Meltzer Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and vendor benchmarking. The firm serves a broad range of investors, including large institutional clients and sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Brian Wobensmith is a financial advisor with Guardian Life in Reston, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Virginia Tech, Clark Construction, and Genco Shipping & Trading. He is also involved in insurance sales outside of Guardian Life on a limited basis. Guardian Life’s affiliate, Park Avenue Securities LLC, offers brokerage and advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, and charitable organizations. The firm combines discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of financial planning and consulting services.

Daniel Guadalupe is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual and Mark Savino. Outside of his advisory role, he may earn commissions from insurance companies or brokerage agencies for sales of non-investment related insurance products. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

John Glorioso III is a financial advisor with TIAA-CREF in Sterling, VA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also acts as investment adviser to the TIAA Donor Advised Fund and operates a vertically integrated advisory model that separates planning from ongoing discretionary management.