Moises Abascal Carrasco is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company and TD Bank. Cerity Partners provides customized wealth management and related services to individuals, families, trusts, business entities, charitable organizations, and institutional investors nationwide. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Jordan Hucht is a CFP® and ChFC® affiliated with Commonwealth Financial Network, with 16 years of industry experience. He has worked with Commonwealth since 2016 and previously was with MML Investors Services Inc. from 2010 to 2016. Outside of his advisory role, he is a co-owner of Vision Wealth Partners, an entity involved in selling fixed insurance products and operating securities and advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and back-office services across a range of investment products.

Tony Perry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been self-employed since 2009. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools for investment oversight and manager selection.

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.

Toni Whaley is a financial advisor with Planmember Securities Corporation in Elkridge, MD, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She is the owner and vice president of Paladin Advisor Group, a full-service financial planning practice, and serves as president of the Chartwell Business Park Association. Additionally, Whaley is president of the National Tax-Deferred Savings Association, focusing on advocacy and education for supplemental retirement savings plans. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Matthew Diehl is a financial advisor with TIAA-CREF in Columbia, MD, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he owns two rental properties. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various programs, including customized portfolio options managed under client-approved investment policies.

Connor Nagelvoort is a financial advisor at Mercer Global Advisors Inc. in Washington, DC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and Fidelity Brokerage Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of advisory services including investment management, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, index funds, and other strategies, alongside client education programs and a broad suite of affiliated service lines.

Deborah Gandy is a financial advisor with Chevy Chase Trust Company in Bethesda, MD, holding Series 65 and Series 66 licenses and having 19 years of industry experience. She has been with Chevy Chase Trust Company since 2009. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management, personal trust, family wealth and financial planning services, institutional custody, and access to collective investment funds. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, integrating fiduciary trust, custody, and investment management functions.

Frederick Hopkins is a CFA® charterholder with four years of industry experience. He has worked at Chevy Chase Trust Company since 2021 and previously spent eight years at Wilmington Trust, N.A. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management along with personal trust and wealth planning services. The firm employs a thematic investment approach that focuses on secular trends and diversification, combining fundamental, technical, and cyclical analysis across equities and fixed income.

Lewis Baker is a CFP® professional with 31 years of industry experience, currently affiliated with Farther. He founded Rock Creek Wealth Planners and has held roles at Coliseum Wealth Management and United Planners. Baker serves on the board of Yazam Inc. and is involved with several investor development roles and advisory boards outside of his advisory work. Farther serves individual investors, trusts, and estates through a technology-driven platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Bart Lanman is a CFP® with 25 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2017 and concurrently with Squire Lemkin & O'Brien since 2006. Prior to that, he worked at Tricapital Advisors Inc. from 2001 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation using a range of investment vehicles and ongoing due diligence.

Mya Fedash is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Mirror Lake Wealth Management (TAG Advisors) and has a background in education, having taught at the middle and high school levels for six years. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, using an institutional-style asset allocation approach with oversight from an investment committee.

Peter Keating is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and currently manages Chesapeake Capital Associates, LLC. His prior experience includes roles at Zenith Marketing Group Inc and Howard County Junior Striders. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

Ryan Ohlin is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2016 and also operates Avenue Wealth Management, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Yeoshen Tsui is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services and its affiliated entities since 2016. Outside of his advisory role, Tsui is involved as a co-owner of a water damage restoration business and participates in real estate activities primarily related to personal property with his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jonathan Lipchin is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Founders Financial Securities, LLC. He is also the owner of Lipchin Wealth Management LLC, a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, operational support, and investment management services. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

John Langford is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Arete Wealth Management LLC and KFA Private Wealth Group, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies with risk management tools and may incorporate alternative investments and private fund allocations.

Danny Nguyen is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms including Bank of America, Merrill, Wells Fargo, HSBC, and SunTrust. 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 through portfolios that include affiliated and third-party managers, offering comprehensive portfolio management, financial planning support, and custody services.

Eylem Senyuz is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds the Series 65 designation and previously worked at T. Rowe Price. In addition to her advisory role, she serves as an Assistant Adjunct Professor at Georgetown University, where she teaches a finance course on Investments in Emerging Markets. 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank services.

Angela Vaughan is a financial advisor at Stratos Wealth Partners, Ltd. She holds the Series 65 designation and has two years of industry experience. Prior to joining Stratos in 2026, she worked at Lifespan Financial Strategies in various roles from 2022 to 2026 and spent six years with Montgomery County Public Schools. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of investment and financial planning services using an open-architecture approach that incorporates both advisor-managed and model-based strategies.