Joseph Gibbons is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and having nine years of industry experience. Prior to joining Osaic in 2024, he worked at Arbor Point Advisors and Securities America. In addition to his advisory role, Gibbons is a certified public accountant and owner of Gibbons & Gibbons PC, providing tax return preparation and small business accounting services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing a mix of proprietary and third-party platforms.

Margaret Shipley is a CFP®-certified financial advisor with two years of industry experience, currently with Osaic Advisory Services, LLC. Her previous roles include positions at Triad Advisors and Triad Hybrid Solutions. In addition to her advisory work, she contributes as a next-generation advisor and financial analyst with Argent Bridge Advisors, focusing on financial education and client portfolio management. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Lauren Brownell is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at Aegis Consulting, Trinity Wealth Securities, and Florida Financial Advisors DBA Tristate Financial Advisors. Before entering financial services, she held positions outside the industry, including at Babson College and The Noble & Greenough School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nina Mitchell is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and 19 years of industry experience. She has worked at The Colony Group, LLC since 2018 and previously at Bridgewater Wealth & Financial Management, LLC from 2015 to 2017. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jeffrey Dillman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2013. He holds Series 63 and Series 65 licenses. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macro trends and diversification, serving primarily multi-million dollar client relationships through a combination of advisory, trust, and custody services.

Caroline Kramer is a financial advisor with First Command Advisory Services and holds the ChFC® designation as well as Series 63 and Series 65 licenses. She has 13 years of industry experience, including over a decade at First Command in various capacities. Outside of her advisory role, she is a passive investor in a private brewery and owns Caroline Kramer Financial Planning, LLC. First Command Advisory Services 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 by a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

Elizabeth Davila is a CFP® with 17 years of industry experience, currently serving as an advisor at Truist Advisory Services. She has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to a broad client base including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages third-party platforms and AI-enabled tools to support manager selection and oversight.

Brendan Cherasard is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and has worked at multiple entities within First Command since 2020. Prior to his current role, he has held positions at organizations including The Judge Group and the University of South Florida Housing & Residential Education. First Command Advisory Services 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a prescreened selection of investment managers.

Paul Schneider is a CFA® charterholder with 17 years of industry experience. He is currently an advisor at Ameritas Advisory Services, LLC and also serves as managing director of Vector Financial Advisors LLC and Vector Recovery Group, LLC, where he provides business consulting and financial analysis to small businesses. Schneider is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

James Beall is a CFP® professional with 13 years of experience in the financial services industry. He is currently an advisor at Truist Advisory Services and has served in roles at Suntrust Investment Services and Keel Point Capital. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by AI-enabled equity research and integrated inter-affiliate resources.

Stephen Philleo is a financial advisor at Steward Partners Investment Advisory, LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His career includes tenures at Steward Partners Investment Advisory and Raymond James Financial Services. Outside of advisory work, he manages a family partnership that holds inherited undeveloped property in Crestone, Colorado. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Limin Lee is a financial advisor with Wealthspire Advisors, holding a Series 63 designation and bringing 25 years of industry experience. Prior to joining Wealthspire Advisors in 2017, Lee worked at Tricapital Advisors Inc. for 17 years and has been associated with Yorke, Burke & Lee since 1984. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering tailored wealth management and investment advisory services. The firm employs a relationship-driven process and emphasizes diversified, institutional-style asset allocation across various investment vehicles.

Brian Willey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has worked at firms including Primerica Financial Services, PFS Investments Inc., and Human Circuit. Willey is also involved with Incisive Financial Group and the Business Benefits Group, where he focuses on retirement plans, wealth planning, and commercial benefits consulting. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, offering a range of discretionary and non-discretionary programs through in-house and third-party managers.

Jack Shiao is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of advising, he participates in a family-owned realty office and assists with financial matters in a music sheet sales business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business 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 integration.

Ethan Copeland is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Wasserman. His background includes various roles at James Madison University and a decade of experience at The Bullis School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and family office services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

Brandon Schumacher is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Bank of America, Merrill, and Royal Bank of Canada Wealth Management. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and fiduciary retirement plan solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers and alternative strategies.

Alok Bhatt is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Wells Fargo Advisors, and The Related Group. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, managing discretionary and non-discretionary portfolios across equities and fixed income.

Jay Weinstein is a CFA® charterholder and holds a Series 65 license with 15 years of experience in the financial advisory industry. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing customized wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven approach with institutional-style asset allocation and a range of portfolio options tailored to client objectives.

Edward Ramsey is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes roles at Avantis Private Wealth and Quantis Wealth Management, as well as ownership of a CPA and tax accounting firm, Ramsey & Associates. He also provides accounting and business valuation services to dental offices through Peak Dental Transitions, LLC. 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 over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Weston Burnett is a CFP® and Series 66-licensed advisor at Creative Planning with 23 years of industry experience. He previously worked at Legacy Analytics, LLC and Cohen & Burnett, P.C., where he served as President of the law firm without compensation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.