Nicholas Demczar is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Vitale Christy is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Kestra, Christy held roles at Wells Fargo, Robinhood Markets, Inc., and Equitable Advisors. Outside of finance, Christy serves as President and CEO of Stray Dogs Studios, a production company managing all creative and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional clients. The firm offers fiduciary consulting, plan design and compliance testing, and access to a range of management platforms and third-party solutions.

Elizabeth Miller is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 25 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Thomas Graham is a financial advisor at Janney Montgomery Scott in Alexandria, VA, with 31 years of industry experience. He has been with Janney Montgomery Scott since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a rental property in Bumpass, VA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Kounian Ding is a Series 66-credentialed financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. His background includes roles at Bankers Life and Casualty, Bank of America, Merrill, and George Mason University. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with ongoing reviews and rebalancing.

William Godfrey is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 credential and has worked at Oppenheimer since 2019, with prior roles at Wells Fargo Clearing Services, Red Ventures, Best Buy, and New Age Marketing. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs that include portfolio management, consulting, and financial planning. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

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.

Wesley Clark is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has worked with TIAA-CREF and its related entities since 2018, as well as PNC Investments and PNC Bank from 2013 to 2018. 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 TIAA-administered employer retirement plan relationships. The firm combines point-in-time planning with ongoing discretionary management using model or customized portfolios and operates as adviser to a donor-advised fund.

Rachel Richardson is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked primarily at First Command-affiliated firms since 2020. Prior to her financial services career, she spent several years at St. Elizabeth Ann Seton School. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, using an Investment Management Team to design and manage model portfolios with discretionary authority granted by clients.

Kedisha Ebanks is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. Prior to her current role, she spent 17 years at Ernst & Young, LLP. She is also the owner of Aspiro Consulting Group, LLC, a business consulting venture. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

Alexander Rossi is a financial advisor with First Command Advisory Services in Alexandria, VA, holding a Series 66 designation and 10 years of industry experience. He has worked with various First Command affiliated entities since 2016 and also owns Alex Rossi Financial Planning LLC. Outside of his advisory work, Rossi serves as treasurer for BNI Positive Power, a local referral group in Alexandria. First Command Advisory Services, Inc. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

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.

Nicolette Davicino is a CFP® with seven years of industry experience, currently advising at Cresset Asset Management, LLC. She previously worked at Commonwealth Financial Network and Armstrong, Fleming & Moore. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering wealth management, portfolio management, retirement plan consulting, family office services, and advisory services to private funds.

Ryan Myers is a CFP® professional with 35 years of industry experience, currently serving at Voya Financial Advisors, Inc. He previously worked at Fortis Investors, Inc. for nearly three decades and has held roles at organizations including MissionSquare Retirement and Allstate Insurance. Myers is involved in nonprofit leadership as Chairperson of the Board of Directors for the Northern Virginia Urban League and serves as Treasurer for Omega Psi Phi Fraternity, Inc. Voya Financial Advisors, Inc. serves a diverse clientele including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary advice and operating both as a registered investment adviser and broker-dealer.

Lance Harting is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Oppenheimer and previously held roles at Bank of America and Merrill. Before his financial services career, he worked in the pool service industry. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside a range of investment products to meet client objectives.

Robert Lee is a CFP® with 34 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His prior work includes roles at OneAmerica Securities, American United Life, The O.N. Equity Sales Company, and Ohio National. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers, and maintains integration with various Ameritas affiliates.

Frank Levin is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 17 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank, N.A. since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Louis Liberatore is a CFA® charterholder and financial advisor at Hightower Advisors with five years of industry experience. His previous roles include positions at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers portfolio management, financial planning, and retirement consulting, serving clients including pension plans, charitable organizations, corporations, and financial institutions.

Mary Napleton is a CFP® professional with two years of industry experience, currently working at Hightower Advisors. She previously worked at Fifth Third Private Bank and CIBC, and spent four years at the University of Illinois Urbana-Champaign. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers multi-manager solutions and utilizes proprietary research in portfolio construction, serving clients through discretionary and non-discretionary management, financial planning, and retirement consulting.