Lance Harting is a CFP® professional with nine years of industry experience, currently advising at Oppenheimer since 2024. Prior to joining Oppenheimer, he worked for Bank of America and Merrill from 2017 to 2024 and was employed at a pool service company from 2010 to 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of advisory and consulting services across multiple asset classes, offering both discretionary and non-discretionary management, and maintains custody of client assets as a qualified custodian.

Stanley Epps is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Centaurus Financial since 2006 and has been involved with Epps & Associates, Inc. since 2001. Outside of his advisory roles, he serves as president of Epps Financial Services, which provides life and health insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, with an investment approach that includes both discretionary and non-discretionary arrangements and utilizes fundamental, technical, bottom-up, and top-down analysis.

Robert Lee is a CFP® with 34 years of experience in the financial services industry. He is currently with Ameritas Advisory Services, LLC and has previously worked with firms including OneAmerica Securities, American United Life, The O.N. Equity Sales Company, Ohio National, and Securities America Advisors, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Jeffrey McCoy is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at firms including Charles Schwab and Spire Securities, and serves as Managing Partner and Wealth Director at Corbett Road Wealth Management, an affiliate of Corbett Road Capital Management. 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 offers wealth and investment management, financial planning, and retirement advisory services, with an investment approach focused on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities.

Frank Levin is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding a Series 66 designation and 18 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2014, following prior roles at Merrill and AllianceBernstein L.P. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.

Grant Zauner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, using a combination of discretionary manager relationships and non‑discretionary consulting supported by third‑party platforms and AI-enabled research tools.

Sarine Zenian is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She is currently with MAI Capital Management, LLC and previously worked at Raymond James and Deutsche Bank Securities. Zenian serves on the finance and investment committee of the Armenian Church Eastern Diocese of America, where she participates in financial oversight and auditing. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of tailored investment strategies and integrates financial planning, tax, and administrative services into client relationships.

Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Equitable Advisors and Ameritas-affiliated entities. Outside of advisory work, he serves as president of US-Asia Links, an international business consulting firm focused on environmental and clean water initiatives, and holds a commissioner role advising on Asian Pacific American community issues. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes diverse investment programs and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.

Monica Zamfir is a CFP® professional with 15 years of industry experience. She is currently with Schwab Wealth Advisory, Inc. and has previously worked at firms including American Global Wealth Management, Cape Investment Advisory, Fidelity Investments, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance, with trades executed only upon client authorization.

Jeffrey Armstrong is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and 24 years of industry experience. He has worked at Integrated Wealth Concepts since 2016 and has prior experience with LPL Financial, Osaic FA, Inc., and Ameriprise. Armstrong is involved in managing his own business entity, JMA Wealth Management, for tax and investment purposes. Integrated Wealth Concepts serves individuals, 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, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Bryan Stretton is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2015. He holds Series 63 and Series 65 licenses and is based in Reston, VA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Aradhya Ray is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SunTrust Advisory Services and its related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party manager relationships and AI-enabled research tools, to deliver tailored investment solutions.

Christine Koy is a financial advisor with Transamerica Financial Advisors in Rockville, MD, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has been with Transamerica Financial Advisors since 2018 and has additional experience with World Financial Group, Inc. since 2015. Outside of advising, she is involved in managing a rental property she co-owns. 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 both advisory and broker-dealer services with a mix of proprietary and third-party model portfolios, providing discretionary and non-discretionary investment programs.

Walter Nockett is a CFP® and CFA® with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously spent five years at Sullivan, Bruyette, Speros & Blayney, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Yukubu Carriker is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining the firm, Carriker served 21 years in the United States Air Force. Outside of financial advising, Carriker is the Lead Production Manager at National Community Church in Fairfax, VA, overseeing technical operations during services, and serves as Treasurer on the board of Ten Ten Life, providing financial oversight for the organization. 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 range of mutual funds, ETFs, and third-party managed accounts.

Molagiin Daniel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA, as well as Citi Group. Outside of finance, he owns Bole Entertainment LLC, a company producing Ethiopian traditional music content for YouTube. Truist Advisory Services serves individuals, corporate clients, retirement plan sponsors, and charitable organizations by providing investment consulting and advisory services. The firm combines discretionary and non-discretionary manager relationships and integrates advanced research tools and inter-affiliate resources to support its investment programs.

Anthony Chapkey is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at several First Command entities since 2025, as well as Van Clemens & Co. Inc. and various consulting roles. He is the founder of LateGame LLC, a business focused on budgeting and financial education for friends and family. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that are managed by a centralized Investment Management Team and Wealth Portfolio Managers selecting from prescreened third-party managers.

Adam Sauri is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Cerity Partners in 2026, he worked for SOL Capital Management Company from 2012 to 2025. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, utilizing proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Jennifer Quigley is a CFP®-certified financial advisor with 23 years of industry experience. She has worked at Creative Planning since 2021 and previously spent 20 years at Sullivan, Bruyette, Speros & Blayney, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment approaches and affiliated non-investment businesses.