Rahm Dvir is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for SOL Capital Management Company for 21 years. Rahm is based in Rockville, MD. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized portfolios and diversified asset allocation.

William Chao is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. His prior roles include positions at Morgan Stanley, Spire Investment Partners, and TIAA. Outside of his advisory work, he is involved as a soccer coach with the Lions Soccer Club and is the owner of a goldfish breeding business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.

Marshall Dearden is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has held related roles at Ameritas Investment Corp, Canvas Financial, and Boom Planning. Outside of his advisory roles, he is actively involved in trading and managing investment models for Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Ioannis Papadimitris is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled tools, to assist clients in asset allocation, investment policy analysis, and fiduciary support.

Michael Thigpen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following five years at RBC Capital Markets. Outside of his advisory role, he manages multiple rental properties in the Washington, DC area jointly with his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and supports both discretionary and non-discretionary portfolios, combining large institutional scale with unique market roles.

Brad Glickman is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. He is affiliated with LPL Financial and Private Advisor Group, LLC, where he provides investment advisory services. His background includes work at Maryland Financial Group, Inc. Outside of his advisory roles, he is involved in the insurance sector focusing on long-term care, life, and disability insurance. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team, delivering customized investment solutions through a large network of investment adviser representatives.

Rebekah Porter is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at LPL Financial, RBC Capital Markets, Nylife Securities LLC, and SFA LLC. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, overseeing $72.3 billion in assets as of May 2026.

Amyn Mohamed Juma is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has been associated with TD Bank Financial Group since 2005. 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 utilizes a combination of affiliated and third-party sub-managers, strategic and tactical asset allocation, and provides portfolio management, financial planning, and custody services.

Barbara Dietze is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been associated with NYLIFE Securities Inc. and New York Life Insurance Company since 1984. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kimberly Greiwe is a CFP® and holds a Series 66 designation with seven years of industry experience. She currently works at Principal Financial Services, where she has been since 2022, following prior roles at firms including Eaglestone Tax and Triad Advisors. She also serves as a Bank Officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel, with a focus on direct advisory programs, financial planning, and access to third-party money manager solutions.

Aldric Johnson is a financial advisor with Eagle Strategies (NY Life) in Laurel, MD, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Crystal Clear Financial Group, Reveal Wealth, and Strategic Financial Associates. Outside of advisory work, he serves on the Board of Trustees for Holy Trinity School and owns an e-commerce business, The Ebony Exchange, LLC, which sells niche skincare, candles, and books. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types designed to tailor recommendations to client objectives, focusing primarily on non-discretionary assets and serving both individual and institutional clients.

John Cermak is a CFP® professional with 36 years of industry experience, currently serving at First Command Advisory Services since 2015. He has held positions at related First Command entities since 1989. 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, using a centralized Investment Management Team to design and manage portfolios from prescreened managers and approved investment options.

Robert Burchetta is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at LPL Financial LLC, SEI Investments, Morgan Stanley, Bank of America, and Merrill. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model-based portfolios, financial planning services, and retirement plan consulting through an open-architecture platform that integrates external tools and third-party managers.

Stephen Sydor is a financial advisor with HSBC Securities (USA) Inc. in Washington, DC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at various HSBC entities since 2015 and also serves as a bank officer for HSBC Bank USA, N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers several program types that blend discretionary and client-directed approaches, using model risk profiles and collaborating with HSBC Global Asset Management and other affiliated providers for investment strategy and fund selection.

Robert Beck is a ChFC® accredited financial advisor with 37 years of industry experience, currently affiliated with Principal Financial Services. He has held various roles since 1992, including ownership positions at Beck, Smithbower, Ickes Financial, LLC and Beck Financial and Wealth Management, LLC. Beck also serves as a board member for the Brighton Lakes HOA, overseeing day-to-day management activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through direct advisory and promoter arrangements.

India Johns is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 26 years of industry experience, including prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Oppenheimer. Outside of her advisory work, she is the owner and partner of Sweetly Baked By J LLC, a bakery business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and alternative investment placement services.

Andre Muhammad is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. In addition to his advisory role, Muhammad works part-time as an MRI technologist at multiple medical centers and manages a property management business. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios.

Peter Perini Jr. is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked in various roles including sales assistant at Hendershot Financial Group and as an eBay seller. Prior to his current role, his background includes positions in retail and self-employment ventures. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and dynamic investment approaches across discretionary and non-discretionary programs.

Bradley Smith is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at MTX Wealth Management for nine years before joining MAI Capital Management in 2019. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Lala Balaoghlanova is a financial advisor at HSBC Securities (USA) Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at HSBC Bank USA National Association and HSBC Securities since 2017. HSBC Securities offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment options supported by strategic asset allocation and global fund due diligence.