Jackie Fontana is a CFP® with five years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2025. Prior to this, she worked at Fbb Capital Partners from 2020 to 2024. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and disruptive ideas, combining trust, custody, and fund-management roles in its services.

Robert Eubank is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been with Chevy Chase Trust Company since 2012. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on secular trends and sectors, combining fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client needs.

Alaa Khashan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, SunTrust Investment Services, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and delegated portfolio management employing mutual funds and ETFs.

David Watson is a CFP® and ChFC® credentialed advisor with 11 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013. Outside of his advisory role, he co-owns an LLC involved in managing accounting expenses related to his insurance activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory options, including digital solutions and model portfolios from both in-house and third-party managers.

Andrew Kline is a CFP® and holds a Series 65 license, with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and ARK Financial Services, LLC. He participates on the investment committee of Raffa Wealth Management, meeting annually to review investment strategies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Andrew Woolridge is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining Cresset in 2020, he worked at PagnatoKarp Partners, LLC from 2016 to 2020. Outside of his advisory role, Woolridge is involved in managing rural real estate and natural resources interests and holds officer positions in family-owned businesses, including an independent insurance agency. Cresset Asset Management is a multidisciplinary firm managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled vehicles. The firm employs a risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive strategies across equities, fixed income, and alternatives.

Pyper Friedman is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 credential and previously worked at SCH Group and taught at The College of William & Mary and at middle and high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Andrew Preisendanz is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across multiple asset classes.

Jon Yankee is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he spent 16 years at FJY Financial. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, 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, with a focus on customized, diversified portfolios.

Adrita Prova is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade, Charles Schwab, Wells Fargo, Citizens Bank, and JPMorgan Chase. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad array of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and operates unique market roles such as swap dealing and futures commission merchant activities.

Ross Anderson is a CFP® with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at Eaton Vance Management and Eaton Vance Distributors, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and integrated affiliated service lines.

Rupal Jhaveri is a financial advisor at PNC Wealth Management with 24 years of industry experience. She previously worked at Wells Fargo Clearing Services, Citigroup, and Capital One Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot accessible to employees via online banking credentials. The firm utilizes approved model strategies with mutual funds and ETFs, employing algorithmic questionnaires for risk assessment and portfolio construction.

Robert Sturm is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Outside of his advisory work, he serves on the Finance Committee of the Benedictine Sisters and is the chair of the board for Hopelink, Inc., a nonprofit focused on mental health. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled equity research, to deliver asset allocation, fiduciary support, and manager selection programs.

Nelson Santos is a financial advisor with Integrated Wealth Concepts LLC in Arlington, VA, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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, and sponsors wrap-fee programs, constructing customized portfolios using a long-term approach combined with tactical rebalancing.

Craig Pernick is a financial advisor at Chevy Chase Trust Company with 26 years of industry experience. He has been with Chevy Chase Trust since 2005 and holds Series 63 and Series 65 credentials. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic trends and diversified portfolio construction, serving primarily multi-million dollar client relationships.

Sikander Mehdi is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials. Based in Reston, VA, he has approximately one year of industry experience, including roles at LPL Financial, Global Advisor Group, and Private Advisor Group. Prior to his advisory career, Mehdi’s background includes work and study at George Mason University and entrepreneurial experience with EZ Moving & Storage LLC. Private Advisor Group serves a broad mix of clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to various advisory programs, third-party asset managers, and model portfolios supported by notable strategists and custodians.

Carolina Paramo Aguilera is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services combining point-in-time planning and ongoing portfolio management within a vertically integrated group that includes affiliated funds.

Louise Mercer is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has previously worked at Amegy Bank and Truist Investment Services. Outside of finance, she was involved with Mamaka Smoothie Bowls in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, integrating third-party platforms and a combination of discretionary and non-discretionary investment management.

Robert Schneider is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Washington Wealth Advisors and the Special Olympics, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.

Janna Climer is a Series 66-licensed financial advisor at Primerica Advisors with one year of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Private Advisor Group, LLC, and LPL Financial. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers various investment programs and solutions, including proprietary model portfolios, third-party managers, and digital advice platforms.