Dwayne Grady is a financial advisor at Prime Capital Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he teaches scuba diving as a dive instructor. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, family office offerings, and employs various investment strategies with both discretionary and non-discretionary account management.

Margaret Hunter Smith is a financial advisor at Oppenheimer with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services. Outside of her advisory role, she serves as a co-trustee for a family trust, assisting with administrative duties unrelated to investment decisions. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to tailor client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Aaron Brachman is a CFP® with 24 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has worked with multiple Steward Partners entities since 2016 and previously held a role at Raymond James Financial Services. He serves on the advisory board of Ethos ESG, providing strategic guidance. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Judy Redpath is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. She has been with Commonwealth since 2006, with a concurrent role as owner of VISTA Wealth Strategies LLC, a private entity facilitating securities and financial planning activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering access to discretionary model portfolios and various program structures.

Robert Mulhaul is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes 13 years at Coburn & Meredith, Inc. and ongoing affiliations with LPL Financial since 2021. 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, and family office services, employing a primarily long-term investment approach with customizable portfolios using mutual funds, ETFs, equities, and fixed income.

Jay Schiff is a financial advisor at Oppenheimer with 26 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses and has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a broad range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives documented in investment policy statements.

Nadira Deery is a CFP® professional with 24 years of industry experience, currently advising at Creative Planning since 2017. She previously worked at The Ayco Company, L.P./Mercer Allied from 2014 to 2016. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, providing investment advisory and financial planning services supported by a large advisory team and centralized investment infrastructure. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other portfolio management techniques.

Michael Ferguson is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Clarendon Wealth Management since 2016 and at Commonwealth Financial Network since 2017. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Leslie Roberts is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and 65 credentials and over 35 years of industry experience. He has worked at Centaurus Financial since 2007 and has been affiliated with Long Financial Services since 1989. Roberts also sells term life insurance through a separate activity in Boca Raton, FL. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting, using a range of investment analysis techniques and both discretionary and non-discretionary account management.

Karen Fields is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with VOYA Financial Advisors since 2014 and also operates as an independent insurance agent specializing in fixed insurance products. Additionally, she is the owner of Fields Financial, LLC, a SEP IRA holding entity. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily on a non-discretionary basis through a variety of program structures, including wrap programs and third-party money manager access.

Pranali Fortini is a CFP® and holds a Series 66 license, with eight years of industry experience. She is currently with Burt Wealth Advisors and previously worked at Creative Planning, Brighton Jones, Financial Engines Advisors, Edelman Financial Services, and Citigroup Global Markets. Fortini serves on the board of Rock Spring Children's Center, a nonprofit childcare organization. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis across various time horizons and primarily allocates assets among mutual funds and ETFs.

Jackson Traxler is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Truist Advisory Services. Prior to his advisory career, he was employed at the Catholic University of America for five years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

John Henien is a financial advisor at HSBC Securities (USA) Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with HSBC Securities since 2011, concurrently serving as a bank officer at HSBC Bank USA N.A. Outside of his advisory role, Henien is involved in managing several residential real estate ventures, including property rentals and a swimming pool rental business. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment programs supported by strategic and tactical asset allocation and fund due diligence conducted with affiliated providers.

David Avila is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at George Mason University and multiple financial services firms such as Charles Schwab and MassMutual. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm provides a range of advisory services including financial planning, investment management, and retirement plan consulting, with an emphasis on tailored recommendations and a primarily non-discretionary asset management approach.

Christopher Buckley is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with Schwab Wealth Advisory and Charles Schwab & Co., Inc., where he has worked since 2024. Prior to this, he spent six years with Fidelity Personal and Workplace Advisors and nine years with FIDELITY Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients, and it operates as an internal advisory unit within the Schwab ecosystem.

Michael Ness is a financial advisor at Cerity Partners LLC with 21 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Cerity Partners in 2022, he worked at FJY Financial for five years and at Fieldstone Financial Management Group, LLC for one year. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens, and offers access to alternative and private-market investments alongside comprehensive planning and consulting services.

Leah Jones is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she owns a small rental property in Chicago. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and retirement plans. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers across various investment vehicles.

Christopher Johnson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including 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 incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Sofia Kostopoulos is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. She has 25 years of industry experience, including prior roles at Wells Fargo and JP Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and a range of specialized market roles.

Dee Schedler is a financial advisor at CIBC Private Wealth Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has been associated with Investment Advisers, Inc. since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to offer customized portfolio management and wealth advisory services, leveraging both proprietary and external strategies.