Frederick Hopkins is a CFA® charterholder with four years of industry experience. He has worked at Chevy Chase Trust Company since 2021 and previously spent eight years at Wilmington Trust, N.A. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management along with personal trust and wealth planning services. The firm employs a thematic investment approach that focuses on secular trends and diversification, combining fundamental, technical, and cyclical analysis across equities and fixed income.

Lewis Baker is a CFP® professional with 31 years of industry experience, currently affiliated with Farther. He founded Rock Creek Wealth Planners and has held roles at Coliseum Wealth Management and United Planners. Baker serves on the board of Yazam Inc. and is involved with several investor development roles and advisory boards outside of his advisory work. Farther serves individual investors, trusts, and estates through a technology-driven platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Kathryn O'Connor is a financial advisor at Wealthspire Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked in educational roles at Virginia Tech and middle/high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, and nonprofits, using an institutional-style asset allocation framework implemented through a diversified mix of investments and centralized oversight.

Jack Keating is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 65 designation and has previously worked at Bronfman Rothschild. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach based on endowment and foundation models, using a mix of mutual funds, ETFs, private investments, and unaffiliated separate account managers with centralized oversight.

Jeremy Ziemba is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked previously at Spire Securities, LLC and Compass Asset Management Group, LLC. Prior to his career in finance, he was employed by the Department of Homeland Security. 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 plan advisory services, emphasizing customized, primarily long-term portfolios that use ETFs, mutual funds, and other investment vehicles.

Bart Lanman is a CFP® with 25 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2017 and concurrently with Squire Lemkin & O'Brien since 2006. Prior to that, he worked at Tricapital Advisors Inc. from 2001 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation using a range of investment vehicles and ongoing due diligence.

Mario Orozco is a financial advisor with Eagle Strategies (NY Life) based in Herndon, VA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked with Eagle Strategies and New York Life since 2014 and previously spent eight years at Valic Financial Advisors. He operates Eldenstreet Financial, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Mya Fedash is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Mirror Lake Wealth Management (TAG Advisors) and has a background in education, having taught at the middle and high school levels for six years. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, using an institutional-style asset allocation approach with oversight from an investment committee.

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.

Ryan Ohlin is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with Eagle Strategies and NYLIFE Securities since 2016 and also operates under the DBA Avenue Wealth Management, LLC for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Yeoshen Tsui is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services and its affiliated entities since 2016. Outside of his advisory role, Tsui is involved as a co-owner of a water damage restoration business and participates in real estate activities primarily related to personal property with his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Christopher Pratt is a CFP® with seven years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. He has held roles at Purshe Kaplan Sterling Investments, Spire Wealth Management, and Cardinal Wealth Management. Pratt serves on the board of the Lilabean Foundation, providing financial guidance to the nonprofit. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisors and integrated operational tools.

Kedisha Ebanks is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Ernst & Young, LLP for 17 years. In addition to her advisory role, Ebanks owns Aspiro Consulting Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through both proprietary and third-party platforms.

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.

Jonathan Rosner is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 65 designation and has previously worked at TritonPoint Wealth, Goldman Sachs Personal Financial Management, Wealthspire Advisors, and Convergent Wealth Advisors. 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 charitable organizations, offering brokerage, financial planning, and advisory programs with a centralized asset management platform.

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.

Angela Vaughan is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 65 credential and two years of industry experience. Prior to joining Stratos in 2026, she worked at Lifespan Financial Strategies and spent six years at Montgomery County Public Schools. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs an IAR-driven model with a focus on discretionary and non-discretionary portfolio management, using an open-architecture approach that integrates multiple third-party platforms and offers specialized services such as overlay and tax-management features.

Jonathan Myers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Truist Advisory Services since 2021 and previous positions at Bb&T Securities, Bb&T Investments, and Bb&T Bank dating back to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled equity research, with a distinctive integrated approach involving affiliated broker-dealer and bank services.

Dunstan Oyugbo is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 66 and Series 63 designations and has prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, HSBC Bank Australia, and Westpac Banking Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account that uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third parties.