Ingrid John is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds the PFS™ and Series 65 designations. Prior to joining Hightower in 2021, she worked at Alexandria Capital, LLC for eight years. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and access to a variety of investment vehicles, serving clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts.

Christabelle Cook is a financial advisor with Principal Financial Services in Alexandria, VA, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Principal Securities, Principal Life Insurance, and Hartford Funds. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jeffrey Schatz is a CFP® professional with 14 years of industry experience currently serving at Savant Wealth Management since 2022. His prior roles include positions at Alliant Wealth Advisors, West Financial Services, Inc., and Cetera Wealth Services, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Valery Volkau is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing portfolio management utilizing model and customized portfolios under a fiduciary standard.

Christopher Milligan is a financial advisor with Guardian Life, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 25 years of industry experience, including over two decades with Park Avenue Securities and Guardian Life. Outside of his advisory role, he also sells long-term care insurance and group and individual health benefits, and manages an LLC related to his insurance activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through both discretionary and non-discretionary management, combining proprietary and third-party investment solutions with access to insurance products and alternative investments.

Avanee Patel is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked at Citi since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and it operates at a large institutional scale with unique market roles and commercial arrangements.

Harris Rubin is a CFP® and holds the Series 66 designation, with 14 years of experience in the financial industry. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., where he has worked since 2018. His prior experience includes roles at SunTrust Advisory Services, Wells Fargo Clearing, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on tailored recommendations with at-least-annual reviews, executing trades only with client authorization.

Andrea Hohler is a financial advisor with Transamerica Financial Advisors in Fairfax, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has served as Principal at Cacciamatta & Associates since 2022 and owns CST Coaching LLC, a business focused on general business coaching and consulting. Hohler has been with Transamerica Financial Advisors since 2013. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Craig Frye is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with several affiliated entities including Truist Investment Services and BB&T in various capacities since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, leveraging third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Myrna Nasser is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup since 2018, with prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Based in McLean, VA, she provides investment advisory services within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies and integrates in-house research, swap dealing, and futures commission merchant activities, supporting both discretionary and non-discretionary investment solutions.

Stacey Osborne is a financial advisor with VOYA Financial Advisors, Inc. She holds the ChFC® designation and Series 63 and 66 licenses and has 35 years of industry experience. Before joining VOYA Financial Advisors in 2014, she worked at Voya Financial Partners, LLC from 2005 to 2011. Osborne is also involved in teaching personal finance to students at River Hill High School through Junior Achievement. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, using both affiliated and unaffiliated products, with a focus on client relationships structured around investment policy statements and model portfolios.

Adri Lourens is a financial advisor at Valic Financial Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Voya and Voya Financial Advisors before joining her current firm. Additionally, she is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and a combination of centralized technology and model solutions.

Alexandra Mccomb is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Her previous roles include positions at Hightower Advisors, Farr Miller & Washington, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and Core Family Office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and it integrates comprehensive tax and accounting services uncommon among large advisory enterprises.

Kelly Mc Nerney is a CFP® professional with eight years of industry experience. He has been with Cerity Partners LLC since 2022 and previously worked at FJY Financial from 2014 to 2022. He serves as Chair of the Board for the Financial Planning Association - National Capital Area. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Lee Springer is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. His prior experience includes positions at Wells Fargo Clearing, Uvest Financial Services Group, Inc., and Merrill. Janney Montgomery Scott LLC is a large 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Christopher Susel is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 23 years of experience at TD Wealth Private Investment Advice. He is also a Life Insurance Advisor with TD Waterhouse Insurance Services Inc., providing client discussions and planning. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a range of strategic and tactical asset allocation portfolios with both affiliated and third-party sub-managers.

Bethany Tice is a financial advisor at Concurrent Investment Advisors, LLC with seven years of industry experience. She holds the Series 65 and Series 66 licenses. Her prior roles include positions at Rockefeller Financial LLC, Mercer Global Advisors Inc., and Manning and Napier Advisors. Concurrent Investment Advisors is a multi-team SEC-registered 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, focusing on customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Andrew Morgan is a financial advisor at Chevy Chase Trust Company with a Series 65 designation and four years of industry experience. Prior to joining Chevy Chase Trust Company in 2022, he worked at Fannie Mae for six years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management, personal trust, family wealth and financial planning, as well as institutional custody and access to collective investment funds. The firm employs a thematic investment approach focusing on secular trends and sector themes, combining fiduciary trust and custody functions with investment management.

Matthew Kroehler is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Truist Investment Services, and Morgan Stanley Dw Inc. since beginning his career in 2001. Janney Montgomery Scott LLC is a large 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 offers a range of investment advisory, brokerage, and consulting services.

Steven Taylor is a CFP® with 32 years of experience in the financial services industry. He has been with Voya Financial Advisors, Inc. since 2026 and previously worked for ICMA Retirement Corporation for 20 years. He is based in Washington, DC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services using a combination of in-house and external strategists and technology-enabled tools, operating primarily on a non-discretionary basis.