Morgan Douglass is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2021. Prior to that, he spent eight years at Sullivan, Bruyette, Spero & Blayney, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and institutional services.

Kathy Moritz is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Eagle Strategies since 2016 and associated with New York Life and its affiliated entities since 2015. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives and manages the majority of its assets on a non-discretionary basis.

Andrew Stevens is a CFP® professional with 20 years of industry experience, currently advising at Schwab Wealth Advisory in Tysons Corner, VA. His career includes roles at Schwab Wealth Advisory since 2023, TD Ameritrade, Charles Schwab, Charles Schwab Bank, and SunTrust Advisory Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Mark Johannessen is a CFP® professional with 24 years of industry experience, currently serving at Creative Planning since 2021. Prior to this, he spent 30 years at IA Sullivan, Bruyette, Spero & Blayney. He serves on the Board of the CFP Board, focusing on initiatives to develop future financial planners and increase diversity and inclusion within the profession. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated non-investment businesses and integrated private market investment opportunities.

Ted Halpern is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He previously founded and led Halpern Financial, Inc. for over three decades before joining MAI Capital Management in 2024. He holds Series 63 and Series 65 designations. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Quinn Murphy is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Steward Partners-related entities since 2023, with prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Erik Scudder is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 20 years of industry experience. He has worked with Integrated Wealth Concepts since 2016 and previously with Lincoln Financial Advisors from 2013 to 2016. Integrated Wealth Concepts serves a diverse client base including 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, and family office services with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach.

David Mccormick Goodhart is a CFP® and PFS™ credentialed advisor at Savant Wealth Management with 12 years of industry experience. He has been with Savant since 2015, initially at Savant Capital Management before continuing at Savant Wealth Management. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by significant in-house resources and affiliated legal and accounting services.

Sharif Charles is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 12 years of industry experience. His prior experience includes roles at Bank of America, N.A., and Merrill from 2013 to 2024. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains capabilities such as in-house research, derivatives services, and bespoke solutions for large relationships.

Thomas Mcdonnell III is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager arrangements and employing AI-enabled tools for research and oversight.

Whitney Walls is a financial advisor at PNC Wealth Management with a Series 66 designation and seven years of industry experience. Prior to joining PNC Wealth Management, Walls held roles at Merrill, Bank of America, and Navy Federal Credit Union. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm’s approach uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio implementation delegated to third-party firms.

Fuser Rodriguez is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill for ten years. 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 with investments from both affiliated and third-party sub-managers and offers financial planning, custody, and reporting services via third-party custodians.

Jin Park is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been associated with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled equity research and inter-affiliate integration within the Truist financial ecosystem.

Robert Costello is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Grove Point Investments, H. Beck, and Prudential. Outside of his advisory role, he is involved in rental property management. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Talar Sarkis is a financial advisor with Citizens Securities, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining Citizens Securities, Sarkis worked at Wells Fargo Clearing and Wells Fargo Bank, and earlier at Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Kehinde Soyannwo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining PNC Investments LLC in 2023, Soyannwo worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees. This program uses algorithmic risk assessments to recommend investment models implemented via approved mutual funds and ETFs with annual rebalancing.

Peter Cabezas is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to his current role, he served in multiple capacities within the United States Army from 2016 to 2024. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios.

Thomas Troxell is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at BNY Mellon and Grace Thomas LLC, where he assists with photography assignments outside of trading hours. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

Michael Scheeler is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior work includes roles at Avenue Wealth Management and New York Life entities. He is also a co-host of a podcast focused on Maryland Men's Lacrosse and college lacrosse. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a broad range of program types, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Gray Guy is a financial advisor with Truist Advisory Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches along with AI-enabled research tools to support manager selection and investment oversight.