Hui Zhu is a CFA® charterholder and holds the Series 66 designation, with six years of industry experience. Hui is currently affiliated with Commonwealth Financial Network and has previously worked at Quantis Wealth Management and Oppenheimer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Michael Depirri is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at PNC Investments for 11 years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides specialized services including derivatives and futures.

John Nguyen is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2007, including his current tenure starting in 2018, and also operates Clarendon Wealth Management. Outside of his advisory role, he co-owns Jack Books, LLC, an entity focused on authoring and publishing books. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Brandi Dickey is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2021 before joining Hightower in 2021. Outside of her advisory role, she provides pet sitting services on a part-time basis. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, providing access to a wide range of investment strategies and operational support.

Miranda Chenoweth is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and two years of industry experience. Prior to her current role, she worked at First Command Insurance Services, Inc. and First Command Brokerage Services, Inc. She serves as Secretary and Treasurer on the board of the Pikes Peak Region Law Enforcement Family Support Group and is the Secondary Treasurer for Boy Scouts of America Troop 0062. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients with particular attention to active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Roland Geronimo is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Truist and its affiliates since 2004, including a two-year period at Quick & Reilly, Inc. prior to that. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Deborah Gandy is a financial advisor with Chevy Chase Trust Company in Bethesda, MD, holding Series 65 and Series 66 licenses and having 19 years of industry experience. She has been with Chevy Chase Trust Company since 2009. 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 services, institutional custody, and access to collective investment funds. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, integrating fiduciary trust, custody, and investment management functions.

Julie Babcock is a financial advisor with Principal Financial Services in Sterling, VA, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. She has been with Principal Financial Services since 2001 and also held a role at Principal Life Insurance Company from 2000 to 2025. In addition to her advisory role, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

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.

David Burgess is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized tactics such as direct indexing and tax-loss harvesting.

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.

Pamela Cappelli is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 65 designation and nine years of industry experience. She has been with TIAA since 2009 and with TIAA-CREF since 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm distinguishes its point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund within a vertically integrated structure.

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.

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.

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.

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.

Wesley Clark is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has worked with TIAA-CREF and its related entities since 2018, as well as PNC Investments and PNC Bank from 2013 to 2018. 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, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm combines point-in-time planning with ongoing discretionary management using model or customized portfolios and operates as adviser to a donor-advised fund.

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.