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.

Ryan Myers is a CFP® with 35 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. His career includes nearly three decades at Fortis Investors, Inc., as well as roles at MissionSquare Retirement and Allstate Insurance. Myers is involved in nonprofit leadership and community service, serving as Chairperson of the Board of Directors for the Northern Virginia Urban League and Treasurer of the Omega Psi Phi Fraternity, Inc. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, institutions, and nonprofits. The firm uses a combination of in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product platform.

Lance Harting is a CFP® professional with nine years of industry experience, currently advising at Oppenheimer since 2024. Prior to joining Oppenheimer, he worked for Bank of America and Merrill from 2017 to 2024 and was employed at a pool service company from 2010 to 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of advisory and consulting services across multiple asset classes, offering both discretionary and non-discretionary management, and maintains custody of client assets as a qualified custodian.

Jaron Reynolds is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at firms including Fisher Investments and Fidelity, with a total of five years at Fisher Investments and several years at Fidelity in various capacities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process combining passive and active management overseen by an internal Investment Committee.

Jeffrey McCoy is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at firms including Charles Schwab and Spire Securities, and serves as Managing Partner and Wealth Director at Corbett Road Wealth Management, an affiliate of Corbett Road Capital Management. 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 advisory services, with an investment approach focused on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities.

Frank Levin is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding a Series 66 designation and 18 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2014, following prior roles at Merrill and AllianceBernstein L.P. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Louis Liberatore is a CFA® charterholder and financial advisor at Hightower Advisors with five years of industry experience. His previous roles include positions at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers portfolio management, financial planning, and retirement consulting, serving clients including pension plans, charitable organizations, corporations, and financial institutions.

Mary Napleton is a CFP® professional with two years of industry experience, currently working at Hightower Advisors. She previously worked at Fifth Third Private Bank and CIBC, and spent four years at the University of Illinois Urbana-Champaign. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers multi-manager solutions and utilizes proprietary research in portfolio construction, serving clients through discretionary and non-discretionary management, financial planning, and retirement consulting.

Grant Zauner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, using a combination of discretionary manager relationships and non‑discretionary consulting supported by third‑party platforms and AI-enabled research tools.

Chad Gerber is a CFP® with 27 years of industry experience currently with Truist Advisory Services. He has worked at Truist Investment Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled equity research.

Monica Zamfir is a CFP® professional with 15 years of industry experience. She is currently with Schwab Wealth Advisory, Inc. and has previously worked at firms including American Global Wealth Management, Cape Investment Advisory, Fidelity Investments, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance, with trades executed only upon client authorization.

John Taylor is a Series 66-licensed financial advisor with First Command Advisory Services, bringing five years of industry experience. Before joining First Command, he worked at DynCorp International and the Department of Defense Office of Inspector General. He serves as the unpaid Finance Director for Woodbridge First Church of the Nazarene, where he oversees financial operations and reporting. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved investment managers and models.

Stacy Bakri is a CFP® professional affiliated with Beacon Pointe Advisors, LLC, with 25 years of industry experience. She previously worked at The Family Firm, Inc. from 2007 to 2025 before joining Beacon Pointe Advisors in 2025. Outside of advisory services, she is also an agent involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan platform services, and outsourced chief investment officer solutions to a diverse clientele, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Eric Walker is a CFP® with 17 years of experience in financial services. He is currently with Rockefeller Financial LLC and has previously worked at Janney Montgomery Scott and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and retirement plans. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a comprehensive investment platform that includes equities, fixed income, and alternative investments.

Brett Monsein is a CFP® with 12 years of industry experience, currently with Rockefeller Financial LLC. His prior experience includes roles at Bank of America, N.A. and Merrill. He is based in Bethesda, MD. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a range of investment solutions across equities, fixed income, and alternatives through its consolidated platform, Rockefeller Global Investment Management.

Du Hur is a financial advisor at Chevy Chase Trust Company with six years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust since 2019, following a 16-year tenure at Columbia Partners, LLC Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and various institutional clients, offering investment management alongside trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining fundamental, technical, and cyclical analysis across diverse instruments.

Jazeb Qamar is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 66 designations. Prior to joining TIAA-CREF, he worked at JPMorgan Chase Bank NA and Morgan Stanley in various roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model portfolio-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Maria Camacho is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at The Family Firm for 27 years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets and offers portfolio management integrated with custodian-based reporting and performance measurement.

John Northrup Jr. is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and one year of experience in the industry. His prior work includes four years at United Bank and two years at Headfirst Companies. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, financial planning, institutional custody, and access to collective investment funds. The firm employs a thematic investment approach focused on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Tiseer Osman is a financial advisor at TLG Advisors, Inc. with four years of industry experience and a Series 66 designation. His prior roles include positions at Merrill, Bank of America, Edward Jones, Wells Fargo Bank, and Simplicity Investments. Outside of his advisory work, he has held a hospitality role with the Four Seasons Hotel. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed accounts and a direct-to-consumer digital program.