Timothy Vogt is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at NYlife Securities LLC and Avenue Wealth. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client goals, with the majority of its regulatory assets managed on a non-discretionary basis.

Angela Vahue is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been affiliated with Guardian Life since 2011 and with Park Avenue Securities since 2022. Outside of her advisory work, she is a children's book author, an empowered mastery coach, and serves as a Girl Scouts troop leader. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products and various alternative investments.

Peter Michaels is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Spire Wealth Management LLC and Spire Securities LLC. Michaels is also an advisory board member for System Planning Corp. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering customized, primarily long-term investment portfolios and comprehensive financial planning services.

Paul Franklin is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Franklin Capital Strategies, LLC. Outside of his advisory work, he serves as an assistant football coach at Maret School and holds board positions with the Jewish Federation of Greater Washington and Hawken School, along with authoring content on Substack. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives. The firm’s approach includes multiple program types and a predominantly non-discretionary asset management model within an integrated structure affiliated with New York Life.

Robert Smith is a CFP® professional with 32 years of experience in financial advising, currently with First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory work, he serves as an Executive Pastor at Impact Church in Centerville, VA, where he performs religious ceremonies and offers pastoral counseling. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor portfolios from approved fund universes and third-party managers.

Joshua Togger is a CFA® charterholder with 8 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2021. His prior experience includes roles at Heritage Wealth Advisors, Bingham Arbitrage Rebate Services, Inc., and Northwestern Mutual Investment Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles using a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across multiple asset classes.

Edilawit Tesfaye is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including CitiBank, Charles Schwab Bank, SunTrust Bank, and Greystar. Tesfaye is based in Washington, DC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Shateela Winters is a CFP® and ChFC® credentialed advisor at Prime Capital Financial with 17 years of industry experience. Her prior roles include positions at Edelman Financial Engines, Financial Engines Advisors L.L.C., and Raymond James Financial Services. She serves as treasurer of the Della Woodward Chapman Scholarship Fund and owns a website documenting her visits to every NFL stadium to see the Buffalo Bills play. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical investment strategies and provides tax planning and consolidated financial reporting through its affiliated companies.

Jane Reichard is a CFP® with five years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has previously worked at Merrill, UBS Financial Services, and LPL Financial. Outside of her advisory roles, she has been involved with arts organizations including The Santa Fe Opera and The Glimmerglass Festival. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement plan consulting. The firm utilizes technology and a network model combining independent advisors and third-party resources to provide both discretionary and non-discretionary portfolio management.

Garrett Birnbaum is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. Garrett also held positions at Sonoco Products earlier in his career. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Thomas Toggas is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Royal Fund Management, LLC. Outside of investment advisory, he operates as an independent insurance agent. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs strategic asset-allocation models alongside a variety of investment vehicles and sub-advisory relationships.

David Watson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013 and 2015 respectively. Outside of advisory services, he co-owns an LLC used for accounting 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 a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning and consulting services.

Andrew Woolridge is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining Cresset in 2020, he worked at PagnatoKarp Partners, LLC from 2016 to 2020. Outside of his advisory role, Woolridge is involved in managing rural real estate and natural resources interests and holds officer positions in family-owned businesses, including an independent insurance agency. Cresset Asset Management is a multidisciplinary firm managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled vehicles. The firm employs a risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive strategies across equities, fixed income, and alternatives.

Pyper Friedman is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 credential and previously worked at SCH Group and taught at The College of William & Mary and at middle and high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Nicholas Foster is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. He has worked at Truist Investment Services since 2021 and previously operated Foser Global Endeavors, LLC for six years. 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 AI-enabled equity research and a comprehensive manager selection and oversight process.

Andrew Preisendanz is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across multiple asset classes.

Jon Yankee is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. Prior to that, he spent 16 years at FJY Financial, three years at Rembert Pendleton Jackson, and one year at Merrill. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and a client-specific investment framework that incorporates both proprietary and third-party strategies, with access to alternative and private market solutions for qualified clients.

Gregory Banasz is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets, in addition to his current tenure at Steward Partners and related entities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both in-house and third-party investment solutions.

Ida Cacanindin is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she worked with The Washington Ballet. She has also spent time in full-time education and as a student. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal research team and third-party managers, and provides integrated tax and accounting services along with specialized financial wellness and family office capabilities.

Adrita Prova is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade, Charles Schwab, Wells Fargo, Citizens Bank, and JPMorgan Chase. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with a combination of internal standards and oversight committees to select and monitor managers.