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.

Ruxian Gong is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Glass Jacobson Investment Advisors LLC, Wells Fargo, Bank of America, Merrill, and Edward Jones. Outside of her advisory role, she serves as treasurer for a nonprofit Toastmasters club where she manages the club's finances. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Bryan Stretton is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2015. He holds Series 63 and Series 65 licenses and is based in Reston, VA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Aradhya Ray is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SunTrust Advisory Services and its related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party manager relationships and AI-enabled research tools, to deliver tailored investment solutions.

Peter Chen is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

Christine Koy is a financial advisor with Transamerica Financial Advisors in Rockville, MD, holding Series 65 and Series 63 licenses and seven years of industry experience. She has been with Transamerica Financial Advisors since 2018 and has additional experience with World Financial Group. Outside of advisory work, she occasionally helps manage inquiries related to a rental property owned jointly with her husband. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary models and third-party money managers.

Walter Nockett is a CFP® and CFA® with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously spent five years at Sullivan, Bruyette, Speros & Blayney, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Molalign Daniel is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citi Group and Wells Fargo in various capacities. Outside of finance, he produces Ethiopian traditional music for YouTube through his entertainment company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enhanced equity research and inter-affiliate resources.

Stephen Daly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2025, he worked for The Family Firm from 2014 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a rigorous manager due-diligence process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Adam Sauri is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked for SOL Capital Management Company for 13 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Jennifer Quigley is a CFP®-certified financial advisor with 23 years of industry experience. She has worked at Creative Planning since 2021 and previously spent 20 years at Sullivan, Bruyette, Speros & Blayney, LLC. 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 assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment approaches and affiliated non-investment businesses.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Andrew Brand is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Cetera and its affiliated entities since 2023 and was previously with Financial Advantage and Minnesota Life/Securian Financial Services from 2013. Outside of his advisory role, he owns a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program and custodial options.

Patricia Kazumba is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2015. She also maintains an independent insurance agency under the name Legacy Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, tailored to client objectives across multiple custody platforms.

Carla Gomez is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2012. Outside of her advisory role, she serves on the board of her local homeowners association in Vienna, Virginia. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.

Patrick Lively is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1993, he has focused on helping clients make informed financial decisions to manage risk throughout their financial lives. He specializes in areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, portfolio management, socially responsible investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Patrick holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning and earned a bachelor's degree in Finance with a minor in Economics from Fairfield University. He is also a Personal Investment Advisor (PIA). A lifelong resident of the Washington D.C. area, Patrick and his wife, Jane, live in Kensington, Maryland with their three children. Outside of his professional role, he is involved in coaching and cancer fundraising activities within the community.

Lindsay Snyder is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. She has been with Cambridge since 2014. Outside of advising, she also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Lisa Carpenter is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. She serves on the Board of Directors and acts as Secretary for Shepherd's Care Children's Center, Inc., a nonprofit preschool affiliated with her church. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles and utilizing a mix of in-house and third-party investment managers.

Gary Carson Jr. is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding a Series 66 designation and having eight years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at Capital One. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, employing tailored strategies via a mix of in-house and third-party investment managers.

Richard Jones II is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and 2019, respectively. His background also includes time with Virginia Commonwealth University and a brief role at Fat Dragon Kitchen and Bar. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by its Schwab Center for Financial Research.