Bryant Westcoat is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at VOYA since 2014. Outside of his advisory role, Westcoat operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, combining in-house and external strategists with technology-enabled tools and a mix of discretionary and non-discretionary account management.

John Rust is a financial advisor at Oppenheimer with 53 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Dominick & Dickerman LLC, Credit Suisse Securities, and Pershing LLC. Rust serves as trustee for The Rust Foundation, a family private foundation focused on charitable giving, and is chairman of St Lucie Milkmaid, a non-investment-related business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and financial planning services, employing strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary account management.

Mark Apolenis is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with multiple firms including Avenue Wealth Management LLC and W. Rogers & Associates. Apolenis is a board member of the Council of Unit Owners of Forest Office Park Condominium Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary accounts. The firm operates within a large integrated New York Life affiliate structure, tailoring recommendations across a variety of program types for individual investors and institutional sponsors.

Mark Spitler is a financial advisor at First Command Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated First Command entities since 1993. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

Offer Tidhar is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Oppenheimer since 2005 and previously with Morgan Stanley and Piper Sandler. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Ari Wiener is a CFP® with nine years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. His career includes roles at firms such as Investment Planning Associates, TIAA-CREF, Charles Schwab Investment Advisory, and ThomasPartners. MAI Capital Management, LLC offers 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 $72.3 billion in assets and provides customized portfolio management through various strategies and investment vehicles, integrating financial planning and other services across many client relationships.

Aaron Jones is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 66 registrations and having 20 years of industry experience. He has been affiliated with Avenue Wealth and Eagle Strategies since 2009, and with NYLIFE Securities LLC. and New York Life Insurance Company since 2006. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and delivers advice through multiple program types, managing the majority of its assets on a non-discretionary basis.

Alexander Canas Barrera is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. He previously worked at Truist Bank for 11 years before joining Truist Advisory Services and Truist Investment Services in 2025. Outside of his advisory role, he manages an Airbnb rental property in El Salvador. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary arrangements, supplemented by AI-enabled research tools and inter-affiliate service integration.

Kevin Brown is a financial advisor with Empower Advisory Group in Ft. Washington, MD, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and ICMA Retirement Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach, serving a large client base with a high client-to-advisor ratio.

Tomer Shoval is a financial advisor with Truist Advisory Services based in Washington, DC, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by advanced research tools and integrated inter-affiliate platforms.

Lucy Slovon is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She holds a Series 65 designation and has been with J.W. Cole Advisors since 2019. In addition to her advisory role, she is president of SFG Marketing, Inc., where she develops and executes marketing strategies. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Melissa Long is a financial advisor at Cresset Asset Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Morgan Stanley, BB&T Securities, and UBS Financial Services. In addition to her advisory role, she is involved in insurance sales. Cresset Asset Management is a multidisciplinary 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, offering services including wealth management, financial planning, and discretionary portfolio management with a risk-aware approach that combines active and passive strategies across a wide range of asset classes.

Lindsey Dejonghe is a CFP® affiliated with Commonwealth Financial Network in Arlington, VA, with three years of professional experience. Prior to her current role, she has worked at Clarendon Wealth Management and Variant Private Wealth, and held various positions in education and retail. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Eran Goudes is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Wealthspire Advisors since 2018 and was previously with SOL Capital Management Company from 2012 to 2018. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering services such as wealth management, financial planning, and trustee administration. The firm employs a relationship-driven, customized investment process with a focus on diversified, institutional-style asset allocation.

Samantha Mello is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Advisory Services, Suntrust Investment Services, and Fidelity Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions that include asset allocation, investment policy analysis, and a third-party manager selection program. The firm combines discretionary manager relationships with non-discretionary consulting and integrates advanced tools such as AI-enabled research to support its investment processes.

Theodore Schwab is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. He is co-founder and chairman emeritus of Spark The Journey and co-founder of the Hundredfold Foundation, both nonprofit organizations. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account programs with discretionary and non-discretionary portfolio management options.

Stefani Tueme is a CFP® professional with two years of industry experience, currently with Cerity Partners LLC. She previously worked at CW Advisors, Wolf Group Capital Advisors, and The Wolf Group PC. Outside of her financial advisory work, she is the author of the book *My Very First Cash*. Cerity Partners advises a wide range of clients, including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates proprietary quantitative screening alongside third-party strategies and direct security selection.

Michael Dargusch is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Advisory Services and Bb&T Investment Services. Outside of his advisory role, he serves as Committee Chair for BSA Scout Troop 1195 and Venturing Crew 1195 in Manassas, VA, overseeing recruiting, funding, and logistics for the youth group. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.

Sunil Setia is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Prior to that, he has also worked within other Truist entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

David Dansby is a CFP® professional affiliated with Janney Montgomery Scott LLC, with 26 years of industry experience. He has been with Janney Montgomery Scott since 1998. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, delivering investment advice through in-house portfolio management, third-party managers, and multiple advisory programs.