Carol Zirkle is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Lincoln Financial Advisors Corporation. Outside of her advisory role, she manages her own CPA firm, Carol Zirkle CPA PLLC, which she has operated since 1990, and serves on the board of Pinnacle Consulting Services. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with portfolios that include mutual funds, ETFs, equities, and fixed income.

Ekaterina Brovina is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs Ayco Personal Financial Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary solutions.

Valerie Powers is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Raymond Mcclure Jr. is a financial advisor at Brown Advisory with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beaty Haynes & Patterson since 2003. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm uses a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including discretionary and non-discretionary management, OCIO solutions, and sub-advisory services.

Jordan Hawks is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 license and has worked at various Rockefeller entities since 2018, as well as Eton Advisors LLC and Wake Forest University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Cody James is a CFP® and CFA® with four years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC, having previously worked at MAI Capital Management, Halpern Financial, and Freddie Mac. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer (OCIO) services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employs active and passive strategies across public and private assets, and provides comprehensive reporting and participant education for retirement plans.

Owen Marshall is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He previously worked at Financial Growth Partners and has been involved in coaching and managing a baseball facility, Diamond Heroes Baseball, where he conducts private lessons and coaches a travel team. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using proprietary and third-party model portfolios.

Sophia Haney is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, she spent time at NES Creative. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income strategies.

Maura Schauss is a CFP® and holds a Series 66 license with 26 years of industry experience. She has worked with Washington Wealth Advisors, LLC for 12 years before joining Wealth Enhancement Advisory Services, LLC, where she has been since 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active managers, quantitative, momentum, and fundamental analysis.

David Karp is a financial advisor at Cresset Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pagnato Karp Partners, LLC. Outside of his advisory role, Mr. Karp serves as a Trust Protector and trustee for certain clients without compensation and is a board member of the Limited Partner Advisory Counsel at Blue Delta Capital Partners. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using active and passive strategies and conducts a structured due-diligence process to select and monitor third-party managers across multiple asset classes.

Katrina Freedman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms, including Raymond James Financial Services and LPL Financial, before joining Private Advisor Group in 2020. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Omar Metwaly is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding a Series 66 designation and having two years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Fidelity Investments, and Northwestern Mutual. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investment managers.

Richard Romero is a CFP® and ChFC® with 25 years of experience in the financial industry. He currently works at TD Private Client Wealth LLC and has prior experience with firms including Ameriprise, Prudential, and Q3 Advisors. He is based in Vienna, VA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Kristine Bennett is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her prior roles include positions at Healthy Wealthy Alex and Mass Mutual, and she spent over a decade as a homemaker before entering the financial services field. 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 tax-loss harvesting, direct indexing, and selective private market exposure.

Justin Roland is a financial advisor with Citigroup Global Markets in Washington, DC. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Raymond James & Associates, OFFICINA, EAB, Kaldis, and Caribou Coffee. 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 and maintains unique market roles, including functions as a swap dealer and futures commission merchant.

Logan Jagodzinski is a financial advisor at Janney Montgomery Scott in Washington, DC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Merrill Lynch and the University of Rochester. 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 client base, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Michael Stafford Jr. is a CFA® charterholder with 17 years of industry experience. He has been with ASB Capital Management LLC since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion, primarily for institutional clients through pooled investment vehicles and separate accounts. The firm offers both active and passive equity strategies, fixed income approaches, and real estate investments across equity and debt instruments.

Jenevieve Lenz is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is involved with Lenz4Women, a separate business activity. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and portfolio rebalancing, with access to alternative investments and affiliated consulting and insurance services.

Ryan Strong is a financial advisor with PNC Wealth Management in Fairfax, VA, holding a Series 66 designation and five years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank, with a total of six years at the latter. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot to employees. The firm uses algorithmic questionnaires to guide investment strategies implemented primarily with mutual funds and ETFs.

John Devine is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Bank, and Bank of America. 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 that combines discretionary and non-discretionary approaches, supplemented by AI-enabled equity research and inter-affiliate integration.