Robert Schneider is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Washington Wealth Advisors and the Special Olympics, Inc. 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, employing a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.

Lei Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Lei has been with Transamerica Financial Advisors since 2012 and is also involved with Financial Training Inc. and Insurance Marketing Center in roles outside of direct investment advisory. Lei previously worked with the Chinese Friendship Affairs Association, Inc. from 2018 to 2021. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm primarily employs model portfolios and third-party managers to implement its advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Janna Climer is a Series 66-licensed financial advisor at Primerica Advisors with one year of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Private Advisor Group, LLC, and LPL Financial. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers various investment programs and solutions, including proprietary model portfolios, third-party managers, and digital advice platforms.

Mohammad Maroof Ziaey is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has less than one year of industry experience and prior work history includes roles at Turbo Tax, Blueprint Schools Network, and Primerica Financial Services. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Torguson is a CFA charterholder with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at RBC Capital Markets and Morgan Stanley Private Bank. He is involved with the CFA Society of Washington as chair of the External Relations Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of strategies including mutual funds, ETFs, alternatives, and custom indexing.

Garrett Scranton is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds a Series 65 credential and has previously worked at Sagevest Wealth Management, Olio Financial Planning, and served in educational roles including at Virginia Tech and in middle and high schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management strategies.

Hui Zhu is a CFA® charterholder and holds the Series 66 designation, with six years of industry experience. Hui is currently affiliated with Commonwealth Financial Network and has previously worked at Quantis Wealth Management and Oppenheimer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Michael Depirri is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at PNC Investments for 11 years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides specialized services including derivatives and futures.

Moises Abascal Carrasco is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company and TD Bank. Cerity Partners provides customized wealth management and related services to individuals, families, trusts, business entities, charitable organizations, and institutional investors nationwide. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Brandi Dickey is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2021 before joining Hightower in 2021. Outside of her advisory role, she provides pet sitting services on a part-time basis. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, providing access to a wide range of investment strategies and operational support.

Roland Geronimo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Truist Investment Services since 2004 and joined Truist Advisory Services in 2016. 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, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms and manager relationships.

Julie Babcock is a financial advisor with Principal Financial Services in Sterling, VA, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. She has been with Principal Financial Services since 2001 and also held a role at Principal Life Insurance Company from 2000 to 2025. In addition to her advisory role, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Kathryn O'Connor is a financial advisor at Wealthspire Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked in educational roles at Virginia Tech and middle/high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, and nonprofits, using an institutional-style asset allocation framework implemented through a diversified mix of investments and centralized oversight.

Pamela Cappelli is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 65 designation and nine years of industry experience. She has been with TIAA since 2009 and with TIAA-CREF since 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm distinguishes its point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Jack Keating is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 65 designation and has previously worked at Bronfman Rothschild. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach based on endowment and foundation models, using a mix of mutual funds, ETFs, private investments, and unaffiliated separate account managers with centralized oversight.

Bart Lanman is a CFP® with 25 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2017 and concurrently with Squire Lemkin & O'Brien since 2006. Prior to that, he worked at Tricapital Advisors Inc. from 2001 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation using a range of investment vehicles and ongoing due diligence.

Mario Orozco is a financial advisor with Eagle Strategies (NY Life) based in Herndon, VA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked with Eagle Strategies and New York Life since 2014 and previously spent eight years at Valic Financial Advisors. He operates Eldenstreet Financial, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Vitale Christy is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Kestra, Christy held roles at Wells Fargo, Robinhood Markets, Inc., and Equitable Advisors. Outside of finance, Christy serves as President and CEO of Stray Dogs Studios, a production company managing all creative and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional clients. The firm offers fiduciary consulting, plan design and compliance testing, and access to a range of management platforms and third-party solutions.

Ryan Ohlin is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2016 and also operates Avenue Wealth Management, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Yeoshen Tsui is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services and its affiliated entities since 2016. Outside of his advisory role, Tsui is involved as a co-owner of a water damage restoration business and participates in real estate activities primarily related to personal property with his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.