Avanee Patel is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked at Citi since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and it operates at a large institutional scale with unique market roles and commercial arrangements.

Harris Rubin is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been since 2023, and has prior experience at Charles Schwab & Co., Inc. and SunTrust Advisory Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset allocation models and research tools to recommend investments, with clients retaining final trading decisions and Schwab conducting annual account reviews.

Alexander Naula is a financial advisor with Principal Financial Services, holding a Series 66 designation and possessing one year of industry experience. His background includes roles at the International Monetary Fund and Deloitte, as well as experience in insurance and self-employment with NetSolver LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Andrea Hohler is a financial advisor with Transamerica Financial Advisors in Fairfax, VA, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. She has held roles at Transamerica since 2013 and serves as principal of Cacciamatta & Associates, handling engineering, marketing, and administration. Additionally, she owns CST Coaching LLC, a business coaching and consulting firm. Transamerica Financial Advisors serves a broad client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Edward Vonlange is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2018. His previous roles include positions at Commonwealth Financial Network, Foundation Financial Advisors Inc., and The Advisors, Inc., where he has worked since 1998. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation across various asset classes.

Scott Weitz is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with New York Life Insurance Company since 1990 and operates Weitz Financial Group, LLC since 2011. He serves as president and advisor to the Terrapin Club at the University of Maryland, supporting student athletes through alumni donations. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, with specialized services for plan sponsors and ties to insurance and annuity products within the New York Life affiliate structure.

Ariel Rosero Quinteros is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Goldman Sachs, Franklin Templeton, and Legg Mason. Outside of advisory work, he has engaged in package and grocery delivery through Amazon Flex and Instacart. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm utilizes a variety of investment strategies and provides integrated tax advisory and financial administration services.

Craig Frye is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Truist Investment Services, Truist Bank, SunTrust Investment Services, and BB&T affiliates. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Myrna Nasser is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup since 2018, with prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Based in McLean, VA, she provides investment advisory services within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies and integrates in-house research, swap dealing, and futures commission merchant activities, supporting both discretionary and non-discretionary investment solutions.

Geoffrey Finkel is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He previously worked at Prudential Holmes for 11 years before joining TIAA-CREF in 2022. Outside his advisory role, he owns Rock Venture Consulting, a business development and growth consulting firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

Alexandra Mccomb is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Her previous roles include positions at Hightower Advisors, Farr Miller & Washington, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and Core Family Office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and it integrates comprehensive tax and accounting services uncommon among large advisory enterprises.

David Kasten is a CFP® professional with 21 years of industry experience, currently serving at MAI Capital Management, LLC. He has worked at Lowe Wealth Advisors, LLC for 15 years. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies across equity, fixed income, ETFs, and private investments, and offers both advisory and product-sponsor roles including investment advisory for a registered mutual fund and management of private funds.

Lee Springer is a financial advisor with Janney Montgomery Scott who holds a Series 66 designation and has 25 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Howard Offit is a financial advisor with Wealthspire Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Wealthspire Advisors since 2015 and also serves as Vice President and Principal at Acorn Derivatives Management Corporation, where he focuses on derivatives-oriented advisory services. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering customized wealth management and investment advisory services that emphasize institutional-style asset allocation and ongoing portfolio review.

Christopher Susel is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 23 years of experience at TD Wealth Private Investment Advice. He is also a Life Insurance Advisor with TD Waterhouse Insurance Services Inc., providing client discussions and planning. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a range of strategic and tactical asset allocation portfolios with both affiliated and third-party sub-managers.

Wei Wang is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses and seven years of industry experience. Wei has worked in various roles related to health and travel insurance, including independent agent positions with multiple firms and involvement in Medicare and health insurance plan enrollment. Outside of advising, Wei is active as a partner providing training and operational support to health insurance agents at Care Rise Union. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Andrew Morgan is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and three years of industry experience. Prior to joining Chevy Chase Trust Company, he worked at Fannie Mae for six years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach focused on secular trends and sector themes, often emphasizing longer-term holdings and combining fiduciary trust and custody functions with investment management.

Matthew Kroehler is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wide range of clients, including individuals, families, trusts, corporate plan sponsors, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Steven Taylor is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2026. Prior to joining Voya, he worked for 20 years at ICMA Retirement Corporation. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer that provides financial planning, portfolio management, and brokerage services to individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers investment advice through multiple strategies, including model portfolios and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

David Roper is a financial advisor with Kestra Advisory who holds the PFS™ designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been with Kestra Advisory since 2016. In addition to his advisory role, he is president of Roper & Roper, P.C., a tax and accounting firm. He also serves as vice president and treasurer of Coffman Recycling Center, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and supports multiple management platforms and third-party solutions, including services for large institutional investors such as sovereign wealth funds.