David Weiss is a financial advisor at &PARTNERS with the ChFC® designation and Series 63 and 65 licenses. He has five years of industry experience and previously worked at firms including Wells Fargo Clearing, Creative Planning LLC, and AMJ Financial Wealth Management LLC. &PARTNERS serves a wide range of clients, including high-net-worth individuals and institutional entities, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers discretionary and non-discretionary portfolio management through both in-house advisors and vetted third-party managers.

Daniel Ialeggio is a CFP® with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles within various Steward Partners entities since 2016. Prior to that, he was affiliated with Raymond James Financial Services Advisors Inc. and co-founded Philleo & Ialeggio Wealth Strategies. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Valeska Santibanez Jofre is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2026. Her prior experience includes roles at JP Morgan Securities LLC, J.P. Morgan Chase Bank, N.A., Bank of America, N.A., and Merrill. Outside of her advisory work, she has been involved with Kekis Home Goods, LLC since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Steven Lynch is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services, Wells Fargo Clearing, UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, he provides notary services in Bethesda, MD. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients through a range of investment advisory, financial planning, pension consulting, and managed account programs with both discretionary and non-discretionary portfolio management options.

Steven Zeigler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2023 and has been with Charles Schwab since 2018. Prior to joining Schwab, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal asset-allocation models and research tools, with client-tailored recommendations and trades executed only with client authorization.

Simeon Spruill is a CFP® with three years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company. His prior roles include positions at Focus Partners Wealth, WMS Partners, and T3 Trading Group. Outside of financial advising, he works as a real estate salesperson with Fathom Realty. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach focusing on secular trends and uses a combination of equities, fixed income, ETFs, and alternative instruments, often emphasizing longer-term holdings.

Broderick Young is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Crystal Clear Financial Group, Reveal Wealth, and New York Life. Outside of his advisory work, he serves on the board of Studio for Wellness & Education, contributing to the organization’s guidance and strategic development. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis through various program types linked to insurance and annuity products.

Michael Leasure is a CFP® professional with 23 years of industry experience. He is currently with Truist Advisory Services and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Ashley Galvin is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management, financial planning, and retirement consulting services.

Jay Burmaster Jr. is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes positions at Truist Investment Services, BB&T Securities, Scott & Stringfellow, Wells Fargo Clearing, and UBS Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary manager relationships and consulting, supported by AI-enabled research and inter-affiliate resources.

Lyndsie Slusher is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. She has one year of industry experience and previously served in the U.S. Army from 2017 to 2024. She is also affiliated with the University of North Carolina at Chapel Hill. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team.

Elizabeth Snyder is a CFP® professional with nine years of industry experience. She is currently with Rockefeller Financial LLC and previously worked at Bank of America and Merrill. Outside of her advisory role, Snyder serves with Jewish Women International, focusing on financial education as the Financial Initiatives Chair. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations through a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of affiliated services including trust and insurance.

Christopher Airey is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. Prior to these roles, he spent over two decades at Spire Wealth Management, LLC. Outside of his advisory duties, Airey is president and owner of Corbett Road Capital Management, an affiliated registered investment adviser formed through a joint venture with Spire Wealth Management, and he is also an independent insurance agent. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, long-term portfolios and affiliated sub-advisory arrangements.

Spencer Smith is a financial advisor at ASB Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Chevy Chase Trust Company since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion through pooled investment vehicles and institutional separate accounts. The firm offers discretionary management across equities, fixed income, and real estate, serving primarily institutional investors and employing both active and passive strategies.

Wendy Moyers is a Certified Financial Planner® with 24 years of industry experience. She has worked at Chevy Chase Trust Company since 2021, following prior roles at Chain Bridge Bank, May Barnhard Investments, LLC, and Linden Oak Wealth Advisors LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach, focusing on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Christine Wallace is a financial advisor at Chevy Chase Trust Company with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chevy Chase Trust since 2008. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, often emphasizing longer-term holdings and integrating fiduciary trust and custody functions with investment management.

Christopher Romano is a Series 65-licensed financial advisor with Kestra Advisory, based in Bethesda, MD, and has 14 years of industry experience. He also holds a senior vice president role at The Meltzer Group, a consulting firm where he has worked since 1999. Romano’s career includes consulting and corporate benefits activities with NFP, in addition to his advisory responsibilities at Kestra. 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 services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets through over 1,100 advisors.

Alana Light is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has previously worked at McLean Asset Management Corporation and Eagle Strategies, among other firms. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, retirement plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private markets.

Shippen Royer is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. His prior experience includes roles at Phyxius Arbitrage Fund LP, Bank of America, N.A., and Merrill. 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 range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.