Timothy Finkelston is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at LPL Financial and is president of Columbia Benefits Consultants, Inc., a third-party administrator and recordkeeping firm. Finkelston is also vice president of the nonprofit Champions Against Cancer and maintains active law licenses in Pennsylvania and Maryland, though he does not practice law. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures with centralized due diligence and technology tools to support client and advisor needs.

Nicholas Balmer is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with TIAA-CREF since 2018 and previously worked at TD Ameritrade and Scottrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary model that includes customized and model-based investment approaches.

Robert Murphy is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank LLC and RBC Capital Markets. Based in Washington, DC, he has been with Oppenheimer since 2022. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services incorporating strategic and tactical asset allocation, investment consulting, and financial planning.

Glen Lambinicio is a financial advisor at Brown Advisory with 27 years of industry experience. He holds a Series 65 designation and has worked at IA Beaty Haynes & Patterson, Inc. since 1997. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a range of strategies including equity, fixed income, and sustainable-investment options.

Cara Kennedy is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Rock & Co LLC. Outside of her advisory role, she is a part-time fitness instructor at DivaFit, LLC. 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 offers a range of portfolio management and financial planning services, operating as both an investment advisor and a registered broker-dealer with a consolidated investment platform.

Brian Ruther is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at SunTrust Advisory Services, SunTrust Bank, and Wells Fargo. He also serves as an adjunct instructor at George Washington University, teaching undergraduate courses in finance and leadership development. 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, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Paul Cusumano is a CFA® charterholder with five years of industry experience. He is currently an advisor at Allworth Financial, L.P. and has previously worked at Arthur Stein Financial, Morgan Stanley, and Point72 Asset Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite, pure-index, and specialized models such as Buffered Equity ETFs, and utilizes both discretionary and non-discretionary management approaches.

Luke Keck is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P./Mercer Allied and Summit Financial Resources. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the broader Goldman Sachs organization.

Shikhar Jhalani is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citi since 2023. His prior experience includes roles at Canadian Imperial Bank of Commerce, Fidelity Investments, and the University of Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and derivatives services.

James Clark is a financial advisor with PNC Wealth Management in Washington, DC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to PNC Bank employees. The firm uses algorithmic questionnaires to guide investment risk bands and implements portfolios using approved strategies with mutual funds and ETFs.

Debritu Kassa is a CFP® with 19 years of industry experience and has been with Chevy Chase Trust Company since 2012. She holds Series 63 and Series 65 licenses. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, emphasizing longer-term holdings and utilizing a combination of equities, fixed income, ETFs, and alternative funds.

Cynthia Kurz is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mariner with two years of industry experience. Her prior roles include positions at Aspire Planning Associates, NASA Federal Credit Union, and JSK Financial Services. Mariner serves a diverse range of clients, including individuals, high-net-worth households, retirement plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, and it offers integrated tax services and family office solutions alongside traditional portfolio management.

Oluseun Adeyemi is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and possessing eight years of industry experience. Prior to joining Citigroup in 2021, he worked at Merrill from 2017 to 2021 and at Relocation Insurance Group from 2015 to 2017. Outside of finance, he is the founder of Simply Feel Good LLC, a life coaching business focused on confidence and anxiety. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and a range of execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a security-based swap dealer and futures commission merchant.

Tracy Heichelbech is a financial advisor at First Command Advisory Services with 21 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Heichelbech has been with First Command Financial Services and its affiliated entities since 2005 and is also the owner of Tracy A Heichelbech LLC. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joshua Whaley is a financial advisor at PlanMember Securities Corporation with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at Capital One Financial and Aerotek, Inc. prior to his current roles. Outside of advisory work, he is also a licensed real estate agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Edward Dobranetski III is a CFA® charterholder with 22 years of industry experience. He has been with Chevy Chase Trust Company since 2005. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversified portfolio construction, combining trust, custody, and fund-management roles.

Christopher Kiessling is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized approach with diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Brian Riley is a financial advisor at Ameritas Advisory Services, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameritas entities since 2003 and Acacia Financial Advisors LLC since 1993. He is also a licensed independent insurance agent specializing in fixed insurance products, including life, disability, long-term care insurance, and fixed annuities. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a mix of in-house and third-party investment strategies and maintains affiliations with Ameritas affiliates to support a broad range of advisory programs.

Philip Corcoran is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with Savant Wealth Management. He has been with Savant and its affiliate Savant Capital Management since 2015. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an evidence-based, model-driven investment approach combined with actively managed strategies and offers a range of affiliated services, including accounting, legal, and trust operations.

Joshua Weszka is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has been associated with Commonwealth and Vision Wealth Partners, LLC since 2016 and previously worked at MML Investors Services from 2007 to 2016. Outside of advisory services, he is involved in private insurance and consulting businesses through part ownership in related entities. 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 $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement diversified investment strategies tailored to client goals and risk tolerance.