Oluseun Adeyemi is a financial advisor with Citigroup Global Markets in Washington, DC, holding a Series 66 designation and nine years of industry experience. Prior to joining Citigroup in 2021, he worked at Merrill from 2017 to 2021 and Relocation Insurance Group from 2015 to 2017. Outside of his advisory role, 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 multiple wealth segments, offering a broad range of investment advisory programs and broker‑dealer services. The firm employs multi‑asset, multi‑manager strategies with oversight committees and combines large institutional scale with unique market roles and commercial arrangements.

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 Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Paladin Advisor Group, Capital One Financial, and Aerotek, Inc. Outside of financial advising, 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 top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios and offers 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 with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has long-standing affiliations with Ameritas Life Insurance Corp, Ameritas Investment Corp., and Acacia Financial Advisors LLC. Riley is also licensed as an independent insurance agent, focusing on the sale and service of fixed insurance products including life, disability, and long-term care insurance, as well as fixed annuities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of portfolio management strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

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 credential and 19 years of industry experience. He has been affiliated with Commonwealth and Vision Wealth Partners, LLC since 2016 and previously worked at Mass Mutual Investors Services from 2009 to 2016. Weszka is also a part-owner of VFG Consulting, LLC and Vision Wealth Partners, LLC, entities involved in insurance and advisory businesses, and co-owner of an investment entity focused on private offerings. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 advisors and hundreds of thousands of clients. The firm provides a wide range of managed-account programs, third-party asset manager access, and custody services while supporting advisors with trading, reporting, and portfolio implementation options.

Paula Landau is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2015. She holds Series 63 and Series 66 licenses and is based in Bethesda, MD. Chevy Chase Trust Company advises high-net-worth individuals, families, and various institutional clients, offering investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining discretionary and non-discretionary portfolio management with trustee and custody services.

Michael De Spirito is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA and its related entities since 2001. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Mary Liola is a CFP®-certified financial advisor with Commonwealth Financial Network, based in McLean, VA, with 24 years of industry experience. She has been with Concentric Private Wealth and Commonwealth Financial Network since 2012. Liola is also co-owner of Jack Books, LLC, a company focused on authoring and publishing books. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Eileen Kay is a CFP® professional with four years of industry experience, currently serving at Creative Planning since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, Inc. and Oakheart Financial Group. She also worked at the University of Virginia from 2015 to 2019. 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 emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Deanna Tomasetti is a CFP® professional with 13 years of industry experience. She is currently with Creative Planning and has previously worked at Burt Wealth Advisors and McKinley Carter Wealth Services. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a broad range of retirement plan services.

Samuel Solondz is a CFP®-certified financial advisor at Truist Advisory Services with 17 years of industry experience. He has been with the firm and its predecessor entities since 2016. Outside of his advisory role, he serves as a managing member of SMS Development, a real estate development company focused on property renovation and management. 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 and uses AI-enabled research tools alongside traditional analysis to support its investment approach.

Julia Catuara is a CFP® with 36 years of experience, currently affiliated with Eagle Strategies (NY Life). She has been involved with Eagle Strategies since 2008 and also operates Catuara & Bell, Inc., through which she brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Marcus Odinec is a financial advisor at Cerity Partners LLC with 13 years of industry experience and holds a Series 65 credential. Prior to joining Cerity Partners in 2026, he worked for 12 years at SOL Capital Management Company. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services that integrate proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Andrew Karr is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Outside of his advisory work, Karr serves on the investment committee for the United Jewish Endowment Fund and chairs the investment committee at Woodmont Country Club. 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 combines portfolio management, financial planning, and consulting with broker-dealer services and offers a consolidated investment platform delivering discretionary and non-discretionary solutions across multiple asset classes.

Jason Apolenis is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work includes roles at Mahoney & Associates and Mahoney Financial Organization, and he has been involved with Avenue Wealth and Eagle Strategies for over 15 years. Outside of advisory work, he is a partner in Strategic Financial Associates LLC and an owner of Avenue Wealth Partners LLC. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, with a notable focus on aligning recommendations with client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Drew Howell is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Creative Planning, LLC since 2021. Prior to this, he spent 10 years at Sullivan, Bruyette, Speros & Blayney, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio options and affiliated non-investment businesses such as a law firm, trust company, and retirement plan recordkeeping services.

Bobbi Young is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. She previously worked at Wells Fargo Clearing for ten years before joining Wealth Enhancement Group and its affiliated firms. Outside of her advisory role, she works as a mystery shopper and teaches yoga. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight by an internal Investment Committee.