Matthew Dawson is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Edward Jones, Prudential Insurance Company of America, and M&T Bank. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, predominantly non-discretionary solutions across various program types.

Jonathan Wienecke is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement firms since 2019 and previously held roles at Planning Solutions Group, LLC and Triad Advisors, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Matthew Marquez is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and also acts as adviser to a donor-advised fund.

Zachary Boleyn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Triad Advisors and Keeney Financial Group Inc. He is also licensed as an insurance agent, involved in the sale of life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager due-diligence process and utilizing third-party platforms to implement client strategies across various asset classes.

Cornelius David is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC. He has been associated with David Wealth Management, LLC since 2020 and is involved in education as an academic coach with Private Prep. Additionally, he performs as an opera singer at the John F. Kennedy Center for the Performing Arts during part of the year. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services with an investment approach that blends fundamental and quantitative analysis alongside extensive affiliated product relationships.

Henry Keegan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is currently affiliated with multiple Steward Partners entities. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

James Griesser is a Certified Financial Planner® (CFP®) and holds a Series 65 license with 34 years of industry experience. He has been with Wealthspire Advisors since 2001. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment process with institutional-style asset allocation and a range of portfolio guidelines tailored to client objectives.

John Beaty Jr. is a financial advisor with Brown Advisory, holding a Series 65 credential and bringing 34 years of industry experience. He has worked at Beaty Haynes & Patterson, Inc. since 1990. Brown Advisory provides investment management and related advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies, including sustainable investment options, as well as private-fund and venture programs.

Mark Cecil is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has held various roles across multiple affiliated firms, including Ameritas Life Insurance and Acacia Financial Group. Outside of his advisory work, he is licensed as an independent insurance agent specializing in fixed insurance products and is involved with several related entities in insurance sales, risk product evaluation, and life settlement brokerage. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios and third-party sub-advisers, with a focus on fiduciary advice and plan consulting for retirement plan sponsors and participants.

Spencer Bennett is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, LLC and CMS Environmental Solutions. Outside of finance, he has experience in the restaurant industry, having worked at Bar Cino Restaurant. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a consolidated investment platform with direct portfolio management, access to third-party managers, and alternative investment services.

Lauren Woodward is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. She has worked at Kaplan Financial Group and Virginia Tech, with prior roles in public education and local government parks and recreation. Woodward is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a broad platform including managed-account programs, third-party asset manager access, and custody services.

Lynne Celia is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. She is currently an advisor at Wealth Enhancement Advisory Services, LLC, where she has worked since 2025. Prior to that, she held positions at Nationwide, Ingomu, CITIGROUP, MML Investors Services, and MassMutual. 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 regulatory assets under management and employs a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Tapfuma Chibaya is a CFA® charterholder with 11 years of industry experience and has been with Chevy Chase Trust Company since 2016. He holds a Series 63 license and is based in Bethesda, MD. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with trust, wealth planning, and custody services. The firm uses a thematic investment approach focused on macro trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Brian Thornton is a CFP® credentialed financial advisor with Principal Financial Services, based in Bethesda, MD. He has 26 years of industry experience, including roles at Principal Securities Inc. since 2009 and Principal Life Insurance Company since 2008. Thornton is also a designated bank officer supporting Principal 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’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joelle Brown is a financial advisor with Truist Advisory Services in Washington, DC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, her work history includes roles outside the financial industry, such as positions at Target, H&M, Chick-Fil-A, and Rocky Hill Parks and Recreation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements.

Matthew Agada is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked for Bank of America, N.A. and Merrill for ten years. He is based in Washington, DC. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm employs a risk-profile-based investment process supported by HSBC Global Asset Management and uses third-party providers for advisory, fund selection, and custody services.

Kip Siedling is a financial advisor at TIAA-CREF with a Series 66 designation and 23 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T Securities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm provides point-in-time planning alongside ongoing portfolio management and serves as adviser to a donor-advised fund.

Austin Anthony is a CFP® professional with five years of industry experience. He has worked at Creative Planning since 2026, following roles at Versant Capital Management and Pathstone. Austin also spent five years at Virginia Polytechnic and State University early in his career. 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 client assets.

Rosalyn Brown is a CFP®-certified financial advisor with 19 years of industry experience, currently with Principal Financial Services. Her prior roles include positions at PNC Capital Advisors, Newport Group, and Principal Life Insurance Company. She serves as president of the Women in Pension Network, an organization supporting women in the retirement industry, and is active as a speaker on inclusive teamwork and audience engagement. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs delivered through advisory and promoter arrangements.

Bryant Westcoat is a financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with VOYA since 2014. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary arrangements.