Clara Montanez is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, previously holding positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, Montanez serves as a Rotary International Representative to the World Bank and is a member of the finance and audit committees at the Cosmos Club in Washington, DC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Frances Goldman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Frango Financial LLC for 15 years. Goldman is involved with several nonprofit organizations, including the New Israel Fund and Avodah, where she participates in leadership and advisory roles supporting social and democratic causes. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Cole Butkovsky is a CFP®-credentialed financial advisor with four years of industry experience, currently with Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior roles include positions at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as experience with Stratford Steel LLC and Olympic Regional Development Authority. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and research tools, offering at-least-annual reviews tailored to clients’ goals and risk tolerance.

Jonathon Gunn is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2022. His prior roles include positions at HSBC Securities and SunTrust Advisory Services. He is a board member of Shepherd's Table, a nonprofit addressing food insecurity and homelessness through various support programs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Rahm Dvir is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for SOL Capital Management Company for 21 years. Rahm is based in Rockville, MD. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized portfolios and diversified asset allocation.

William Chao is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. His prior roles include positions at Morgan Stanley, Spire Investment Partners, and TIAA. Outside of his advisory work, he is involved as a soccer coach with the Lions Soccer Club and is the owner of a goldfish breeding business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.

Joshua Stark is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 license and bringing 24 years of industry experience. He has worked with Ameriprise, Osaic FA, Inc., and LPL Financial before joining Integrated Wealth Concepts in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a primarily long-term approach with portfolios customized through mutual funds, ETFs, equities, and fixed income.

Ioannis Papadimitris is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled tools, to assist clients in asset allocation, investment policy analysis, and fiduciary support.

Michael Thigpen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following five years at RBC Capital Markets. Outside of his advisory role, he manages multiple rental properties in the Washington, DC area jointly with his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and supports both discretionary and non-discretionary portfolios, combining large institutional scale with unique market roles.

Brad Glickman is a CFP® professional with 30 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Maryland Financial Group, Inc., and Kestra Investment Services, LLC. He is involved in insurance activities related to long-term care, life, and disability coverage. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based model includes proprietary managed account solutions and access to third-party managers and technology platforms.

Rebekah Porter is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, RBC Capital Markets, Nylife Securities LLC, and SFA LLC. She joined MAI Capital Management in 2025. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and provides a customizable investment approach across multiple asset classes and strategies, integrating financial planning and other services into client relationships.

John Koester is a CFP® professional with 33 years of industry experience, currently serving with Kestra Advisory. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2016. Outside of his advisory role, he serves as treasurer for the Corbitt By the Lake Association and secretary for the Kappa Phi Chapter Housing Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and it manages approximately $79.8 billion in assets across diverse client types including large institutional investors.

Amyn Mohamed Juma is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has been associated with TD Bank Financial Group since 2005. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a combination of affiliated and third-party sub-managers, strategic and tactical asset allocation, and provides portfolio management, financial planning, and custody services.

Barbara Dietze is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been associated with NYLIFE Securities Inc. and New York Life Insurance Company since 1984. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kimberly Greiwe is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She currently works at Principal Financial Services and has held positions at Principal Securities, Principal Life Insurance, and Eaglestone Tax, among others. Kimberly is also a designated bank officer at Principal Trust Company, supporting retirement plan account management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.

Robert Burchetta is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes roles at LPL Financial, SEI Investments, Morgan Stanley, Bank of America, Merrill, and Credit Suisse Securities. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions—offering a range of services through affiliated and independent investment adviser representatives with an open-architecture investment approach incorporating multiple third-party platforms and managers.

Stephen Sydor is a financial advisor with HSBC Securities (USA) Inc. in Washington, DC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at HSBC Bank USA, N.A. and HSBC Securities since 2015. Sydor also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed portfolios to fully discretionary accounts, utilizing strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliates.

Robert Beck is a ChFC® accredited financial advisor with 37 years of industry experience, currently affiliated with Principal Financial Services. He has held various roles since 1992, including ownership positions at Beck, Smithbower, Ickes Financial, LLC and Beck Financial and Wealth Management, LLC. Beck also serves as a board member for the Brighton Lakes HOA, overseeing day-to-day management activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through direct advisory and promoter arrangements.

India Johns is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 26 years of industry experience, including prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Oppenheimer. Outside of her advisory work, she is the owner and partner of Sweetly Baked By J LLC, a bakery business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and alternative investment placement services.

Peter Perini Jr. is a financial advisor with Lincoln Investment in Rockville, MD, holding a Series 66 credential and three years of industry experience. Prior to joining Lincoln Investment, he held various roles including self-employment ventures and online selling. Outside of his financial advisory work, he operates an eBay store selling a variety of goods. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and serves as a fiduciary in ERISA/retirement advice.