Gladys Heath is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and previously worked for Merrill from 2013 to 2025. Outside of her advisory role, she acts as a power of attorney for her parents. 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 both as a registered broker-dealer and investment advisor with a consolidated platform that includes equities, fixed income, alternatives, and personalized managed account solutions.

Heather Molloy is a CFP® and PFS™ with eight years of industry experience, currently advising at Mercer Global Advisors Inc. She has held roles at several firms including Madison Wealth Management and ATFS Advisers. Molloy serves on the board and finance committee of the non-profit A Place To Be. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, supported by comprehensive client education and integrated affiliated service lines.

Adham Sabek is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding a Series 66 designation and five years of industry experience. He has worked with Eagle Strategies since 2021 and is also associated with B & H Financial Services Inc. dba Beaini Financial Solutions. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Rosanne Gentile is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has over 32 years of industry experience, including roles at Gentile Financial Group and Avenue Wealth Management. Her work involves brokering non-registered insurance products alongside her advisory duties. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to meet client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Christopher Martin is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CGMI / Citi Private Bank since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized roles, including swap dealing and futures commission merchant services.

Skerdi Kostreci is a CFP®-certified financial advisor with 20 years of industry experience, currently with Eagle Strategies (NY Life). His career includes long-term roles at Eagle Strategies and NYLIFE Securities LLC, along with experience at multiple financial advisory firms. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dariana Gordon is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a security-based swap dealer and futures commission merchant.

Sinwai Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Aligned Benefits Group Inc and International Medical Group. Outside of advising, he serves as president of Better Tomorrow and More Corporation, a nonprofit focused on education in nutrition, health, and technology, and teaches Qi Gong classes weekly. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services with a mix of proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and supports a range of individual and institutional clients.

Rosario Vezzi is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Oppenheimer since 2018, following seven years at Wells Fargo Advisors. Outside of his advisory role, Mr. Vezzi serves as trustee for private family trusts established for estate management purposes. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and diversified investment strategies to meet client objectives, with a notable focus on both discretionary and non-discretionary investment management programs.

Melanie Schwartz is a financial advisor with Steward Partners Investment Advisory, LLC in McLean, VA. She holds a Series 66 designation and has 14 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

Malka Alzayani is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. She has previously worked at Fidelity Investments, New York Life Insurance Company, NYLIFE Securities LLC, and Bloomberg LLP. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without discretionary trading authority.

Jeffrey Upchurch is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting using a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Bradford Avery is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he is an owner of rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm’s approach combines algorithm-driven risk assessment with implementation via approved model strategies managed by PNC or third-party strategists.

George Fellows Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Outside of his advisory role, he serves as a co-trustee of a family trust established to support a family member and is a beneficiary of another family trust. Oppenheimer serves a wide range of clients including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions and acts as a qualified custodian for client assets.

Keith Burgess is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 63, Series 66, and Series 65 designations and has been affiliated with Nfp Securities Inc. since 2010. Outside of his advisory work, Burgess coaches his daughter’s 10-year-old soccer team. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients, offering a range of solutions including fiduciary consulting, plan design, employee education, and advisor-managed accounts.

Zachary Jenkins is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2016 and currently operates Jenkins Wealth Strategies Group, LLC and is affiliated with Blueprint for Financial Success. Jenkins serves as a director of the Norwegian Society of Washington DC, an organization focused on promoting cultural and educational ties related to Norway. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Roseal Stewart is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She previously worked at Charles Schwab Bank, SSB and TD Bank, N.A. Outside of her financial advisory role, she provides rideshare services as a Lyft driver. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, focusing on investment recommendations and annual financial reviews without discretionary trading authority.

Henry Romeyn is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and as a self-employed advisor. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, offering a combination of trust, custody, and fund-management roles.

Colette Kolanko is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Lumina Financial Consultants and Sullivan, Bruyette, Speros & Blayney, Inc. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation utilizing both proprietary quantitative screening and third-party managers.

Lance Robbins is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at SunTrust Bank and Starbucks. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.