Ari Wiener is a CFP® professional at MAI Capital Management, LLC with nine years of industry experience. His career includes roles at firms such as Charles Schwab Corporation and TIAA prior to joining MAI Capital Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and combines portfolio management with financial planning, tax, and bill-pay services.

Aaron Jones is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been affiliated with Avenue Wealth, NYLIFE Securities LLC, and New York Life Insurance Company since 2006. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Rogers is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Nationwide Insurance Co., Nationwide Securities, LLC, and R&G Insurance Associates Inc. He has been with United Planners since 2019. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Frederick Cornelius III is a CFP® and CFA® with 24 years of industry experience. He is currently an advisor at Creative Planning in North Bethesda, MD, having previously worked at Burt Associates, Inc. for 24 years. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Alexander Canas Barrera is a financial advisor with Truist Advisory Services, holding a Series 66 designation. He has over a decade of experience at Truist, having worked at Truist Bank from 2014 to 2025 before joining Truist Advisory Services and Truist Investment Services in 2025. Outside of his advisory role, he manages an Airbnb rental property in El Salvador. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches and integrates inter-affiliate resources to deliver its services.

Tomer Shoval is a financial advisor with Truist Advisory Services based in Washington, DC, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by advanced research tools and integrated inter-affiliate platforms.

Joseph Sladek Jr. is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2016, following a three-year tenure at Wells Fargo Advisors. Sladek and his wife own a rental property that they use as an investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that distinguishes between one-time planning and ongoing portfolio management.

Lucy Slovon is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She holds a Series 65 designation and has been with J.W. Cole Advisors since 2019. In addition to her advisory role, she is president of SFG Marketing, Inc., where she develops and executes marketing strategies. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Lindsey Dejonghe is a CFP® affiliated with Commonwealth Financial Network in Arlington, VA, with three years of professional experience. Prior to her current role, she has worked at Clarendon Wealth Management and Variant Private Wealth, and held various positions in education and retail. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Samantha Mello is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Advisory Services, Suntrust Investment Services, and Fidelity Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions that include asset allocation, investment policy analysis, and a third-party manager selection program. The firm combines discretionary manager relationships with non-discretionary consulting and integrates advanced tools such as AI-enabled research to support its investment processes.

Theodore Schwab is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Raymond James Financial Services and multiple Steward Partners entities since 2013. Outside of advisory work, he is the founder and owner of The Schwab Group and has co-founded and held leadership roles in nonprofit organizations such as SPARK THE JOURNEY and the Hundredfold Foundation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC‑registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

Michael Dargusch is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services and Bb&T Investment Services. Outside of his advisory role, he serves as Committee Chair for BSA Scout Troop 1195 and Venturing Crew 1195 in Manassas, VA, overseeing recruiting, funding, and logistics. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, providing brokerage, financial planning, and advisory services through a variety of programs and in-house portfolio management.

Sunil Setia is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Prior to that, he has also worked within other Truist entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

David Dansby is a CFP® professional affiliated with Janney Montgomery Scott LLC, with 26 years of industry experience. He has been with Janney Montgomery Scott since 1998. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, delivering investment advice through in-house portfolio management, third-party managers, and multiple advisory programs.

Jonathan Jagolinzer is a CFP® professional with 21 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and has been affiliated with The George Washington University since 2003. 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 provides a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Suzanne Moran is a financial advisor at TD Private Client Wealth LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with TD Bank N.A. and TD Private Client Wealth LLC since 2016. 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 TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Liam Desmond is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation with one year of industry experience. His career includes roles as a student from 2014 to 2023 and advisor positions at Wealthspire Advisors beginning in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, utilizing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

James Nguyen is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including BDO Wealth Advisors, LLC, Biegel Waller, Complex Capital Management, LLC, and Lockheed Martin Investment Management. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, combining discretionary and non-discretionary portfolio management across equities and fixed income.

Jamie Blum is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. Prior to joining OSAIC, Blum worked at Triad Hybrid Solutions, Triad Advisors, and Councilor, Buchanan & Mitchell. He is president-elect of the DC Academy of Collaborative Professionals, a nonprofit focused on education and networking for collaborative divorce professionals. OSAIC Advisory Services, LLC serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

Thura Aung is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Truist Advisory Services, Truist Investment Services, Truist Bank, BB&T Bank, and Bank of America. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.