Maura Schauss is a CFP® and holds a Series 66 license with 26 years of industry experience. She has worked with Washington Wealth Advisors, LLC for 12 years before joining Wealth Enhancement Advisory Services, LLC, where she has been since 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for 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 approach that combines passive and active managers, quantitative, momentum, and fundamental analysis.

David Karp is a financial advisor at Cresset Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pagnato Karp Partners, LLC. Outside of his advisory role, Mr. Karp serves as a Trust Protector and trustee for certain clients without compensation and is a board member of the Limited Partner Advisory Counsel at Blue Delta Capital Partners. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using active and passive strategies and conducts a structured due-diligence process to select and monitor third-party managers across multiple asset classes.

Katrina Freedman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms, including Raymond James Financial Services and LPL Financial, before joining Private Advisor Group in 2020. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Omar Metwaly is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding a Series 66 designation and having two years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Fidelity Investments, and Northwestern Mutual. 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 investors, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investment managers.

Brian Jarosinski is a CFP® and ChFC® with 19 years of industry experience, currently serving as an advisor at Kestra Advisory. He has worked with Kestra since 2013 and has also been associated with MetLife Securities Inc. since 2009. Outside of financial advising, he engages in contract modeling and acting. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a variety of institutional and individual clients. The firm supports fiduciary responsibilities, offers discretionary and non-discretionary services, and manages approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

Richard Romero is a CFP® and ChFC® with 25 years of experience in the financial industry. He currently works at TD Private Client Wealth LLC and has prior experience with firms including Ameriprise, Prudential, and Q3 Advisors. He is based in Vienna, VA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Kristine Bennett is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her prior roles include positions at Healthy Wealthy Alex and Mass Mutual, and she spent over a decade as a homemaker before entering the financial services field. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, direct indexing, and selective private market exposure.

James Fegan Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company over multiple overlapping periods since 1998. Outside of his advisory roles, he is involved with Fegan Insurance, LLC, an investment-related business. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies across multiple platforms.

Michael Stafford Jr. is a CFA® charterholder with 17 years of industry experience. He has been with ASB Capital Management LLC since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion, primarily for institutional clients through pooled investment vehicles and separate accounts. The firm offers both active and passive equity strategies, fixed income approaches, and real estate investments across equity and debt instruments.

Jenevieve Lenz is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is involved with Lenz4Women, a separate business activity. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and portfolio rebalancing, with access to alternative investments and affiliated consulting and insurance services.

Ryan Strong is a financial advisor with PNC Wealth Management in Fairfax, VA, holding a Series 66 designation and five years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank, with a total of six years at the latter. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot to employees. The firm uses algorithmic questionnaires to guide investment strategies implemented primarily with mutual funds and ETFs.

Christopher Laughlin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 designations and 28 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been associated with Ameritas Life Insurance and Ameritas Investment Corp. for over two decades. He is also licensed as an independent insurance agent to sell fixed insurance products and owns a separate financial services business, Laughlin Financial Group. 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 fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participant services.

John Devine is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Bank, and Bank of America. 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 a manager-selection program that combines discretionary and non-discretionary approaches, supplemented by AI-enabled equity research and inter-affiliate integration.

Chad McLane is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation, and he has operated The McLane Agency, Inc. since 2005. He serves as a notary public, providing free notarization services for pension paperwork related to municipal employees. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm utilizes a variety of investment approaches across discretionary and non-discretionary accounts, including financial planning, portfolio management through its CLASSIC Plus platform, and specialized advisory management of annuity and variable life sub-accounts.

Gregory Sullivan is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he spent over three decades at Sullivan, Bruyette, Spero & Blayney, Inc. He is also the author of the book *Retirement Fail*. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses.

Derrick Carter is a CFP® professional affiliated with Schwab Wealth Advisory in Tysons Corner, VA, with 11 years of industry experience. His career includes roles at Schwab Wealth Advisory, Charles Schwab, and Fidelity Investments, where he spent seven years with Fidelity Personal and Workplace Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without discretionary trading authority.

Wanjia Li is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2018. His prior work includes roles at AroundCampus Group LLC and the Daily Iowan, as well as full-time education at the University of Iowa. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm combines multi-asset, multi-manager strategies with in-house research and unique market roles, catering to diverse client needs from workplace accounts to ultra-high-net-worth relationships.

Rody Nunez is a financial advisor with Kestra Advisory Services and holds a Series 66 designation. He has three years of industry experience and previously worked at ALSI, Inc for 14 years. Outside of his advisory role, he serves as a consultant for various companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Looney is a financial advisor with Principal Financial Services in Bethesda, MD, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 1995. Outside of his advisory role, he is a co-owner of Term Nation LLC, an LLC that holds Maryland Basketball season tickets and makes charitable donations to the university. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Gallemore is a financial advisor at Osaic Advisory Services, LLC with 21 years of industry experience and holds a Series 65 designation. His prior experience includes roles at Spire Investment Partners, LLC, Triad Advisors, and Triad Hybrid Solutions. He is also involved with Argent Bridge Advisors as director of research and consults on business exits to assist owners with growth and sale planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and third-party platforms to build and monitor client portfolios.