Joshua Peerbolte is a CFP® with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab Bank SSB and Charles Schwab, as well as experience running a small business named Peerbolte's Printables. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending investments while clients retain final trading decisions.

Evan Nowack is a financial advisor at Hightower Advisors with 29 years of industry experience. He has held positions at Hightower Securities, LLC and Hightower Advisors since 2011. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Raghu Thota is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Thota’s background includes roles at Transamerica Financial Advisors, Cognizant Technology Solutions, and various entrepreneurial ventures such as Alluri Realty and Ensure Home Loans. He is also involved in life insurance sales and mortgage loan origination. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in assets and offers diverse investment solutions through discretionary accounts, model portfolios, and third-party sub-advisers.

Douglas Brown is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient. His prior work includes roles at CIPW Service Company, CI Brightworth Private Wealth, and Capital Asset Management Group. Brown has held additional positions outside of finance, including at Virginia Tech and Whitemarsh Valley Country Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party management and utilizes comprehensive risk management tools.

John Russell is a CFP®-certified financial advisor with one year of industry experience, currently with Creative Planning in McLean, VA. He previously worked at Armstrong, Fleming, & Moore Inc. and has a background that includes various roles outside finance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Alexandra Anderson is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Fidelity and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Suzanne Berringer is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower Securities and Hightower Advisors since 2011. Suzanne also serves as a notary for investment-related documents in a limited capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting.

Michael Byman is a CFP® and Series 65 credentialed advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. He previously worked at Hemington Wealth Management, LLC for 11 years before joining Beacon Pointe in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager “Focus List,” employs both active and passive asset allocation strategies, and sponsors proprietary investment vehicles while offering discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Scott Faust is a financial advisor at CWM, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at First Command Advisory Services and related entities for over a decade. Faust also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts mostly on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Mandana Sedigh is a financial advisor with \u0026PARTNERS in Vienna, VA, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at \u0026PARTNERS since 2025 and has prior experience with Wells Fargo Clearing and Wells Fargo Bank, NA from 2017 to 2025. Outside of her advisory role, she tutors Farsi language through WyzAnt. \u0026PARTNERS serves a diverse clientele including individual and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting under its dual registration as a registered investment adviser and broker-dealer. The firm employs a range of analytical approaches and offers both discretionary and non-discretionary portfolio management, with additional municipal advisory and underwriting services.

Amy Mackay is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. She has worked with Truist Advisory Services since 2022 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Mackay serves on the board of the Community Foundation for Northern Virginia, a public charity focused on advancing equity through philanthropy. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enhanced research and inter-affiliate integration across Truist entities.

Scott Brody is a financial advisor with Wealthspire Advisors in Potomac, MD, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealthspire Advisors since 2015 and is also a managing member at Alpha Capital Research LLC, where he is involved in the day-to-day operations. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, financial planning, and trustee services through a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation.

Ramona Mockoviak is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 13 years before joining Chevy Chase Trust in 2022. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships through a combination of trust, custody, and fund-management roles.

Anne Lamb is a CFP® with 28 years of experience in the financial industry, currently serving as an advisor at Truist Advisory Services. Her career includes extensive tenure with Truist and its predecessor entities, including SunTrust and BB&T. She serves on the board of The Campagna Center, a nonprofit organization focused on educational and social development programs in Alexandria, Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary manager relationships supported by advanced research and inter-affiliate integration.

Angela Clardy is a financial advisor with Citigroup Global Markets in Washington, DC. She holds the Series 66 designation and has 11 years of industry experience, all of which have been with Citi Private Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

Jennifer Bishop is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 65 and Series 63 credentials and 15 years of industry experience. She has been affiliated with various First Command entities since 2010 and currently owns Bentley Mac Financial LLC, operating her independent advisory business. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Julia Simmons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked previously at LPL Financial, Raymond James Financial Services, Keystone Asset Management, and BCR Property Management. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Joseph Holinka IV is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Financial Growth Partners and North Star Resource Group, among others. Outside of his advisory work, he operates Green Cloud Consulting LLC, which provides back-office and administrative services. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Paul Trinh is a financial advisor with Commonwealth Financial Network based in Washington, DC. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Wharf Financial, MML Investors Services, MassMutual, and the University of Maryland. He also spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance services, enabling affiliated advisors to offer customized portfolio solutions.

Sarah Kaplan is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is affiliated with Commonwealth Financial Network since 2015 and is the co-owner and managing partner of Kaplan Financial Group and Kaplan Benefits Group, both established in 2003. Kaplan is also involved in fixed insurance sales and serves as a co-trustee of the Kaplan Financial Group 401(k) plan. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.