Christopher Pirtle is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Ameritas and related entities since 2006. Outside of advisory work, he is involved in healthcare services as CEO and Chairman of Wellcentric Health Group Inc., a provider engaged with government-managed care programs. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio strategies and program platforms, incorporating both proprietary and third-party models, and provides a broad range of asset management and financial planning solutions.

Shateela Winters is a CFP® and ChFC® with 17 years of industry experience, currently serving as a financial advisor at Prime Capital Financial. Her prior roles include positions at Edelman Financial Engines, Financial Engines Advisors L.L.C., and Raymond James Financial Services. Outside of her advisory work, she manages a personal project documenting her travels to see the Buffalo Bills play at every stadium. Prime Capital Financial is an SEC-registered enterprise firm that serves individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a variety of investment strategies and platforms.

Thomas Toggas is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Royal Fund Management, LLC and Hindsight Asset Management. Outside of financial advising, he operates as an independent insurance agent. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse range of clients, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Jackie Fontana is a CFP® with five years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2025. Prior to this, she worked at Fbb Capital Partners from 2020 to 2024. Chevy Chase Trust Company advises 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 trends and disruptive ideas, combining trust, custody, and fund-management roles in its services.

Robert Eubank is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been with Chevy Chase Trust Company since 2012. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on secular trends and sectors, combining fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client needs.

William Tyson is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Inc. and Betz Financial Advisory, LLC. Outside of his advisory role, he serves as a pastor at Woodlawn Baptist Church, where he occasionally speaks and oversees a small volunteer staff. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Andrew Kline is a CFP® professional with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and ARK Financial Services, LLC. Outside of his primary role, he serves on an investment committee for Raffa Wealth Management, meeting annually to review investment strategies. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Nicholas Foster is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. He has worked at Truist Investment Services since 2021 and previously operated Foser Global Endeavors, LLC for six years. 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-enabled equity research and a comprehensive manager selection and oversight process.

Gregory Banasz is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets, in addition to his current tenure at Steward Partners and related entities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both in-house and third-party investment solutions.

Ida Cacanindin is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she worked with The Washington Ballet. She has also spent time in full-time education and as a student. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal research team and third-party managers, and provides integrated tax and accounting services along with specialized financial wellness and family office capabilities.

Adrita Prova is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining Citigroup in 2023, she held positions at TD Ameritrade, Charles Schwab, Wells Fargo, Citizens Bank, JPMorgan Chase, and PNC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.

Ross Anderson is a CFP® with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at Eaton Vance Management and Eaton Vance Distributors, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and integrated affiliated service lines.

Nelson Santos is a financial advisor with Integrated Wealth Concepts LLC in Arlington, VA, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 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, and sponsors wrap-fee programs, constructing customized portfolios using a long-term approach combined with tactical rebalancing.

Cole Jarvis is a financial advisor at Citigroup Global Markets with a Series 66 designation. He has worked at several firms including Merrill Lynch, UBS, Keystone Asset Management, and RBC, with experience starting in 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Craig Pernick is a financial advisor at Chevy Chase Trust Company with 26 years of industry experience. He has been with Chevy Chase Trust since 2005 and holds Series 63 and Series 65 credentials. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic trends and diversified portfolio construction, serving primarily multi-million dollar client relationships.

Carolina Paramo Aguilera is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. She is based in Fairfax, VA. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and offers both point-in-time planning and ongoing portfolio management through various managed account programs.

Louise Mercer is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has previously worked at Amegy Bank and Truist Investment Services. Outside of finance, she was involved with Mamaka Smoothie Bowls in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, integrating third-party platforms and a combination of discretionary and non-discretionary investment management.

Robert Schneider is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at Washington Wealth Advisors from 2021 to 2023 and was affiliated with Special Olympics, Inc. for eight years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Mohammad Maroof Ziaey is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has experience at several firms including Primerica Financial Services and Turbo Tax. His background also includes roles in education and nonprofit organizations focused on Afghanistan. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Torguson is a CFA charterholder with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at RBC Capital Markets and Morgan Stanley Private Bank. He is involved with the CFA Society of Washington as chair of the External Relations Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of strategies including mutual funds, ETFs, alternatives, and custom indexing.