Bradley Smith is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at MTX Wealth Management for nine years before joining MAI Capital Management in 2019. MAI Capital Management 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 offers customized portfolio management across multiple strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Lala Balaoghlanova is a financial advisor with HSBC Securities (USA) Inc. in Gaithersburg, MD, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with HSBC Bank USA National Association and HSBC Securities since 2017. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment approaches with support from HSBC Global Asset Management and affiliated providers.

Donald Schoen III is a CFP® professional with four years of industry experience. He has worked at Creative Planning since 2021 and previously spent a year at Sullivan, Bruyette, Speros and Blayney LLC. He also has four years of experience at Virginia Polytechnic Institute and State University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Lily Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. She previously worked at RS Will Wealth Management and has a background that includes four years at James Madison University and six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers customized wealth management and investment advisory services using a relationship-driven process and institutional-style asset allocation.

Ryan Verfurth is a financial advisor with Hightower Advisors in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2019 and was previously affiliated with Everplans - Beyondly, Inc and MBSC Securities Corporation. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

James Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Hina Jumani is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. Outside the financial services industry, she serves as a director of Alayah Corp, a software development company. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, supporting both discretionary and non-discretionary portfolios across various client segments.

Shannon Mc Greevy is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Mc Greevy has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Diane Croce is a financial advisor with Truist Advisory Services in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with SunTrust Advisory Services and related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and a manager-selection program. The firm’s approach integrates discretionary and non-discretionary management through third-party platforms and emphasizes inter-affiliate coordination across Truist’s financial services.

Caroline Girgis is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including United Capital Financial Advisers, Cetera Advisor Networks, Girard Securities, and Ameriprise. Outside of her advisory role, she serves as treasurer for the DC Association of Collaborative Professionals and works as a divemaster teaching scuba diving. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a comprehensive range of services including asset management, financial planning, and family office solutions, employing a mix of investment strategies and providing tax planning through an affiliated accounting subsidiary.

Garrett Dunlap is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, PNC Investments, E*TRADE Capital Management, and Fidelity Brokerage Services. Dunlap is based in Fairfax, VA. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of services including model portfolio management and customized portfolio solutions, operating under a fiduciary standard within a vertically integrated structure.

Michael Hoch is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and also has a long tenure at Kestra Investment Services, LLC and MLH Financial Services. He serves on the board of Maryland Hillel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, delivering services such as fiduciary consulting and plan-level investment advice supported by due diligence on investments.

Cory Saylor is a CFP® with three years of industry experience, currently serving as a financial advisor at TIAA-CREF. He has been with TIAA since 2016 and transitioned to TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients who have pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and operates a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Yvette Farrugia Polster is a CFP® and holds a Series 66 license with 22 years of experience in the financial services industry. She has worked at Truist Advisory Services since 2021 and has been with related Truist entities and BB&T since 2004. She is based in McLean, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non‑discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Mark Martin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he worked for seven years at Sullivan, Bruyette, Speros & Blayney, LLC. Outside of his advisory role, Martin volunteers with Britepaths, Inc. in Fairfax, VA, providing pro bono financial counseling and coaching to individuals in the charity’s programs and prepares individual tax returns seasonally for family and friends. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Diego Velez is a CFA® charterholder with four years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent eight years with Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Gary Stevens II is a CFP® with 25 years of experience in the financial industry. He currently works at Creative Planning, where he has been since 2021. His prior experience includes roles at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Bank of America, Merrill, and T. Rowe Price Investment Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies for long-term goals, and selective private market exposure, managing approximately $295.6 billion in client assets.

Zain Khan is a CFP® professional with 19 years of experience in financial advising. He is currently with TD Private Client Wealth LLC and TD Bank N.A., where he has worked since 2017. Prior to that, he held financial planning roles at USAA. 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’s approach combines strategic and tactical asset allocation through portfolios managed with both affiliated and third-party sub-managers.

Andrew Prevost is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services since 2010. Outside his advisory role, he is the owner of Meltzer Management Company, a holding company unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

Carrie Leinbach is a financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Hemington Wealth Management for six years. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across various asset classes.