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.

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.

Jennifer Lewis is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Citi Private Alternatives and HSBC entities since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles including in-house research and derivatives services.

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.

Manley Mcconkey is a financial advisor at PNC Wealth Management in Washington, DC, holding a Series 66 designation. He began his industry career in 2025 and previously worked at Woods & Poole Economics and the Coalition for a Prosperous America. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered via an invitation-only employee pilot. The firm uses approved model strategies with mutual funds and ETFs, relying on algorithmic questionnaires to guide investment selection.

Diane Gould is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding a Series 63 designation and over 43 years of industry experience. She has been associated with New York Life Insurance Company since 1975 and with Nylife Securities Inc. since 1981. Outside of advising, she serves as a notary public, providing notarization services to clients. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across various program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

James Wiley is a financial advisor at Oppenheimer with 13 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2021, following four years at UBS Financial Services. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Gary Sjurset is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning since 2016, alongside a 20-year tenure at ManTech International Corporation. He is also the owner of Sjurset Financial Services, LLC. 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 comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios with a combination of mutual funds, ETFs, and third-party managers.

Eliran Assaraf is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2020. Prior to that, he held roles at Morgan Stanley Private Bank, Morgan Stanley, TD Ameritrade, Scottrade, and Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant internal research and market roles, supporting both discretionary and non-discretionary investment solutions.

Garrett Ford is a CFP® professional with 25 years of industry experience, currently affiliated with Principal Financial Services. He has held roles at Ford & Associates Wealth Management LLC since 2018 and Principal Securities Inc. since 2016, with prior experience at Principal Life Insurance dating back to 2004. Ford is a co-owner of Ford & Associates Wealth Management LLC, a partnership formalized to manage business operations. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Ricardo Yepes is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets, Inc. since 2007. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Michael Clemm is a financial advisor at Chevy Chase Trust Company with five years of industry experience. He previously worked at Goldman Sachs and Bridgewater Associates and holds Series 63 and Series 65 licenses. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, trust, custody, and financial planning services. The firm uses a thematic investment approach focused on macro views and secular trends, combining fiduciary trust and custody functions with portfolio management.

Matthew Witchko is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Commonwealth since 2015 and has been associated with Kaplan Financial Group since 2007. Outside of his advisory role, he is a co-owner of Kaplan Benefits Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios with a broad range of securities and insurance products.

Bianca Voyd is a Series 66-licensed advisor at Citigroup Global Markets with over 28 years of experience, primarily at Citibank from 1997 to 2025. She has also worked at Bank of America and Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, with notable capabilities including in-house research and roles as a swap dealer and futures commission merchant.