Wendy Moyers is a Certified Financial Planner® with 24 years of industry experience. She has worked at Chevy Chase Trust Company since 2021, following prior roles at Chain Bridge Bank, May Barnhard Investments, LLC, and Linden Oak Wealth Advisors LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach, focusing on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Christine Wallace is a financial advisor at Chevy Chase Trust Company with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Chevy Chase Trust Company since 2008. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focusing on macro views and secular trends, combining trust, custody, and fund-management roles within its enterprise structure.

Christopher Romano is a Series 65-licensed financial advisor with Kestra Advisory, based in Bethesda, MD, and has 14 years of industry experience. He also holds a senior vice president role at The Meltzer Group, a consulting firm where he has worked since 1999. Romano’s career includes consulting and corporate benefits activities with NFP, in addition to his advisory responsibilities at Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets through over 1,100 advisors.

Shippen Royer is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. Prior to that, he was involved with Phyxius Arbitrage Fund LP and held roles at Bank of America and Merrill. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services with a range of investment management programs, financial planning, and private-fund management, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Matthew Hammaker is a financial advisor at Commonwealth Financial Network with a Series 65 credential and approximately one year of industry experience. His prior experience includes service in the United States Marine Corps and roles in higher education at Kennesaw State University and Wingate University. He has also worked in hospitality and physical therapy support roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed account programs and access to third-party asset managers, providing clients with diverse investment options and back-office services.

Lawrence Weber is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Voya since 2014. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, and corporate retirement plans. The firm offers a range of financial planning and portfolio management services through multiple program structures, emphasizing non-discretionary recommendations.

Christina Raya is a financial advisor with PNC Wealth Management in Washington, DC, holding a Series 66 license and 15 years of industry experience. She has worked at PNC Investments since 2018 and previously held positions at Bank of the West, BancWest Investment Services, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

Leland Detmer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has two years of industry experience and previously worked on the PGA Tour for five years. Detmer is also the co-founder and secretary of the BCCC Scholarship Foundation, which provides scholarships for underprivileged children to attend golf camps. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse clientele, including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

Judy Mccoy is a Series 65-licensed financial advisor with 25 years of industry experience. She has been with ASB Capital Management LLC since 2000. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion, primarily through pooled investment vehicles and institutional separate accounts. The firm offers discretionary investment management across equities, fixed income, and real estate strategies, serving institutional clients such as pension plans, endowments, and high-net-worth investors.

Joshua Olds is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 19 years of industry experience. He is currently an investment advisor representative with NewEdge Advisors, LLC, where he has worked since 2024. Prior to that, he was a member of New Potomac Partners, LLC for ten years. Mr. Olds serves on the Wealth Management Sub-Committee of an educational programs group affiliated with the DC Society Board. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, plans, corporations, trusts, estates, and nonprofits through a network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, and employs centralized due diligence and technology tools to support client needs.

John Nauss III is a financial advisor at TIAA-CREF in Silver Spring, MD, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers customized portfolio management alongside model portfolio options and serves as adviser to the TIAA Donor Advised Fund.

Tu Nguyen is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor firms since 2015. 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, utilizing third-party platform and manager arrangements, and integrates affiliated services including Truist Investment Services and Truist Bank sweep features.

Eamon Vera is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Prior to joining HSBC, he worked at Bank of America for four years and has held positions in education and retail. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary portfolio options. The firm uses a range of model risk profiles and combines strategic and tactical asset allocation with global manager selection to serve its clients.

Vincent Yuen is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience and has been with TD Private Client Wealth LLC since 2023. Prior to this, he was affiliated with TD Waterhouse Canada Inc. beginning in 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Christopher Sims is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for seven years before joining Citigroup in 2023. Based in Washington, DC, Sims provides advisory services within a major global financial institution. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including unique market roles such as security-based swap dealing and futures commission merchant activities.

James Fowkes II is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Steward Partners entities since 2014, previously working at Raymond James Financial Services, Inc. He is also a member of the Legacy Wealth Partners team. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account solutions through both proprietary and third-party portfolio management programs.

George Michael is a financial advisor at Janney Montgomery Scott LLC with two years of industry experience. He holds the Series 66 designation and has worked at RiverFront Investment Group and ALPS Distributors prior to joining Janney. His work history also includes roles outside finance, such as positions at Elon University and several retail and delivery companies. 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, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party portfolio management solutions.

Eric Mangasarian is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Outside of his advisory work, he is involved in managing a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 with third‑party platform partnerships.

Sonia Castillo Smith is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with HSBC Securities since 2011 and concurrently serves as a Bank Officer for HSBC Bank USA N.A. Outside of her advisory role, she is a member of the Rotary Club of Dulles International Airport, participating in community service and scholarship committees. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options supported by a multi-profile strategic and tactical asset allocation process with global resources.