Brian Widmayer is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. 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 retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Keith Barberis is a CFP® with 29 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has worked with Steward Partners entities since 2016 and was previously with Raymond James Financial Services, Inc. from 2016 to 2022. Outside of his advisory role, Barberis serves as an assistant football coach for Olney Terps Football U 13. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Jeffrey Clark is a financial advisor with Primerica Advisors in Ashburn, VA, holding a Series 66 designation and 22 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2003. Outside of his advisory role, he serves as CEO, President, and Treasurer of Clark Operating Company. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies supported by digital platforms and account-level lending solutions.

Marc Wishkoff is a financial advisor at Chevy Chase Trust Company in Bethesda, MD, holding a Series 66 designation with 19 years of industry experience. He has been with Chevy Chase Trust Company since 2009. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm uses a thematic investment approach focused on secular trends and integrates fiduciary trust and custody functions with investment management.

Zachary Smythe is a CFP® professional with six years of experience in financial advising, currently with Allworth Financial, L.P. He has previously worked at firms including Arthur Stein Financial, LLC, VCI Wealth Management LLC, and The Vanguard Group, Inc. Smythe is based in Bethesda, MD. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model allocations and specialized approaches, and it is notable for its private ownership structure and focused Airline division.

Carlton Davis is a financial advisor at Chevy Chase Trust Company with 11 years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust Company since 2018, following two years at Liberty Mutual Investments. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach that emphasizes macroeconomic trends and sector themes, combining fiduciary trust and custody functions with portfolio management.

Onari Tariah is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously held roles at FJY Financial and Morgan Stanley. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and proprietary quantitative screening.

Eugene Daniller is an investment advisory representative with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cetera Wealth Services, Equity Planning Inc, and Carson Wealth Management Group since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, while offering a range of retirement plan services and institutional solutions.

Michael Rutler is a Series 66-licensed advisor with Truist Advisory Services, bringing 19 years of industry experience. He has held roles at Truist Advisory Services and its predecessors since 2015. Outside of his advisory work, he serves as Treasurer for the Marlan Forest Citizens' Association, managing financial duties and supporting community activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enhanced equity research to support investment decisions.

Carol Zirkle is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Lincoln Financial Advisors Corporation. Outside of her advisory role, she manages her own CPA firm, Carol Zirkle CPA PLLC, which she has operated since 1990, and serves on the board of Pinnacle Consulting Services. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with portfolios that include mutual funds, ETFs, equities, and fixed income.

Arthur Stein III is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. Prior to joining Allworth Financial, he led Arthur Stein Financial, LLC for 14 years. Outside of his advisory role, he works as an independent contractor in photography and conducts adult education workshops on retirement planning and related financial topics. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite and options-based models, and utilizes third-party sub-advisers and technology solutions to manage a broad range of client assets.

Oscar Salgado is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 designations and has nine years of industry experience. His prior experience includes roles at Fidelity Investments, Morgan Stanley, Bank of America, Merrill Lynch, and T. Rowe Price. Outside of advising, he is the owner of a sneaker resale business called SOLE SELLER LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and discretionary investment management, serving a client base that includes sovereign wealth funds and other large institutional investors.

Raymond Mcclure Jr. is a financial advisor at Brown Advisory with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beaty Haynes & Patterson since 2003. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm uses a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including discretionary and non-discretionary management, OCIO solutions, and sub-advisory services.

Jordan Hawks is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 license and has worked at various Rockefeller entities since 2018, as well as Eton Advisors LLC and Wake Forest University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Erin Caines is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds the ChFC® designation and Series 63 license, with four years of industry experience. Her prior work includes roles at Northspire Wealth and New York Life, as well as a decade at the Food and Drug Administration. Outside of advising, she is an investor in a rum production business. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional sponsors. The firm offers a range of advisory services with an emphasis on tailoring recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Cody James is a CFP® and CFA® with four years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC, having previously worked at MAI Capital Management, Halpern Financial, and Freddie Mac. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer (OCIO) services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employs active and passive strategies across public and private assets, and provides comprehensive reporting and participant education for retirement plans.

Owen Marshall is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He previously worked at Financial Growth Partners and has been involved in coaching and managing a baseball facility, Diamond Heroes Baseball, where he conducts private lessons and coaches a travel team. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using proprietary and third-party model portfolios.

Ryan Jordan is a financial advisor with Wealthspire Advisors in Potomac, MD. He holds a Series 65 designation and has four years of industry experience. Prior to joining Wealthspire Advisors, he worked at CrossPoint Wealth Partners and Mason & Associates. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Ellen Tillman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been associated with New York Life Insurance Company and its affiliates since 1995 and has operated her own firm, Ellen Tillman & Company, since 2007. Tillman is also involved in insurance brokering for non-registered products and serves on the finance committee of her local homeowners association. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis and notable expertise in advisory services linked to insurance and annuity products.

Maura Schauss is a CFP® and holds a Series 66 license with 26 years of industry experience. She has worked with Washington Wealth Advisors, LLC for 12 years before joining Wealth Enhancement Advisory Services, LLC, where she has been since 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active managers, quantitative, momentum, and fundamental analysis.