Andrew Leach is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent six years at Buckingham Strategic Wealth, LLC and five years at ARK Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Stephen Rosen is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hightower since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, mutual funds, ETFs, alternative investments, and custom indexing. The firm serves pension plans, charitable organizations, corporations, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Kyle Brunk is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities since 2018. His background also includes roles with VIPKids, CIEE - Teach Abroad, Madwire Media LLC, and EduKit. 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 certain retail brokerage account holders. The firm offers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

David Mccormick Goodhart is a CFP® and PFS™ credentialed advisor at Savant Wealth Management with 12 years of industry experience. He has been with Savant since 2015, initially at Savant Capital Management before continuing at Savant Wealth Management. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by significant in-house resources and affiliated legal and accounting services.

Sharif Charles is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 12 years of industry experience. His prior experience includes roles at Bank of America, N.A., and Merrill from 2013 to 2024. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains capabilities such as in-house research, derivatives services, and bespoke solutions for large relationships.

Mikhael Hammer Bleich is a Series 66-registered financial advisor with OSAIC Institutions, Inc. in Washington, DC, and has one year of industry experience. His prior work includes roles at Amalgamated Bank, The Prudential Insurance Company of America, and Akuna Capital Australia. OSAIC Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives, providing customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Gabriela Javier is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2019. Prior to her current role, she had brief tenures at Morgan Stanley and is affiliated with Georgetown University since 2017. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income strategies.

Thomas Mcdonnell III is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager arrangements and employing AI-enabled tools for research and oversight.

Timothy Conley is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with robust internal standards and oversight, supported by its large institutional scale and specialized market roles.

Cory Reed is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and two years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with oversight committees and manages large-scale institutional roles, including derivatives and futures services.

Fuser Rodriguez is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill for ten years. 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 combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers and offers financial planning, custody, and reporting services via third-party custodians.

Jin Park is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been associated with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled equity research and inter-affiliate integration within the Truist financial ecosystem.

Conor Wolchesky is a CFP® professional with 12 years of experience in financial advising. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Philleo & Ialeggio Wealth Strategies. Wolchesky is also the owner of Philleo Private Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual investors, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering a range of advisory and portfolio management solutions.

Margaret Molloy is a financial advisor at Oppenheimer based in New York, NY, with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years. Her background also includes roles outside of finance at R&R Mechanical LLC and Clemson University. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment vehicles, supporting both discretionary and non-discretionary accounts.

Talar Sarkis is a financial advisor with Citizens Securities, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining Citizens Securities, Sarkis worked at Wells Fargo Clearing and Wells Fargo Bank, and earlier at Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Dragana Petrovic is a financial advisor at TIAA-CREF with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Bank of America, and Societe Generale Bank Serbia. Outside of her advisory role, she volunteers with the Dominion Heights Condominium Association, where she reviews financial statements. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides ongoing discretionary management through model portfolios and customized accounts, acting as adviser to a donor-advised fund within a vertically integrated structure.

Thomas Troxell is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at BNY Mellon and Grace Thomas LLC, where he assists with photography assignments outside of trading hours. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

William Brockman is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and over 49 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company since 2019 and prior experience with Mass Mutual and MetLife. Outside of his advisory work, he serves as an elder at Wallace Presbyterian Church and is president of the NAIFA-GWDC Helping Hands Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of financial planning, advisory, and brokerage services.

Michael Scheeler is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior work includes roles at Avenue Wealth Management and New York Life entities. He is also a co-host of a podcast focused on Maryland Men's Lacrosse and college lacrosse. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a broad range of program types, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Gray Guy is a financial advisor with Truist Advisory Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches along with AI-enabled research tools to support manager selection and investment oversight.