Keith Prather is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and over 39 years of industry experience. He has worked with Paladin Advisor Group and MetLife Group, and has been self-employed since 1983, specializing in insurance sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management under ERISA Section 3(38) and participant investment options through asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Bradford Avery is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he is an owner of rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm’s approach combines algorithm-driven risk assessment with implementation via approved model strategies managed by PNC or third-party strategists.

George Fellows Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Outside of his advisory role, he serves as a co-trustee of a family trust established to support a family member and is a beneficiary of another family trust. Oppenheimer serves a wide range of clients including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions and acts as a qualified custodian for client assets.

Keith Burgess is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 63, Series 66, and Series 65 designations and has been affiliated with Nfp Securities Inc. since 2010. Outside of his advisory work, Burgess coaches his daughter’s 10-year-old soccer team. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients, offering a range of solutions including fiduciary consulting, plan design, employee education, and advisor-managed accounts.

Zachary Jenkins is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2016 and currently operates Jenkins Wealth Strategies Group, LLC and is affiliated with Blueprint for Financial Success. Jenkins serves as a director of the Norwegian Society of Washington DC, an organization focused on promoting cultural and educational ties related to Norway. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Koutras is an investment advisor representative with NewEdge Advisors, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at LPL Financial, Towson, and Sunoco. He provides advisory services through the Columbia Advisory Group, a DBA for NewEdge Advisors, and also offers insurance products including life, health, and accident coverage. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and employing centralized due diligence alongside technology tools to support advisors and clients.

Roseal Stewart is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She previously worked at Charles Schwab Bank, SSB and TD Bank, N.A. Outside of her financial advisory role, she provides rideshare services as a Lyft driver. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, focusing on investment recommendations and annual financial reviews without discretionary trading authority.

Henry Romeyn is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and as a self-employed advisor. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, offering a combination of trust, custody, and fund-management roles.

Nianke Ma is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and Northstar Financial Education Group since 2015, where she serves as president. Her other business activities include sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Lance Robbins is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at SunTrust Bank and Starbucks. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Myrle Simone is a CFP® professional with three years of industry experience. She is currently with Creative Planning, LLC and previously spent 18 years at Burt Wealth Advisors. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, charting, and cyclical analysis across various time horizons and primarily allocates assets among mutual funds and exchange-traded funds.

Whitney Turner is a CFP® professional with experience at Focus Partners Wealth, LLC since 2022 and prior roles at The Meakem Group, Kastle Systems, Scope Group, and Marriott Hotels. Based in Bethesda, MD, Turner has a diverse background spanning financial services and other industries. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and separate account managers.

Robert Kraus is a financial advisor with Citigroup Global Markets in Washington, DC, holding Series 66, Series 65, and Series 63 credentials and 22 years of industry experience. He previously worked for Chevy Chase Trust for 11 years before joining Citigroup in 2017. Outside of his advisory work, he manages a rental property in Bethesda, Maryland. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker‑dealer services. The firm employs multi‑asset, multi‑manager strategies with internal oversight and utilizes both discretionary and non‑discretionary programs, supporting complex, large-scale client solutions.

Mohamad Ali Atwi is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 15 years before joining Eagle Strategies and affiliated firms in 2025. Outside of his advisory role, he is president and owner of Glenville Grove Rentals LLC, a residential rental business. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis across multiple advisory programs.

Dang Thanh Nguyen is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Transamerica, he worked in various roles including positions at HDBank, TTC Land, Hoa Lam and Dong Duong Corporation, and Vietbank. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Charles Ruttenberg is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services using strategic and tactical asset allocation, manager selection, and various investment vehicles, with client accounts reviewed periodically.

James Stewart is a CFP® and holds a Series 65 license with 27 years of industry experience. He has worked at Carmichael Hill since 1993. Stewart is based in Gaithersburg, MD. MAI Capital Management, LLC 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 manages $72.3 billion in assets and offers services such as trust administration and insurance through affiliated entities, employing a customized approach across multiple investment strategies and platforms.

Christopher Persak is a financial advisor with Principal Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kristin Chisam is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup and Citibank NA since 2013, with a brief period of unemployment in 2025. Based in Washington, DC, her career has been focused within the Citi organization. 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 and combines large institutional scale with specialized market roles and arrangements.

Monique Sinmao is a financial advisor at Cerity Partners LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at SOL Capital Management Company, Pontoro, and Marlo. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.