Paul Doupe is a financial advisor with Janney Montgomery Scott in Bethesda, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morningstar, Inc., Refinitiv, and John Hancock entities. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs with a blend of in-house and third-party portfolio management.

Matthew Swanson is an investment advisor representative at Kestra Advisory with 20 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience at LPL Financial beginning in 2010. Outside his advisory role, he is involved in insurance-related activities as a producer and representative through affiliated entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Brian Wobensmith is a financial advisor with Primerica Advisors in Reston, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Virginia Tech, and several firms across different sectors. He is also involved in insurance sales outside of Guardian. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs various investment strategies through proprietary and third-party models and offers both discretionary and non-discretionary account management.

Joshua Frazier is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at several firms including Navy Federal Credit Union, Amazon, and Capital One. He has been with Mercer Global Advisors since 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, alongside educational programming and integrated affiliated service lines.

Daniel Guadalupe is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual and Mark Savino. Outside of his advisory role, he may earn commissions from insurance companies or brokerage agencies for sales of non-investment related insurance products. 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 offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

John Glorioso III is a financial advisor with TIAA-CREF in Sterling, VA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also acts as investment adviser to the TIAA Donor Advised Fund and operates a vertically integrated advisory model that separates planning from ongoing discretionary management.

Harold Michael is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior work includes roles at MissionSquare Investment Services, PFS Investments Inc, and ServiceSource, Inc. Outside of financial advising, he is involved in ride-sharing and food delivery services. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary client relationships.

Joel Cundick is a CFP® practitioner with 11 years of industry experience, currently affiliated with Savant Wealth Management since 2020. He previously worked at Savant Capital Management from 2015 to 2020. 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 and sub-advised mandates, supported by integrated accounting, legal, and trust service affiliates.

Allison Kistler is a Certified Financial Planner (CFP®) with 11 years of experience in the financial services industry. She is affiliated with Steward Partners Investment Advisory, LLC and has held roles at several firms including Wells Fargo Advisors and Raymond James. In addition to her advisory work, she serves as a speaker for the National Institute of Transition Planning, presenting on financial planning topics for retirement education seminars. Steward Partners Investment Advisory, LLC is a national, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations, offering both discretionary and non-discretionary portfolio management through a range of proprietary and third-party solutions.

Lynette Jones is a financial advisor at Hightower Advisors with 21 years of industry experience and holds a Series 66 designation. She has worked at Hightower Securities, LLC and Hightower Advisors since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Joshua Sul is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in education for several years at various schools, including Villanova University. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and operates largely on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Joshua Peerbolte is a CFP® with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab Bank SSB and Charles Schwab, as well as experience running a small business named Peerbolte's Printables. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending investments while clients retain final trading decisions.

Evan Nowack is a financial advisor at Hightower Advisors with 29 years of industry experience. He has held positions at Hightower Securities, LLC and Hightower Advisors since 2011. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Raghu Thota is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Thota’s background includes roles at Transamerica Financial Advisors, Cognizant Technology Solutions, and various entrepreneurial ventures such as Alluri Realty and Ensure Home Loans. He is also involved in life insurance sales and mortgage loan origination. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in assets and offers diverse investment solutions through discretionary accounts, model portfolios, and third-party sub-advisers.

Douglas Brown is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient. His prior work includes roles at CIPW Service Company, CI Brightworth Private Wealth, and Capital Asset Management Group. Brown has held additional positions outside of finance, including at Virginia Tech and Whitemarsh Valley Country Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party management and utilizes comprehensive risk management tools.

John Russell is a CFP®-certified financial advisor with one year of industry experience, currently with Creative Planning in McLean, VA. He previously worked at Armstrong, Fleming, & Moore Inc. and has a background that includes various roles outside finance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Alexandra Anderson is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Fidelity and TD Ameritrade. 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 integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Suzanne Berringer is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower Securities and Hightower Advisors since 2011. Suzanne also serves as a notary for investment-related documents in a limited capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting.

Michael Byman is a CFP® and Series 65 credentialed advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. He previously worked at Hemington Wealth Management, LLC for 11 years before joining Beacon Pointe in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager “Focus List,” employs both active and passive asset allocation strategies, and sponsors proprietary investment vehicles while offering discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Scott Faust is a financial advisor at CWM, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at First Command Advisory Services and related entities for over a decade. Faust also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts mostly on a discretionary basis using model portfolios overseen by an internal Investment Committee.