Michael Clemm is a financial advisor at Chevy Chase Trust Company with five years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Goldman Sachs and Bridgewater Associates, as well as time at the Darden Graduate School of Business. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, trust, and custody services. The firm uses a thematic investment approach focused on secular trends and employs a combination of fiduciary trust and custody functions alongside portfolio management.

Nichole Toledo is a financial advisor at Centaurus Financial, Inc. with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Centaurus Financial and Securities America Advisors, among other firms. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a mix of fundamental, technical, bottom-up, and top-down analysis while allowing access to various specialized investment services.

Matthew Witchko is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Commonwealth since 2015 and has been associated with Kaplan Financial Group since 2007. Outside of his advisory role, he is a co-owner of Kaplan Benefits Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios with a broad range of securities and insurance products.

Xinge Zhang is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Bankers Life in 2022, Zhang worked at Transamerica Financial Advisors and World Financial Group, Inc. Zhang also serves as a field manager recruiting and training insurance agents for Bankers Life. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across equities, fixed income, mutual funds, ETFs, and other securities.

Lauren Lehman is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds the CFP® and CFA® designations, as well as Series 65 and Series 66 licenses. Prior to joining NewEdge Advisors in 2023, she worked for SOL Capital Management Company for 12 years and LPL Financial for 4 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Kameron Bryant is a financial advisor with Eagle Strategies (New York Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2022 and has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Outside of his advisory role, Kameron coaches quarterbacks at the Potomac School. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and maintains a significant non-discretionary asset base, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Douglas Corey is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked previously at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory role, Corey is an officer and director of Douglas Corey & Associates, P.C., a CPA firm specializing in tax preparation, accounting, and bookkeeping. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a mix of passive and active investment strategies tailored to client risk profiles.

Noah Pak is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

David Chu is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and execution capabilities, supporting both discretionary and non-discretionary investment approaches.

Lawrence Solomon is a CFP® with 17 years of industry experience, currently with Mercer Global Advisors Inc. since 2019. Prior to joining Mercer, he worked at OptiFour Integrated Wealth Management LLC for seven years. He participates in several market research organizations that support financial advisors, contributing less than one hour per month. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and specialized portfolios.

Brian Mcguire is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax, accounting, and family office services.

Wenjinn Chang is a CFP® professional with 24 years of industry experience. He has been with Independent Financial Group, LLC since 2012, following roles at Ameritas Investment Company, LLC and Equitable Advisors. Chang serves on the board of the Taiwanese Chamber of Commerce and volunteers with the Overseas Compatriot Affairs Commission, Taiwan. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs both firm- and third-party models for portfolio management, combining active and passive strategies across various risk profiles.

Hannah Collman is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC since 2021. Her prior experience includes roles at Kitces.Com and Savant Capital Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Collin Verfurth is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower in 2025, he worked at LMI Consulting for three years and held roles with the New England Revolution and Loudoun United, as well as at Virginia Tech. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment options such as mutual funds, ETFs, and alternative investments.

Jason Wallach is a CFA® charterholder with 18 years of industry experience. He has been with TD Private Client Wealth LLC since 2012 and concurrently with TD Bank, N.A. since 2013. He holds Series 63, 65, and 66 licenses and is based in Vienna, VA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Stephen Schuler is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has previously worked at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, Maryland Capital Management, LLC, and Maryland Capital Management Inc. Focus Partners serves a broad range of clients, including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates both active and passive strategies alongside proprietary tools and legacy strategies.

Matthew Vahue is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Guardian Life and Park Avenue Securities in various roles since 2016. Outside of his advisory work, he volunteers as a youth soccer coach with the Virginia Soccer Association and is involved in life coaching through Campfire Culture. Matthew works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Kelsey Davidson Todd is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and eight years of industry experience. She previously worked at Royal Alliance and has a background in education with Charlotte Mecklenburg Schools. Outside of her advisory role, she teaches pre-retirement classes for federal employees and provides federal benefits and emergency management training to agencies such as FEMA. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party investment models and combines strategic asset allocation with multi-manager portfolios across various risk profiles.

David Moler is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at multiple firms including BluePoint Financial, LLC, Scott Iodice, Northwestern Mutual Investment Services LLC, and Merrill Edge. Outside of his advisory role, he operates as an insurance broker focusing on non-registered insurance products. Eagle Strategies serves individual and institutional clients through a large network of advisers, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and offers a broad range of program types, including fee-based advice and co-advisory relationships, within the New York Life affiliate structure.

Bradley Burton is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2005 and operates Avenue Wealth, focusing on New York Life products and services. He is also involved in managing investment-related entities formed to purchase books of business and serves as a partner in Strategic Financial Associates LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a mix of individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and tailored recommendations within an integrated New York Life affiliate structure.