David Dickman is a financial advisor at Wealthspire Advisors with five years of industry experience. He holds a Series 65 designation and previously worked at Billings Capital Management before joining Wealthspire in 2020. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and advisory services with an investment approach based on diversified, institutional-style asset allocation and ongoing portfolio review.

Tin Li is a CFP®-certified financial advisor with 19 years of industry experience. He is affiliated with Independent Financial Group, LLC and has held roles at Upright Planning, LLC and Acacia Financial Advisors. Outside of financial advising, Tin Li practices dentistry as an independent contractor. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in regulatory assets.

Lanie Santa Cruz is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services and its predecessor firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary approaches with AI‑enabled research tools.

Michael Gildenhorn is a financial advisor with Chevy Chase Trust Company, holding a Series 65 designation and 35 years of industry experience. He has been with Chevy Chase Trust Company since 2005. Chevy Chase Trust Company provides investment management and personal trust services to high-net-worth individuals, families, and institutional clients such as pension plans and charitable organizations. The firm employs a thematic investment approach focused on macro views and secular trends, offering diversified portfolios and trustee services within a Maryland state-chartered trust company structure.

Toavina Ranaivoarijaona is a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2023, Toavina worked at Equitable Advisors and Charles Schwab Bank SSB. Outside of advising, Toavina is a cofounder and Chief of Staff of Malagasy In USA, a nonprofit charitable organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and models.

Robin Dobbs is a CFP® professional with 16 years of industry experience, currently serving at Wealthspire Advisors since 2015. He holds a Series 65 license and is based in Potomac, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, and financial planning services. The firm employs a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

Joseph Pabis is a CFP® with 11 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC in Reston, VA. His prior experience includes roles at Raymond James Financial Services Advisors and LPL Financial LLC. He is also involved with JTB International and Global Advisor Group. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad advisory platform that includes third-party asset managers and a firm-managed separately managed account program.

Jordan Yeomans is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank, Charles Schwab & Co., T. Rowe Price, and Merrill. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, primarily providing non-discretionary recommendations.

Zachary Villavicencio is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Citigroup, Merrill, Bank of America, and Wells Fargo in various capacities over the past decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Haijie Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Xiao has worked with multiple healthcare and insurance companies, including United Healthcare, Kaiser Permanente, and Cigna Corporation. Outside of financial advising, Xiao operates Xiao Appraisal, a real estate appraisal business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm uses model portfolios and third-party managers for portfolio management and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Todd Growney is a CFP® with 20 years of industry experience and is currently with Burt Wealth Advisors. He previously worked at Burt Associates, Incorporated for 21 years before joining Creative Planning, LLC. 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 primarily allocates assets among mutual funds and ETFs, using a combination of fundamental, technical, charting, and cyclical analysis across various time horizons.

William Shelton Jr. is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 48 years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities in various capacities since 2013. Shelton is also involved in the solicitation and sale of insurance products, including long-term care insurance and fixed annuities. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports services such as securities-based lending and donor-advised funds.

Samuel Campbell is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Rock & Co LLC. Campbell began his career after completing his studies at James Madison University. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Evan Royster is a CFP® with eight years of industry experience, currently advising at Truist Advisory Services. He previously worked at Edward Jones for five years and EVERFI, Inc. for two years. Royster is involved with the Washington Commanders Charitable Foundation as a player representative, participating in charitable events. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program.

Corey Laprade is a financial advisor at Guardian Life with 18 years of industry experience and holds a Series 66 designation. His career includes roles at Park Avenue Securities, Guardian Life, LaPrade Wealth Management, and TD Ameritrade. Outside of his advisory work, he has been involved with Unlimited Auto Products, LLC, a non-investment business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using a range of model portfolios and digital advisory solutions.

Jeffrey Byas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He previously worked at Edward Jones for 16 years before joining Private Advisor Group and LPL Financial in 2020. He also serves as a seminar instructor for Business Management Associates and Planning, Inc., where he discusses topics such as financial and retirement planning. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Joseph Gibbons is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and having nine years of industry experience. Prior to joining Osaic in 2024, he worked at Arbor Point Advisors and Securities America. In addition to his advisory role, Gibbons is a certified public accountant and owner of Gibbons & Gibbons PC, providing tax return preparation and small business accounting services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing a mix of proprietary and third-party platforms.

Andrew Marshall is a CFA® charterholder with 16 years of industry experience, currently serving at Citigroup Global Markets since 2021. He previously worked for seven years at Chevy Chase Trust Company. Based in Washington, DC, he holds Series 65 and Series 63 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale, including in-house research and unique market roles such as swap dealer and futures commission merchant.

Margaret Shipley is a CFP®-certified financial advisor with two years of industry experience, currently with Osaic Advisory Services, LLC. Her previous roles include positions at Triad Advisors and Triad Hybrid Solutions. In addition to her advisory work, she contributes as a next-generation advisor and financial analyst with Argent Bridge Advisors, focusing on financial education and client portfolio management. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Lauren Brownell is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at Aegis Consulting, Trinity Wealth Securities, and Florida Financial Advisors DBA Tristate Financial Advisors. Before entering financial services, she held positions outside the industry, including at Babson College and The Noble & Greenough School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.