Zachary Haussler is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has a background that includes roles at LPL Financial and the Wealth Enhancement Group. Outside of his advisory work, Haussler is employed with the Baltimore Blast in a non-investment-related capacity. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Steven Zeigler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2023 and has been with Charles Schwab since 2018. Prior to joining Schwab, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal asset-allocation models and research tools, with client-tailored recommendations and trades executed only with client authorization.

Simeon Spruill is a CFP® with three years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company. His prior roles include positions at Focus Partners Wealth, WMS Partners, and T3 Trading Group. Outside of financial advising, he works as a real estate salesperson with Fathom Realty. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach focusing on secular trends and uses a combination of equities, fixed income, ETFs, and alternative instruments, often emphasizing longer-term holdings.

Broderick Young is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Crystal Clear Financial Group, Reveal Wealth, and New York Life. Outside of his advisory work, he serves on the board of Studio for Wellness & Education, contributing to the organization’s guidance and strategic development. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis through various program types linked to insurance and annuity products.

Michael Leasure is a CFP® professional with 23 years of industry experience. He is currently with Truist Advisory Services and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Ashley Galvin is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management, financial planning, and retirement consulting services.

Eric Blackman is a financial advisor with United Planners Financial Services of America, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Ernst and Young, as well as academic positions at the University of Maryland and Robert H. Smith School of Business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives who use a combination of custodians, third-party money managers, and platform programs to implement client-directed investment strategies.

Jay Burmaster Jr. is a financial advisor with Truist Advisory Services holding Series 65 and Series 63 credentials and 29 years of industry experience. His career includes roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, Scott & Stringfellow, Wells Fargo Clearing, and UBS Financial Services. 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, fiduciary support, and manager-selection programs using discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Lyndsie Slusher is a financial advisor at First Command Advisory Services in Alexandria, VA. She holds Series 63 and Series 65 credentials and has military experience from seven years of service in the U.S. Army. Her work history also includes roles with First Command Insurance Services and First Command Brokerage Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Elizabeth Snyder is a CFP® professional with nine years of industry experience. She is currently with Rockefeller Financial LLC and previously worked at Bank of America and Merrill. Outside of her advisory role, Snyder serves with Jewish Women International, focusing on financial education as the Financial Initiatives Chair. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations through a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of affiliated services including trust and insurance.

Christopher Airey is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments. Prior to these roles, he spent over two decades at Spire Wealth Management, LLC. Outside of his advisory duties, Airey is president and owner of Corbett Road Capital Management, an affiliated registered investment adviser formed through a joint venture with Spire Wealth Management, and he is also an independent insurance agent. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, long-term portfolios and affiliated sub-advisory arrangements.

Spencer Smith is a financial advisor at ASB Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Chevy Chase Trust Company since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion through pooled investment vehicles and institutional separate accounts. The firm offers discretionary management across equities, fixed income, and real estate, serving primarily institutional investors and employing both active and passive strategies.

Wendy Moyers is a Certified Financial Planner® with 24 years of industry experience. She has worked at Chevy Chase Trust Company since 2021, following prior roles at Chain Bridge Bank, May Barnhard Investments, LLC, and Linden Oak Wealth Advisors LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach, focusing on secular trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Christine Wallace is a financial advisor at Chevy Chase Trust Company with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chevy Chase Trust since 2008. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach that focuses on macroeconomic trends and sector themes, often emphasizing longer-term holdings and integrating fiduciary trust and custody functions with investment management.

Christopher Romano is a Series 65-licensed financial advisor with Kestra Advisory, based in Bethesda, MD, and has 14 years of industry experience. He also holds a senior vice president role at The Meltzer Group, a consulting firm where he has worked since 1999. Romano’s career includes consulting and corporate benefits activities with NFP, in addition to his advisory responsibilities at Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Michael Duckett is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Investment Advisors, Lockton Companies, and Kestra Financial Services. Outside of his advisory role, he consults on software for Benetic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets through over 1,100 advisors.

Alana Light is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has previously worked at McLean Asset Management Corporation and Eagle Strategies, among other firms. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, retirement plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private markets.

Shippen Royer is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. His prior experience includes roles at Phyxius Arbitrage Fund LP, Bank of America, N.A., and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Lawrence Weber is a financial advisor with VOYA Financial Advisors, Inc. in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial and its advisory affiliate since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement services to individuals, corporate clients, and organizations. The firm combines in-house and third-party strategies with technology-enabled tools to deliver primarily non-discretionary investment management through a broad network of advisers.

Christina Raya is a financial advisor with PNC Wealth Management in Washington, DC, holding a Series 66 license and 15 years of industry experience. She has worked at PNC Investments since 2018 and previously held positions at Bank of the West, BancWest Investment Services, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.