Maria Zoubroulis is a financial advisor with Truist Advisory Services in Reston, VA, holding a Series 66 designation and four years of industry experience. She has previously worked at Truist Investment Services, Truist Financial, and Citizens Bank. Outside of her advisory role, she is involved in a small coffee roasting business, assisting with administrative tasks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Matthew Marquez is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and also acts as adviser to a donor-advised fund.

Cornelius David is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, he operated David Wealth Management, LLC for five years. Outside of his advisory work, Mr. David is an academic coach for Private Prep and an opera singer at the John F. Kennedy Center for the Performing Arts. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Henry Keegan is a financial advisor at Steward Partners Investment Advisory, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

John Beaty Jr. is a Series 65-registered advisor with Brown Advisory in Bethesda, MD, bringing 35 years of industry experience. He has worked at Beaty Haynes & Patterson, Inc. since 1990. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management, strategic advisory, family office services, and private fund sponsorship. The firm employs a bottom-up, fundamental research approach across equity and fixed-income strategies and integrates active, passive, and sustainable investing methods.

Spencer Bennett is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, LLC and CMS Environmental Solutions. Outside of finance, he has experience in the restaurant industry, having worked at Bar Cino Restaurant. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a consolidated investment platform with direct portfolio management, access to third-party managers, and alternative investment services.

Steven Trax is a CFP® with 22 years of industry experience. He has worked at MAI Capital Management, LLC since 2019 and previously spent 12 years at Mtx Wealth Management, LLC, as well as three years at SFX Financial Advisory Management Enterprises Inc. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management using various strategies and implementation methods tailored to client objectives.

Lynne Celia is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. She is currently an advisor at Wealth Enhancement Advisory Services, LLC, where she has worked since 2025. Prior to that, she held positions at Nationwide, Ingomu, CITIGROUP, MML Investors Services, and MassMutual. 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 regulatory assets under management and employs a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Tapfuma Chibaya is a CFA® charterholder with 11 years of industry experience and has been with Chevy Chase Trust Company since 2016. He holds a Series 63 license and is based in Bethesda, MD. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with trust, wealth planning, and custody services. The firm uses a thematic investment approach focused on macro trends and sector themes, and combines fiduciary trust and custody functions with investment management.

Brennan Nelson is a financial advisor with Bankers Life Advisory Services, Inc. in Chantilly, VA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2006. In addition to his advisory role, he manages a team of agents, overseeing hiring and training, and is involved in Medicare planning and various insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to portfolio management.

Joelle Brown is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation. Prior to joining Truist, her work experience includes roles at Target, H&M, Chick-Fil-A, and Rocky Hill Parks and Recreation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with oversight from its Equity Research team and Investment Advisory Group.

Matthew Agada is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Based in Washington, DC, he has been with HSBC Securities since 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, with a notable portion of assets managed through non-discretionary, client-directed portfolios.

Kip Siedling is a financial advisor at TIAA-CREF with a Series 66 designation and 23 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T Securities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm provides point-in-time planning alongside ongoing portfolio management and serves as adviser to a donor-advised fund.

Philip Corso is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Forge Financial Group, Potomac Financial Private Client Group, Cambridge Investment Research Advisors, and Wells Fargo Clearing. Corso is also the owner of Corso Financial LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Austin Anthony is a CFP® professional with five years of industry experience. He has worked at Creative Planning since 2026, following roles at Versant Capital Management and Pathstone. Austin also spent five years at Virginia Polytechnic and State University early in his career. 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 client assets.

Katharine Schelhorn is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2020. Prior to joining Wealthspire, she worked at Acorn Financial Services, Inc. from 2017 to 2020. In addition to her advisory work, she sells clothing and household goods on a resale website as a part-time hobby. Wealthspire Advisors manages approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using a diversified mix of investments and offers a range of services from wealth management to retirement-plan consulting.

Rosalyn Brown is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Principal Financial Services and has previously worked at firms including PNC Capital Advisors and Newport Group. She serves as president of the Women in Pension Network, an organization focused on advancing women in the retirement industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Bryant Westcoat is a financial advisor with VOYA Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at VOYA since 2014. Outside of his advisory role, Westcoat operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, combining in-house and external strategists with technology-enabled tools and a mix of discretionary and non-discretionary account management.

John Rust is a financial advisor at Oppenheimer with 53 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Dominick & Dickerman LLC, Credit Suisse Securities, and Pershing LLC. Rust serves as trustee for The Rust Foundation, a family private foundation focused on charitable giving, and is chairman of St Lucie Milkmaid, a non-investment-related business. 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 broad range of investment and financial planning services, employing strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary account management.

Mark Apolenis is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with multiple firms including Avenue Wealth Management LLC and W. Rogers & Associates. Apolenis is a board member of the Council of Unit Owners of Forest Office Park Condominium Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary accounts. The firm operates within a large integrated New York Life affiliate structure, tailoring recommendations across a variety of program types for individual investors and institutional sponsors.