Jairo Castaneda is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates inter-affiliate resources to manage investment programs such as the AMC Advantage.

Oluwarotimi Odutola is a financial advisor at TD Private Client Wealth LLC in McLean, VA, holding a Series 66 designation with four years of industry experience. His prior work includes six years at Citigroup and roles at TD Bank N.A. and BB&T. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a mix of affiliated and third-party sub-managers within its portfolio offerings and serves clients through a range of managed portfolio solutions.

Charles Baskervill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at Truist Advisory Services and related affiliates since 2015, including prior roles at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Evgeniya Komarova is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. She is currently with Schwab Wealth Advisory Inc., having joined in 2024. Her prior experience includes roles at Bank of America and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not engage in discretionary trading authority for client accounts.

Randy Ryan is a financial advisor at Chevy Chase Trust Company with 19 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Chevy Chase Trust in 2023, he worked at Oars Capital and Mason Investment Advisory Services. He is a 10% shareholder in Oars Capital and is currently negotiating a final buyout agreement. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on macro views and secular trends, combining fiduciary trust and custody functions with investment management in an integrated organizational model.

Rebecca O'Bryon is a CFP® with seven years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. She has held positions within various Steward Partners entities since 2016 and also worked at Raymond James Financial Services, Inc. from 2016 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

David Garcia is a CFP®, CFA®, and Series 65-licensed advisor at Creative Planning with 11 years of industry experience. He previously worked at Hightower Advisors for five years and Farr Miller Washington for six years. 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 emphasizing low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Keenan Stout is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management LLC. He has been involved with the Evergreen Lacrosse Club outside of his advisory work. Mercer Global Advisors provides comprehensive investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified portfolios implemented through a range of vehicles including ETFs, index funds, and private funds, alongside a broad suite of specialized financial and consulting services.

Orathai Kuvareewong is a financial advisor at Wealthspire Advisors with 12 years of industry experience. She has held positions at Capital Fiduciary Advisors, LLC and has been with Wealthspire Advisors since 2017. She holds a Series 65 designation. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Luke Jackson is a CFP® and Series 63 professional affiliated with Mercer Global Advisors Inc. He has held roles across Mercer Global Advisors, NYLife Securities LLC, and New York Life Insurance since 2022. His prior experience includes positions at Safeway, The Diamondback, Charlestown Retirement Community, and Catonsville High School. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach utilizing diversified, risk-appropriate portfolios combined with low-cost ETFs, index funds, separate account managers, and direct indexing.

Robert Glass is a CFP® professional with 15 years of experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at The Mather Group, Financial Engines Advisors, and Edelman Financial Services. Outside of his advisory work, he is involved with Windsor Care Homes, an LLC focused on elderly care. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers integrated tax services and coordinated Family Office offerings, employing discretionary, customized portfolios supported by in-house research and third-party allocations.

Laura Fitzpatrick is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Tina Truax Mccuin is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 12 years of industry experience. She has been with TD Private Client Wealth since 2012 and previously worked at Wells Fargo Clearing Services, LLC. Outside of her advisory role, she serves in leadership positions on several boards, including chairing the National Risk Retention Association and leading committees for the International Center for Captive Insurance Education and the Recreation Risk Retention Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services through established technology platforms.

Jean Marie Leonard is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds Series 63 and Series 66 licenses and has seven years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, she serves as chapter president of the McLean Business Connections networking group and teaches private flute lessons. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Linda Cheng is a financial advisor with VOYA Financial Advisors, Inc. in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. She has been with VOYA since 2015 and is also the sole proprietor of Dragonfly Method LLC, where she teaches yoga and guided meditations. Additionally, she serves as the first vice president of the Montclair Property Owner's Association. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Brandon Truong is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at PNC Investments LLC, CITIGROUP, Woodbury Financial Services, and Capital One Investing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and approved model strategies to manage investments with mutual funds and ETFs.

Akash Tailor is a financial advisor at TD Private Client Wealth LLC with credentials including Series 65 and Series 63 and four years of industry experience. His prior work includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients, utilizing strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Lynn Panagos is a financial advisor at Chevy Chase Trust Company with 22 years of industry experience. She holds a Series 65 designation and has been with Chevy Chase Trust since 1999. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, offering both discretionary and non-discretionary portfolio management across equities and fixed income.

Jeremy Staadeker is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes roles at Steward Partners Global Advisory and Raymond James Financial Services. He co-leads The Staadeker Wealth Management Group and operates under the team name NOVA Retirement Strategies at Steward Partners. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

George Rapp Jr. is a financial advisor with Valic Financial Advisors in Manassas, VA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Valic, he held roles at Agia, where he sold non-securities insurance products, and has a background involving community sports organizations including the Virginia Soccer Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm leverages centralized technology and model solutions to support its advisors and manages approximately $29.2 billion in assets.