Njuh Tata is a financial advisor with Valic Financial Advisors holding a Series 66 designation and no prior industry experience. His work history includes roles outside the financial sector, such as positions at McCormick and Schmick's and the University of Maryland, before joining Valic Financial Advisors. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Michael Hoff is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Raymond James Financial Services. Hoff is also the owner of SMH Capital Group, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

Mike Fafaul Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role at T. Rowe Price, he worked at Morgan Stanley and also has experience at Johns Hopkins Carey Business School. Outside of finance, he has involvement with professional and collegiate sports organizations. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model allocations invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines technology-driven planning tools with access to financial advisors and employs tax-aware strategies and Monte Carlo simulations for retirement income projections.

Mark Maggio is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked at Valic Financial Advisors since 1998 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Cora Ingrim is a financial advisor with United Planners' Financial Services of America, holding CFP® and CFA® designations and bringing 32 years of industry experience. She has been affiliated with United Planners and Keating Financial Services since 1999 and 2000 respectively, and is also an independent insurance agent since 1993. In addition to her advisory work, she is a co-owner of a beach rental property in Corolla, NC. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and features a limited partnership ownership structure where financial professionals hold a majority interest.

Gavin Gomsak is a financial advisor with Kestra Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Lincoln Financial Advisors, SFG Wealth Management, and LPL Financial. Outside of finance, he works as a CTE teacher in the public school system. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Lane Jerdal is a CFP® professional with 23 years of industry experience, currently serving at Valic Financial Advisors since 2017. He previously worked at Keel Point and Keel Point Capital, LLC from 2008 to 2017. Outside of his advisory role, he is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Andrew Jerdal is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also has a role as an agent with Agia. Outside of his advisory work, he holds a minority ownership interest in a restaurant partnership. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Michael Golden is a financial advisor at MAI Capital Management, LLC with seven years of industry experience. His career includes roles at Bank of America, Merrill, Court Place Advisors, and Brock FIS. He holds Series 63 and Series 66 licenses. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm offers a range of portfolio strategies and integrates financial planning and tax services for its clients, managing over $72 billion in assets as of mid-2026.

Rebecca Craig is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 designations and has 30 years of industry experience. She has been with Kestra Advisory since 2016 and has operated Craig & Treff Financial Services since 2004, where she is involved in income tax preparation, planning, and insurance services including life insurance, long-term care insurance, and annuities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Alicia Kong is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she serves on several educational nonprofit boards and advisory committees focused on financial literacy and business education for students, including chairing the Howard County Public School Academy of Finance advisory board. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of investment programs combining model portfolios and manager-driven strategies, with a significant focus on non-discretionary advisory services.

Robin Gibbons is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 29 years of industry experience. Prior to joining Voya in 2019, Gibbons worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of advisory work, Gibbons is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies, providing both discretionary and non-discretionary investment solutions alongside a broker-dealer distribution model.

Aaron Ellison is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously been employed by Charles Schwab & Co., Inc., Charles Schwab Bank, The Oxford Club, Heritage Financial Consultants, and Lincoln Financial Advisors Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and tailored investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

Sucharu Arora is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with SunTrust Advisory Services and related affiliates since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools to support manager selection and investment oversight.

Geoffrey Carey is a CFA® charterholder with 24 years of industry experience. He has been with Brown Investment Advisory & Trust Company since 2001. Brown Advisory provides investment management and advisory services to a diverse range of clients, including high net worth individuals, endowments, foundations, pension plans, and corporations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a variety of strategies, including sustainable-investment integration and access to private funds and venture programs.

Skyler Hutcheson is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 credential and previously worked at FAI Wealth Management and Carson Group. Outside of his advisory role, Hutcheson serves as a board member of the Central Maryland Chamber of Commerce. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm employs a discretionary investment approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Michael Thompson is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Truist-related entities since 2011, including BB&T Bank and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Benjamin Hostetler is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lion Street Financial, Commonwealth Financial Network, and Virtus Wealth Solutions. Hostetler is also the owner of Hostetler Financial LLC, a financial advisory firm. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various program options, utilizing multiple platforms and investment approaches to support a broad client base.

George Breeden II is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms including Arbor Point Advisors and Securities America, Inc. Breeden is involved in community service as a volunteer board member in multiple local organizations and serves as Vice-President of the Eastern District Police Community Relations Council. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms and managers.

Craig Elliott is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at T. Rowe Price, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.