Christopher Maxey is a financial advisor at Wealthspire Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2018, following prior roles at Steben & Company Inc. from 2015 to 2018. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation across various investment vehicles.

Lanta Evans is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Wike Financial, LLC, Raymond James Financial, LEM Financial Services, LLC, and Morgan Stanley DW Inc. Since 2008, she has owned LEM Financial Services, LLC, providing financial and business consulting unrelated to investment advisory. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by sub-advisory arrangements and platform integrations.

Scott Brody is a financial advisor with Wealthspire Advisors in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wealthspire Advisors since 2015 and previously spent 18 years with Alpha Capital Research LLC, where he remains a managing member involved in the firm's day-to-day operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors. The firm serves individuals, high-net-worth clients, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach that combines mutual funds, ETFs, private investments, and third-party managers under centralized oversight.

Sarah Kaplan is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is affiliated with Commonwealth Financial Network since 2015 and is the co-owner and managing partner of Kaplan Financial Group and Kaplan Benefits Group, both established in 2003. Kaplan is also involved in fixed insurance sales and serves as a co-trustee of the Kaplan Financial Group 401(k) plan. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Yichuan Li is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including East West Bank, TD Bank N.A., and Morgan Stanley Smith Barney LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Irina Gavrilyaka is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at The Vanguard Group for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary strategies supported by third-party manager arrangements and AI-enabled research tools.

Michael Burke is a financial advisor at Wealthspire Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2017, following a 17-year tenure at Tricapital Advisors Inc. Burke also serves as director and chairman of Capital Bank, a community bank in Rockville, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and retirement-plan services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

Maria Camp is a financial advisor with Cerity Partners LLC and holds a Series 65 designation. She has 20 years of industry experience, including a 23-year tenure at SOL Capital Management Company prior to joining Cerity Partners in 2026. Outside of her advisory work, she is the owner of ANGIEMPAINTS LLC, where she creates and sells artwork. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles and asset allocation, combining quantitative screening, manager selection, and both third-party and direct security strategies.

Ryan De Leon is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation. He has been with Wealthspire Advisors since 2024 and has prior experience at Franklin Templeton. Ryan’s background includes four years at the University of Maryland and six years working in high and middle schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

Hang Nguyen is a CFP® professional affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, with one year of industry experience. Prior to joining United Planners in 2025, Nguyen held roles at Arnold Financial Services and Financial Services Advisory, and worked at Bank of America from 2015 to 2017. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory services through independent representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Lakhi Narang is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining PNC Investments LLC in 2023, Narang worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2023, and held various roles at PNC Bank and PNC Investments between 2014 and 2020. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary portfolio service for employees that uses algorithm-driven risk assessments and manages investments via approved model strategies and mutual funds or ETFs.

Alicija Dearth is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. She is currently with Kestra Advisory and Kestra Investment Services, LLC, having previously held roles at Cardone Wealth Advisors, Domain Money Advisors, Fidelity Investments, TIAA-CREF, and Merrill. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from typical institutional investors to sovereign wealth funds.

Donald Farren is a CFP® with 25 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2017. Prior to this, he worked at Tricapital Advisors Inc. for 16 years and has operated Farren Financial Services since 1978. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, and family office support through a relationship-driven, customized process that emphasizes diversified, institutional-style asset allocation.

Gary Sobelman is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Maria Cornelius is a CFP® with over 33 years of industry experience. She is currently with Creative Planning, where she has worked since 2025, following a long tenure at Burt Associates, Inc. from 1992 to 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Kathleen Hinman is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds the Series 66 designation and previously worked at H. Beck, Inc. for 10 years before joining Kestra in 2020. Outside of her advisory role, she is also a real estate agent, providing administrative support for a real estate business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm serves large institutional investors, including sovereign wealth funds, and provides services such as fiduciary consulting, plan design, and third-party managed solutions.

Deborah Kelly is a CFP® with 17 years of industry experience, currently advising at Concurrent Investment Advisors, LLC. She previously worked at Raymond James Financial Services, Inc. for 17 years. Outside of her advisory role, she is president of D&E Kelly Services LLC, a support company unrelated to investment activities. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement plan advisory services, employing a primarily long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Sherwin Najand is a financial advisor with Truist Advisory Services in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services since 2014. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Kevin Pinto is a CFP® professional with 27 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial Services, Merrill, and Chevy Chase Financial Services. Pinto is also the owner of DHJ Advisors, LLC, a support company. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Abigail Malone is a financial advisor at Wealthspire Advisors with a Series 65 designation. She has less than one year of industry experience. Prior to her current role, she worked in education, including positions at Loudoun County Public Schools and James Madison University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors serving individuals, corporations, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach and offers a range of services including wealth management, financial planning, and retirement-plan consulting.