Nicholas Sigismondi is a financial advisor with Valic Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining the firm, he worked for Baltimore City Public Schools for seven years. Outside of finance, he is a musician who regularly plays with his band, releasing music on platforms like Spotify and Bandcamp. 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.

Yan Zhang is a financial advisor with Transamerica Financial Advisors and holds the PFS™ and Series 63 designations. Yan has seven years of industry experience, including prior work at Grant Thornton, LLP. In addition to advisory services, Yan is the founder and managing member of YMMD Tax and Wealth Planning, LLC, which provides accounting and tax services. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers services primarily through model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in assets under management.

Donna Morris is a financial advisor at Creative Planning with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Transamerica Retirement Advisors, Diversified Investors Securities Corp., and Transamerica Investors Securities Corp. since 2003. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a broad range of retirement plan services.

Tatyana Bunich is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Independent Financial Group since 2017 and has previous experience with CL Wealth Management LLC and Cabot Lodge Securities. Outside of her advisory work, she owns and operates Financial 1 Wealth Management Group and has authored a book published under Financial 1 Publishing. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios tailored to various client risk profiles.

Christopher Morris is a financial advisor with First Command Advisory Services in Annapolis, MD. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his financial career, he served eight years in the British Army. 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 provides financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios.

Melanie Terry is a financial advisor with Eagle Strategies (NY Life) based in Bowie, MD, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies since 2000 and operates under the DBA Harbor Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of her advisory work, she serves as Treasurer and Officer of the Southeastern Laurel Howard Chapter of the Continental Societies Inc., a public service organization focused on programs for children in need. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Kelly Mullican is a Series 66-registered financial advisor with Valic Financial Advisors, bringing five years of industry experience. Prior to joining Valic Financial Advisors in 2020, Mullican worked at Madrones American Grill from 2016 to 2020. Mullican also holds an agent position at AGIA, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs through a large network of advisors. The firm emphasizes discretionary unified managed accounts via Envestnet’s platform and manages approximately $29.2 billion across nearly 300,000 clients.

Zachary Boleyn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Triad Advisors and Keeney Financial Group Inc. He is also licensed as an insurance agent, involved in the sale of life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager due-diligence process and utilizing third-party platforms to implement client strategies across various asset classes.

Erik Szabocsik is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Wealthspire Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations, providing wealth management, financial planning, and trust-administration services. The firm employs a customized, relationship-driven investment approach focused on diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

William Robert Carter is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 designations. He previously served 18 years in the U.S. Navy before beginning his advisory career in 2026. Carter also has experience with multiple First Command entities since 2025. First Command Advisory Services, Inc. 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 various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

William Jolly is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Valic Financial Advisors and has held a position at Agia since 2022. Outside of his advisory role, he is an agent for 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-developed UMA models to construct client portfolios.

Thomas O’Connor is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Leidos. Outside of advising, he operated O'Connor's Painting Service, Inc. in 2018. Private Advisor Group serves a diverse range of clients including individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, providing access to third-party managers and proprietary model portfolios.

Hugh Solomon Leslie is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. 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 offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements.

Kenneth Pumphrey is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, John Horrigan, Scott Iodice, and Northwestern Mutual. Outside of his advisory work, he serves as an assistant baseball coach. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Thomas West is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Valic Financial Advisors since 1998 and also holds a position at Agia. Outside of finance, West is an artist who creates paintings. 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, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over $26 billion in discretionary assets.

Ryan Hartsock is a financial advisor with Principal Financial Services in Pasadena, MD, holding a Series 66 designation and 12 years of industry experience. Prior to joining Principal in 2025, he worked at T. Rowe Price for 12 years. Outside of his advisory role, he is an owner and operator of Black Tie Oyster LLC, a catering company specializing in raw bars for events. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bradley Williams is a financial advisor at MAI Capital Management, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked for 11 years at Lowe Wealth Advisors, LLC before joining MAI Capital Management in 2025. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across a range of asset classes, integrating financial planning, tax, and bill-pay services into many client relationships.

Jeffrey Richardson is a financial advisor with First Command Advisory Services in Annapolis, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with First Command entities since 2006 and operates Richardson Financial LLC, through which he manages his advisory business. First Command Advisory Services, an SEC-registered investment adviser, serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Sarah Rutherford is a financial advisor with Guardian Life and holds the Series 66 designation. She has seven years of industry experience, including five years at Merrill and four years at Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary strategies.

Julie Babcock is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and 23 years of industry experience. She previously worked at Lockton Financial Advisors, LLC, Lockton Companies, LLC, and Lockton Investment Advisors, LLC between 2007 and 2021. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.