Amanda Burke is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to joining the advisory team, she worked in various roles within Bankers Life and Bankers Life Securities since 2018. Outside of her advisory work, Burke operates an Etsy shop where she sells self-made art projects. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Samia Clookie is a Series 65 licensed advisor at Wealthspire Advisors with 4 years of industry experience. She has been with Wealthspire Advisors since 2016. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation.

Stephen Derrick is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and has 39 years of industry experience. He has been with Guardian Life and its related company since 1992 and serves as President of the South County Rotary Club. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions supported by proprietary programs and third-party platforms.

Gary Bieniasz Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes over 20 years with BB&T Investment Services and its affiliated entities before joining Truist in 2021. Outside of his advisory role, he participates in competitive travel basketball leagues and assists with fundraising events such as camps and golf tournaments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches, leveraging third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Juliet Magee is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. She previously held advisory roles at Cambridge Investment Research Advisors Inc. and associated entities. Magee is also involved with Milestones Financial Services and acts as an independent insurance agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical investment analysis.

Cynthia Kurz is a CFP® and holds a Series 65 license, currently advising at Mariner with two years of industry experience. Before joining Mariner Wealth Advisors in 2024, she worked at Aspire Planning Associates, NASA Federal Credit Union, and JSK Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and offers integrated tax and accounting services alongside traditional portfolio management.

Jonathan Kuteyi is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wells Fargo Clearing, T. Rowe Price, and New York Life. His background also includes roles outside finance at Securiguard Inc. and Inter-Con Security LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Alyse Galasso is a financial advisor with Eagle Strategies (New York Life) based in Annapolis, MD. She holds Series 63 and Series 66 licenses and has been in the financial services industry since 2022. Prior to her advisory role, she worked at Towson University and has a side involvement with Crabknockers Seafood Market. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Ryan Wendler is a financial advisor with PNC Wealth Management in Odenton, MD. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work includes positions at M&T Securities, Inc. and BB&T Investment Services, Inc. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven model portfolios managed by PNC or third-party strategists.

Sinwai Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Aligned Benefits Group Inc and International Medical Group. Outside of advising, he serves as president of Better Tomorrow and More Corporation, a nonprofit focused on education in nutrition, health, and technology, and teaches Qi Gong classes weekly. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services with a mix of proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and supports a range of individual and institutional clients.

Gretchen Butler is a financial advisor at First Command Advisory Services with 22 years of industry experience, including 11 years at her current firm. She holds Series 63 and Series 65 licenses. Butler serves as Treasurer for the Virginia Tech Alumni Association Annapolis Chapter. 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 offers financial planning and multiple wrap-fee asset management programs overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Charles Walker is a CFP® with 31 years of industry experience. He has been with Wealthspire Advisors since 2019 and previously worked at SunTrust Advisory Services and related SunTrust entities from 2014 to 2019. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofit organizations, and trustees, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio management.

Nikita Lodha is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been associated with SunTrust Bank and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party manager arrangements. The firm integrates multiple affiliates to offer a range of services including the AMC Advantage manager-selection program and AI-enabled research tools.

Linly Ramlal is a financial advisor with Transamerica Financial Advisors in Laurel, MD, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also president of LKR Strategic Solutions Inc. Additionally, she works as a part-time real estate agent with Taylor Properties. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party managed portfolios with both discretionary and non-discretionary program options.

Melinda Manning Robinson is a financial advisor at Empower Advisory Group with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including T Rowe Price and Glass Jacobson Investment Advisors LLC. Outside of her advisory role, she works part-time at TJ-Maxx in Pasadena, Maryland. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging integrated platforms for recordkeeping and administration. The firm emphasizes long-term portfolio returns and savings rates in its planning services and serves a large participant base relative to its adviser headcount.

Donald Ferguson Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Keeney Financial Group, Inc. and Triad Advisors, Inc. He is also the owner of DFergs, LLC, a stockholder entity based in Ocean City, Maryland. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a manager-focused, asset-allocation approach that combines active and passive strategies with ongoing performance monitoring. The firm sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Lissett Johnson is a financial advisor at Truist Advisory Services with a Series 66 designation and four years of industry experience. She has held roles within various Truist entities since 2019 and previously worked at M&T Securities and M&T Bank from 2014 to 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Katelyn Fisher is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research and Chesapeake Financial Planning. In addition to her advisory role, she serves as a paraplanner and is a notary public. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers portfolio management, financial planning, retirement plan services, and other investment solutions for individuals, high-net-worth clients, and institutions. The firm utilizes a combination of discretionary and non-discretionary management, fundamental and technical analysis, and digital advice platforms.

Terrell Allen III is a financial advisor at Voya Financial Advisors, Inc. He holds Series 66 and Series 65 credentials and has experience working in academic institutions including Johns Hopkins University, University of Maryland, and George Washington University. He joined Voya Financial Advisors in 2026. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Joseph Garrison is a CFP® professional with 22 years of industry experience. He has worked at Wealthspire Advisors since 2018 and previously spent 14 years with Strategic Wealth Management Group, LLC. Outside of his advisory role, Mr. Garrison serves as a board member and Treasurer for Leadership Howard County, Inc., a nonprofit focused on community leadership development. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation strategy, utilizing a combination of mutual funds, ETFs, private investments, and separate account managers, with a focus on tailored client service and centralized investment oversight.