Yu Huang Lee is a CFA® charterholder and Series 63 licensee with three years of experience in financial advising. He has worked at Transamerica Financial Advisors since 2020 and concurrently holds roles at VW Credit Inc. and World Financial Group, Inc. Lee’s background also includes six years at Capital One Bank. In addition to his advisory work, he is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, estates, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through a large network of advisors and multiple program platforms.

Carl Kielbasa is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following brief tenures at LeBaron Financial Group and Harbour Investments, Inc. Outside of his advisory role, he is involved with Carroll Retirement Plans and Investments as a registered representative and also operates CK Financial Services LLC, a payroll and business accounts payable service. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of analytical approaches and provides both discretionary and non-discretionary management, with access to specialized overlay programs and third-party money managers.

John Bromhead is a financial advisor at Truist Advisory Services holding Series 66 and Series 63 licenses. He has recent experience at Truist Advisory Services and Truist Investment Services, as well as Morgan Stanley. Prior to his advisory career, he worked in roles outside finance, including at Onelife Fitness and Crunch Fitness, and has been affiliated with American University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers solutions such as asset allocation analysis, fiduciary support, participant advice, and a third-party manager selection program, implementing strategies through a combination of discretionary manager relationships and consulting services.

Robert Davidson Jr. is a financial advisor with Independent Financial Group, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Royal Alliance and Centaurus Financial, Inc. He also teaches a pre-retirement course for federal employees through Arlington County Public Schools. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning, portfolio management through various platforms, and uses a combination of firm- and third-party models to tailor strategies based on client risk profiles.

Jennifer Davis is a CFP® professional with 11 years of industry experience. She has worked at MAI Capital Management, LLC since 2024, following nine years at Halpern Financial, Inc. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships, managing over $72 billion in assets.

Jason Nichols is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and having 17 years of industry experience. His prior roles include positions at Jason Nichols Financial, Inc., Global Financial Private Capital, LLC, and LPL Financial. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives who provide ongoing portfolio management and specialized consulting.

Jonathan Winkert is a CFP® with nine years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2021. Prior to that, he was with Lighthouse Wealth Management, First Allied Services Inc, and Merrill. He is also an independent insurance agent specializing in life insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of specialized financial planning and asset management services.

Jean Espinosa Barrientos is a financial advisor with Bankers Life Advisory Services, Inc. in Gaithersburg, MD. She holds Series 63 and Series 65 registrations and has two years of industry experience. Prior to joining Bankers Life Advisory, she worked at Merrill and Raymond James & Associates, Inc., among other firms. 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 employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manage portfolios across various securities.

Michael Hoffman is a CFP® professional with over 31 years of experience in the financial industry. He has been with Truist Advisory Services since 2016 and has prior experience at Truist Securities, Inc. spanning more than two decades. 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, plan sponsor fiduciary support, participant advice, and manages the AMC Advantage manager-selection program through a combination of discretionary and non-discretionary approaches.

Andrew Wilson is a Certified Financial Planner® with 37 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent 21 years at Lighthouse Wealth Management and five years at First Allied Securities, Inc. Wilson is a partner at Lighthouse Tax Services, LLC, a non-CPA accounting and tax preparation firm, and serves as Vice President of the Toscana HOA in Naples, Florida. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, using diversified, risk-class based allocations that combine passive and active management with quantitative, momentum, and fundamental analysis.

Patrick Mc Lane is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including USA Financial Securities and National Planning Corporation. He is also a licensed attorney who provides occasional legal advice and services outside of his investment practice. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, businesses, and foundations, offering financial planning and portfolio management through the CLASSIC Plus platform. The firm utilizes both discretionary and non-discretionary arrangements and employs a variety of analytical approaches in managing client assets.

Mitchell Le Page is a financial advisor at Creative Planning with a Series 66 designation and one year of industry experience. His prior roles include positions at T. Rowe Price and Wells Fargo Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure, managing approximately $295.6 billion in client assets.

Freddie Watson is a financial advisor with Lincoln Investment Planning, Inc. in Rockville, MD, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been with Lincoln Investment since 1989. Outside of his advisory role, he is president of Watson Family Farms LLC, a farming operation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer firm serving individuals, high-net-worth clients, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management, utilizing strategic model portfolios developed by an in-house Investment Management & Research team alongside third-party managers.

Grant Bartlett is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, First Republic, and Bank of America/Merrill Lynch. Bartlett is based in Rockville, MD. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Seong Ho Kim is a financial advisor at Wealthspire Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Kim has been with Wealthspire Advisors since 2019. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through a diversified mix of investment vehicles and centralized oversight.

Christopher Virgili is a financial advisor at Cerity Partners LLC with a Series 65 credential and experience spanning several roles since 2016, including positions at Sol Capital Management Co. and Freedom Mortgage. He also worked in landscaping with Exleys Landscaping and was involved with Otters on the Green. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors, using a combination of proprietary quantitative methods and third-party managers to build tailored investment programs.

Elchin Bagirov is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, St. Johns Ebra Investments, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its combination of large institutional scale and specialized market roles, including in-house research and security pricing, as well as its capacity to provide bespoke discretionary solutions for very large relationships.

Daniel Trumbower is a CFP® with 21 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Halpern Financial, Inc. and his own firm, Trumbower Financial Advisors, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Karl Stiegmann is a Certified Financial Planner® (CFP®) with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2017. Prior to joining Wealthspire, he worked at Virginia Tech from 2013 to 2017. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using a diversified mix of investment vehicles, with services tailored through client interviews and ongoing monitoring.

Matthew Bacon is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Carmichael Hill & Associates, Inc and has prior experience at University Federal Credit Union and Cuso Financial Services, L.P. He is based in Gaithersburg, MD. Matthew is affiliated with MAI Capital Management, LLC, an enterprise firm managing $72.3 billion in assets as of May 31, 2026. MAI provides a range of services including discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services for individuals, families, sports professionals, trusts, and institutional clients.