Andrew Burton is a CFP® professional with 10 years of industry experience, currently advising at Valic Financial Advisors. His prior roles include positions at Agia, State Farm VP Management Corp, and Penn Mutual Life Insurance Co. Outside of his advisory work, he serves as a board member for the St. Gerard Youth Ministry Association and coaches varsity baseball at Perry Hall High School. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes Envestnet’s platform for discretionary unified managed accounts and emphasizes centralized technology and model solutions across its extensive client base.

Robin Laird is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory work, he operates as an independent insurance agent, specializing in the sales of fixed insurance products including life and disability insurance. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements.

Ian Barry is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments for ten years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and pension plans. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Marc Watchinski is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of his advisory role, he owns and operates a gaming server, managing its administration and payment processing. 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, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Harold Lowe is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, he led Lowe Wealth Advisors, LLC for 14 years. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies alongside integrated financial planning and advisory services.

Kayla Gignac is a financial advisor at Truist Advisory Services with Series 66 credentials and one year of industry experience. Prior to joining Truist Advisory Services, she held positions at Truist Investment Services and Truist Bank. Her earlier work experience includes roles in the hospitality industry. 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, investment policy analysis, fiduciary support, and a manager-selection program that leverages both discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

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.

Stephen Derrick is a ChFC® credentialed financial advisor with Primerica Advisors in Annapolis, MD, where he has worked since 1999. He has 38 years of industry experience, including a long tenure with Guardian Life Insurance Company beginning in 1992. Outside of his advisory role, he serves as Vice President/President Elect of the South County Rotary Club with plans to become President in 2025. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates a range of financial planning and consulting solutions.

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.

Joshua Whaley is a financial advisor at PlanMember Securities Corporation with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at Capital One Financial and Aerotek, Inc. prior to his current roles. Outside of advisory work, he is also a licensed real estate agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

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.

Julia Catuara is a CFP® with 36 years of experience, currently affiliated with Eagle Strategies (NY Life). She has been involved with Eagle Strategies since 2008 and also operates Catuara & Bell, Inc., through which she brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Alyse Galasso is a financial advisor with Eagle Strategies (NY Life) in Annapolis, MD, holding Series 66 and Series 63 designations and approximately four years of experience in the industry. Her prior experience includes work at NYLIFE Securities LLC and New York Life, as well as employment at Towson University. Outside the financial sector, she has been involved with Crabknockers Seafood Market for several years. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Ryan Wendler is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds the Series 65 and Series 63 licenses and has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio offering for employees. The firm uses algorithm-driven risk assessments and executes portfolios with mutual funds and ETFs, relying on approved model strategies managed by PNC or third parties.

Bobby Watson is a financial advisor with PlanMember Securities Corporation in Elkridge, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with PlanMember since 2008. Outside of his advisory role, he is an independent insurance agent and volunteers as a youth soccer and basketball coach. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers education, support services, and uses a top-down strategic asset allocation framework to manage risk-based mutual-fund portfolios.

Elvis Langha is a financial advisor at Transamerica Financial Advisors with a PFS™ designation and recent experience in the industry. He also serves as CFO of Pristine Medical Equipment and Accessories Inc and is principal at LGE Advisory Services LLC, where he provides accounting, tax, and business consulting services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, employing proprietary and third-party model portfolios to deliver both discretionary and non-discretionary investment solutions.

Kailey Fretwell is a financial advisor at Valic Financial Advisors with a Series 66 designation and two years of industry experience. Prior to joining Valic, she was briefly employed at Morgan Stanley and has worked as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models to construct client portfolios.

Keith Prather is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and over 39 years of industry experience. He has worked with Paladin Advisor Group and MetLife Group, and has been self-employed since 1983, specializing in insurance sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management under ERISA Section 3(38) and participant investment options through asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Lance Davison is a financial advisor at Valic Financial Advisors with 15 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes roles at Foreside Fund Services, LLC, AdvisorShares Investments, LLC, and the University of Maryland’s Smith School of Business. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with a focus on technology and centralized model solutions.