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 at Planmember Securities Corporation with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Planmember since 2008, following seven years at Lincoln Investment. Outside of his advisory role, Watson 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 employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

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.

Kaylie Jerdal is a financial advisor at Valic Financial Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Valic Financial Advisors, she worked in various roles including at Bluemercury and held positions at Westmont College. She is also an appointed agent to sell non-securities insurance products for AGIA. 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 unified managed account services supported by a large network of advisors and centralized technology.

Nianke Ma is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and Northstar Financial Education Group since 2015, where she serves as president. Her other business activities include sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Brian Gross is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments in various roles from 2013 to 2024, as well as at BSG Consulting, LLC and BSG Ventures, LLC. Valic Financial Advisors serves primarily 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 discretionary unified managed accounts through a large network of investment advisor representatives, leveraging centralized technology and model solutions.

Leland Slack is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he has worked in various service and delivery positions, including as a delivery driver for Uber Eats and an agent selling non-securities insurance products for AGIA. Valic Financial Advisors is a large SEC-registered investment adviser serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm emphasizes centralized technology and model solutions, managing approximately $29.2 billion across more than 1,200 advisors.

Charles Cooley III is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and has additional experience with Agia and Firehouse Subs. Outside of his advisory role, he manages a short-term rental property on Airbnb. 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 for portfolio construction.