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.

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.

James Lambert is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been with Valic Financial Advisors since 1997 and has also worked at Agia since 2022. Outside of his advisory role, Lambert manages an LLC involved in rental property management and serves as trustee of a revocable living trust. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Sonya Coleman is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. She has worked with Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, as well as Fidelity Investments and PNC Bank. Outside of her advisory roles, she operated Swag Shoppe LLC for eight years. 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 ongoing portfolio management aligned with clients’ goals and risk tolerances.

Gavin La Dore is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. He has prior experience at Ameriprise Financial and has been involved with various organizations including Sacred Heart Outreach Camp and Maryland Football. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. 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 for portfolio construction and management.

Devin Williams is a financial advisor at Commonwealth Financial Network with a Series 65 credential and three years of industry experience. Prior to joining Commonwealth in 2023, he held positions at Forthright Capital Partners, Aston Carter, Vicus Capital, Heritage Financial Advisors, and Cassaday and Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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.

Robert Christian is a financial advisor with PlanMember Securities Corporation and Paladin Advisor Group, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to his financial services career, he worked for 25 years at the Annapolis Fire Department and also spent time at the Maryland Department of Health. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and supports plan sponsors and participants through education, personalized planning, and counseling services.

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.

Tracy Clark is a CFP® with 20 years of industry experience, currently advising at Valic Financial Advisors since 2018. Her prior roles include positions at Capital One Advisors, LLC and Capital One Investing, LLC from 2016 to 2018. She is also an agent with Agia, involved in non-securities insurance products. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Arturo Romo is a financial advisor with PNC Wealth Management in Columbia, MD, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, LLC, and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital strategy platform that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Terrell Allen III is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 65 licenses and approximately four years of experience. His prior work includes roles at George Washington University, the University of Maryland, and Johns Hopkins University. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through recommendation-based, non-discretionary programs and operates as both a registered investment adviser and broker-dealer.

Evan Fishman is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and related entities since 2018, including Bb&T Investment Services from 2005 to 2021. 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 combines discretionary manager relationships with non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment processes.

Andrew Shope is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. He previously worked at Merrill from 2017 to 2025 and at Bank of America from 2017 to 2022, with earlier experience at SunTrust Mortgage. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and implements investments via approved models using mutual funds and ETFs.

Ronald Brown is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Truist Advisory Services and its affiliated Truist Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.