Rahul Bhatti is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organizations since 2021, including Truist Investment Services and SunTrust Bank prior to that. Outside of his advisory work, he has an ownership stake in a Bruster’s ice cream franchise in Odenton, Maryland. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on integrated inter-affiliate service arrangements.

Jay Logwood is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Valic Financial Advisors since 2014 and is also associated with Agia, where he works as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across 1,239 advisors.

Sarah Mathews is a financial advisor at PNC Wealth Management with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy piloted for employees. The firm utilizes algorithm-driven risk assessment and implements investments through approved model strategies with mutual funds and ETFs.

Kayla Rainer is a Series 66 licensed advisor at Truist Advisory Services with one year of industry experience. She has been with Truist Investment Services and its successor entities since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled equity research and supervisory oversight.

Jack Cross is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his career in 2025. Prior to joining Valic, he worked at Landmark Properties and Target Corporation. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and multiple wrap programs. The firm manages approximately $29.2 billion and supports nearly 300,000 clients through a network of over 1,200 advisors using a technology-driven approach and discretionary unified managed accounts.

Andrew Hosse is a CFP® with 24 years of industry experience, currently affiliated with Equity Services, Inc. He has previously worked at National Life Group and Kovack Advisors, Inc. Outside of his advisory role, he serves as president of Hosse Financial Services, Inc., a CPA firm providing tax and accounting services. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, utilizing multiple advisory platforms and a combination of long-term and shorter-term investment strategies.

Amanda Campbell is a CFP® professional with 12 years of experience in financial advisory services. She has been with Wealthspire Advisors since 2010. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, investment advisory, financial planning, and trust-related services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio review.

Rebecca Snyder is a financial advisor at Commonwealth Financial Network with a Series 65 designation and one year of industry experience. Prior to joining Commonwealth in 2026, she worked for 13 years at the Prince Georges County State's Attorney's Office. 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 over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Karen Mims is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Harbour Pointe Wealth Management since 2008. In addition to her advisory role, Mims serves as president of Scott Legal Group, a law firm where she provides tax and estate planning advisory services. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, providing a range of discretionary investment solutions and supporting a large advisor network with back-office and TAMP services.

Brandon Reichert is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has held roles at Morty, Inc., United Financial Services, AmWay, and Transamerica Financial Advisors, where he also manages a team of life insurance agents and provides training and field support. Additionally, he offers mortgage origination services to clients outside of Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm utilizes a network of advisors and multiple program platforms to deliver advisory, brokerage, and retirement-plan services, often implementing model portfolios and third-party managers for investment management.

Tia Cantrell is a Series 66-licensed financial advisor with Transamerica Financial Advisors, where she has worked since 2022. She has three years of industry experience and also operates a private CPA practice through North Bethesda CPA and TG Riviera LLC. Additionally, she has held a project management role at the Federal Aviation Administration since 2012. 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 employs a model portfolio approach supported by third-party managers and operates an integrated retirement plan ecosystem with affiliated entities.

Matthew Cade is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has one year of industry experience and previously served eight years with the Virginia Beach Police Department. First Command Advisory Services is an SEC-registered investment adviser that serves 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, using a centralized investment management team to design and monitor model portfolios from a prescreened universe of managers.

Scot Millen is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Private Advisor Group, LLC and LPL Financial. Millen uses the business name Brightworks Wealth Management for providing investment advice through Private Advisor Group. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Todd Gavelek is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 17 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account. The firm uses algorithmic questionnaires and third-party strategists to manage portfolios primarily through mutual funds and ETFs.

Scott Hall is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors since 2008. He also holds Series 63 and Series 66 licenses and has been affiliated with Agia since 2022. Outside of his advisory role, he is involved in a private mortgage business in Hagerstown, Maryland, primarily managing loan payments. Valic Financial Advisors 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 and providing optional overlay services for portfolio customization.

Brandon Gaines is a financial advisor with Commonwealth Financial Network holding a Series 65 designation and three years of industry experience. He has worked at Widmann Financial Services and Commonwealth Financial Network since 2022. His background includes roles outside finance, such as positions in landscape design and coffee retail. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, and custody and clearing services.

Christopher Brian is a financial advisor at PNC Wealth Management in Columbia, MD, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Finalis Securities LLC, Maverick Capital LLC, NewEdge Wealth, and UBS Financial Services Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend investment strategies implemented via mutual funds and ETFs.

Sean Jupitz is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has worked with various entities affiliated with Bankers Life since 2012. Outside of advising, he is involved in insurance services as an agent. Bankers Life Advisory Services, Inc. serves primarily mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Adam Corder is a financial advisor at Wealthspire Advisors with a Series 65 designation and three years of industry experience. Prior to joining Wealthspire Advisors in 2022, he worked at The Nordic Inn and held research roles at the University of Chicago’s National Opinion Research Center and the US Census Bureau. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and utilizes a third-party platform to manage held-away retirement assets.

Shelby Soule is a Series 66-registered advisor at Hightower Advisors with nine years of industry experience. She has worked with various Salient entities since 2016 and joined Hightower Securities LLC in 2018. Outside of her financial career, Shelby is a fitness instructor at Pure Barre Houston. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm offers a range of portfolio management, financial planning, and retirement consulting services supported by proprietary research and operational features such as monitoring and rebalancing.