Joshua Stromberg is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Brandon Gromadzki is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Oak Hill Wealth Advisors LLC, Bank of America Merrill Lynch, and The Vanguard Group, Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services that combine quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions and affiliated business services.

Karin Schultz is a Series 65-licensed financial advisor at Cerity Partners LLC with 14 years of industry experience. She spent 21 years at SOL Capital Management Company before joining Cerity Partners in 2026. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that integrate proprietary investment frameworks with access to alternative and private market solutions.

Christopher Miller is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and with 26 years of industry experience. His prior roles include positions at LPL Financial, Uvest Financial Services Group, Inc., and Morgan Stanley DW Inc. He operates investment advisory services through Miller Private Wealth Management, a business aligned with his work at Stratos. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through affiliated and independent advisers using an open-architecture investment approach that integrates multiple third-party platforms and managers.

Brita Jones is a financial advisor with Stratos Wealth Partners, Ltd. She holds the ChFC® designation and Series 66 license and has 27 years of industry experience. Prior to joining Stratos Wealth Partners in 2016, she worked at LPL Financial and Uvest Financial Services Group, Inc. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors managing $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services from financial planning to outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Yun Ma is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Transamerica in 2021, Yun Ma held roles with various insurance and benefits organizations and is involved in multiple insurance-related activities, including assisting clients with Medicare and short-term health plans. Additionally, Yun Ma serves as a College Success Advisor at Kyros AI Corp, an AI-based platform focused on college admission preparation. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and institutions, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, supporting a range of discretionary and non-discretionary investment programs.

Zubair Khan is a financial advisor at Mariner with 17 years of industry experience. He holds CFP® and CFA® designations and has previously worked at Glass Jacobson Investment Advisors, Azzad Asset Management, Hanscom Federal Credit Union, and LPL Financial. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, Core Family Office offerings, and employer financial-wellness tools.

Kirsty Peev is a CFP® professional with 16 years of industry experience. She has worked at Halpern Financial, Inc. for 22 years before joining MAI Capital Management, LLC, where she has been since 2024. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diversified client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across multiple strategies and combines these with financial planning, tax, and administrative services.

Susan Krimigis is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Rockefeller Financial, she worked at Citigroup Global Markets from 2007 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with broker-dealer services, offering a consolidated investment platform and a range of discretionary and non-discretionary solutions.

William Schwartz is a CFP® with 23 years of industry experience and has been with Wealthspire Advisors since 2015. He holds Series 65 and Series 66 licenses and is based in Potomac, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset types.

Mitchell Katz is a financial advisor with Eagle Strategies (New York Life) in Bethesda, MD, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Capital Associates, LLC, Financial Solutions Group, and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for Becky’s Fund, an organization focused on preventing domestic violence through educational programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory programs and emphasizes customized recommendations while managing most assets on a non-discretionary basis.

Yuehua Yuan is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Independent Financial Group since 2016. Outside of his advisory role, Yuan works as an independent insurance agent offering various types of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party investment models, offering a range of portfolio management options and financial planning services.

Matthew Hoesch is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Planning since 2021. Prior to that, he spent six years at Lockton Investment Advisors, LLC, Lockton Companies, LLC, and Lockton Financial Advisors, LLC. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Tristan Bliesner is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 credential and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Cetera Advisors LLC. Outside of his advisory work, Bliesner owns and operates Patriot Printing Services, a business involved in buying and selling printed materials. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing both fundamental and technical strategies alongside institutional platform integrations.

Robert Ugiansky is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 1998 and has been associated with Capital Associates LLC for 15 years. Outside of his advisory role, he serves on the board of First Tee of Howard County, an organization focused on character education and life skills for young people. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nevi Harrison is a Series 66-licensed advisor at Truist Advisory Services with one year of industry experience. Harrison has been with Truist Investment Services since 2010, spanning 16 years at the affiliated broker-dealer. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates third-party platform and manager arrangements to support its AMC Advantage manager‑selection program.

Rajmiel Odinec is a financial advisor at Cerity Partners LLC with 35 years of industry experience. He previously worked at SOL Capital Management Company for 36 years before joining Cerity Partners in 2026. Cerity Partners advises a diverse client base including individuals, families, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using a combination of proprietary quantitative tools, third-party strategies, and direct security selection, with access to alternative and private market solutions for qualified clients.

Krystian Suber is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has previously worked with OneDigital Investment Advisors, KB Financial Partners, M Holdings Securities, M Financial, Massachusetts Mutual, and Chubb Limited. Outside of his advisory role, he is president of Horizon Edge Realty, LLC, which manages rental income properties. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios and acts as adviser to a donor-advised fund.

Sanjeev Butani is a financial advisor with Eagle Strategies (NY Life) in Sterling, VA, holding a ChFC® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including roles at NYLIFE Securities LLC, New York Life Insurance Company, Prudential, and AIG. Outside of his advisory work, he is involved in insurance brokering and property and casualty sales. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis, with a significant focus on advisory services related to insurance and annuity products.

Dmitriy Katsnelson is a Series 65-credentialed financial advisor with 13 years of industry experience. He has been with Wealthspire Advisors since 2015 and previously worked at Highline Wealth Management, LLC and Fortigent, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors serving individuals, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment committee oversight.