Andrew Fentress is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes over a decade at Raymond James Financial Services and The Lynch Retirement Investment Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Brita Jones is a financial advisor at Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 66 license, with 26 years of industry experience. She has been with Stratos Wealth Partners since 2016 and has also worked with LPL Financial since 2007. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Yohan Lee is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His previous roles include positions at Bank of America, Merrill, T. Rowe Price, and various banks and credit unions in Maryland. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs, combining model portfolios and manager-driven strategies, with a substantial focus on non-discretionary assets alongside discretionary offerings.

Joshua Sacks is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent nine years with Lowe Wealth Advisors, LLC. 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 a broad range of strategies across equity, fixed income, ETFs, and private investments and integrates financial planning and tax services within many client relationships.

Lauren Villarreal is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment option for employees that uses algorithmic risk assessments and third-party strategists to manage portfolios.

Robert Clay is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at firms including Paladin Advisor Group, Mass Mutual Investors Services, and MetLife Securities, and has been self-employed since 1991. 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 such as seminars, personalized retirement planning, and separation counseling.

Kevin Parker Jr. is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at MML Investors Services, MassMutual Life Insurance, Equitable Advisors, and LPL Financial, among others. Outside of finance, he has been involved with Pronghorn Elite Training for three years. 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 employs discretionary unified managed accounts through Envestnet’s platform and offers portfolio management and financial planning services via a large network of advisors.

Brian Malone is a financial advisor at T. Rowe Price Advisory Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Private Bank, JPMorgan Chase Bank, Edward Jones, and Ridgeworth Capital Management. Malone is based in Baltimore, MD. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning, tax-aware rebalancing, and Monte Carlo simulation tools.

Penelope Spees is a CFP®-certified financial advisor with Valic Financial Advisors, bringing 25 years of industry experience. She has worked at VALIC Financial Advisors since 2000 and holds securities licenses including Series 63 and Series 65. Outside of her advisory role, she is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based 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 supporting a broad range of investment options.

William Lovett II is a financial advisor at Creative Planning with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lockton Investment Advisors and Diversified Investors Securities Corp. He has been with Creative Planning since 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques.

Brandon Weber is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes roles at SunTrust Bank and BB&T Investment Services. Outside of his advisory work, he is an assistant baseball coach for the Junior Varsity team at St. John's College High School. 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 third-party platforms and AI-enabled research tools.

Timothy Booker is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 9 years of industry experience. He has worked at T. Rowe Price since 2014 and previously was employed at Victoria's Secret from 2014 to 2020. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by an interactive online planning tool and ongoing account management.

Thomas Lawson is a CFP®-certified financial advisor with ten years of industry experience. He currently works at Creative Planning and previously held positions at PNC Investments and The Vanguard Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Cindy Pepple is a financial advisor at William Blair with 27 years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021, following a 19-year tenure at Brown Advisory Securities, LLC. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Bernard Nowak II is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Brown Advisory since 2015. He holds Series 63 and Series 65 licenses and is based in New York, NY. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a range of strategies including sustainable-investment options, along with model portfolios and sub-advisory services.

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.

Brooke Navin is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with T. Rowe Price Investment Services, Inc. since 2016. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm utilizes model portfolios, tax-aware rebalancing, and Monte Carlo simulations to deliver point-in-time financial plans and ongoing reviews.

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.

Joseph Geier is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining MAI Capital Management in 2021, he led Geier Asset Management for 21 years and Geier Financial Management for over 30 years. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies through a combination of in-house management and third-party advisers, integrating financial planning and tax services into many client relationships.