Alex Dansberger is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several firms including LPL Financial and Planning Solutions Group. Outside of advisory work, he dedicates time as a financial advisor involved in fixed insurance activities. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class-based allocations that combine passive and active management, supported by an internal Investment Committee and a range of implementation tools.

Perry Bacon is a financial advisor with William Blair, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked at Brown Advisory Securities, LLC for 17 years before joining William Blair in 2019. He serves as a trustee to the Woodbourne Center Charitable Trust. 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, utilizing an active, research-driven approach across multiple asset classes.

Kimberly Magaha is a CFP® professional with 19 years of experience in financial advising. She has been with Wealthspire Advisors since 2004. Magaha serves on the Board of Trustees for two retirement plans sponsored by Wicomico County and related local entities. Wealthspire Advisors serves individuals, corporations, retirement plans, nonprofits, and trustees, offering customized wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven process and institutional-style asset allocation across a diversified range of investments.

Elyse Jacobs is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. She has been with SunTrust advisory entities since 2000, including ten years at SunTrust Advisory Services. 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, plan sponsor fiduciary support, and a manager‑selection program, implementing advice through a combination of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Loren Harris is a financial advisor at Valic Financial Advisors with 22 years of industry experience and holds a Series 66 designation. He has been with Valic Financial Advisors since 2014. Outside of his advisory role, Harris serves as an independent driver for Uber Technologies and is a partner in a management consulting LLC associated with his family. Valic Financial Advisors is an SEC-registered investment adviser serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology platforms.

Bernard Salzman is a financial advisor at Steward Partners Investment Advisory, LLC with 56 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and Raymond James Financial Services. Salzman is also the owner of SMH Capital Group, a non-investment-related support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and portfolio management solutions.

William Saunders is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He previously worked at Northwestern Mutual and Meridian Bank. Outside of advising, he serves as Director of IT at Union Bethel AMEC, where he manages audio/visual setup and live streaming for church services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm uses diversified, risk-class based portfolios that combine passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Timothy Hathaway is a CFA® charterholder with 13 years of industry experience, currently serving at Brown Advisory in Baltimore, MD. He holds a Series 63 license and has been affiliated with Brown Investment Advisory & Trust Company since 1995. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm emphasizes a bottom-up fundamental research approach and offers a range of strategies including equity, fixed income, and sustainable-investment portfolios, along with private-fund and venture programs managed with affiliates.

Robert Hewitt is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Triad Advisors, Planning Solutions Group, Sherman Wealth Management, and Heritage Financial Consultants. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Gary Desjardins is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2002. He holds the Series 63 license and is based in Salisbury, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio review.

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.

Yohan Lee is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, T. Rowe Price, State Employee Credit Union of Maryland, Hamilton Bank, and M&T Bank. Voya Financial Advisors, Inc. serves a diverse clientele including individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, predominantly offering non-discretionary, recommendation-based advice.

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® professional with 26 years of industry experience, currently serving at VALIC Financial Advisors since 2000. She also holds Series 63 and Series 65 licenses and has been an agent at Agia since 2022, involved in non-securities insurance products. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to support its extensive client base.

William Andrews Jr. is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel for 20 years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and offers a range of advisory services including customized portfolio management and donor-advised fund advisory.

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.