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.

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.

Daniel Summers is a financial advisor at William Blair with eight years of industry experience. He holds a Series 66 designation and previously worked at Brown Advisory for five years before joining William Blair in 2019. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

John Santry is a financial advisor at MAI Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Court Place Advisors, LLC for 27 years before joining MAI Capital Management in 2025. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and related services into many client relationships.

Devon Jerrard is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Pruco Securities LLC, Prudential Insurance Company of America, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

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.

Brendan Winkler is a Series 65-registered financial advisor with seven years of industry experience. He has worked at MAI Capital Management, LLC since 2021 and previously spent nine years at Geier Asset Management, Inc. MAI Capital Management, LLC offers 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 $72.3 billion in assets and provides customized portfolio management across various strategies, incorporating financial planning and tax services into many client relationships.

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.

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.

David Powell is a CFA® charterholder with 13 years of industry experience. He is based in Baltimore, MD, and has been with Brown Investment Advisory & Trust Company since 1999. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, endowments, pension plans, and corporations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including sustainable-investment integration, as well as private-fund and venture programs through affiliated entities.

Christopher Agnes Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at T. Rowe Price since 2019 and was previously employed at Willis Towers Watson from 2015 to 2019. Outside of his advisory role, he serves as a consultant for Higher Learning Academy, assisting with letter writing, applications, and record maintenance. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using proprietary mutual funds and ETFs. The firm combines goals-based planning with tax-aware portfolio management and delivers services through a blend of advisor access and online tools.

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.