Beth Venit is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Creative Planning since 2025 and previously spent a decade at Burt Wealth Advisors. Outside of her advisory role, she has ownership in a rental property business. Creative Planning provides investment advisory and financial planning services to a diverse client base, offering a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and access to private market investments. The firm also features affiliated legal, trust, and recordkeeping businesses alongside its advisory services.

Sarah Mathews is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies.

Joseph Geier is a financial advisor with MAI Capital Management, LLC, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 25 years of industry experience. His career includes leadership at Geier Asset Management and Geier Financial Management from 1990 to 2021 before joining MAI Capital Management in 2021. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm manages a broad range of investment strategies with a customized approach and integrates financial planning and tax services into many client relationships.

Joel Tabin is a financial advisor with SPC in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Parkland Securities since 2014 and serves as a Regional Sales Director for Midland National Life Insurance Company. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers. The firm’s integrated corporate structure and service offerings include both fiduciary and non-fiduciary retirement plan services, with formal succession and compliance protocols.

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.

Ashley Iddings is a financial advisor with Wealthspire Advisors and holds a Series 65 designation. She has 23 years of industry experience, including prior roles at Highline Wealth Management, Convergent Wealth Advisors, and Lydian Wealth Management Company. Iddings has been with Wealthspire Advisors since 2015. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, nonprofits, and foundations, utilizing an institutional-style asset allocation framework overseen by a monthly investment committee.

Amanda Campbell is a CFP® professional with 13 years of industry experience, currently working at Wealthspire Advisors since 2010. She is based in Fulton, MD. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension/profit-sharing plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Jahleel Gordon is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with TIAA and TIAA-CREF since 2000 and 2003, respectively. Outside of his advisory work, he is the owner of a real estate business, Striking Properties LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model portfolios and customized management under a fiduciary standard.

Yaya Wang is a financial advisor with Eagle Strategies (NY Life) based in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at New York Life Insurance Company since 2000 and has operated Yaya Wang Financial Associates since 2008. Her outside activities include insurance brokering through her own firm under a registered DBA. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, focusing on tailored recommendations and primarily managing assets on a non-discretionary basis.

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.

Sergio Contijoch is a financial advisor at Cerity Partners LLC with a Series 65 credential. He has one year of experience at Cerity Partners, following eight years at SOL Capital Management Company. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Nihad Basic is a CFP® professional with three years of industry experience currently affiliated with Kestra Advisory. Prior to joining Kestra, he worked at Raymond James Financial and has held roles outside the financial sector, including teaching positions at Castleton University and involvement with Special Olympics Vermont. He is also employed with Hickok & Boardman Capital Management, a support company for a financial branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by extensive due diligence and multiple management platforms.

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.

Christopher Maxey is a financial advisor at Wealthspire Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2018, following prior roles at Steben & Company Inc. from 2015 to 2018. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation across various investment vehicles.

Tia Cantrell is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and four years of industry experience. She also manages a private CPA practice through North Bethesda CPA and TG Riviera LLC. In addition to her financial advisory role, Cantrell has over a decade of experience working with the Federal Aviation Administration in project management. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment programs.

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.

Lanta Evans is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Wike Financial, LLC, Raymond James Financial, LEM Financial Services, LLC, and Morgan Stanley DW Inc. Since 2008, she has owned LEM Financial Services, LLC, providing financial and business consulting unrelated to investment advisory. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by sub-advisory arrangements and platform integrations.

Scott Brody is a financial advisor with Wealthspire Advisors in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wealthspire Advisors since 2015 and previously spent 18 years with Alpha Capital Research LLC, where he remains a managing member involved in the firm's day-to-day operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors. The firm serves individuals, high-net-worth clients, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach that combines mutual funds, ETFs, private investments, and third-party managers under centralized oversight.

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.