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.

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.

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.

Paula Cooley is a financial advisor with Principal Financial Services, holding CFP® and Series 63 designations and bringing 12 years of industry experience. She has worked with Union Financial Inc since 2021 and has been associated with Principal Securities Inc. and Principal Life Insurance Co. since 2013. Outside of advising, Paula is the founder and CFO of LifeMusic, Inc., a company that produces specialty music for Alzheimer's patients, and serves as president of the Victoria Springs Home Owner's Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Eric Handelsman is a financial advisor with TIAA-CREF in Baltimore, MD, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC offers 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 provides a combination of planning services and ongoing portfolio management with a fiduciary standard applied to its RIA services.

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.

Anthony Theodore is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Charles Schwab and Company, TD Ameritrade, and T. Rowe Price. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management through a range of model and customized portfolio options, serving clients frequently connected through TIAA-administered employer retirement plans.

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.

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.