Edward Vonlange is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2018. His previous roles include positions at Commonwealth Financial Network, Foundation Financial Advisors Inc., and The Advisors, Inc., where he has worked since 1998. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation across various asset classes.

Michael Mc Guire is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Securities America, Inc., Crump Life Insurance Services, and Bankers Life. Outside of his advisory work, he is involved in selling sports cards on eBay and delivers food through DoorDash. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including high-net-worth individuals, pension plans, corporations, charities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, combining fundamental and technical analysis with platform relationships and third-party manager collaborations.

David Kasten is a Certified Financial Planner® with 21 years of industry experience, currently serving at MAI Capital Management, LLC. He previously worked for Lowe Wealth Advisors, LLC for 14 years and Lowe FS for 6 years. MAI Capital Management provides 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 offers customized portfolio management across various strategies, integrating financial planning and other services.

William Spruill is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. His work history includes roles at Colonial Life, Transamerica Financial Advisors, HD Vest Investment Services, and Wfgia. Outside of his advisory work, he also works as a rideshare driver for Uber. Transamerica Financial Advisors, LLC 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 with third-party managers and platform sub-advisors, supporting service delivery through multiple program platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Melissa Placek is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. She holds a Series 66 credential and has worked previously at Samuel, Son & Co, East Coast Poured Floors, Transportation Impact, and the Baltimore Orioles. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The service is designed for individual investors and households with a focus on retirement goals and includes online planning tools and annual reviews.

Jason Labarge is a financial advisor with AE Wealth Management, LLC and holds Series 65 and Series 63 licenses. He has 13 years of industry experience and has worked with firms including Madison Avenue Securities, Cetera, and Summit Financial Group. Outside of his advisory role, Labarge serves as treasurer for the Annapolis and Anne Arundel County Coalition to End Homelessness and is an author of a recently published book. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Erika Pagel is a financial advisor at Brown Advisory with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Brown Advisory since 2012. 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 process to construct concentrated portfolios and offers a range of strategies, including sustainable-investment options, as well as model portfolios and sub-advisory services.

Sarah Hunt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She previously worked at Independent Financial Group and Plotkin Financial Advisors. Hunt has also served as a consultant for Plotkin Financial Advisors. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients with a range of advisory programs, including discretionary model portfolios and customized solutions. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Gregory Lowe is a CFP® credentialed financial advisor with 23 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously led Lowe Wealth Advisors, LLC for 14 years. MAI Capital Management, LLC provides 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 institutional clients. The firm manages a wide range of strategies and integrates financial planning, tax, and administrative services, with $72.3 billion in assets under management as of May 2026.

Joseph Evans is a CFP® with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Merrill, Bank of America, Centaurus Financial, and multiple Wealth Enhancement entities. He also holds a Series 66 designation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies, supported by an internal Investment Committee.

Mandie Peters is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at several firms, including Capital Analysts, Lincoln Investment, Questar Capital Corporation, and Ameriprise. In addition to her advisory role, she is also involved as an insurance agent with American Senior Benefits and serves as a notary. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a range of programs through various platforms, supporting strategies that include discretionary accounts, model portfolios, and third-party sub-advisers.

Emelia Sarbeng is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and is an author of works titled *Resilience in the Fire* and *The Poverty Vaccine*. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services through proprietary and third-party investment models, providing both discretionary and non-discretionary program options.

Shantel Floyd is a financial advisor with Valic Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to her current role, she worked at ICMA Retirement Corporation and T. Rowe Price Advisory Services, Inc. In addition to her advisory work, she is involved in real estate investing, owning and operating Affordable Luxury Realty LLC and Affordable Luxury Corp. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and implements model-based investment strategies using Envestnet’s platform.

Jennifer Whelley is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her career includes multiple roles at T. Rowe Price as well as a tenure at Fidelity Brokerage Services LLC. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm offers nondiscretionary planning combined with discretionary account management, utilizing tools such as Monte Carlo simulations and tax-aware strategies.

Justin Beers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he served in the US Navy and worked at Booz Allen Hamilton and Zenetex. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using model portfolios designed and managed by a centralized Investment Management Team.

Heather Calianno is a financial advisor at Wealth Enhancement Advisory Services, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including Planning Solutions Group, Triad Advisors, LPL Financial, and various entities within the Wealth Enhancement group since 2010. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and investment management services, utilizing a strategic allocation process that combines passive and active management supported by quantitative and fundamental research.

Marharita Sophia Tavpash is a financial advisor with Centaurus Financial, Inc. in Annapolis, MD, holding a Series 66 credential and four years of industry experience. She previously worked at Morgan Stanley and has held various roles including financial analysis and business development. Outside of her advisory work, she has been involved in business development activities through Amway. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management approaches.

Monte Woodfin is a CFP® professional with 22 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2004 and also holds an agent position with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

David Brown is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at UBS Financial Services, Brown Advisory Securities, and Deutsche Bank Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches.

John Borth is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 licenses and 35 years of industry experience. His previous roles include positions at UBS Financial Services and Morgan Stanley DW Inc. Outside of advisory work, he manages rental property ownership. Truist Advisory Services provides investment consulting and advisory services to a range of clients, including individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.