William Schwartz is a CFP® with 23 years of industry experience and has been with Wealthspire Advisors since 2015. He holds Series 65 and Series 66 licenses and is based in Potomac, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset types.

Yuehua Yuan is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Independent Financial Group since 2016. Outside of his advisory role, Yuan works as an independent insurance agent offering various types of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party investment models, offering a range of portfolio management options and financial planning services.

Tiffany Crosley is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds a Series 66 designation and has four years of industry experience. Her previous roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Merrill, and New York Life Insurance Company. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals. The firm combines goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

Matthew Hoesch is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Planning since 2021. Prior to that, he spent six years at Lockton Investment Advisors, LLC, Lockton Companies, LLC, and Lockton Financial Advisors, LLC. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Thomas Bracken is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining T. Rowe Price, he worked at Winters Run Golf Club and Auburn University. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides goals-based financial planning and discretionary investment management focused on retirement for individual investors and households. The firm employs model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online tools and access to financial advisors.

Andre Brown is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining T. Rowe Price, he worked at Bank of America and Merrill. Brown's background also includes academic experience at George Mason University and roles outside finance. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management for individual investors and households. Their approach combines goals-based planning, tax-aware portfolio management using proprietary mutual funds and ETFs, and annual financial reviews delivered through both advisor support and online tools.

Francis Hebert is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at Foundations Investment Advisors since 2017, with prior experience at Riversource Wealth Management and Summit Financial Services. He is also involved in providing fixed life insurance and annuity solutions through Summit Financial Services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing strategy, offering a range of investment management and sub-advisory services through a large network of affiliated offices.

Dante Chestnut is a CFP® professional with eight years of industry experience. He has worked at T. Rowe Price Advisory Services, Inc. since 2017 and previously spent four years at Beltway Companies. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management for individual investors and households, utilizing proprietary mutual funds and ETFs. The firm combines nondiscretionary planning with discretionary portfolio management and emphasizes tax-aware strategies and model allocations tailored to client goals.

Anton Daire is a Series 66-licensed financial advisor with T. Rowe Price Advisory Services, Inc., where he has worked since 2026. His prior experience includes roles at Merritt Point Wealth Advisors, Life Time, and several other organizations. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes model allocations tailored to client households and uses tax-aware strategies alongside an interactive online planning platform.

Nevi Harrison is a Series 66-licensed advisor at Truist Advisory Services with one year of industry experience. Harrison has been with Truist Investment Services since 2010, spanning 16 years at the affiliated broker-dealer. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates third-party platform and manager arrangements to support its AMC Advantage manager‑selection program.

Rajmiel Odinec is a financial advisor at Cerity Partners LLC with 35 years of industry experience. Prior to joining Cerity Partners in 2026, he spent 36 years at SOL Capital Management Company. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and specialized private market programs.

Timothy Booker is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 9 years of industry experience. He has worked at T. Rowe Price since 2014 and previously was employed at Victoria's Secret from 2014 to 2020. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by an interactive online planning tool and ongoing account management.

Erin Hogan is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at T. Rowe Price since 2018, following three years at AXA Advisors LLC. Outside of her advisory role, she serves as Treasurer for a family-owned construction business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested in proprietary mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulation tools to develop and manage retirement income plans.

Dmitriy Katsnelson is a Series 65-credentialed financial advisor with 13 years of industry experience. He has been with Wealthspire Advisors since 2015 and previously worked at Highline Wealth Management, LLC and Fortigent, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors serving individuals, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment committee oversight.

Howard Perlroth is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LLC and Kestra Financial Services, Inc. He is the owner of Gartenhaus Wealth Management, where he provides investment advisory services and manages business operations. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving large institutional clients such as sovereign wealth funds.

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.

Harry Marmer is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and over 43 years of industry experience. He has been with United Planners since 2004 and has operated his own independent insurance brokerage and financial services business since 1978. Outside of his advisory work, he has been involved with United Charitable Programs and D.C. Glory Youth Wrestling for nine years. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Aaron Sauro is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with T. Rowe Price since 2011. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes model portfolios, tax-aware strategies, and uses an interactive online planning tool for financial plans and income projections.

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.

Andres Pineiro is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at T. Rowe Price since 2022. Prior to this, he held roles at Mattress Firm and The Wireless Experience. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The service is designed for individual investors and households with approximately $250,000 or more in investable assets.