Christopher Johnson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

William Saunders is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He previously worked at Northwestern Mutual and Meridian Bank. Outside of advising, he serves as Director of IT at Union Bethel AMEC, where he manages audio/visual setup and live streaming for church services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm uses diversified, risk-class based portfolios that combine passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Sarah Kyle is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and three years of industry experience. She has worked at The Colony Group, LLC since 2019 and previously held roles at AvalonBay and Ernst & Young. Focus Partners Wealth provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that incorporates tax- and fee-sensitivity within an enhanced open architecture framework, combining various active and passive strategies alongside private funds and ETFs.

Bryan Lennon is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atomic Invest, LLC and Personal Capital Advisors Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active managers guided by quantitative and fundamental research.

Robert Hewitt is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Triad Advisors, Planning Solutions Group, Sherman Wealth Management, and Heritage Financial Consultants. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Gary Desjardins is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2002. He holds the Series 63 license and is based in Salisbury, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio review.

Andrew Fentress is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes over a decade at Raymond James Financial Services and The Lynch Retirement Investment Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Brita Jones is a financial advisor at Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 66 license, with 26 years of industry experience. She has been with Stratos Wealth Partners since 2016 and has also worked with LPL Financial since 2007. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Yohan Lee is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His previous roles include positions at Bank of America, Merrill, T. Rowe Price, and various banks and credit unions in Maryland. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs, combining model portfolios and manager-driven strategies, with a substantial focus on non-discretionary assets alongside discretionary offerings.

Joshua Sacks is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent nine years with Lowe Wealth Advisors, LLC. MAI Capital Management, LLC provides 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 a broad range of strategies across equity, fixed income, ETFs, and private investments and integrates financial planning and tax services within many client relationships.

Amy Sachs is a financial advisor at Steward Partners Investment Advisory, LLC with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Steward Partners in various capacities since 2016, including roles at Steward Partners Global Advisory LLC and Steward Partners Investment Solutions, LLC. Outside of her advisory duties, she serves as a trustee for family irrevocable trusts and is involved with Slate Craft Goods LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services, with both discretionary and non-discretionary portfolio management options.

Lauren Villarreal is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment option for employees that uses algorithmic risk assessments and third-party strategists to manage portfolios.

Robert Clay is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at firms including Paladin Advisor Group, Mass Mutual Investors Services, and MetLife Securities, and has been self-employed since 1991. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services such as seminars, personalized retirement planning, and separation counseling.

Kevin Parker Jr. is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at MML Investors Services, MassMutual Life Insurance, Equitable Advisors, and LPL Financial, among others. Outside of finance, he has been involved with Pronghorn Elite Training for three years. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm employs discretionary unified managed accounts through Envestnet’s platform and offers portfolio management and financial planning services via a large network of advisors.

Jeffrey Leventhal is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2011. Outside of advisory work, he serves on the board of directors for a custodial care business for the elderly and participates in an investment education initiative for Maryland football players. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers.

Mark Stull is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Janney, he worked at United Brokerage Services Inc and BB&T Securities, LLC. Outside of his advisory work, Stull volunteers with the Frederick County Landmarks Foundation and Habitat for Humanity and is involved as a partner in an esthetics business. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory programs supported by centralized asset management and trustee services.

Penelope Spees is a CFP®-certified financial advisor with Valic Financial Advisors, bringing 25 years of industry experience. She has worked at VALIC Financial Advisors since 2000 and holds securities licenses including Series 63 and Series 65. Outside of her advisory role, she is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based 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, and brokerage services, utilizing Envestnet-developed UMA models and supporting a broad range of investment options.

Jack Mutchnik is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds a Series 66 designation and has worked with firms including Rockefeller Capital Management, Truist Investment Services, and BB&T Scott & Stringfellow. Outside of finance, his background includes roles in fitness centers and the hospitality industry. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services through a consolidated investment platform.

Jastinder Sohi is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Chevy Chase Trust Company since 2016. He holds a Series 66 license and is based in Bethesda, MD. Chevy Chase Trust Company provides investment management, personal trust, family wealth, and financial planning services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, combining fiduciary trust, custody, and investment management functions.

Krystian Suber is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has previously worked with OneDigital Investment Advisors, KB Financial Partners, M Holdings Securities, M Financial, Massachusetts Mutual, and Chubb Limited. Outside of his advisory role, he is president of Horizon Edge Realty, LLC, which manages rental income properties. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios and acts as adviser to a donor-advised fund.