Caroline Girgis is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including United Capital Financial Advisers, Cetera Advisor Networks, Girard Securities, and Ameriprise. Outside of her advisory role, she serves as treasurer for the DC Association of Collaborative Professionals and works as a divemaster teaching scuba diving. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a comprehensive range of services including asset management, financial planning, and family office solutions, employing a mix of investment strategies and providing tax planning through an affiliated accounting subsidiary.

Michael Hoch is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and also has a long tenure at Kestra Investment Services, LLC and MLH Financial Services. He serves on the board of Maryland Hillel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, delivering services such as fiduciary consulting and plan-level investment advice supported by due diligence on investments.

Andrew Prevost is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services since 2010. Outside his advisory role, he is the owner of Meltzer Management Company, a holding company unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

William Jones is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cypress Wealth Management, Commonwealth Financial Network, PNC Investments, and Ameriprise. He also spends a portion of his time in fixed insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a broad client base and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Chima Uzobuihe is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience and a Series 66 designation. His career includes roles at Deloitte and involvement with the Maryland Health Benefits Exchange and Essential Benefits Alliance, where he manages Medicare Part C and D enrollments. He also works part-time in real estate sales. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment programs, including discretionary and non-discretionary options.

Karen Brelsford is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. She previously worked at Commonwealth Financial Network for 22 years and CIC Wealth for four years. Outside of advising, she owns a tax preparation and accounting firm and volunteers at Bethany United Methodist Church. 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 offers a range of portfolio management and financial planning services, utilizing both firm- and third-party models to tailor strategies according to client risk profiles.

Kathy Morris is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Empower Financial Services in 2025, she worked at MissionSquare Retirement (formerly ICMA Retirement Corporation) from 2007 to 2025. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Jason Weszka is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been affiliated with Vision Wealth Partners, LLC and Commonwealth Financial Network since 2016. Weszka is involved as a part-owner in entities related to insurance business and private offerings investment. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $212 billion in assets. The firm offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Colleen Clements is a financial advisor with Principal Financial Services based in Bethesda, MD. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Clements has served as a bank and trust officer supporting Principal retirement plan accounts, bridging the insurance, broker-dealer, and bank/trust divisions of Principal. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Gregory Wilkinson is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Deloitte Consulting, LLP. Wilkinson also serves as an independent contractor for Potomac Financial Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, using customized long-term portfolios primarily composed of ETFs and mutual funds, supported by a network of approximately 286 advisors.

Jade Chang is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has six years of industry experience. Prior to joining Transamerica in 2020, Jade has been involved with Dynasty Inc. / DBA JC Pros since 2010, serving as a director in a transportation-related business. Outside of advisory work, Jade is also engaged in health insurance sales for Kaiser Permanente. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, offering integrated retirement plan solutions and affiliated product distribution.

Alexander Naula is a financial advisor with Principal Financial Services, holding a Series 66 designation and possessing one year of industry experience. His background includes roles at the International Monetary Fund and Deloitte, as well as experience in insurance and self-employment with NetSolver LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Louis Bosse IV is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Alpha Solutions Group and Voluntary Benefits System, Ltd. He is based in Ellicott City, MD. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Angel Hawthorne is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at ICMA Retirement Corporation, GWFS Equities, Inc., and Advised Assets Group, LLC. Outside of his advisory role, he markets telecommunication services through a home-based business with ACN, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns within an integrated model connected to Empower’s recordkeeping and administrative platforms.

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.

Scott Weitz is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with New York Life Insurance Company since 1990 and operates Weitz Financial Group, LLC since 2011. He serves as president and advisor to the Terrapin Club at the University of Maryland, supporting student athletes through alumni donations. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, with specialized services for plan sponsors and ties to insurance and annuity products within the New York Life affiliate structure.

Ariel Rosero Quinteros is a financial advisor with Prime Capital Financial in Bethesda, MD, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Goldman Sachs, Franklin Templeton, and Legg Mason. Outside of advisory work, he has engaged in delivery services with Amazon Flex and Instacart. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, and retirement plan sponsor support. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary alongside a family office practice.

Geoffrey Finkel is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He previously worked at Prudential Holmes for 11 years before joining TIAA-CREF in 2022. Outside his advisory role, he owns Rock Venture Consulting, a business development and growth consulting firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

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.

Thomas Kenney is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily for individuals with existing relationships through TIAA-administered employer retirement plans, as well as for trusts, estates, partnerships, and small retirement plans. The firm operates within a vertically integrated group and serves as an adviser to a donor-advised fund.