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.

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.

Paul Schneider is a CFA® charterholder with 17 years of industry experience. He is currently an advisor at Ameritas Advisory Services, LLC and also serves as managing director of Vector Financial Advisors LLC and Vector Recovery Group, LLC, where he provides business consulting and financial analysis to small businesses. Schneider is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Lisa Hane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has worked at Truist Investment Services since 2000 and at Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools.

Limin Lee is a financial advisor with Wealthspire Advisors, holding a Series 63 designation and bringing 25 years of industry experience. Prior to joining Wealthspire Advisors in 2017, Lee worked at Tricapital Advisors Inc. for 17 years and has been associated with Yorke, Burke & Lee since 1984. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering tailored wealth management and investment advisory services. The firm employs a relationship-driven process and emphasizes diversified, institutional-style asset allocation across various investment vehicles.

Ethan Copeland is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Wasserman. His background includes various roles at James Madison University and a decade of experience at The Bullis School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and family office services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

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.

Jay Weinstein is a CFA® charterholder and holds a Series 65 license with 15 years of experience in the financial advisory industry. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing customized wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven approach with institutional-style asset allocation and a range of portfolio options tailored to client objectives.

Robert Cox is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Bankers Life in 2024, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also appointed as an insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Harpine is a Series 66-licensed financial advisor with Truist Advisory Services, based in Rockville, MD, and has nine years of industry experience. He has worked at Suntrust Advisory Services, Suntrust Investment Services, and Suntrust Bank since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management strategies, supported by AI-enabled equity research and an established network of third-party managers.

Zachary Smythe is a CFP® professional with six years of experience in financial advising, currently with Allworth Financial, L.P. He has previously worked at firms including Arthur Stein Financial, LLC, VCI Wealth Management LLC, and The Vanguard Group, Inc. Smythe is based in Bethesda, MD. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model allocations and specialized approaches, and it is notable for its private ownership structure and focused Airline division.

Arthur Stein III is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. Prior to joining Allworth Financial, he led Arthur Stein Financial, LLC for 14 years. Outside of his advisory role, he works as an independent contractor in photography and conducts adult education workshops on retirement planning and related financial topics. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite and options-based models, and utilizes third-party sub-advisers and technology solutions to manage a broad range of client assets.

Oscar Salgado is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 designations and has nine years of industry experience. His prior experience includes roles at Fidelity Investments, Morgan Stanley, Bank of America, Merrill Lynch, and T. Rowe Price. Outside of advising, he is the owner of a sneaker resale business called SOLE SELLER LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and discretionary investment management, serving a client base that includes sovereign wealth funds and other large institutional investors.

Erin Caines is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds the ChFC® designation and Series 63 license, with four years of industry experience. Her prior work includes roles at Northspire Wealth and New York Life, as well as a decade at the Food and Drug Administration. Outside of advising, she is an investor in a rum production business. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional sponsors. The firm offers a range of advisory services with an emphasis on tailoring recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Ryan Jordan is a financial advisor with Wealthspire Advisors in Potomac, MD. He holds a Series 65 designation and has four years of industry experience. Prior to joining Wealthspire Advisors, he worked at CrossPoint Wealth Partners and Mason & Associates. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Ellen Tillman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been associated with New York Life Insurance Company and its affiliates since 1995 and has operated her own firm, Ellen Tillman & Company, since 2007. Tillman is also involved in insurance brokering for non-registered products and serves on the finance committee of her local homeowners association. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis and notable expertise in advisory services linked to insurance and annuity products.

Brian Jarosinski is a CFP® and ChFC® with 19 years of industry experience, currently serving as an advisor at Kestra Advisory. He has worked with Kestra since 2013 and has also been associated with MetLife Securities Inc. since 2009. Outside of financial advising, he engages in contract modeling and acting. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a variety of institutional and individual clients. The firm supports fiduciary responsibilities, offers discretionary and non-discretionary services, and manages approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

James Fegan Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company over multiple overlapping periods since 1998. Outside of his advisory roles, he is involved with Fegan Insurance, LLC, an investment-related business. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies across multiple platforms.

Christophe Dionot is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Planning Solutions Group, LLC and Triad Advisors Inc, as well as affiliations with LPL Financial and Wealth Enhancement Brokerage Services. He serves as a for-profit board member of Cornerstone Auto Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, 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 incorporates both quantitative and fundamental research methods.