Dwayne Grady is a financial advisor at Prime Capital Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he teaches scuba diving as a dive instructor. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, family office offerings, and employs various investment strategies with both discretionary and non-discretionary account management.

Pranali Fortini is a CFP®-credentialed financial advisor with nine years of industry experience. She is currently with Creative Planning and has previously worked at firms including Burt Wealth Advisors, Brighton Jones, and Financial Engines Advisors. Fortini serves on the board of Rock Spring Children's Center, a nonprofit childcare organization. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages approximately $295.6 billion in assets across more than 1,100 advisors and offers a range of institutional and private investment solutions.

Jackson Traxler is a financial advisor at Rockefeller Financial LLC with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and Truist Advisory Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, along with broker-dealer services, variable insurance products, and investment banking through a Private Advisor model and a consolidated investment platform.

Kenneth Clarke is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Advisory Services since 2016 and also has experience with Peake Financial and Ameritas Life Insurance Corp. Clarke is involved with Peake Financial Group LLC as a financial representative focused on insurance and investments. Ameritas Advisory Services, LLC provides advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Leah Jones is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she owns a small rental property in Chicago. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and retirement plans. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers across various investment vehicles.

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 previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Sarah Kyle is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds the Series 65 designation and has previously worked at The Colony Group, LLC, AvalonBay, and Ernst & Young. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm combines active and passive investment strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Joshua Stromberg is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

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.

Karin Schultz is a Series 65-licensed financial advisor at Cerity Partners LLC with 14 years of industry experience. She spent 21 years at SOL Capital Management Company before joining Cerity Partners in 2026. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that integrate proprietary investment frameworks with access to alternative and private market solutions.

Brita Jones is a financial advisor with Stratos Wealth Partners, Ltd. She holds the ChFC® designation and Series 66 license and has 27 years of industry experience. Prior to joining Stratos Wealth Partners in 2016, she worked at LPL Financial and Uvest Financial Services Group, Inc. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors managing $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services from financial planning to outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Yun Ma is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Transamerica in 2021, Yun Ma held roles with various insurance and benefits organizations and is involved in multiple insurance-related activities, including assisting clients with Medicare and short-term health plans. Additionally, Yun Ma serves as a College Success Advisor at Kyros AI Corp, an AI-based platform focused on college admission preparation. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and institutions, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, supporting a range of discretionary and non-discretionary investment programs.

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.

Zubair Khan is a financial advisor at Mariner with 17 years of industry experience. He holds CFP® and CFA® designations and has previously worked at Glass Jacobson Investment Advisors, Azzad Asset Management, Hanscom Federal Credit Union, and LPL Financial. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, Core Family Office offerings, and employer financial-wellness tools.

Kirsty Peev is a CFP® professional with 16 years of industry experience. She has worked at Halpern Financial, Inc. for 22 years before joining MAI Capital Management, LLC, where she has been since 2024. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diversified client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across multiple strategies and combines these with financial planning, tax, and administrative services.

Susan Krimigis is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Rockefeller Financial, she worked at Citigroup Global Markets from 2007 to 2024. 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 combines portfolio management, financial planning, and consulting with broker-dealer services, offering a consolidated investment platform and a range of discretionary and non-discretionary solutions.

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.

Mitchell Katz is a financial advisor with Eagle Strategies (New York Life) in Bethesda, MD, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Capital Associates, LLC, Financial Solutions Group, and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for Becky’s Fund, an organization focused on preventing domestic violence through educational programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory programs and emphasizes customized recommendations while managing most assets on a non-discretionary basis.

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.

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.