Zachary Haussler is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has a background that includes roles at LPL Financial and the Wealth Enhancement Group. Outside of his advisory work, Haussler is employed with the Baltimore Blast in a non-investment-related capacity. 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, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Bryan Lopez is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at HB Wealth, where he has worked since 2025. Prior to that, he spent 21 years at WMS Partners LLC and serves as the chief compliance officer for WMS Partners during the wind down of legacy private funds. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm’s investment approach combines quantitative and qualitative due diligence across public and private strategies, managing accounts typically on a discretionary basis while aligning portfolios with clients’ objectives and risk tolerance.

Eric Blackman is a financial advisor with United Planners Financial Services of America, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Ernst and Young, as well as academic positions at the University of Maryland and Robert H. Smith School of Business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives who use a combination of custodians, third-party money managers, and platform programs to implement client-directed investment strategies.

Eric Armentrout is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at T Rowe Price and Equitable Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Timothy Parker is a CFA® charterholder currently with Creative Planning, LLC. He has over 25 years of industry experience, including roles at T. Rowe Price and Brightworks Wealth. Outside of financial advisory, he has a concurrent association with Matador Resources. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, while also offering access to private market investments and ancillary legal and accounting services.

Lawrence Weber is a financial advisor with VOYA Financial Advisors, Inc. in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial and its advisory affiliate since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement services to individuals, corporate clients, and organizations. The firm combines in-house and third-party strategies with technology-enabled tools to deliver primarily non-discretionary investment management through a broad network of advisers.

Katherine Lee is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds a Series 66 designation and has been with TIAA and TIAA-CREF since 2013 and 2015, respectively. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

William Chlan Jr. is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining MAI, he worked 17 years at Court Place Advisors, LLC and has operated his own legal and accounting practice as an attorney and CPA since 1992. His practice provides non-investment-related legal and accounting services and occasionally introduces clients to MAI Capital Management without obligation or referral fees. MAI Capital Management offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm manages $72.3 billion in assets and provides customized portfolio strategies using in-house managers, third-party sub-advisers, and various account models, along with trust and insurance administration services.

Joshua Olds is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2024. His previous roles include a decade at New Potomac Partners, LLC, and multiple years with Johnston Lemon Asset Management Inc., as well as a brief tenure at Morgan Stanley. He participates in educational programming through the Washington, DC Society of Financial Analysts’ Wealth Management Sub-Committee. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, with an emphasis on centralized due diligence and monitoring of third-party managers.

David Shober is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with Kestra Advisory. His prior roles include positions at Woodbury Financial Services, SSN Advisory, and National Planning Corporation. Outside of his advisory work, he owns SZC Financial Planning & Management and is involved in insurance services offering fixed annuities and life and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers comprehensive fiduciary consulting, plan design, and employee education services supported by extensive due diligence and access to multiple management platforms.

David McMillan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His career includes roles at Netlaw Group, WealthWave, and the Heartland Institute of Financial Education, where he serves as a certified financial educator. He is also involved in health insurance enrollment activities under the Affordable Care Act and provides supplemental insurance solutions through affiliated companies. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory services primarily through model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Nancy Briguglio is a financial advisor with Creative Planning, holding the CFP® and ChFC® designations and the Series 66 license. She has 42 years of industry experience, including prior roles at Private Advisor Group, LLC and LPL Financial, LLC. Ms. Briguglio serves on the advisory board of Allen & Shariff. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and offers a range of advisory and non-investment services.

Harold Lowe is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, he led Lowe Wealth Advisors, LLC for 14 years. 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 $72.3 billion in assets and offers a range of customized portfolio strategies alongside integrated financial planning and advisory services.

Morgan Tester is a CFP®, ChFC®, and Series 65-registered financial advisor with five years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2024. Prior to that, he was employed at Carmichael Hill for five years and Estabrook & Company for one year. MAI Capital Management, LLC provides investment management, integrated 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 broad range of strategies and integrates financial planning, tax, and administrative services, overseeing $72.3 billion in assets as of May 31, 2026.

Heather Follis is a financial advisor with PNC Wealth Management in Ellicott City, MD. She holds Series 63 and Series 66 designations and has 23 years of industry experience, including 19 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm’s investment approach uses approved model strategies with mutual funds and ETFs, annual rebalancing, and algorithm-driven risk assessment.

Jonathan Giordani is a CFA® charterholder with 24 years of industry experience. He is affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and Planning Solutions Group. Outside of advisory services, he is involved as a senior vice president in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and utilizing both proprietary and third-party resources.

Vijay Dev is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Voya Financial Advisors, he worked at Jacob William Advisory, CWM, LLC, and T. Rowe Price. Outside of finance, he coaches parkour, freerunning, gymnastics, and related activities at Bolt Parkour and Freerunning Academy. Voya Financial Advisors is an enterprise-scale firm serving individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm uses a combination of in-house and external strategists alongside technology-driven tools to offer both discretionary and non-discretionary investment management.

Brandon Truong is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at PNC Investments LLC, CITIGROUP, Woodbury Financial Services, and Capital One Investing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and approved model strategies to manage investments with mutual funds and ETFs.

Samia Clookie is a Series 65 licensed advisor at Wealthspire Advisors with 4 years of industry experience. She has been with Wealthspire Advisors since 2016. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation.

Timothy Finkelston is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at NewEdge Advisors since 2024 and previously at LPL Financial and Columbia Benefits Consultants, Inc. Mr. Finkelston is vice president of the nonprofit Champions Against Cancer and maintains active law licenses in Pennsylvania and Maryland, though he does not practice law. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisor representatives. The firm offers a variety of portfolio management and consulting services and employs centralized due diligence and technology tools to support its investment programs.