Joshua Mauer is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 35 years of industry experience. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, UBS Financial Services, and Legg Mason Wood Walker. Outside of his advisory work, he is involved in managing personal affairs related to home caregiving and liaising with community services for his mother, a Holocaust survivor. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Bobby Watson is a financial advisor at Planmember Securities Corporation with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Planmember since 2008, following seven years at Lincoln Investment. Outside of his advisory role, Watson is an independent insurance agent and volunteers as a youth soccer and basketball coach. 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 including seminars and personalized retirement planning.

Elvis Langha is a financial advisor with Transamerica Financial Advisors and holds the PFS™ designation. He has one year of experience in the financial industry and also serves as CFO of Pristine Medical Equipment and Accessories Inc. In addition to his advisory role, Langha is principal of LGE Advisory Services LLC, where he provides accounting, tax, and business consulting services. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, offering discretionary and non-discretionary investment programs.

Kailey Fretwell is a financial advisor at Valic Financial Advisors with a Series 66 designation and two years of industry experience. Prior to joining Valic, she was briefly employed at Morgan Stanley and has worked as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models to construct client portfolios.

Michael Zinn is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households through a model-based, goals-driven approach supported by an online planning tool and ongoing reviews.

Keith Prather is a financial advisor with PlanMember Securities Corporation in Elkridge, MD, holding Series 65 and Series 63 credentials and 39 years of industry experience. He has worked at MetLife Group from 2003 to 2016 and has been self-employed since 1983, operating an insurance sales and services business. Since 2016, he has also been affiliated with Paladin Advisor Group. 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 process and manages risk-based mutual-fund portfolios while offering education and support services including seminars and personalized retirement planning.

Lance Davison is a financial advisor at Valic Financial Advisors with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has prior experience with Foreside Fund Services, AdvisorShares Investments, Manulife Investment Management, John Hancock Investment Management, and the University of Maryland’s Smith School of Business. 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 offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion in assets.

John Koutras is an investment advisor representative with NewEdge Advisors, holding a Series 66 designation and two years of industry experience. He has worked previously at LPL Financial, Towson, and Sunoco. In addition to his advisory role, he provides administrative support to NewEdge Advisors and offers insurance products through his business, Columbia Advisory Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisors. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Kaylie Jerdal is a financial advisor at Valic Financial Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Valic Financial Advisors, she worked in various roles including at Bluemercury and held positions at Westmont College. She is also an appointed agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account services supported by a large network of advisors and centralized technology.

Connor Lynch is a financial advisor at HB Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at the University of Maryland and Pro Image Sports. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm manages accounts on a discretionary basis, integrating quantitative and qualitative due diligence across a range of public and private investment strategies.

Nianke Ma is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and Northstar Financial Education Group since 2015, where she serves as president. Her other business activities include sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Brian Woods is a financial advisor at MAI Capital Management, LLC with 35 years of industry experience. He worked at Geier Financial Management, Inc. for 18 years before joining MAI Capital Management in 2021. MAI Capital Management 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 customized portfolio management across a broad range of strategies while integrating financial planning and tax services into many client relationships.

Brian Gross is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments in various roles from 2013 to 2024, as well as at BSG Consulting, LLC and BSG Ventures, LLC. 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 offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives, leveraging centralized technology and model solutions.

Charles Cooley III is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and has additional experience with Agia and Firehouse Subs. Outside of his advisory role, he manages a short-term rental property on Airbnb. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

James Lambert is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been with Valic Financial Advisors since 1997 and has also worked at Agia since 2022. Outside of his advisory role, Lambert manages an LLC involved in rental property management and serves as trustee of a revocable living trust. Valic Financial Advisors primarily serves U.S.-domiciled 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Charles Walker is a CFP® with 31 years of industry experience. He has been with Wealthspire Advisors since 2019 and previously worked at SunTrust Advisory Services and related SunTrust entities from 2014 to 2019. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofit organizations, and trustees, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio management.

Gavin La Dore is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. He has prior experience at Ameriprise Financial and has been involved with various organizations including Sacred Heart Outreach Camp and Maryland Football. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled 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 for portfolio construction and management.

Nikita Lodha is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been associated with SunTrust Bank and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party manager arrangements. The firm integrates multiple affiliates to offer a range of services including the AMC Advantage manager-selection program and AI-enabled research tools.

Devin Williams is a financial advisor at Commonwealth Financial Network with a Series 65 credential and three years of industry experience. Prior to joining Commonwealth in 2023, he held positions at Forthright Capital Partners, Aston Carter, Vicus Capital, Heritage Financial Advisors, and Cassaday and Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Linly Ramlal is a financial advisor with Transamerica Financial Advisors in Laurel, MD, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also president of LKR Strategic Solutions Inc. Additionally, she works as a part-time real estate agent with Taylor Properties. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party managed portfolios with both discretionary and non-discretionary program options.