Jacqueline Lonnerdal is a financial advisor at Hightower Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. She also serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of portfolio construction strategies.

Jonathan Kobets is a financial advisor at Chevy Chase Trust Company with 15 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services, AllianceBernstein Investments, and Neuberger Berman. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on macro views and secular trends, combining trust, custody, and fund-management roles.

J. Hunter Hart is a CFP® professional with 14 years of experience, currently serving as an investment advisory representative at CWM, LLC. He has held roles at Cetera Wealth Services, LLC, Equity Planning, Inc., and LPL Financial. Hart is also involved in expense management through a separate business venture. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with various sub-advisory and customization tools.

Sean Hull is a financial advisor with PNC Wealth Management in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC since 2010. Outside of his advisory work, he serves as a men's college basketball referee on a part-time basis as an independent contractor. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and uses mutual funds and ETFs managed by PNC or third parties, with portfolio implementation delegated to external managers.

Vertti Iso Ahola is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2017, with prior roles at Ameriprise Financial Services and Cypress Wealth Management. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction across a broad range of securities and insurance products.

Richard Weber is a financial advisor with First Command Advisory Services in Odenton, MD. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served 22 years in the United States Marine Corps. He is also involved with Nexus Web Commerce LLC, a business activity outside the financial advisory field. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a special focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team using a disciplined portfolio construction and monitoring approach.

Adam Tobin is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has held prior roles at Raymond James Financial Services and T. Rowe Price. Tobin is also a licensed notary in Maryland. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for 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 managers, supported by quantitative, momentum, and fundamental analysis.

Omar Gerrero is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2006. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online planning tools and regular financial plan reviews.

James Sweet is a CFP® professional with 11 years of experience in the financial services industry. He is currently with MAI Capital Management, LLC, having joined in 2025. His prior roles include positions at Court Place Advisors, LLC, TD Ameritrade, Inc., and T. Rowe Price. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutions. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 31, 2026.

Wesley Lindquist is a financial advisor at Bankers Life Advisory Services, Inc. with seven years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Thrivent Financial, Pruco Securities LLC, and Elite Income Advisors, Inc. In addition to his advisory work, Lindquist is involved in investment educational services through his own business. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals, risk tolerances, and time horizons.

Alejandro Grimaldi is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Alpha Solutions Group. He served in the United States Peace Corps from 2019 to 2020. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Joseph Killion is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Baltimore, MD. Killion has worked at T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The program serves individual investors and households, using proprietary mutual funds and ETFs with tax-aware rebalancing and Monte Carlo simulation-based planning tools.

Frank Bartolini is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm operates a fiduciary advisory model and offers multiple managed account options, including customized portfolios and model-driven strategies.

Diana Roble is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Empower, she worked at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and AT&T Mobility. Outside of financial services, she has experience in entrepreneurial ventures including operating a bakery business, Vivi Cakes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm offers point-in-time financial plans and managed account solutions integrated with Empower’s administrative platforms.

Michael Mcclean is a financial advisor at William Blair with 32 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining William Blair in 2021, he worked for Brown Advisory Securities, LLC for 15 years. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Ya Meng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with organizations including United Health Care and Kaiser Permanente and is co-owner of Octisys LLC, a company focused on software development and IT consulting. Meng also serves as a college consultant with the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of advisors and multiple program platforms that emphasize model portfolios and third-party managers. The firm supports individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses.

Slater Ottenritter is a financial advisor at William Blair with nine years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Lincoln Financial Advisors, Bank of America, and Merrill Lynch. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Oleksa Gerlak is a CFA® charterholder with 15 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at ProShares and CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

Michelle Barry is a Series 66-licensed financial advisor with 29 years of industry experience, currently with Transamerica Financial Advisors. Her career includes roles at Grove Point Investments, H. Beck, and Hornor Townsend and Kent. At Transamerica, she may also perform home office functions supporting other business units. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party investment models, supporting both discretionary and non-discretionary program options.

Alexander Vahsen is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He has been with T. Rowe Price since 2014 and holds the Series 66 designation. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employs tax-aware strategies, and provides financial plans with Monte Carlo simulations through an online platform.