Njuh Tata is a financial advisor with Valic Financial Advisors holding a Series 66 designation and no prior industry experience. His work history includes roles outside the financial sector, such as positions at McCormick and Schmick's and the University of Maryland, before joining Valic Financial Advisors. 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 provides portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Michael Hoff is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Raymond James Financial Services. Hoff is also the owner of SMH Capital Group, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

Patrick Farrell is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 12 years of industry experience. Farrell has been with T. Rowe Price since 2011. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by an online planning tool and financial advisor access.

Mark Maggio is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked at Valic Financial Advisors since 1998 and is also an agent with Agia, where he is involved in non-securities insurance products. 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 UMA models to construct client portfolios.

John Alberto is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and offers interactive planning tools alongside telephone access to advisors.

Cora Ingrim is a financial advisor with United Planners' Financial Services of America, holding CFP® and CFA® designations and bringing 32 years of industry experience. She has been affiliated with United Planners and Keating Financial Services since 1999 and 2000 respectively, and is also an independent insurance agent since 1993. In addition to her advisory work, she is a co-owner of a beach rental property in Corolla, NC. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and features a limited partnership ownership structure where financial professionals hold a majority interest.

Matthew Rodgville is a Series 65 licensed financial advisor at Carson Wealth with one year of industry experience. His prior roles include positions at Jacob William Advisory and Assured Partners, as well as involvement with the Tulane University Athletic Department. CWM, LLC operates as an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees model portfolios and tailored investment solutions.

Anthony Carleton is a CFP®-certified financial advisor with T. Rowe Price Advisory Services, Inc. in Owings Mills, MD, with 10 years of industry experience. He has been with T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Mark Rau is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and includes management of a donor-advised fund.

Donald Adam is a CFA® charterholder affiliated with TIAA-CREF in Baltimore, MD. He has been with TIAA since 2011 and with TIAA-CREF since 2025, holding a Series 63 license. Adam serves on the investment committee of Archbishop Curley High School, acting as a liaison between the school board and the endowment’s investment manager. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Michael Steinhardt is a ChFC® credentialed financial advisor with 39 years of industry experience, currently practicing at Kestra Advisory. He has been with Kestra Advisory since 2011 and previously worked at Mass Mutual Investors Services. Outside of his advisory work, Steinhardt is the author of a book and serves as owner and president of Clear Path Advisory, where he provides consulting, insurance, and investment advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its recommendations with due diligence on performance, fees, and investment processes.

Grant Palmer III is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner since 2026. Prior to this, he spent 15 years at Waypoint Wealth Management and has been a partner and shareholder at Callan & Palmer LLP, an accounting firm, since 1988, where he devotes part of his time to CPA practice. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting capabilities uncommon for a firm of its size.

Grier May is currently a Branch Leader at Fidelity Investments, a role held since 2024. Prior to this, Grier served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and as a Planning Consultant from 2020 to 2022. Grier's financial services career also includes positions such as Financial Advisor and Vice President - Investments at Chapin Davis Investments, and various roles at T. Rowe Price including Global Client Investment Reporting Specialist and Participant Service Center Specialist. Throughout this career, Grier has developed expertise in investment advising and branch leadership, focusing on coaching associates and fostering strong team relationships to support clients' financial goals. Outside of work, Grier has interests in fitness, movies, pets, reading, traveling, and volunteering.

Vytas Rivers is a CFP®-credentialed financial advisor at T. Rowe Price Advisory Services, Inc. with eight years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for six years and served with the U.S. Capitol Police for eight years before entering the financial sector. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning with discretionary investment management using proprietary mutual funds and ETFs. The firm emphasizes retirement income planning supported by technology-driven simulations and typically serves clients with investable assets around $250,000.

Lane Jerdal is a CFP® professional with 23 years of industry experience, currently serving at Valic Financial Advisors since 2017. He previously worked at Keel Point and Keel Point Capital, LLC from 2008 to 2017. Outside of his advisory role, he is also an agent for non-securities insurance products with 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, consulting, and brokerage services through its broker-dealer operations.

Andrew Jerdal is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also has a role as an agent with Agia. Outside of his advisory work, he holds a minority ownership interest in a restaurant partnership. 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, consulting, and brokerage services through its broker-dealer operations.

Jay Schuman is a CFP® professional with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC. His career includes roles at The Colony Group, Connectus Wealth, Horan Capital Management, and T. Rowe Price Advisory Services. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Donna Barksdale is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various SunTrust affiliates since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Brian Muhitch is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining T. Rowe Price's advisory service in 2026, Muhitch worked in various roles at T. Rowe Price from 2017 to 2026, as well as positions in public education and the private sector. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program for individual investors and households combining goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model portfolios with tax-aware rebalancing and uses an online planning tool with Monte Carlo simulations, providing annual reviews and ongoing account management.

Jennifer Schmalzer is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to joining T. Rowe Price, she worked at several firms including Best Version Media and the Murthy Law Firm. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm uses proprietary mutual funds and ETFs along with a goals-based approach supported by an online planning tool and telephone access to advisors.