Brett Somerville is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. He previously worked at SOL Capital Management Company and Cartica Management. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of quantitative screening, manager selection, and direct security selection.

Barton George is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked with VALIC Financial Advisors since 1998 and also serves as an agent with Agia, focusing on 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 managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Charles Moore III is a CFP® professional with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 11 years with The Family Firm. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private asset classes.

Joshua Groce is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 designations. He has one year of experience in the financial services industry, including prior work at LPL Financial LLC. Before entering the financial sector, he held positions in education and public service. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages portfolios through discretionary unified managed accounts and offers financial planning and consulting services supported by a large network of advisors and centralized technology.

Michael O'Leary is a financial advisor at Focus Partners Wealth, LLC with Series 65 credentials and six years of industry experience. Prior to joining Focus Partners in 2024, he worked at The Colony Group, LLC, Lowell Blake & Associates, and State Street Bank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brian Hutt is a financial advisor with Eagle Strategies (New York Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has roles with multiple related entities including AP Benefit Advisors, LLC and Bluepoint Financial, LLC. Outside of advisory work, he is involved as an investor in a popcorn company and holds investor roles in a community bank and a holding company related to life insurance. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Michael Hay is a financial advisor with Empower Advisory Group holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, Inc., and T. Rowe Price Investment Services, Inc. He is based in Catonsville, MD. 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 account holders. The firm uses an integrated service model tied to Empower’s recordkeeping platforms and offers both point-in-time financial plans and optional managed account solutions.

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 with Chevy Chase Trust Company, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at UBS Financial Services, AllianceBernstein Investments, Inc., and Neuberger Berman LLC. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management along with personal trust, family wealth and financial planning services, and institutional custody. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, blending fiduciary trust and custody functions with investment management.

J. Hunter Hart is a CFP® and Series 66-credentialed advisor with 14 years of industry experience. He is affiliated with Carson Wealth and has held prior roles at Cetera Wealth Services, LPL Financial, and Merrill. Hart is also involved with Equity Planning, Inc. and CWM, LLC, both SEC-registered firms where he provides financial planning and advisory services. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients using a model portfolio approach overseen by an Investment Committee, and it integrates various technology and custodial partnerships to support portfolio management and reporting.

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 an advisor at First Command Advisory Services with Series 65 and Series 63 licenses. He has military experience, having served in the United States Marine Corps for 22 years before beginning his financial services career in 2026. He is also involved with Nexus Web Commerce LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios based on model allocations and approved third-party managers.

Adam Tobin is a Certified Financial Planner™ with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Raymond James Financial Services and T. Rowe Price. Tobin is also a commissioned notary in Maryland. 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 investment approach combining passive and active strategies overseen by an internal Investment Committee.

Samuel Sandler is a financial advisor at Cerity Partners LLC with 35 years of industry experience. He previously worked at SOL Capital Management Company for 38 years before joining Cerity Partners in 2026. Cerity Partners serves a broad range of clients, including high-net-worth individuals, families, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm’s investment approach combines client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

James Sweet is a CFP® with 12 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. His prior roles include positions at Court Place Advisors, LLC, TD Ameritrade, Inc., and T. Rowe Price. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Joming Chiang is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2026, he worked at SOL Capital Management Company, Universal Investment, DWS, and Blackrock. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment framework that emphasizes client-specific profiles, quantitative analysis, and access to alternative and private market solutions.

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 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Wells Fargo. Outside of finance, she was involved with Vivi Luxe LLC, operating a bakery business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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.

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.