William Saunders is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He previously worked at Northwestern Mutual and Meridian Bank. Outside of advising, he serves as Director of IT at Union Bethel AMEC, where he manages audio/visual setup and live streaming for church services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm uses diversified, risk-class based portfolios that combine passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Sarah Kyle is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds the Series 65 designation and has previously worked at The Colony Group, LLC, AvalonBay, and Ernst & Young. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm combines active and passive investment strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Joshua Stromberg is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Timothy Hathaway is a CFA® charterholder with 13 years of industry experience, currently serving at Brown Advisory in Baltimore, MD. He holds a Series 63 license and has been affiliated with Brown Investment Advisory & Trust Company since 1995. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm emphasizes a bottom-up fundamental research approach and offers a range of strategies including equity, fixed income, and sustainable-investment portfolios, along with private-fund and venture programs managed with affiliates.

Bryan Lennon is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atomic Invest, LLC and Personal Capital Advisors Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active managers guided by quantitative and fundamental research.

Robert Hewitt is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Triad Advisors, Planning Solutions Group, Sherman Wealth Management, and Heritage Financial Consultants. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Gary Desjardins is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2002. He holds the Series 63 license and is based in Salisbury, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio review.

Andrew Fentress is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes over a decade at Raymond James Financial Services and The Lynch Retirement Investment Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Brita Jones is a financial advisor with Stratos Wealth Partners, Ltd in Silver Spring, MD, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. She has worked at Stratos Wealth Partners since 2016 and concurrently at LPL Financial since 2007, with prior experience at Uvest Financial Services Group, Inc. from 2004 to 2007. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm’s investment approach integrates individualized asset allocation and active monitoring, offering access to proprietary and third-party strategies through a broad network of investment adviser representatives.

Yohan Lee is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, T. Rowe Price, State Employee Credit Union of Maryland, Hamilton Bank, and M&T Bank. Voya Financial Advisors, Inc. serves a diverse clientele including individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, predominantly offering non-discretionary, recommendation-based advice.

Joshua Sacks is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent nine years with Lowe Wealth Advisors, LLC. 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 a broad range of strategies across equity, fixed income, ETFs, and private investments and integrates financial planning and tax services within many client relationships.

Amy Sachs is a financial advisor at Steward Partners Investment Advisory, LLC with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Steward Partners in various capacities since 2016, including roles at Steward Partners Global Advisory LLC and Steward Partners Investment Solutions, LLC. Outside of her advisory duties, she serves as a trustee for family irrevocable trusts and is involved with Slate Craft Goods LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services, with both discretionary and non-discretionary portfolio management options.

Zubair Khan is a financial advisor at Mariner with 17 years of industry experience. He holds CFP® and CFA® designations and has previously worked at Glass Jacobson Investment Advisors, Azzad Asset Management, Hanscom Federal Credit Union, and LPL Financial. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, Core Family Office offerings, and employer financial-wellness tools.

Lauren Villarreal is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment option for employees that uses algorithmic risk assessments and third-party strategists to manage portfolios.

Robert Clay is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at firms including Paladin Advisor Group, Mass Mutual Investors Services, and MetLife Securities, and has been self-employed since 1991. 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 such as seminars, personalized retirement planning, and separation counseling.

Kevin Parker Jr. is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at MML Investors Services, MassMutual Life Insurance, Equitable Advisors, and LPL Financial, among others. Outside of finance, he has been involved with Pronghorn Elite Training for three years. 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 employs discretionary unified managed accounts through Envestnet’s platform and offers portfolio management and financial planning services via a large network of advisors.

Mitchell Katz is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has worked with Capital Associates, LLC since 2016 and Financial Solutions Group since 2009, alongside his long-standing role at New York Life Insurance Company since 2000. Katz serves as a board member for Becky’s Fund, an organization focused on addressing domestic violence through education and prevention programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional sponsors, and corporate clients. The firm offers multiple program types and emphasizes tailored advice, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Malone is a financial advisor at T. Rowe Price Advisory Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Private Bank, JPMorgan Chase Bank, Edward Jones, and Ridgeworth Capital Management. Malone is based in Baltimore, MD. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning, tax-aware rebalancing, and Monte Carlo simulation tools.

Jeffrey Leventhal is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2011. Outside of advisory work, he serves on the board of directors for a custodial care business for the elderly and participates in an investment education initiative for Maryland football players. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers.

Mark Stull is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Janney, he worked at United Brokerage Services Inc and BB&T Securities, LLC. Outside of his advisory work, Stull volunteers with the Frederick County Landmarks Foundation and Habitat for Humanity and is involved as a partner in an esthetics business. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory programs supported by centralized asset management and trustee services.