Marcus Odinec is a financial advisor at Cerity Partners LLC with 13 years of industry experience and holds a Series 65 credential. Prior to joining Cerity Partners in 2026, he worked for 12 years at SOL Capital Management Company. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services that integrate proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Bobbi Young is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. She previously worked at Wells Fargo Clearing for ten years before joining Wealth Enhancement Group and its affiliated firms. Outside of her advisory role, she works as a mystery shopper and teaches yoga. 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 combining passive and active managers, with portfolio oversight by an internal Investment Committee.

Jianmin You is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with multiple organizations including People Builders Financial, Inc., Kaiser Permanente, and International Medical Group, with extensive involvement in health insurance sales. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides fee-based wrap programs, access to third-party money managers, and commission-based insurance and brokerage products, with a focus on a mix of proprietary and third-party model portfolios.

Leonardo Toledo is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services and Deloitte Tax, LLP. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools alongside traditional research in its investment process.

Tyler Kuhn is a Series 66-licensed financial advisor at Empower Advisory Group with 11 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

John Nocita is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Strategic Financial Associates, New York Life Insurance Co, and Ast Investor Services LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, working with a variety of plan sponsors and clients.

Buna Cumbie II is a ChFC® credentialed financial advisor with Guardian Life in Columbia, MD, with 57 years of industry experience. He has been with Guardian Life and its affiliate since 1987. Occasionally, he also sells insurance policies with companies outside of Guardian on an as-needed basis. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions, including a digital advisory platform.

Ryan Wendler is a financial advisor with PNC Wealth Management in Odenton, MD. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work includes positions at M&T Securities, Inc. and BB&T Investment Services, Inc. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven model portfolios managed by PNC or third-party strategists.

Skerdi Kostreci is a CFP®-certified financial advisor with 20 years of industry experience, currently with Eagle Strategies (NY Life). His career includes long-term roles at Eagle Strategies and NYLIFE Securities LLC, along with experience at multiple financial advisory firms. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

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.

Keith Burgess is a financial advisor with Kestra Advisory, holding Series 63, Series 65, and Series 66 licenses and bringing 11 years of industry experience. He previously worked with NFP Securities Inc. since 2010, as well as with OSAIC Institutions, Inc. and Mass Mutual Investors Services. Outside of his advisory work, he coaches a youth soccer team. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including institutional and individual clients. The firm offers comprehensive fiduciary services, plan design, and investment management, serving a client base that includes large institutional investors and sovereign wealth funds.

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.