Katherine Lee is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds a Series 66 designation and has been with TIAA and TIAA-CREF since 2013 and 2015, respectively. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

William Chlan Jr. is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining MAI, he worked 17 years at Court Place Advisors, LLC and has operated his own legal and accounting practice as an attorney and CPA since 1992. His practice provides non-investment-related legal and accounting services and occasionally introduces clients to MAI Capital Management without obligation or referral fees. MAI Capital Management offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm manages $72.3 billion in assets and provides customized portfolio strategies using in-house managers, third-party sub-advisers, and various account models, along with trust and insurance administration services.

Thomas Ervin Jr. is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 credential and began his advisory career in 2025. Prior to joining T. Rowe Price, his experience includes roles outside of the financial industry and part-time work in education. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes proprietary mutual funds and ETFs with a goals-based approach supported by an online planning tool and telephone access to advisors.

Dylan Vasbinder is a Series 66 licensed financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. His prior roles include positions at Edward Jones and Morgan Stanley. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The service offers financial plans and ongoing reviews supported by an interactive online tool and telephone access to advisors.

David Shober is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Woodbury Financial Services, SSN Advisory, ACI Partners, and National Planning Corporation. Outside of his advisory work, he owns SZC Financial Planning & Management and is involved in offering fixed annuities and life and LTC insurance through SZC Financial (Insurance). Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, vendor searches, and manages discretionary and non-discretionary services supported by due diligence, serving clients including large institutional investors and sovereign wealth funds.

David Cosimano is a Series 66-licensed financial advisor with T. Rowe Price Advisory Services, Inc. He has one year of industry experience and has held previous positions at T. Rowe Price, FIS Global, Caruso, Smith, Picini, and Wells Fargo Advisors. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management to individual investors and households, using proprietary mutual funds and ETFs with a goals-based approach supported by online tools and telephone access to advisors.

David McMillan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His career includes roles at Netlaw Group, WealthWave, and the Heartland Institute of Financial Education, where he serves as a certified financial educator. He is also involved in health insurance enrollment activities under the Affordable Care Act and provides supplemental insurance solutions through affiliated companies. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory services primarily through model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Nancy Briguglio is a financial advisor with Creative Planning, holding the CFP® and ChFC® designations and the Series 66 license. She has 42 years of industry experience, including prior roles at Private Advisor Group, LLC and LPL Financial, LLC. Ms. Briguglio serves on the advisory board of Allen & Shariff. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and offers a range of advisory and non-investment services.

Harold Lowe is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, he led Lowe Wealth Advisors, LLC for 14 years. 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 $72.3 billion in assets and offers a range of customized portfolio strategies alongside integrated financial planning and advisory services.

Morgan Tester is a CFP®, ChFC®, and Series 65-registered financial advisor with five years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2024. Prior to that, he was employed at Carmichael Hill for five years and Estabrook & Company for one year. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services, overseeing $72.3 billion in assets as of May 31, 2026.

Heather Follis is a financial advisor with PNC Wealth Management in Ellicott City, MD. She holds Series 63 and Series 66 designations and has 23 years of industry experience, including 19 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm’s investment approach uses approved model strategies with mutual funds and ETFs, annual rebalancing, and algorithm-driven risk assessment.

Jonathan Giordani is a CFA® charterholder with 24 years of industry experience. He is affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and Planning Solutions Group. Outside of advisory services, he is involved as a senior vice president in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and utilizing both proprietary and third-party resources.

Matthew Grayson is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with T. Rowe Price since 2015 in various roles. Outside of his advisory work, he serves as a swimming official with the Maryland Officials Club. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households with a focus on retirement goals, employing a model-based investment approach with features such as tax-aware rebalancing and Monte Carlo-based retirement projections.

Vijay Dev is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Voya, he worked at Jacob William Advisory, CWM, LLC, and T. Rowe Price. Outside of finance, he coaches acrobatic activities including parkour, freerunning, gymnastics, and trampolining at Bolt Parkour and Freerunning Academy. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through recommendation-based programs and operates both as an SEC-registered investment adviser and broker-dealer.

John Fazzini Jr. is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc., where he has worked since 2017. Prior to his advisory role, he spent four years at the University of Alabama. Outside of his advisory work, he owns and manages gardening design operations through Commander in Leaf LLC. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, utilizing tax-aware strategies and online planning tools to support clients' retirement goals.

Samia Clookie is a Series 65 licensed advisor at Wealthspire Advisors with 4 years of industry experience. She has been with Wealthspire Advisors since 2016. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation.

Bryant Mayes III is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at GWFS Equities, Inc. and Nationwide Investment Services Corp. Outside of his advisory role, he is also a real estate agent with Coldwell Banker Realty in Baltimore, MD. T. Rowe Price Advisory Services offers 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 emphasizes a goals-based approach with annual reviews and employs tax-aware rebalancing and Monte Carlo simulations to support retirement income planning.

Patrick Wheeler is a Series 66-licensed financial advisor with two years of industry experience. He is currently with T. Rowe Price Advisory Services, Inc. and has prior experience at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he has worked as a bartender at BJ’s Restaurant and Brewhouse. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios using proprietary T. Rowe Price mutual funds and ETFs, with financial plans developed through Monte Carlo simulations and accounts managed on a discretionary basis.

Andrew Heiges is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with T. Rowe Price Advisory Services, Inc., where he has worked since 2016. His prior experience includes roles at TIAA-CREF, Banc of America Investment Services, Inc., and Merrill. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. Their approach features model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulation-based retirement income projections.

Timothy Finkelston is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at LPL Financial and is president of Columbia Benefits Consultants, Inc., a third-party administrator and recordkeeping firm. Finkelston is also vice president of the nonprofit Champions Against Cancer and maintains active law licenses in Pennsylvania and Maryland, though he does not practice law. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures with centralized due diligence and technology tools to support client and advisor needs.