Jack Cross is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his career in 2025. Prior to joining Valic, he worked at Landmark Properties and Target Corporation. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and multiple wrap programs. The firm manages approximately $29.2 billion and supports nearly 300,000 clients through a network of over 1,200 advisors using a technology-driven approach and discretionary unified managed accounts.

Daniel Summers is a financial advisor at William Blair with eight years of industry experience. He holds a Series 66 designation and previously worked at Brown Advisory for five years before joining William Blair in 2019. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

John Santry is a financial advisor at MAI Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Court Place Advisors, LLC for 27 years before joining MAI Capital Management in 2025. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and related services into many client relationships.

Shellie Peters is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Bridgewater Wealth & Financial Management, M&T Securities, and Deloitte Investment Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Devon Jerrard is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Pruco Securities LLC, Prudential Insurance Company of America, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

M Pablo Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Farther since 2025. He previously worked at Brett Danko Educational Center, LLC and Main Street Financial Solutions, LLC. Outside of his advisory role, he operates a private tutoring business for students preparing for the CFP exam. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Andrew Hosse is a CFP® with 24 years of industry experience, currently affiliated with Equity Services, Inc. He has previously worked at National Life Group and Kovack Advisors, Inc. Outside of his advisory role, he serves as president of Hosse Financial Services, Inc., a CPA firm providing tax and accounting services. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, utilizing multiple advisory platforms and a combination of long-term and shorter-term investment strategies.

Amanda Campbell is a CFP® professional with 13 years of industry experience, currently working at Wealthspire Advisors since 2010. She is based in Fulton, MD. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension/profit-sharing plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Jahleel Gordon is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with TIAA and TIAA-CREF since 2000 and 2003, respectively. Outside of his advisory work, he is the owner of a real estate business, Striking Properties LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model portfolios and customized management under a fiduciary standard.

Stephen Kreter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and offering 30 years of industry experience. His career includes long-term roles at SunTrust Securities and its successor firms, Truist Advisory Services and Truist Investment Services. Kreter owns a rental property in Bethany Beach, Delaware, which he rents seasonally. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enhanced research, and features integrated services across affiliated entities.

Brendan Winkler is a Series 65-registered financial advisor with seven years of industry experience. He has worked at MAI Capital Management, LLC since 2021 and previously spent nine years at Geier Asset Management, Inc. MAI Capital Management, LLC offers 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 provides customized portfolio management across various strategies, incorporating financial planning and tax services into many client relationships.

Michelle Kindrell is a Series 66-licensed financial advisor with Empower Advisory Group in Baltimore, MD, with seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, NYLIFE Securities LLC, and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Erick Roshelli is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 11 years before joining Hightower in 2019. Outside of advisory activities, he has an ownership interest in a rental property. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction that integrates mutual funds, ETFs, alternative investments, and custom indexing.

Nihad Basic is a CFP® professional with three years of industry experience currently affiliated with Kestra Advisory. Prior to joining Kestra, he worked at Raymond James Financial and has held roles outside the financial sector, including teaching positions at Castleton University and involvement with Special Olympics Vermont. He is also employed with Hickok & Boardman Capital Management, a support company for a financial branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by extensive due diligence and multiple management platforms.

William French is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds the Series 66 designation and has three years of industry experience. In addition to his role at Eagle Strategies, he is associated with BluePoint Financial LLC, where he serves clients under the BluePoint Financial name. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Karen Mims is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Harbour Pointe Wealth Management since 2008. In addition to her advisory role, Mims serves as president of Scott Legal Group, a law firm where she provides tax and estate planning advisory services. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, providing a range of discretionary investment solutions and supporting a large advisor network with back-office and TAMP services.

Brandon Reichert is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has held roles at Morty, Inc., United Financial Services, AmWay, and Transamerica Financial Advisors, where he also manages a team of life insurance agents and provides training and field support. Additionally, he offers mortgage origination services to clients outside of Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm utilizes a network of advisors and multiple program platforms to deliver advisory, brokerage, and retirement-plan services, often implementing model portfolios and third-party managers for investment management.

Tia Cantrell is a Series 66-licensed financial advisor with Transamerica Financial Advisors, where she has worked since 2022. She has three years of industry experience and also operates a private CPA practice through North Bethesda CPA and TG Riviera LLC. Additionally, she has held a project management role at the Federal Aviation Administration since 2012. 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 employs a model portfolio approach supported by third-party managers and operates an integrated retirement plan ecosystem with affiliated entities.

Paul Doupe is a financial advisor with Janney Montgomery Scott in Bethesda, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morningstar, Inc., Refinitiv, and John Hancock entities. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs with a blend of in-house and third-party portfolio management.

Matthew Swanson is an investment advisor representative at Kestra Advisory with 20 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience at LPL Financial beginning in 2010. Outside his advisory role, he is involved in insurance-related activities as a producer and representative through affiliated entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within its supervisory framework.