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 at Stratos Wealth Partners, Ltd with 27 years of industry experience. She holds the ChFC® and Series 66 credentials and has worked at Stratos since 2016. Prior to joining Stratos, she was with LPL Financial from 2007 and Uvest Financial Services Group, Inc. from 2004 to 2007. Stratos Wealth Partners serves a wide range of individual and institutional clients, offering financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting various account management styles and custodians, and offers specialized services including OCIO and executive planning.

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.

Yun Ma is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Transamerica in 2021, Yun Ma held roles with various insurance and benefits organizations and is involved in multiple insurance-related activities, including assisting clients with Medicare and short-term health plans. Additionally, Yun Ma serves as a College Success Advisor at Kyros AI Corp, an AI-based platform focused on college admission preparation. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and institutions, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, supporting a range of discretionary and non-discretionary investment programs.

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.

Susan Krimigis is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Rockefeller Financial, she worked at Citigroup Global Markets from 2007 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with broker-dealer services, offering a consolidated investment platform and a range of discretionary and non-discretionary solutions.

William Schwartz is a CFP® with 23 years of industry experience and has been with Wealthspire Advisors since 2015. He holds Series 65 and Series 66 licenses and is based in Potomac, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset types.

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.

Yuehua Yuan is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Independent Financial Group since 2016. Outside of his advisory role, Yuan works as an independent insurance agent offering various types of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party investment models, offering a range of portfolio management options and financial planning services.

Matthew Hoesch is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Planning since 2021. Prior to that, he spent six years at Lockton Investment Advisors, LLC, Lockton Companies, LLC, and Lockton Financial Advisors, LLC. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

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.

Tristan Bliesner is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, and Cetera Advisors. Outside of financial advisory, he owns Patriot Printing Services, a business involved in buying and selling printed materials. Osaic Advisory Services is an SEC-registered adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and planning services delivered through multiple advisory program models, utilizing a combination of proprietary and third-party platforms.

Jack Mutchnik is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. He has worked at Rockefeller Capital Management since 2024 and joined Rockefeller Financial LLC in 2021. His background includes roles at Truist Investment Services, Leidos Inc., and BB&T Scott & Stringfellow. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Jastinder Sohi is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Chevy Chase Trust Company since 2016. He holds a Series 66 license and is based in Bethesda, MD. Chevy Chase Trust Company provides investment management, personal trust, family wealth, and financial planning services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a thematic investment approach focused on macroeconomic trends and sector themes, combining fiduciary trust, custody, and investment management functions.

Robert Ugiansky is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 1998 and has been associated with Capital Associates LLC for 15 years. Outside of his advisory role, he serves on the board of First Tee of Howard County, an organization focused on character education and life skills for young people. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nevi Harrison is a Series 66-licensed advisor at Truist Advisory Services with one year of industry experience. Harrison has been with Truist Investment Services since 2010, spanning 16 years at the affiliated broker-dealer. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates third-party platform and manager arrangements to support its AMC Advantage manager‑selection program.

Rajmiel Odinec is a financial advisor at Cerity Partners LLC with 35 years of industry experience. Prior to joining Cerity Partners in 2026, he spent 36 years at SOL Capital Management Company. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and specialized private market programs.

Krystian Suber is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has previously worked with OneDigital Investment Advisors, KB Financial Partners, M Holdings Securities, M Financial, Massachusetts Mutual, and Chubb Limited. Outside of his advisory role, he is president of Horizon Edge Realty, LLC, which manages rental income properties. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios and acts as adviser to a donor-advised fund.