Moises Abascal Carrasco is a Series 65-licensed financial advisor with one year of experience, currently with Cerity Partners LLC. He previously worked at SOL Capital Management Company for seven years and TD Bank for two years. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services, combining quantitative screening and manager selection with access to alternative and private market investments.

Tony Perry is a financial advisor with Truist Advisory Services in Olney, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at various SunTrust entities since 2013 and has been self-employed since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a blend of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Toni Whaley is a financial advisor with Planmember Securities Corporation in Elkridge, MD, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She is the owner and vice president of Paladin Advisor Group, a full-service financial planning practice, and serves as president of the Chartwell Business Park Association. Additionally, Whaley is president of the National Tax-Deferred Savings Association, focusing on advocacy and education for supplemental retirement savings plans. 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 uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Matthew Diehl is a financial advisor with TIAA-CREF in Columbia, MD, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he owns two rental properties. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various programs, including customized portfolio options managed under client-approved investment policies.

Lisa Kim is a financial advisor at First Command Advisory Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily within First Command-affiliated firms since 2026. Kim serves on the boards of Baltimore Hire Power, a nonprofit focused on job training and placement, and the Korean American Grocers Association of Maryland, where she assists with administrative and event activities. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Lewis Baker is a CFP® professional with 31 years of industry experience, currently affiliated with Farther. He founded Rock Creek Wealth Planners and has held roles at Coliseum Wealth Management and United Planners. Baker serves on the board of Yazam Inc. and is involved with several investor development roles and advisory boards outside of his advisory work. Farther serves individual investors, trusts, and estates through a technology-driven platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Bart Lanman is a CFP® with 25 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2017 and concurrently with Squire Lemkin & O'Brien since 2006. Prior to that, he worked at Tricapital Advisors Inc. from 2001 to 2017. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation using a range of investment vehicles and ongoing due diligence.

Mya Fedash is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Mirror Lake Wealth Management (TAG Advisors) and has a background in education, having taught at the middle and high school levels for six years. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, using an institutional-style asset allocation approach with oversight from an investment committee.

Peter Keating is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and currently manages Chesapeake Capital Associates, LLC. His prior experience includes roles at Zenith Marketing Group Inc and Howard County Junior Striders. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

Ryan Ohlin is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with Eagle Strategies and NYLIFE Securities since 2016 and also operates under the DBA Avenue Wealth Management, LLC for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Yeoshen Tsui is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services and its affiliated entities since 2016. Outside of his advisory role, Tsui is involved as a co-owner of a water damage restoration business and participates in real estate activities primarily related to personal property with his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Angela Vaughan is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 65 credential and two years of industry experience. Prior to joining Stratos in 2026, she worked at Lifespan Financial Strategies and spent six years at Montgomery County Public Schools. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs an IAR-driven model with a focus on discretionary and non-discretionary portfolio management, using an open-architecture approach that integrates multiple third-party platforms and offers specialized services such as overlay and tax-management features.

Dunstan Oyugbo is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 66 and Series 63 designations and has prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, HSBC Bank Australia, and Westpac Banking Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account that uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third parties.

Monica Kim is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 66 designation and has worked previously at Charles Schwab, TD Ameritrade, and other firms. 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 focus on long-term portfolio returns and clients’ savings rates.

Sarine Zenian is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She is currently with MAI Capital Management, LLC and previously worked at Raymond James and Deutsche Bank Securities. Zenian serves on the finance and investment committee of the Armenian Church Eastern Diocese of America, where she participates in financial oversight and auditing. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of tailored investment strategies and integrates financial planning, tax, and administrative services into client relationships.

Anthony Sainclair is a financial advisor at Wealthspire Advisors with one year of industry experience. He previously worked at South River Mortgage and NewDay USA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, investment advisory, financial planning, family office support, and ERISA/retirement-plan services. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation and ongoing due diligence.

Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Equitable Advisors and Ameritas-affiliated entities. Outside of advisory work, he serves as president of US-Asia Links, an international business consulting firm focused on environmental and clean water initiatives, and holds a commissioner role advising on Asian Pacific American community issues. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes diverse investment programs and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.

Grace Boyle is a financial advisor at Beacon Pointe Advisors, LLC in Columbia, MD, holding a Series 65 designation with one year of industry experience. She previously worked at Keeney Financial Group and Freedom Mortgage. Outside of finance, she has experience working at Cottage Cafe. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs both active and passive strategies across multiple asset classes and manages proprietary private funds and interval funds alongside third-party investment managers.

Ruxian Gong is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Glass Jacobson Investment Advisors LLC, Wells Fargo, Bank of America, Merrill, and Edward Jones. Outside of her advisory role, she serves as treasurer for a nonprofit Toastmasters club where she manages the club's finances. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Jennifer Kutchey is a CFP® with 18 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, she worked for 13 years at Lowe Wealth Advisors, LLC. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and provides additional services such as trust administration and insurance through its affiliates.