Kenneth Clarke is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Advisory Services since 2016 and also has experience with Peake Financial and Ameritas Life Insurance Corp. Clarke is involved with Peake Financial Group LLC as a financial representative focused on insurance and investments. Ameritas Advisory Services, LLC provides advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Leah Jones is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she owns a small rental property in Chicago. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and retirement plans. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers across various investment vehicles.

Loren Harris is a financial advisor at Valic Financial Advisors with 22 years of industry experience and holds a Series 66 designation. He has been with Valic Financial Advisors since 2014. Outside of his advisory role, Harris serves as an independent driver for Uber Technologies and is a partner in a management consulting LLC associated with his family. Valic Financial Advisors is an SEC-registered investment adviser serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology platforms.

Christopher Johnson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

William Saunders is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He previously worked at Northwestern Mutual and Meridian Bank. Outside of advising, he serves as Director of IT at Union Bethel AMEC, where he manages audio/visual setup and live streaming for church services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm uses diversified, risk-class based portfolios that combine passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Sarah Kyle is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds the Series 65 designation and has previously worked at The Colony Group, LLC, AvalonBay, and Ernst & Young. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm combines active and passive investment strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Joshua Stromberg is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Bryan Lennon is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atomic Invest, LLC and Personal Capital Advisors Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active managers guided by quantitative and fundamental research.

Robert Hewitt is a CFP® professional with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has previously worked with firms including LPL Financial LLC, Triad Advisors, and Heritage Financial Consultants. Hewitt is also involved in providing non-variable insurance services in addition to his advisory role. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Gary Desjardins is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2002. He holds the Series 63 license and is based in Salisbury, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio review.

Karin Schultz is a financial advisor at Cerity Partners LLC with 13 years of industry experience. She holds the Series 65 designation and previously worked at SOL Capital Management Company for 21 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm manages approximately $126.9 billion in assets and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

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 with Stratos Wealth Partners, Ltd. She holds the ChFC® designation and Series 66 license and has 27 years of industry experience. Prior to joining Stratos Wealth Partners in 2016, she worked at LPL Financial and Uvest Financial Services Group, Inc. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors managing $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services from financial planning to outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

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 worked at notable firms including Merrill, T. Rowe Price, and Bank of America. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a mix of in-house and external strategists, model portfolios, and technology-enhanced tools, delivering services through both advisory and broker-dealer capacities.

Joshua Sacks is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent nine years with Lowe Wealth Advisors, LLC. 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 a broad range of strategies across equity, fixed income, ETFs, and private investments and integrates financial planning and tax services within many client relationships.

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.

Lauren Villarreal is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment option for employees that uses algorithmic risk assessments and third-party strategists to manage portfolios.

Robert Clay is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at firms including Paladin Advisor Group, Mass Mutual Investors Services, and MetLife Securities, and has been self-employed since 1991. 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 such as seminars, personalized retirement planning, and separation counseling.