Joshua Weszka is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 19 years of industry experience. He has been affiliated with Commonwealth and Vision Wealth Partners, LLC since 2016 and previously worked at Mass Mutual Investors Services from 2009 to 2016. Weszka is also a part-owner of VFG Consulting, LLC and Vision Wealth Partners, LLC, entities involved in insurance and advisory businesses, and co-owner of an investment entity focused on private offerings. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 advisors and hundreds of thousands of clients. The firm provides a wide range of managed-account programs, third-party asset manager access, and custody services while supporting advisors with trading, reporting, and portfolio implementation options.

Julia Catuara is a CFP® with 36 years of experience, currently affiliated with Eagle Strategies (NY Life). She has been involved with Eagle Strategies since 2008 and also operates Catuara & Bell, Inc., through which she brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Marcus Odinec is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company for 12 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Bobbi Young is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of advising, she works as a mystery shopper and teaches yoga. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Daniel Tambellini is a CFP® with 27 years of industry experience. He has been with T. Rowe Price Advisory Services, Inc. since 2017 and previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2003 to 2017. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Stephen Zelcer is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes roles at Shober Zelcer, National Planning Corporation, and operating his own firm, Stephen Zelcer, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, supporting client investments with due diligence and access to multiple management platforms and third-party solutions.

Eric Kodish is a CFP® professional with 14 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has managed multiple business ventures, including tax preparation and accounting firms as well as several real estate enterprises. Kodish’s career encompasses accounting and tax consulting alongside financial advisory roles. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and employs a range of custodians and third-party managers to implement its investment strategies.

Christopher Lawson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Harrison Green is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining T. Rowe Price, he worked at Simplicity Wealth Management, LLC and has spent several years involved with NEXT Bio-Research Services LLC and Granger Genetics, LLC. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm employs model portfolio allocations and utilizes tax-aware rebalancing and Monte Carlo simulations to support client planning and account management.

Jason Policastro is a CFP® with nine years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2016 with a two-year period at Cornerstone Advisory from 2021 to 2023. 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 within model-driven portfolios and offers planning supported by an interactive online tool and telephone access to advisors.

Camille Carlino is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining T. Rowe Price, she worked at Alta Vista Strategic Partners and has held various roles at Salisbury University and in local community positions. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning and discretionary investment management. The firm serves individual investors and households using proprietary mutual funds and ETFs, emphasizing model portfolios, tax-aware rebalancing, and Monte Carlo-based retirement income projections.

Leah Powell is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining T. Rowe Price, she held various roles at companies including TEKsystems, Inc. and Balfour Senior Living. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, utilizing proprietary mutual funds and ETFs. The firm combines goals-based planning with online tools and telephone access to advisors, and employs strategies such as tax-aware rebalancing and asset-location logic.

Jianmin You is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at People Builders Financial, Inc., Kaiser Permanente, and International Medical Group. He also provides health insurance options through several affiliations, including Donahoe & Associates LLC and IMG. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services. The firm employs a model portfolio approach combined with third-party managers and digital programs, managing approximately $1.7 billion in assets.

Jonathan Webb is a CFP® professional with seven years of industry experience, currently affiliated with T. Rowe Price Advisory Services, Inc. He previously worked at OSAIC, Lincoln Financial Advisors Corporation, and Charles Schwab & Co., Inc. In addition to his advisory role, Webb serves as a fiduciary and power of attorney for family members’ investment accounts. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, offering model portfolio allocations and employing tax-aware strategies within a technology-supported platform.

Mycha Marshall is a CFP® professional at T. Rowe Price Advisory Services, Inc. with nine years of industry experience. Prior to joining T. Rowe Price in 2024, he worked at Bestgate Wealth Advisors, LLC and Private Advisor Group, LLC. He also operates a small tax practice and a financial literacy and coaching business focused on budgeting and debt reduction. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using proprietary model portfolios invested in T. Rowe Price mutual funds and ETFs.

Leonardo Toledo is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services and Deloitte Tax, LLP. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools alongside traditional research in its investment process.

Samantha Cooke is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She previously worked at Kaplan Financial Group and spent seven years at George Mason University. Outside of her advisory role, Samantha hosts a local trivia event called District Trivia in Woodbridge, VA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

John Gately is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and has 10 years of industry experience. He has been with T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management through a model portfolio approach invested exclusively in T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, emphasizing electronic enrollment and servicing with a focus on proprietary funds.

Buna Cumbie II is a financial advisor with Primerica Advisors in Columbia, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience, including over 27 years with Primerica Advisors and an ongoing association with Guardian Life Insurance Co. of America since 1987. Outside of his primary roles, he occasionally sells insurance policies with companies other than Guardian. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers both brokerage and advisory services, utilizing a combination of proprietary and third-party investment strategies, and supports a range of account-level services such as lending solutions and donor-advised funds.

Connor Martin is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. He has worked at T. Rowe Price since 2023 and previously held roles at LPL Financial and Smyth Jewelers. Outside of his advisory work, he owns an eBay store called Dew Industry. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing exclusively proprietary mutual funds and ETFs. The firm combines goals-based planning with tax-aware portfolio management and offers ongoing financial plan reviews through its Retirement Advisory Service.