Andrew Prevost is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services since 2010. Outside his advisory role, he is the owner of Meltzer Management Company, a holding company unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

William Jones is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He previously worked at PNC Investments for 11 years before joining Commonwealth Financial Network in 2020 and Cypress Wealth Management in 2021. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Chima Uzobuihe is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Transamerica Financial Advisors since 2016 and also has roles with Deloitte, Maryland Health Benefits Exchange, Essential Benefits Alliance, and World Financial Group. Outside of his advisory work, he manages Medicare enrollment services through Essential Benefits Alliance, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers, delivering services through a large advisor network and multiple program platforms.

Karen Brelsford is a CFP® professional with 23 years of experience in the financial services industry. She currently works at Independent Financial Group, LLC and has prior experience at Commonwealth Financial Network and CIC Wealth. She also owns JK Associates, LLC, a tax preparation and accounting firm, and volunteers at Bethany United Methodist Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through a variety of platforms, combining strategic asset allocation with both passive and active investment exposures.

Kathy Morris is a financial advisor with Empower Advisory Group in Severn, MD. She holds Series 66 and Series 63 licenses and has 17 years of industry experience. Prior to joining Empower Financial Services, Inc., she worked for MissionSquare Retirement (formerly ICMA Retirement Corporation) for 18 years. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Jason Weszka is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding Series 65 and Series 63 credentials and bringing 14 years of industry experience. He has been affiliated with both Commonwealth Financial Network and Vision Wealth Partners, LLC since 2016. Outside of his advisory role, he is a part-owner of entities involved in insurance business facilitation and private investment offerings. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Colleen Clements is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at Principal Securities Inc. and Principal Life Insurance Company since 2016. She also serves as a bank officer for Principal Bank and Principal Trust Company, supporting the management of Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kenneth Stuzin is a CFA® charterholder based in Baltimore, MD, with 25 years of industry experience. He has been with Brown Investment Advisory & Trust Company since 2001. Brown Advisory provides investment management and advisory services to a diverse range of institutional and individual clients, including high net worth individuals, endowments, foundations, pension plans, charitable organizations, and corporations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios across various mandates and offers a combination of internally managed strategies and external manager access.

Jade Chang is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has six years of industry experience. Prior to joining Transamerica in 2020, Jade has been involved with Dynasty Inc. / DBA JC Pros since 2010, serving as a director in a transportation-related business. Outside of advisory work, Jade is also engaged in health insurance sales for Kaiser Permanente. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, offering integrated retirement plan solutions and affiliated product distribution.

Alexander Naula is a financial advisor with Principal Financial Services, holding a Series 66 designation and possessing one year of industry experience. His background includes roles at the International Monetary Fund and Deloitte, as well as experience in insurance and self-employment with NetSolver LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Louis Bosse IV is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Alpha Solutions Group and Voluntary Benefits System, Ltd. He is based in Ellicott City, MD. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Ryan Terrents is a financial advisor with William Blair, holding a Series 66 designation and one year of industry experience. He has held roles at Coppermine, Heritage Financial Consultants, and other organizations prior to joining William Blair. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across various asset classes and providing access to proprietary models, third-party sub-managers, and private investment opportunities.

Angel Hawthorne is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advised Assets Group, LLC, GWFS Equities, Inc., and ICMA Retirement Corporation. Outside of his advisory role, he markets telecommunications services as an independent representative with ACN, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Edward Vonlange is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2018. His previous roles include positions at Commonwealth Financial Network, Foundation Financial Advisors Inc., and The Advisors, Inc., where he has worked since 1998. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation across various asset classes.

Scott Weitz is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with New York Life Insurance Company since 1990 and operates Weitz Financial Group, LLC since 2011. He serves as president and advisor to the Terrapin Club at the University of Maryland, supporting student athletes through alumni donations. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, with specialized services for plan sponsors and ties to insurance and annuity products within the New York Life affiliate structure.

Ariel Rosero Quinteros is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs, Franklin Templeton, and Legg Mason. Outside of advising, he has engaged in delivery services through Amazon Flex and Instacart. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and retirement plan sponsor services. The firm employs diverse investment strategies and offers family office services along with tax planning through an affiliated accounting subsidiary.

Geoffrey Finkel is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He previously worked at Prudential Holmes for 11 years before joining TIAA-CREF in 2022. Outside his advisory role, he owns Rock Venture Consulting, a business development and growth consulting firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

David Kasten is a CFP® professional with 21 years of industry experience, currently serving at MAI Capital Management, LLC. He has worked at Lowe Wealth Advisors, LLC for 15 years. MAI Capital Management 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 manages a broad range of strategies across equity, fixed income, ETFs, and private investments, and offers both advisory and product-sponsor roles including investment advisory for a registered mutual fund and management of private funds.

Andrew Morgan is a financial advisor at Chevy Chase Trust Company with a Series 65 credential and three years of industry experience. Prior to joining Chevy Chase Trust Company, he worked at Fannie Mae for six years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management, personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach focused on secular trends and sector themes, often emphasizing longer-term holdings and combining fiduciary trust and custody functions with investment management.

Daniel Avnaim is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Kestra Investment Services and involvement with the Associated Students at San Diego State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves clients that include large institutional investors and sovereign wealth funds.