Chima Uzobuihe is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience and a Series 66 designation. His career includes roles at Deloitte and involvement with the Maryland Health Benefits Exchange and Essential Benefits Alliance, where he manages Medicare Part C and D enrollments. He also works part-time in real estate sales. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment programs, including discretionary and non-discretionary options.

Karen Brelsford is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. She previously worked at Commonwealth Financial Network for 22 years and CIC Wealth for four years. Outside of advising, she owns 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, and institutional plans. The firm offers a range of portfolio management and financial planning services, utilizing both firm- and third-party models to tailor strategies according to client risk profiles.

Jason Weszka is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been affiliated with Vision Wealth Partners, LLC and Commonwealth Financial Network since 2016. Weszka is involved as a part-owner in entities related to insurance business and private offerings investment. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $212 billion in assets. The firm offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Colleen Clements is a financial advisor with Principal Financial Services based in Bethesda, MD. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Clements has served as a bank and trust officer supporting Principal retirement plan accounts, bridging the insurance, broker-dealer, and bank/trust divisions of Principal. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Gregory Wilkinson is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Deloitte Consulting, LLP. Wilkinson also serves as an independent contractor for Potomac Financial Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, using customized long-term portfolios primarily composed of ETFs and mutual funds, supported by a network of approximately 286 advisors.

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.

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 with Prime Capital Financial in Bethesda, MD, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Goldman Sachs, Franklin Templeton, and Legg Mason. Outside of advisory work, he has engaged in delivery services with Amazon Flex and Instacart. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, and retirement plan sponsor support. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary alongside a family office practice.

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 Certified Financial Planner® with 21 years of industry experience, currently serving at MAI Capital Management, LLC. He previously worked for Lowe Wealth Advisors, LLC for 14 years and Lowe FS for 6 years. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and other services.

Howard Offit is a financial advisor with Wealthspire Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Wealthspire Advisors since 2015 and also serves as Vice President and Principal at Acorn Derivatives Management Corporation, where he focuses on derivatives-oriented advisory services. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering customized wealth management and investment advisory services that emphasize institutional-style asset allocation and ongoing portfolio review.

Wei Wang is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses and seven years of industry experience. Wei has worked in various roles related to health and travel insurance, including independent agent positions with multiple firms and involvement in Medicare and health insurance plan enrollment. Outside of advising, Wei is active as a partner providing training and operational support to health insurance agents at Care Rise Union. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Andrew Morgan is a financial advisor at Chevy Chase Trust Company with a Series 65 designation and four years of industry experience. Prior to joining Chevy Chase Trust Company in 2022, he worked at Fannie Mae for six years. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering discretionary and non-discretionary investment management, personal trust, family wealth and financial planning, as well as institutional custody and access to collective investment funds. The firm employs a thematic investment approach focusing on secular trends and sector themes, combining fiduciary trust and custody functions with investment management.

David Arnold is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has worked at United Planners' Financial Services of America since 2019 and previously held roles at Nationwide Securities, LLC and the Alan Rubin Agency. Arnold also owns Arnold Financial Services, a marketing and corporate entity, and is licensed as a non-variable insurance agent. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform using multiple custodians and third-party money managers.

David Dickman is a financial advisor at Wealthspire Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Billings Capital Management from 2013 to 2020 before joining Wealthspire Advisors. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework with a diverse mix of investments and offers tailored wealth management, retirement-plan consulting, and other advisory services.

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.

Tin Li is a CFP® professional with 20 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has held roles at Upright Planning, LLC, Acacia Financial Advisors, Acacia Life Insurance Co, and Equitable Advisors. Outside of financial advising, he provides dental care services as an independent contractor. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm provides financial planning and portfolio management through various platforms and programs, utilizing a combination of passive and active investment strategies tailored to client risk profiles.