Todd Wike is a CFP® professional with 20 years of industry experience. He is affiliated with Concurrent Investment Advisors, LLC and previously spent 17 years at Raymond James Financial. Outside of his advisory role, he owns an LLC established to purchase a small office building for relocating his branch. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and integrates sub-advisory and third-party platform solutions in its investment approach.

Zachary Villavicencio is a financial advisor with Truist Advisory Services in Bethesda, MD, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior experience includes roles at CitiGroup, Merrill, Bank of America, and Wells Fargo. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.

Haijie Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Xiao has worked with multiple healthcare and insurance companies, including United Healthcare, Kaiser Permanente, and Cigna Corporation. Outside of financial advising, Xiao operates Xiao Appraisal, a real estate appraisal business. 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 uses model portfolios and third-party managers for portfolio management and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Todd Growney is a CFP® with 20 years of industry experience and is currently with Burt Wealth Advisors. He previously worked at Burt Associates, Incorporated for 21 years before joining Creative Planning, LLC. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm primarily allocates assets among mutual funds and ETFs, using a combination of fundamental, technical, charting, and cyclical analysis across various time horizons.

Gregory Lowe is a CFP® credentialed financial advisor with 23 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously led Lowe Wealth Advisors, LLC for 14 years. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of strategies and integrates financial planning, tax, and administrative services, with $72.3 billion in assets under management as of May 2026.

Nina Mitchell is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, and Mtx Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jeffrey Dillman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2013. He holds Series 63 and Series 65 licenses. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macro trends and diversification, serving primarily multi-million dollar client relationships through a combination of advisory, trust, and custody services.

Joseph Evans is a CFP® with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Merrill, Bank of America, Centaurus Financial, and multiple Wealth Enhancement entities. He also holds a Series 66 designation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies, supported by an internal Investment Committee.

Emelia Sarbeng is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and is an author of works titled *Resilience in the Fire* and *The Poverty Vaccine*. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services through proprietary and third-party investment models, providing both discretionary and non-discretionary program options.

Paul Schneider is a CFA® charterholder with 17 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at Vector Financial Advisors LLC, Ameritas Life Insurance Corp, and Acacia Financial Advisors LLC. Schneider also serves as Managing Director of Vector Recovery Group, LLC, providing consulting and financial analysis to small businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a variety of program platforms and leverages both firm-developed and third-party investment models.

Stephen Philleo is a financial advisor at Steward Partners Investment Advisory, LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His career includes tenures at Steward Partners Investment Advisory and Raymond James Financial Services. Outside of advisory work, he manages a family partnership that holds inherited undeveloped property in Crestone, Colorado. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Lisa Hane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has worked at Truist Investment Services since 2000 and at Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools.

Limin Lee is a financial advisor with Wealthspire Advisors, holding a Series 63 designation and bringing 25 years of industry experience. Prior to joining Wealthspire Advisors in 2017, Lee worked at Tricapital Advisors Inc. for 17 years and has been associated with Yorke, Burke & Lee since 1984. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering tailored wealth management and investment advisory services. The firm employs a relationship-driven process and emphasizes diversified, institutional-style asset allocation across various investment vehicles.

Ethan Copeland is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Wasserman. His background includes various roles at James Madison University and a decade of experience at The Bullis School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and family office services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

Alok Bhatt is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Wells Fargo Advisors, and The Related Group. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, managing discretionary and non-discretionary portfolios across equities and fixed income.

Heather Calianno is a financial advisor at Wealth Enhancement Advisory Services, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including Planning Solutions Group, Triad Advisors, LPL Financial, and various entities within the Wealth Enhancement group since 2010. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and investment management services, utilizing a strategic allocation process that combines passive and active management supported by quantitative and fundamental research.

Jay Weinstein is a CFA® charterholder and holds a Series 65 license with 15 years of experience in the financial advisory industry. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing customized wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven approach with institutional-style asset allocation and a range of portfolio options tailored to client objectives.

Robert Cox is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Bankers Life in 2024, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also appointed as an insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Harpine is a Series 66-licensed financial advisor with Truist Advisory Services, based in Rockville, MD, and has nine years of industry experience. He has worked at Suntrust Advisory Services, Suntrust Investment Services, and Suntrust Bank since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management strategies, supported by AI-enabled equity research and an established network of third-party managers.

Keith Barberis is a CFP® with 29 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has worked with Steward Partners entities since 2016 and was previously with Raymond James Financial Services, Inc. from 2016 to 2022. Outside of his advisory role, Barberis serves as an assistant football coach for Olney Terps Football U 13. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered 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, financial planning, and managed account programs.