Daniel Mules is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. He holds the Series 65 designation and previously worked at Geier Asset Management for 14 years before joining MAI Capital Management in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 broad range of strategies and offers services through affiliated entities, with $72.3 billion in assets under management as of May 31, 2026.

Patrick Fornadel is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining T. Rowe Price in 2023, he worked at X-Ceed Consulting and UPS, among other roles. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive planning tools.

Tracy Heichelbech is a financial advisor at First Command Advisory Services with 21 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Heichelbech has been with First Command Financial Services and its affiliated entities since 2005 and is also the owner of Tracy A Heichelbech LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joshua Whaley is a financial advisor at PlanMember Securities Corporation with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Paladin Advisor Group, Capital One Financial, and Aerotek, Inc. Outside of financial advising, he is also a licensed real estate agent. 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 to manage unitized, risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

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.

Bobbi Young is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. She previously worked at Wells Fargo Clearing for ten years before joining Wealth Enhancement Group and its affiliated firms. Outside of her advisory role, she works as a mystery shopper and teaches yoga. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight by an internal Investment Committee.

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.

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.

Harrison Green is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Simplicity Wealth Management, LLC and involvement with NEXT Bio-Research Services LLC and Granger Genetics, LLC. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm utilizes proprietary mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools to support its clients.

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 66 and Series 63 designations. Prior to joining T. Rowe Price, she worked at Alta Vista Strategic Partners and has held various roles in university career services and retail. T. Rowe Price Advisory Services offers a retirement advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households focused on retirement. The firm manages portfolios using proprietary mutual funds and ETFs with tax-aware strategies and employs Monte Carlo simulations for financial planning.

Leah Powell is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to her current role, she worked at TEKsystems, Inc. and held various positions in retail and service industries. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which focuses on retirement planning for individual investors and households. The firm combines nondiscretionary financial planning with discretionary investment management, utilizing proprietary mutual funds and ETFs alongside an interactive online planning tool.

Jianmin You is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with multiple organizations including People Builders Financial, Inc., Kaiser Permanente, and International Medical Group, with extensive involvement in health insurance sales. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides fee-based wrap programs, access to third-party money managers, and commission-based insurance and brokerage products, with a focus on a mix of proprietary and third-party model portfolios.

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® certificant with nine years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. He has worked at several firms, including Bestgate Wealth Advisors, LLC and FisherRing, LLC. Outside of his advisory role, he operates a small tax practice and a financial literacy and coaching business focused on budgeting and debt reduction. T. Rowe Price Advisory Services, Inc. offers 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 with a typical minimum investable asset requirement, providing annual plan reviews and portfolio management supported by online tools and telephone access to advisors.

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.

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 ChFC® credentialed financial advisor with Guardian Life in Columbia, MD, with 57 years of industry experience. He has been with Guardian Life and its affiliate since 1987. Occasionally, he also sells insurance policies with companies outside of Guardian on an as-needed basis. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions, including a digital advisory platform.

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.

Steven Phillips is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of experience in the industry. Prior to joining T. Rowe Price, he worked at Lincoln Financial Advisors and has experience in media-related roles including positions at Rivet Campus Media and Maryland Media Inc. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with online tools and advisor support.