Lawrence Weber is a financial advisor with VOYA Financial Advisors, Inc. in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a wide range of clients, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a mix of model portfolios and manager-driven sleeves, combining advisory services with an active broker-dealer distribution model and a broad affiliate network.

Katherine Lee is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds a Series 66 designation and has been with TIAA and TIAA-CREF since 2013 and 2015, respectively. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

William Chlan Jr. is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining MAI, he worked 17 years at Court Place Advisors, LLC and has operated his own legal and accounting practice as an attorney and CPA since 1992. His practice provides non-investment-related legal and accounting services and occasionally introduces clients to MAI Capital Management without obligation or referral fees. MAI Capital Management offers 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, institutional clients, and sports professionals. The firm manages $72.3 billion in assets and provides customized portfolio strategies using in-house managers, third-party sub-advisers, and various account models, along with trust and insurance administration services.

Judy Mccoy is a Series 65-licensed financial advisor with 25 years of industry experience. She has been with ASB Capital Management LLC since 2000. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion, primarily through pooled investment vehicles and institutional separate accounts. The firm offers discretionary investment management across equities, fixed income, and real estate strategies, serving institutional clients such as pension plans, endowments, and high-net-worth investors.

Joshua Olds is a CFA® charterholder and registered investment advisor representative with NewEdge Advisors, LLC, bringing 19 years of industry experience. He previously was a member of New Potomac Partners, LLC, where he worked for ten years. Mr. Olds also serves on the Programs and Education Wealth Management Sub-Committee of the DC Society Board, contributing to the planning of educational events. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

John Nauss III is a financial advisor at TIAA-CREF in Silver Spring, MD, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers customized portfolio management alongside model portfolio options and serves as adviser to the TIAA Donor Advised Fund.

David Shober is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Woodbury Financial Services, SSN Advisory, ACI Partners, and National Planning Corporation. Outside of his advisory work, he owns SZC Financial Planning & Management and is involved in offering fixed annuities and life and LTC insurance through SZC Financial (Insurance). Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, vendor searches, and manages discretionary and non-discretionary services supported by due diligence, serving clients including large institutional investors and sovereign wealth funds.

Blake Doyle is a financial advisor at Chevy Chase Trust Company with 21 years of industry experience. She holds Series 63, Series 66, and Series 65 licenses and has worked at Chevy Chase Trust Company since 2016. Prior to that, she was with Height Securities, LLC and Height Analytics, LLC. Ms. Doyle serves on the Board of Directors and Audit Committee of Insteel Industries Inc. (NYSE: IIIN), a role she dedicates time to each quarter outside of her investment-related duties. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing discretionary and non-discretionary investment management along with personal trust, family wealth, and financial planning services. The firm employs a thematic investment approach focusing on macroeconomic views and secular trends, integrating fiduciary trust and custody functions in an enterprise structure.

David McMillan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His career includes roles at Netlaw Group, WealthWave, and the Heartland Institute of Financial Education, where he serves as a certified financial educator. He is also involved in health insurance enrollment activities under the Affordable Care Act and provides supplemental insurance solutions through affiliated companies. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory services primarily through model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Nancy Briguglio is a financial advisor with Creative Planning, holding the CFP® and ChFC® designations and the Series 66 license. She has 42 years of industry experience, including prior roles at Private Advisor Group, LLC and LPL Financial, LLC. Ms. Briguglio serves on the advisory board of Allen & Shariff. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and offers a range of advisory and non-investment services.

Harold Lowe is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, he led Lowe Wealth Advisors, LLC for 14 years. MAI Capital Management, LLC provides discretionary and non-discretionary 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 a range of customized portfolio strategies alongside integrated financial planning and advisory services.

Morgan Tester is a CFP®, ChFC®, and Series 65-registered financial advisor with five years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2024. Prior to that, he was employed at Carmichael Hill for five years and Estabrook & Company for one year. MAI Capital Management, LLC provides 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 integrates financial planning, tax, and administrative services, overseeing $72.3 billion in assets as of May 31, 2026.

Heather Follis is a financial advisor with PNC Wealth Management in Ellicott City, MD. She holds Series 63 and Series 66 designations and has 23 years of industry experience, including 19 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm’s investment approach uses approved model strategies with mutual funds and ETFs, annual rebalancing, and algorithm-driven risk assessment.

Jonathan Giordani is a CFA® charterholder with 24 years of industry experience. He is affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and Planning Solutions Group. Outside of advisory services, he is involved as a senior vice president in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and utilizing both proprietary and third-party resources.

Randy Ryan is a financial advisor at Chevy Chase Trust Company with 18 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Chevy Chase Trust in 2023, he worked at Oars Capital and Mason Investment Advisory Services, Inc. He remains a 10% shareholder of Oars Capital, with a buyout agreement currently being negotiated. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside trust and wealth planning services. The firm employs a thematic investment approach focused on secular trends and diversification, serving primarily multi-million dollar client relationships.

Rebecca O'Bryon is a CFP® with seven years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. She has held positions within various Steward Partners entities since 2016 and also worked at Raymond James Financial Services, Inc. from 2016 to 2022. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Robert Glass is a CFP® professional with 15 years of experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at The Mather Group, Financial Engines Advisors, and Edelman Financial Services. Outside of his advisory work, he is involved with Windsor Care Homes, an LLC focused on elderly care. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers integrated tax services and coordinated Family Office offerings, employing discretionary, customized portfolios supported by in-house research and third-party allocations.

Jean Marie Leonard is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds Series 63 and Series 66 licenses and has seven years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, she serves as chapter president of the McLean Business Connections networking group and teaches private flute lessons. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brandon Truong is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at PNC Investments LLC, CITIGROUP, Woodbury Financial Services, and Capital One Investing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and approved model strategies to manage investments with mutual funds and ETFs.

Lynn Panagos is a financial advisor at Chevy Chase Trust Company with 22 years of industry experience. She holds a Series 65 designation and has been with Chevy Chase Trust since 1999. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management alongside personal trust and wealth planning services. The firm employs a thematic investment approach focused on macroeconomic views and secular trends, offering both discretionary and non-discretionary portfolio management across equities and fixed income.