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.

Marie David is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023. Her prior experience includes roles at Maryland Capital Management and RBC Wealth Management. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that incorporates client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions.

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.

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.

Carole Schreck is a CFP® professional with 13 years of experience, currently with Janney Montgomery Scott in Towson, MD. She has been with Janney Montgomery Scott in various capacities since 2015. Schreck serves on the Investment Management Committee at Friends School of Baltimore, contributing to the review and policy decisions of its investment portfolio. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and multiple advisory programs.

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.

James Bryant is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2019. Bryant serves as a board member of the My Neighbors Foundation in Monkton, MD, which supports less privileged children in the Hereford zone through fundraising activities. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

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.

James Whelihan is a financial advisor at William Blair with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brown Advisory Securities, LLC and Deutsche Bank Securities Inc. Outside of his advisory work, he serves on the finance committee of the Tudor Place Foundation and chairs the investment committee at St. David's Parish in Washington, DC. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with active, research-driven investment management and wealth services. The firm offers a range of proprietary models and access to private funds and co-investment opportunities.

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.

Tyler Kuhn is a Series 66-licensed financial advisor at Empower Advisory Group with 11 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

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.