Gregory Palacorolla is a CFP® professional with 13 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2021, following a 13-year tenure at Geier Asset Management, Inc. MAI Capital Management, LLC provides discretionary and non-discretionary 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 $72.3 billion in assets and offers a broad range of customized portfolio strategies supported by integrated financial planning and monitoring processes.

Conor Wolchesky is a CFP® professional with 12 years of experience in financial advising. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Philleo & Ialeggio Wealth Strategies. Wolchesky is also the owner of Philleo Private Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual investors, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering a range of advisory and portfolio management solutions.

Robert Costello is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Grove Point Investments, H. Beck, and Prudential. Outside of his advisory role, he is involved in rental property management. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Joseph Garrison is a CFP® professional with 21 years of experience in financial advising. He has worked at Wealthspire Advisors since 2018 and previously spent 14 years with Strategic Wealth Management Group, LLC. Outside of his advisory role, Mr. Garrison serves as a board member and Treasurer for Leadership Howard County, Inc., a nonprofit focused on community leadership development. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio review.

Kehinde Soyannwo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining PNC Investments LLC in 2023, Soyannwo worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees. This program uses algorithmic risk assessments to recommend investment models implemented via approved mutual funds and ETFs with annual rebalancing.

William Brockman is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and over 49 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company since 2019 and prior experience with Mass Mutual and MetLife. Outside of his advisory work, he serves as an elder at Wallace Presbyterian Church and is president of the NAIFA-GWDC Helping Hands Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of financial planning, advisory, and brokerage services.

Andrejs Pilajevs is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Creative Planning, LLC, Cetera Advisor Networks, and VLP Financial Advisors, Inc. He holds a Series 66 license and has worked in both financial services and automotive industries. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, and access to alternative investments, utilizing a combination of proprietary quantitative tools and third-party managers.

Samuel Escorcia is a financial advisor with Cerity Partners LLC and holds a Series 65 license. He has been in the industry since 2025, with prior experience at Verum Partners and a background in education through roles at Virginia Tech and local schools. Cerity Partners provides customized wealth management and related services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, offers private-market investment options, and maintains affiliated practices in retirement consulting, insurance, and venture investing.

Nghiem Nguyen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has worked at Wfg since 2001. Outside of his advisory role, he is involved in timeshare rental activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through a large advisor network and multiple program platforms.

Robert Karcz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Merrill from 2010 to 2017 and has served at Commonwealth since 2017. He is also the president and owner of Stonehedge Financial, a private entity operating in securities, investment advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and practice-management support, enabling advisors to offer a wide range of securities and insurance products alongside discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Arthur Adler III is a financial advisor at Chevy Chase Trust Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chevy Chase Trust since 2005. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management as well as personal trust and family wealth planning services. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, serving primarily multi-million dollar client relationships.

Solomon Nabdoya is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience with Bankers Life Securities and Bankers Life & Casualty, as well as roles outside finance including at Brightview Senior Living and in education. Nabdoya is also a 1099 agent for Bankers Life and Casualty Company, appointed to write insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios across multiple asset classes.

Edilawit Tesfaye is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including CitiBank, Charles Schwab Bank, SunTrust Bank, and Greystar. Tesfaye is based in Washington, DC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Christopher Pirtle is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Ameritas entities since 2006. Outside of advisory roles, he is CEO and Chairman of the Board at Wellcentric Health Group Inc., a healthcare provider serving the District of Columbia's managed care program, and has business interests in real estate and insurance agency management. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial and execution platforms.

Jane Reichard is a CFP® with five years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has previously worked at Merrill, UBS Financial Services, and LPL Financial. Outside of her advisory roles, she has been involved with arts organizations including The Santa Fe Opera and The Glimmerglass Festival. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement plan consulting. The firm utilizes technology and a network model combining independent advisors and third-party resources to provide both discretionary and non-discretionary portfolio management.

Michele Walthert is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She has been with Wealthspire Advisors in Potomac, MD since 2015. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework supported by centralized due diligence and investment-committee oversight, and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Tamara Haskins is a financial advisor with Eagle Strategies (NY Life) based in Clarksburg, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior work includes roles at Mahoney Financial Organization, BluePoint Financial, and New York Life Insurance Company. Outside of advisory work, she owns the Haskins and Haskins Group, LLC, which promotes her son Dwayne Haskins's football career, and serves as an officer of the Haskins Family Foundation, a nonprofit focused on community outreach and educational programming. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and primarily managing assets on a non-discretionary basis.

Jackie Fontana is a CFP® with five years of industry experience, currently serving as a financial advisor at Chevy Chase Trust Company since 2025. Prior to this, she worked at Fbb Capital Partners from 2020 to 2024. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, providing investment management, personal trust services, and family wealth planning. The firm employs a thematic investment approach focused on macroeconomic trends and disruptive ideas, combining trust, custody, and fund-management roles in its services.

Robert Eubank is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been with Chevy Chase Trust Company since 2012. Chevy Chase Trust Company advises high-net-worth individuals, families, and institutional clients, offering investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on secular trends and sectors, combining fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client needs.

William Tyson is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Inc. and Betz Financial Advisory, LLC. Outside of his advisory role, he serves as a pastor at Woodlawn Baptist Church, where he occasionally speaks and oversees a small volunteer staff. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.