Frank Bartolini is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm operates a fiduciary advisory model and offers multiple managed account options, including customized portfolios and model-driven strategies.

Christopher Detmer is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services. Detmer serves on the advisory board of Ethos ESG, providing strategic guidance to the firm. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through Steward Partners-branded solutions and third-party money managers.

Diana Roble is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Wells Fargo. Outside of finance, she was involved with Vivi Luxe LLC, operating a bakery business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Oleksa Gerlak is a CFA® charterholder with 15 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at ProShares and CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

Jennine Lacroix is a Certified Financial Planner (CFP®) with 27 years of industry experience. She has been with Wealthspire Advisors in Annapolis, MD since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management, financial planning, and trustee services, using an institutional-style asset allocation approach and a mix of investment vehicles.

Rosani Hernandez Madrid is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to joining Eagle Strategies, she worked at NYLIFE Securities LLC and New York Life Insurance Company since 2017, and at Onemain Financial from 2013 to 2017. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and operates within an integrated New York Life affiliate structure.

Stefana Stan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she worked at the State Employee Federal Credit Union and held various roles at Binghamton University and the Niskayuna School District. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, tactical allocation models, and affiliated Goldman Sachs capabilities to tailor solutions across multiple platforms and fee arrangements.

Tyree Chapman is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Fidelity Investments and McLean Asset Management Corporation. Chapman is based in Washington, DC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach utilizes proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Karly Holland is a CFP® professional at EP Wealth Advisors with six years of industry experience. Prior to joining EP Wealth Advisors in 2026, she worked at Divergent Planning, LLC and Moisand Fitzgerald Tamayo, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Alex Dansberger is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several firms including LPL Financial and Planning Solutions Group. Outside of advisory work, he dedicates time as a financial advisor involved in fixed insurance activities. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class-based allocations that combine passive and active management, supported by an internal Investment Committee and a range of implementation tools.

Andrea Dykes is a CFP® and holds a Series 66 license with 21 years of industry experience. She is currently affiliated with TLG Advisors, Inc. and has been a Managing Partner and agent at Howard Insurance since 2014. In addition to her advisory role, she is involved in the sale of fixed insurance products and acts as a referral source for health insurance and employee benefits. TLG Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and offers both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Makendy Massillon is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has been with Truist Advisory Services since 2016 and concurrently with Truist Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ittai Dvir is a CFP® with 16 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked at Independent Financial Group since 2011 and at Plotkin Financial Advisors since 2009. Dvir is an officer and director of several business entities including Monarch Global Partners, LLC, which offers institutional marketing and referrals, and he provides consulting services to a fund through ID Financial Advisors, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management utilizing both firm- and third-party models with a combination of passive and active investment exposures.

Jessica Lee is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at RBC Capital Markets and Morgan Stanley, where she served in various capacities from 2012 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Dwayne Grady is a financial advisor at Prime Capital Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he teaches scuba diving as a dive instructor. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, family office offerings, and employs various investment strategies with both discretionary and non-discretionary account management.

Margaret Hunter Smith is a financial advisor at Oppenheimer with 25 years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services, UBS Financial Services, Merrill, and Morgan Stanley. Outside of her advisory role, she serves as a co-trustee of a family trust, assisting with administrative decisions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting, with a notable portion of assets managed on a non-discretionary basis.

Aaron Brachman is a CFP® with 24 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has worked with multiple Steward Partners entities since 2016 and previously held a role at Raymond James Financial Services. He serves on the advisory board of Ethos ESG, providing strategic guidance. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Jay Schiff is a financial advisor at Oppenheimer with 26 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs encompassing asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Nadira Deery is a Certified Financial Planner® (CFP®) with 24 years of industry experience. She is currently with Creative Planning, where she has worked since 2017. Her prior roles include positions at Goldman Sachs Wealth Services, Truist Investment Services, Fidelity, and Charles Schwab. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kimberly Magaha is a CFP® professional with 19 years of experience in financial advising. She has been with Wealthspire Advisors since 2004. Magaha serves on the Board of Trustees for two retirement plans sponsored by Wicomico County and related local entities. Wealthspire Advisors serves individuals, corporations, retirement plans, nonprofits, and trustees, offering customized wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven process and institutional-style asset allocation across a diversified range of investments.