Bobbi Young is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Outside of her advisory role, she participates as a mystery shopper and teaches yoga. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that blends passive and active management overseen 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.

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.

James Whelihan is a financial advisor at William Blair with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Brown Advisory Securities, LLC for 19 years. Outside of his advisory role, 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 offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Leah Powell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and having two years of industry experience. She has worked in various roles across multiple companies before joining T. Rowe Price in 2024. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, focusing on retirement planning for individual investors and households. The firm combines goals-based financial planning, retirement income planning, and discretionary investment management using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Jianmin You is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at People Builders Financial, Inc., Kaiser Permanente, and International Medical Group. He also provides health insurance options through several affiliations, including Donahoe & Associates LLC and IMG. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services. The firm employs a model portfolio approach combined with third-party managers and digital programs, managing approximately $1.7 billion in assets.

Lauren Szczybor is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, T Rowe Price, Merrill, Lincoln Financial Advisors, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside private funds and ETFs.

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 financial advisor with T. Rowe Price Advisory Services, Inc. and holds the CFP® designation along with Series 65 and Series 63 licenses. He has nine years of industry experience and previously worked at Bestgate Wealth Advisors, LLC, Private Advisor Group, LLC, and FisherRing, LLC. In addition to advisory work, he operates a small tax practice and runs a financial literacy and coaching business focused on budgeting and debt reduction. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using proprietary mutual funds and ETFs with a goals-based approach supported by an online planning tool 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.

Buna Cumbie II is a financial advisor with Primerica Advisors in Columbia, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience, including over 27 years with Primerica Advisors and an ongoing association with Guardian Life Insurance Co. of America since 1987. Outside of his primary roles, he occasionally sells insurance policies with companies other than Guardian. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers both brokerage and advisory services, utilizing a combination of proprietary and third-party investment strategies, and supports a range of account-level services such as lending solutions and donor-advised funds.

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 at T. Rowe Price Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors, Rivet Campus Media, Maryland Media Inc., and the University of Maryland, College Park. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses proprietary mutual funds and ETFs to implement model portfolios and offers online tools alongside advisor support for comprehensive retirement planning.

Jillian Olson is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 66 and Series 63 licenses and has 11 years of industry experience. Prior to joining her current firm, she worked at RBC Capital Markets. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm employs model allocations and tax-aware strategies and provides financial plans with Monte Carlo simulations through an online tool.

Sophia Stavisky is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to joining Benjamin F. Edwards & Co., she worked at Cummings & Co. and has diverse experience in realty and insurance. Benjamin F. Edwards & Co. serves a broad client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies and financial planning services, combining model-based and customized portfolios managed through ongoing due diligence and periodic rebalancing.

Michael King is a CFA® charterholder with five years of industry experience. He has worked at HB Wealth Management since 2025 and previously at Asset Strategy Consultants, LLC, and Belay Group, LLC. King is a co-founder and board member of the Josie King Foundation, a nonprofit organization, and serves on the board of directors of Smart Patients, a for-profit company. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management aligned with client objectives and employs a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Joshua Mauer is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and bringing 34 years of industry experience. His career includes roles at Morgan Stanley and Raymond James Financial Services. Outside of his advisory work, he manages communications related to home care and reparations for his elderly mother, a Holocaust survivor. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national advisor base. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, institutions, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.