Eric Kodish is a CFP® professional with 14 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has managed multiple business ventures, including tax preparation and accounting firms as well as several real estate enterprises. Kodish’s career encompasses accounting and tax consulting alongside financial advisory roles. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and employs a range of custodians and third-party managers to implement its investment strategies.

Christopher Lawson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Stephen Wengryniuk is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic assessments and delegated portfolio management for its clients.

Bruce Johnson is a financial advisor with PNC Wealth Management in Frederick, MD. He holds a Series 66 designation and has 15 years of industry experience. Since 2010, he has worked with PNC Investments Inc. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk profiling and executes investments via approved models managed by PNC or third-party strategists, primarily through mutual funds and ETFs.

Andrew Mercer is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has worked at Stratos Wealth Partners since 2016 and previously at LPL Financial LLC and Uvest Financial Services Group, Inc. Outside of advisory services, he is a Maryland state notary and owns an LLC named 1772 Productions. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm operates on an IAR-driven model emphasizing customized portfolio management and employs an open-architecture platform integrating multiple third-party managers and overlay strategies.

Michael Russ is a financial advisor with Eagle Strategies (NY Life) based in Frederick, MD, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at ErgoMotion and a lengthy tenure of 24 years at Serta Simmons Company. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm focuses largely on non-discretionary asset management and offers multiple advisory programs tailored to client and plan sponsor objectives within an integrated New York Life affiliate structure.

James Mc Neill is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with T. Rowe Price since 2018. Outside of his advisory role, he serves as a referee for men's and boys' lacrosse games through the Western Maryland Lacrosse Officials Association. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing proprietary mutual funds and ETFs in model portfolios guided by an online planning tool and supported by financial advisors.

John Creegan is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Randstad USA and Enterprise Rent-A-Car, among others. 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, employing a diversified investment approach that combines passive and active managers overseen by an internal Investment Committee.

James Stewart is a CFP® and holds a Series 65 license with 27 years of industry experience. He has worked at Carmichael Hill since 1993. Stewart is based in Gaithersburg, MD. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers services such as trust administration and insurance through affiliated entities, employing a customized approach across multiple investment strategies and platforms.

Robert Brill is a Certified Financial Planner® (CFP®) with 22 years of industry experience, currently serving at PNC Wealth Management since 2011. He holds the Series 66 designation and operates out of Frederick, MD. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and employs mutual funds and ETFs for portfolio management.

Bernard Makino is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial Network and operating his own DBA, Makino Financial. Independent Financial Group, LLC provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs model-based strategies combining active and passive approaches and offers both discretionary and non-discretionary portfolio management.

David Brinkley Sr. is a ChFC® credentialed financial advisor with 33 years of industry experience, currently with TLG Advisors, Inc. His prior roles include positions at The Leaders Group Inc., State of Maryland, and Cetera Advisors LLC. Outside of advisory work, he serves as an unpaid trustee for Monocacy Insurance, a subsidiary of Frederick Health. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing a research approach that combines fundamental analysis with Modern Portfolio Theory.

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.

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.

Justin Wunder is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Kendall Capital Management and Clever Profits, as well as teaching roles at McDaniel College and Century High School. 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 through a large advisor network, offering diversified, risk-class based investment strategies that combine passive and active management supported by an internal Investment Committee.

Tamara Haskins is a financial advisor with Eagle Strategies (New York Life) based in Clarksburg, MD, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her career includes roles at Merrill, Next Financial Group, and Bluepoint Financial, among others. Outside of advising, she is involved in marketing and promotion for her son, former NFL draft prospect Dwayne Haskins, and serves as an officer for the Haskins Family Foundation, focusing on community outreach and educational programming. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and primarily non-discretionary asset management.

Bradley Schell is a CFP® with 17 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. from 2009 to 2026 before joining Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments in 2026. Outside of his advisory roles, he serves as an associate financial advisor through an independent contractor arrangement with Potomac Financial Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Gloria Makino is a Series 66-licensed financial advisor with Independent Financial Group, LLC and has two years of industry experience. Prior to her financial services career, she spent nearly three decades as a performing artist, working as a singer, actress, dancer, pianist, and teacher. She also operates Makino Financial, a DBA used for marketing purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers various portfolio management solutions and financial planning services, utilizing both firm- and third-party models tailored to client risk profiles.

Tony Perry is a financial advisor with Truist Advisory Services in Olney, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at various SunTrust entities since 2013 and has been self-employed since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a blend of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Eric Jones is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and M&T Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm’s approach emphasizes algorithm-driven model selection and portfolio implementation via mutual funds and ETFs, with third-party delegation of execution and proxy voting.