Katelyn Fisher is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research and Chesapeake Financial Planning. In addition to her advisory role, she serves as a paraplanner and is a notary public. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers portfolio management, financial planning, retirement plan services, and other investment solutions for individuals, high-net-worth clients, and institutions. The firm utilizes a combination of discretionary and non-discretionary management, fundamental and technical analysis, and digital advice platforms.

Evan Fishman is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and related entities since 2018, including Bb&T Investment Services from 2005 to 2021. 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 combines discretionary manager relationships with non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment processes.

Andrew Shope is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. He previously worked at Merrill from 2017 to 2025 and at Bank of America from 2017 to 2022, with earlier experience at SunTrust Mortgage. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and implements investments via approved models using mutual funds and ETFs.

Timothy Libby is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and affiliated firms since 2005, including Bb&T Investment Services and Bb&T Securities. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

David Ponder is a financial advisor with Eagle Strategies (New York Life) based in Edgewater, MD, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at New York Life Insurance Company since 2001 and operates his own firms, Ponder Financial Group and Alpha Solutions Group. He serves as Chairman of the Planned Giving Professional Advisory Committee for Maharishi University of Management. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering tailored solutions through various program types and emphasizing non-discretionary asset management within an integrated New York Life affiliate structure.

William Ryon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2011. Outside of his advisory role, he provides retirement and lifestyle education courses to the public through the Retirement Educators Group. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Charles Dixon is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also maintains roles at affiliated First Command entities since 2014. Outside of his advisory work, Dixon serves as Treasurer of the United States Naval Academy Alumni Association Annapolis Chapter and Vice President of the United States Naval Academy Class of 1979 board. He is also owner of Dixon Financial Group LLC and holds leadership roles in his local church and community organizations. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using centralized portfolio management and prescreened third-party managers, emphasizing in-person financial coaching and an employee-ownership structure.

Tatiana Dadykina is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2018. Prior to Wealthspire, she worked at AXA Advisors LLC from 2015 to 2018. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering services such as wealth management, financial planning, and retirement-plan consulting.

Kevin Patterson is a CFP® professional with 18 years of industry experience, currently affiliated with Commonwealth Financial Network and Guardian Wealth. His prior experience includes 16 years at Valic Financial Advisors and two years at Agia. Outside of his advisory work, he owns KD Patterson Music, LLC, which manages a band based in Annapolis, MD. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, with discretionary model portfolios managed by its Investment Management and Research team.

Elaine Shanley is a CFP® professional with 29 years of industry experience, currently affiliated with Private Advisor Group, LLC. She has worked with Young and Company and has been an independent insurance agent since 1996. Shanley is based in Towson, MD. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, providing portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports held-away account management through technology partnerships.

Robert Moon is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. Outside of finance, he operates a hobby farm where he raises goats, cows, and pigs. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, providing a range of services including securities transactions, variable insurance products, and investment banking.

Robert Petty is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and extensive investment resources.

Kevin Smole is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity since 2001, progressing through roles including Financial Planning Consultant, Investor Center Investments Representative, and Service Trader II. With 25 years of experience, Kevin helps clients recognize their financial goals and offers strategies to align with their plans. He draws upon the resources available at Fidelity to support his clients' financial planning needs. Outside of his professional role, Kevin's personal interests include boating, family activities, fitness, hiking, skiing, and traveling.

Michael Phillips is a financial advisor with UBS Financial Services in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers affiliated banking and securities-backed lending programs.

Mark Mc Mullen is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and at Bank of America, N.A. since 2024. He also has prior experience with Nationwide Insurance and Salisbury University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal Chief Investment Office models and third-party managers.

Stephen Sciannella is a financial advisor at Edward Jones in Arnold, MD, holding Series 65 and Series 63 licenses with three years of industry experience. He previously worked at Cambridge Investment Research, Inc. and spent eight years at Paychex, Inc. before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Christopher Wilhoit is a financial advisor with LPL Financial in Stevensville, MD, holding a Series 66 designation and 25 years of industry experience. He previously worked at Kestra Financial Services, Inc. from 2016 to 2019 before joining LPL Financial in 2019. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and consulting services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes a range of model portfolios, research, and technology-driven tools in its investment approach.

Danielle Newman is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.

Adetayo Adewole is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 designations and has held positions at Wells Fargo Clearing Services, Educational Testing Service, and Pearson Education Inc. Adewole is involved with Jeducare Services, Inc., an outside business activity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.