Steven Maxwell is a financial advisor at Private Advisor Group, LLC, holding a Series 66 designation and possessing nine years of industry experience. His previous roles include positions at Morgan Stanley & Co. LLC and Edward Jones. He also serves as an agent for National Life Group and Simplicity Group in non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model utilizing both proprietary and third-party investment platforms and strategies.

Stephen Pupa Jr. is a financial advisor with Commonwealth Financial Network, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 29 years at Commonwealth Equity Services, Inc. and seven years at First Susquehanna Financial Group, Inc. Outside of his advisory role, he is involved in fixed insurance sales and operates his securities business through Stephen Pupa, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Jeffrey Caples is a CFA® charterholder with 24 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a 13-year tenure at Maryland Capital Management, LLC. He holds a Series 63 license and is based in Towson, Maryland. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Michael Mele is a CFA® charterholder based in Towson, MD, with three years of industry experience. He currently works at HB Wealth Management, LLC and previously held positions at WMS Partners, LLC, T. Rowe Price, and AstraZeneca. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Brian Stevenson is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026. His prior experience includes roles at Merrill, Bank of America, and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Jodi Credit is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Maryland Capital Management and Cushman & Wakefield. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, using tailored asset allocation, manager selection, and proprietary quantitative screens.

Tyler French is a financial advisor at HB Wealth with a Series 65 designation and one year of industry experience. His prior experience includes roles at WMS Partners, Founders Financial, LLC, and Stepstone Group. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning, with investment strategies that combine quantitative and qualitative due diligence across a range of public and private assets.

Stephen Ridge is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Empower Retirement, Bank of America, Merrill, TD Ameritrade Investment Management, and Scottrade. Ridge volunteers as an event coordinator for the Boy Scouts of America, assisting in planning sporting events. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Thomas Neubauer Jr. is a financial advisor at HB Wealth with nine years of industry experience. He has held Series 63 and Series 66 designations and previously worked at T. Rowe Price Associates for nine years before joining HB Wealth in 2026. HB Wealth Management is a registered investment adviser that 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 uses a combination of quantitative and qualitative due diligence across public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Richard Feliz is a financial advisor with PNC Wealth Management in Bel Air, MD, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with PNC Investments since 2012. Outside of finance, he has pursued a long-term career as a contract musician since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment strategies implemented via mutual funds and ETFs.

David Pellegrino is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Centaurus Financial since 2011. Pellegrino also serves as president of PFS Financial and The Eagle Group Financial Advisors. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, with assets managed under both discretionary and non-discretionary arrangements.

Samuel Callard is a financial advisor at HB Wealth with nine years of industry experience. He holds a Series 65 credential and previously worked at WMS Partners, LLC. Outside of his advisory role, he serves as a trustee and chairman of the Investment Committee for the Baltimore Museum of Art. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers outsourced chief investment officer and institutional advisory services, managing portfolios using both public and private strategies across a broad range of investment vehicles.

Eric Bland is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at HB Wealth Management, LLC, where he has worked since 2025, following a decade-long tenure at WMS Partners, LLC. Bland is a board member and treasurer for Mother Seton Academy, a nonprofit middle school. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and provides discretionary account management aligned with client objectives.

Wayne Griffin is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 36 years of industry experience. His career includes long-term roles at Scott & Stringfellow, Inc. and Bb&T Securities, LLC prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Meredith Mighty is a financial advisor at HB Wealth with 17 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and Hornor Townsend & Kent. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management and employs a combined quantitative and qualitative investment approach across a wide range of public and private strategies.

Sherri Over is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. She holds the Series 65 designation and has been self-employed since 2014, primarily working as a life and health insurance sales agent. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis.

Douglas Mcclean III is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked for Maryland Capital Management for 10 years before joining Cerity Partners in 2023. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Lois Robinson is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 2012. Additionally, she has been associated with Aim since 2011. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, using fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and account rebalancing.

Joel Houck is a financial advisor at HB Wealth with 21 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining HB Wealth in 2025, he worked at WMS Partners, Cicero Capital Partners, and Wells Fargo Securities. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm’s investment process integrates quantitative and qualitative due diligence across public and private strategies and includes managing registered investment companies and affiliated private funds.

David Stauffer is a CFP® and ChFC® with 35 years of experience in the financial industry. He has been with Commonwealth Financial Network and its predecessor firms since 1997 and has held leadership roles in private entities related to securities and insurance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, retirement consulting, and custodial services.