Benjamin Kujawa is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with NYLIFE Securities LLC and New York Life since 2012. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Charles Woodbury is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been with Guardian Life and Park Avenue Securities since 2008. Outside of his advisory role, he is involved with the Towson United Methodist Church, serving on the Stewardship Committee and chairing the Planned Giving Committee. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage, financial planning, and retirement plan consulting services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers a mix of proprietary and third-party investment advisory programs and utilizes both discretionary and non-discretionary advisory relationships.

Kirsten Sandberg is a financial advisor at Mercer Global Advisors Inc. with 23 years of industry experience. Her prior roles include positions at PNC Bank, Fisher Investments, JPMorgan Securities, and BNY Mellon. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate managers, and other strategies.

Brittany Coburn is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Truist Bank and Truist Investment Services, as well as positions in the hospitality sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Antonio Ristaino is a financial advisor with United Planners Financial Services of America, holding the CFP® designation and Series 63 license. He has 43 years of industry experience and has been with United Planners since 2005. Outside of his advisory work, he is the owner of Ristaino Marketing, a marketing company, and serves as an instructor and owner of Federal Training Corporation, which provides teaching and coaching services. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a mix of custodians and third-party managers to implement investment and cash-management solutions.

David Hodnett is a financial advisor at CWM, LLC with two years of experience in the industry. He previously worked for Brown Advisory for ten years and has held roles at Jacob William Advisory and UPD Consulting. Outside of advising, he serves as a board member for the Forest Hill Swim and Tennis Club and the University of Maryland Francis King Carey School of Law Alumni Association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm employs model portfolios managed by an in-house Investment Committee and utilizes a combination of fundamental and technical analysis, third-party sub-advisors, and customized tools, with a strong focus on retirement plan and institutional services.

Adam Wlodarczyk is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has three years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. His prior work history also includes positions in accounting and technology firms. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory services and utilizes proprietary and third-party investment models.

Daniel Syron is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has worked with various PNC entities since 2016. Outside of his advisory role, he serves on the board of The Arc of York & Adams Counties. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a digital offering that uses algorithm-driven model selection and executes through mutual funds and ETFs with annual rebalancing.

Nathan Fuchs is a financial advisor at Empower Advisory Group with two years of industry experience and holds the Series 66 designation. Prior to joining Empower, he worked at T. Rowe Price for six years. He also has experience at AVI Foodsystems and Menchey Music Service, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and clients' savings rates through point-in-time financial plans and optional managed account solutions.

Randall Robinson is a financial advisor at Equity Services, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Prudential Insurance Company of America. Robinson serves as budget chair for the Mu Rho Chapter of Omega Psi Phi Fraternity. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Brandon Monahan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His work history includes roles at Bank of America, Merrill, and the Commonwealth of Pennsylvania. He is based in Westminster, MD. 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 with services including brokerage, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Jessica Chambers is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and five years of industry experience. She has worked at Benjamin F. Edwards since 2021 and previously spent nine years at Wells Fargo Clearing. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with about 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Craig Berman is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with Equity Services. In addition to his financial advisory role, he is the sole member and attorney at the Law Offices of Craig Berman, LLC, where he practices estate planning. He also serves as a director for the HS Foundation, a private foundation focused on charitable distributions. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Thomas Baldwin is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America and Merrill from 2016 to 2023. Baldwin is also associated with Ilgenfritz Financial Group, where he engages in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining model portfolios managed internally and by third parties, discretionary asset management, and financial planning services.

George Jankiewicz Jr. is a CFP® professional with over 31 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has held roles at Federal Training Corporation and The Phoenix Group, and he owns a CPA practice specializing in tax preparation and accounting. He is also involved in teaching and coaching through his ownership in Federal Training Corporation and as an instructor with The Phoenix Group. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and offers a mix of custodial and third-party management solutions, with a notable focus on non-discretionary account management.

Matthew Parks is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Timonium, MD, holding Series 63 and Series 65 licenses with seven years of industry experience. His work history includes roles at National Life Group, LPL Enterprise, The Prudential Insurance Company of America, and New York Life. Outside of his advisory practice, Parks serves as an assistant men's lacrosse coach at Goucher College and assists teachers with their pension benefits. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Joseph Wolf is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2016, with a brief prior tenure at Saiontz & Kirk P.A. in 2016. 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, offering brokerage services, financial planning, and multiple advisory programs.

Matthew Mc Osker is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 28 years before joining Empower Retirement in 2021. 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 certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within a model integrated with Empower’s recordkeeping and administrative platforms.

David Polischeck is a CFP® professional with 27 years of experience in financial advisory. He has worked at Creative Planning since 2018 and previously spent three years with Raymond James & Associates. Creative Planning offers investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Kevin Doyle is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He worked at Raymond James & Associates for 12 years before joining Janney in 2025. Outside of his advisory role, Doyle serves as a FINRA arbitrator and is a board member of a homeowners association in Fort Lauderdale, Florida. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple investment platforms.