Dwayne Hiltner is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. Outside of his advisory work, he is a member of the LLC that owns Sam's Italian Restaurant in Baltimore, though he is not involved in its operations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

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 background includes roles at Fisher Investments, JPMorgan, Merrill, and PNC Bank. She holds Series 63 and Series 65 designations. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

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.

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.

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.

Stephen Pupa Jr. is a CFP® professional with 33 years of industry experience, affiliated with Commonwealth Financial Network. He has been associated with Commonwealth Equity Services, Inc. and First Susquehanna Financial Group, Inc. since 1997. Outside of his advisory work, he is involved in fixed insurance sales as an agent and operates Stephen Pupa, Inc., a securities-related company. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, serving both individual and institutional clients.

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.

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.

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.

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.

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.

Jessica Chambers is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing from 2012 to 2021 before joining Benjamin F. Edwards in 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial services through fee-based wrap programs, combining custody and execution features with both discretionary and non-discretionary management.

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.

David Stauffer is a financial advisor with Commonwealth Financial Network based in Bel Air, MD. He holds the CFP® and ChFC® designations and has 35 years of industry experience. Since 1997, he has been associated with First Susquehanna Financial Group, Inc., where he serves as vice president and co-owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, compliance, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing, with advisors able to construct portfolios from diverse securities and insurance products.

Joshua Pratta is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021, and has prior experience at Merrill Lynch, Pierce, Fenner and Smith, Inc., and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools.

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.

Bradley Mainster is a ChFC® and holds a Series 66 license with 33 years of industry experience. He has been with Private Advisor Group, LLC since 2019 and has also been associated with LPL Financial since 2010. Outside of advisory services, he is involved in selling fixed insurance products and operates Covenant Financial Strategies, Inc., a non-variable insurance business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that includes both discretionary and non-discretionary services using multiple investment strategies and third-party managers.