Paul Weaver is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2015, with additional experience at Osman Leasing LLC and Texas Road House. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and employing third-party custodians for client assets.

Christopher Gill is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Edward J Gill & Associates since 2010 and has been with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, Gill serves as Treasurer for the Council of Unit Owners of Forest Office Park Condominium and as Vice President of the Maryland Anglers-Bass Fishing Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions combining advisor-led discretionary management and model-based strategies, with access to proprietary and third-party investment platforms and insurance products.

Beverly Thomas is a financial advisor at PNC Wealth Management in Bowie, MD, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm's approach involves algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.

Brian Hardman is a financial advisor with Eagle Strategies (NY Life) based in Stevensville, MD, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His career includes long-term roles at Nylife Securities Inc. and New Life Insurance Co., alongside ownership of Alpha Solutions Group since 2020. Outside of his advisory work, he owns and operates a charter fishing boat, Lead Doy Charters, and serves as a board member of the Upper Bay Charter Captain's Association. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client goals, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Andrew Bull is a financial advisor with PNC Wealth Management, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cambridge Investment Research, Badger Creek Advisors, and Voya Investment Management. Outside of advising, he is involved as an agent with Aurora Insurance Group and Baker Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Donna Morris is a financial advisor at Creative Planning with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Transamerica Retirement Advisors, Diversified Investors Securities Corp., and Transamerica Investors Securities Corp. since 2003. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a broad range of retirement plan services.

Christopher Morris is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his advisory career, he served eight years in the British Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor portfolios.

Melanie Terry is a financial advisor with Eagle Strategies (NY Life) based in Bowie, MD, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies since 2000 and operates under the DBA Harbor Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of her advisory work, she serves as Treasurer and Officer of the Southeastern Laurel Howard Chapter of the Continental Societies Inc., a public service organization focused on programs for children in need. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Erik Szabocsik is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Wealthspire Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations, providing wealth management, financial planning, and trust-administration services. The firm employs a customized, relationship-driven investment approach focused on diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

William Robert Carter is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 designations. He previously served 18 years in the U.S. Navy before beginning his advisory career in 2026. Carter also has experience with multiple First Command entities since 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Thomas O'Connor is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining Private Advisor Group and LPL Financial, he worked at Leidos in various roles from 2019 to 2025. He also founded O'Connor's Painting Service, Inc. in 2018. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including its proprietary WealthSuite platform, third-party TAMPs, and alternative investments, utilizing a fiduciary-based advisory model supported by technology platforms and multiple investment strategies.

Hugh Solomon Leslie is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2014. 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 offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements.

Kenneth Pumphrey is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, John Horrigan, Scott Iodice, and Northwestern Mutual. Outside of his advisory work, he serves as an assistant baseball coach. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Jeffrey Richardson is a financial advisor with First Command Advisory Services in Annapolis, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with First Command entities since 2006 and operates Richardson Financial LLC, through which he manages his advisory business. First Command Advisory Services, an SEC-registered investment adviser, serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Sarah Rutherford is a financial advisor with Guardian Life and holds a Series 66 designation. She has seven years of industry experience, including roles at Merrill and Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to a broad client base, including individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital platforms.

Julie Babcock is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and 23 years of industry experience. She previously worked at Lockton Financial Advisors, LLC, Lockton Companies, LLC, and Lockton Investment Advisors, LLC between 2007 and 2021. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Robin Laird is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with VOYA Financial Advisors since 2014 and previously at Voya Financial Partners, LLC and Medallion Advisory Services, LLC. In addition to his advisory role, he is an independent insurance agent involved in the sales of fixed insurance products, including life and disability insurance. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, retirement plans, charitable organizations, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to provide both discretionary and non-discretionary investment management.

Ian Barry is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for ten years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Marc Watchinski is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of his advisory role, he owns and operates a gaming server, managing its administration and payment processing. 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 offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Kayla Gignac is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has worked within the Truist organization since 2018, including roles at Truist Bank and Truist Investment Services. Prior to her finance career, she worked at Bertucci's Italian Restaurant and the Chesapeake Yacht Club. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platform and manager arrangements to support its AMC Advantage program and investment research.