James Eichelberger is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. He has been with Wealthspire Advisors since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Kenneth Brown is a Series 66 licensed financial advisor with 24 years of industry experience, currently affiliated with Truist Advisory Services. He has been with various Truist entities since 2012, including Truist Investment Services and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that incorporates discretionary and non-discretionary strategies supported by AI-enabled research tools and inter-affiliate integration.

John Olson is a CFP® with 16 years of experience in financial advising, currently affiliated with Commonwealth Financial Network. He has previously worked at First Command Financial Planning and Advisory Services for a decade. Olson is also a board member of Tipton Airport. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options, including mutual funds, ETFs, and personalized indexing.

Ernest Kwong is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has been with the firm since 2025 and has prior experience working in education and retail sectors, including roles at Towson University and CVS Pharmacy. Kwong also served on the Maryland Council on Economic Education in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Joseph Cremen is a CFP® certificant with 26 years of industry experience, currently advising at Truist Advisory Services since 2021. His prior roles include positions at Merrill, BB&T Securities, and Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate service integration.

Jeffrey Wadsworth is a CFP® with 34 years of industry experience, currently affiliated with AE Wealth Management, LLC and Madison Avenue Securities, LLC. He serves as CEO and financial advisor at Wadsworth Financial Consulting, LLC, a firm he founded in 2006. Outside of his advisory roles, he is chairman of the board for EPIC International, a Christian charity. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Jordan Vinas is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. He has six years of industry experience and has been affiliated with Bankers Life and its related entities since 2015. His career includes roles at Bankers Life Securities, Inc. and Bankers Life Advisory. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and manages client portfolios with periodic reviews and rebalancing.

Seythe Leffall Mc Coy is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc, Axon, Inc., Republic Services, Booz Allen Hamilton, and the Association for American Railroads. Outside of his advisory role, Mc Coy is involved in several community and alumni organizations, including serving as Immediate Past President and 2nd Vice President in chapters of the National Hampton Alumni Association, as well as participating in personal safety instruction and disaster relief volunteering. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and implements portfolios via approved model strategies using mutual funds and ETFs, with portfolio management delegated to third parties.

Jennifer Collin is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at the US Naval Academy and research laboratories affiliated with the US Navy. Outside of her advisory work, she is a distributor for Hotels Etc memberships. 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 provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Kristian Albornoz is a CFP®-designated advisor with 13 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he has worked since 2024. Prior to this, he spent nine years with Keeney Financial Group, Inc. and Triad Advisors, Inc. He is also the owner of Kristian I Albornoz LLC, a holding company for equity interests. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across multiple asset classes, offering both active and passive strategies along with comprehensive reporting and analytics.

Richard Weber is an advisor at First Command Advisory Services with Series 65 and Series 63 licenses. He has military experience, having served in the United States Marine Corps for 22 years before beginning his financial services career in 2026. He is also involved with Nexus Web Commerce LLC. 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 manage portfolios based on model allocations and approved third-party managers.

Wesley Lindquist is a financial advisor with Bankers Life Advisory Services, Inc. He holds the ChFC® designation and Series 63 and 66 licenses, and has eight years of industry experience. His prior firms include Thrivent Financial and Elite Income Advisors, Inc. He is also involved in investment educational services as an owner and educator. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Diana Roble is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Wells Fargo. Outside of finance, she was involved with Vivi Luxe LLC, operating a bakery business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jennine Lacroix is a Certified Financial Planner (CFP®) with 27 years of industry experience. She has been with Wealthspire Advisors in Annapolis, MD since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management, financial planning, and trustee services, using an institutional-style asset allocation approach and a mix of investment vehicles.

Kurt Dimanna is a CFP® professional at AE Wealth Management, LLC with two years of industry experience. His prior roles include positions at Curio Wealth, LLC, Annapolis Financial Services, LLC, and Turner, Leins, and Gold LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies and serves over 127,000 clients through a platform-driven approach.

Colin Murphy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2016, including SunTrust Advisory Services prior to the firm's rebranding. Outside of his advisory role, he has a property rental business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies and integrates third-party platforms and manager arrangements to support its AMC Advantage program and ongoing due diligence.

Alex Dansberger is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several firms including LPL Financial and Planning Solutions Group. Outside of advisory work, he dedicates time as a financial advisor involved in fixed insurance activities. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class-based allocations that combine passive and active management, supported by an internal Investment Committee and a range of implementation tools.

Kimberly Magaha is a CFP® professional with 19 years of experience in financial advising. She has been with Wealthspire Advisors since 2004. Magaha serves on the Board of Trustees for two retirement plans sponsored by Wicomico County and related local entities. Wealthspire Advisors serves individuals, corporations, retirement plans, nonprofits, and trustees, offering customized wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven process and institutional-style asset allocation across a diversified range of investments.

Arthur Gibb III is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked with First Command in various capacities since 2019. Gibb also serves as an adjunct professor at the U.S. Naval Academy and is a facilitator for Battlefield Leadership, which provides experiential leadership development workshops. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Robert Hewitt is a CFP® professional with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has previously worked with firms including LPL Financial LLC, Triad Advisors, and Heritage Financial Consultants. Hewitt is also involved in providing non-variable insurance services in addition to his advisory role. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.