Kirk Blackman is a financial advisor with Eagle Strategies (NY Life) based in Mitchellville, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities since 2005, as well as experience with Equitable Advisors prior to that. He serves as chairman of the Hillside Work-Scholarship Connection Prince Georges Advisory Council and is treasurer of the Epsilon Phi Boule Foundation, both organizations focused on youth development and education in Prince George’s County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and corporate clients. The firm emphasizes tailored solutions delivered largely on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Larry Whaley is a CFP®-certified financial advisor with PlanMember Securities Corporation in Elkridge, MD, bringing 37 years of industry experience. He has been with PlanMember since 2008 and also serves as president and owner of Paladin Advisor Group. Outside of his advisory work, Whaley leads worship music at a camp for families affected by disability and has involvement with the nonprofit organization Joni and Friends. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and a range of risk-based mutual fund portfolios managed through a defined strategic asset allocation and rebalancing process.

Michael Burley is a financial advisor with Eagle Strategies (NY Life) in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2022 and is the owner of Burley Financial Group, which brokers a range of insurance and financial products. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

Njuh Tata is a financial advisor with Valic Financial Advisors holding a Series 66 designation and no prior industry experience. His work history includes roles outside the financial sector, such as positions at McCormick and Schmick's and the University of Maryland, before joining Valic Financial Advisors. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Mark Maggio is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked at Valic Financial Advisors since 1998 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Lane Jerdal is a CFP® professional with 23 years of industry experience, currently serving at Valic Financial Advisors since 2017. He previously worked at Keel Point and Keel Point Capital, LLC from 2008 to 2017. Outside of his advisory role, he is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Andrew Jerdal is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also has a role as an agent with Agia. Outside of his advisory work, he holds a minority ownership interest in a restaurant partnership. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Adam Canevazzi is a financial advisor with Truist Advisory Services holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Services, First National Bank of Pennsylvania, and PNC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate collaboration.

Rebecca Craig is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 designations and has 30 years of industry experience. She has been with Kestra Advisory since 2016 and has operated Craig & Treff Financial Services since 2004, where she is involved in income tax preparation, planning, and insurance services including life insurance, long-term care insurance, and annuities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Ryan Hughes is a financial advisor with AE Wealth Management, LLC, holding Series 63, 65, and 66 licenses and having nine years of industry experience. He has worked at AE Wealth Management since 2025, and prior to that, he was with Tucker Asset Management and Bayview Advisors. Hughes is also president of Bayview Advisors, where he is involved in insurance and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Victor Maldonado is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has previously worked at Widmann Financial Services, Raymond James Financial Services, and other firms. Maldonado is also involved in fixed insurance sales as part of his business activities. 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 broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

George Breeden II is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and United Advisors. Outside of his advisory work, he serves as a volunteer board member for several community organizations and is involved in entrepreneurial ventures including BSquared Ventures, LLC, which markets various products and media. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individual, institutional, and nonprofit clients. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models supported by proprietary and third-party platforms.

Craig Elliott is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at T. Rowe Price, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Marion Barkley is a Series 66-registered financial advisor with Empower Advisory Group in Pasadena, MD. She has over 19 years of industry experience, including a lengthy tenure at Wells Fargo from 2005 to 2024. Barkley joined Empower Advisory Group and Empower Financial Services, Inc. in 2026. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and utilizes an integrated model tied to Empower’s administrative platforms.

Robert Sullivan is a financial advisor with Centaurus Financial, Inc. in Chester, MD, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Centaurus Financial since 2011 and also leads Sullivan Financial, LLC, a firm he has been involved with since 1991. Outside of investment advising, he is active in marketing deferred sales trusts and providing insurance products including life insurance, long-term care, and Medicare supplements. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements. The firm combines multiple analytical approaches and offers access to model overlay programs and third-party money managers.

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.

Joseph Cremen is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, LLC and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches and employs third-party platforms and AI-enabled research tools in manager selection and ongoing oversight.

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.

Jared Ford is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with PlanMember Securities Corporation. He has worked at several firms since 2016, including Paladin Advisor Group and Securities USA. Outside of his advisory role, he is involved with Paladin Advisor Group in securities and insurance sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, alongside offering education and support services such as seminars and personalized retirement planning.