Tobin Mergenthaler is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Eagle Strategies since 2015 and has worked within related New York Life entities since 2007. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations across a diverse client base, including retirement investors and plan sponsors.

Alyse Galasso is a financial advisor with Eagle Strategies (New York Life) based in Annapolis, MD. She holds Series 63 and Series 66 licenses and has been in the financial services industry since 2022. Prior to her advisory role, she worked at Towson University and has a side involvement with Crabknockers Seafood Market. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Ryan Wendler is a financial advisor with PNC Wealth Management in Odenton, MD. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work includes positions at M&T Securities, Inc. and BB&T Investment Services, Inc. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven model portfolios managed by PNC or third-party strategists.

Gretchen Butler is a financial advisor at First Command Advisory Services with 22 years of industry experience, including 11 years at her current firm. She holds Series 63 and Series 65 licenses. Butler serves as Treasurer for the Virginia Tech Alumni Association Annapolis Chapter. 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 overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Katelyn Fisher is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research and Chesapeake Financial Planning. In addition to her advisory role, she serves as a paraplanner and is a notary public. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers portfolio management, financial planning, retirement plan services, and other investment solutions for individuals, high-net-worth clients, and institutions. The firm utilizes a combination of discretionary and non-discretionary management, fundamental and technical analysis, and digital advice platforms.

Terrell Allen III is a financial advisor at Voya Financial Advisors, Inc. He holds Series 66 and Series 65 credentials and has experience working in academic institutions including Johns Hopkins University, University of Maryland, and George Washington University. He joined Voya Financial Advisors in 2026. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Evan Fishman is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and related entities since 2018, including Bb&T Investment Services from 2005 to 2021. 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 combines discretionary manager relationships with non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment processes.

Andrew Shope is a financial advisor at PNC Wealth Management with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America, as well as SunTrust Mortgage. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee-only digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Tyrone Chaplin Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at multiple financial services firms, including United Financial Services and Pruco Securities, LLC. Outside of advisory work, he is part owner of Allied Nursing Services, LLC, a company focused on elderly care services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Timothy Libby is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and affiliated firms since 2005, including Bb&T Investment Services and Bb&T Securities. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

David Ponder is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has worked at New York Life Insurance Co since 2001 and operates under the names Ponder Financial Group and Alpha Solutions Group for brokering insurance products. Outside of his advisory work, he serves as chairman of the Planned Giving Professional Advisory Committee for Maharishi University of Management. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Ryon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2011 and previously held roles at Ridgeway Conger Advisory Services and Merrill. Outside of advisory services, he provides retirement and lifestyle education courses through the Retirement Educators Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based model, utilizing a variety of investment strategies and technology platforms while providing access to both proprietary and third-party managers.

Charles Dixon is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 2014. Dixon serves as Treasurer of the United States Naval Academy Alumni Association Annapolis Chapter and is Vice President of the United States Naval Academy Class of 1979 board. He also owns Dixon Financial Group LLC and holds leadership roles in community organizations, including as Stewardship and Finance Elder at First Presbyterian Church. 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 using prescreened third-party managers and model portfolios.

Thomas Desiderio Jr. is a CFP® credentialed financial advisor with 31 years of industry experience, currently serving at Kestra Advisory since 2016. He has held roles at Kestra Investment Services, LLC since 2009 and operates Thomas Desiderio, CPA, LLC, providing tax preparation and accounting services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, with services ranging from fiduciary consulting to plan-level investment advice and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients such as sovereign wealth funds.

Marquita Hawkins is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds the Series 66 designation and has worked at firms including 2250 Financial Services Inc. and First Command Insurance Services, Inc. Prior to her financial services career, she was employed by Starbucks Company for eleven years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Tatiana Dadykina is a CFP® with 10 years of experience in the financial services industry. She has worked at Wealthspire Advisors since 2018 and previously spent three years with AXA Advisors LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Kevin Patterson is a CFP® professional with 18 years of industry experience, currently affiliated with Commonwealth Financial Network and Guardian Wealth. His prior experience includes 16 years at Valic Financial Advisors and two years at Agia. Outside of his advisory work, he owns KD Patterson Music, LLC, which manages a band based in Annapolis, MD. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, with discretionary model portfolios managed by its Investment Management and Research team.

Elaine Shanley is a financial advisor at Private Advisor Group, LLC with 30 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her career includes extensive tenure at Private Advisor Group since 2012 and prior work with Young and Company beginning in 1998. Shanley also maintains independent insurance agent activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and a variety of investment strategies, often implementing client advice through third-party managers and technology platforms.

Robert Moon is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Outside of his advisory role, he operates a hobby farm raising goats, cows, and pigs. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and brokerage services through a Private Advisor model supported by the Rockefeller Global Investment Management platform.

Robert Petty is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, focusing on tailored financial planning and a structured discovery process supported by firm-approved tools.