Ryan Hughes is a financial advisor with AE Wealth Management, LLC, holding Series 63, 65, and 66 licenses and possessing nine years of industry experience. He has worked at several firms, including Tucker Asset Management LLC and Bayview Advisors, where he also served as president overseeing insurance and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies. The firm manages substantial assets across a large client network, emphasizing standardized model and platform services.

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 over 26 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America, LPL Financial, and Ameriprise. Outside of his advisory work, he is involved in multiple community organizations, serving as Vice President of the Eastern District Police Community Relations Council and as a board member for local community associations. He also leads Breeden Enterprizes, LLC and BSquared Ventures, LLC, businesses that engage in consulting, marketing, and various product lines including food and media. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers diversified investment programs, financial planning, and access to alternative investments, utilizing a mix of fundamental and technical analysis along with platform partnerships to provide a broad range of services.

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® 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.

Andrew Goudeaux is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bloomsburg University of Pennsylvania and Bohemia Manor High School. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Jared Ford is a financial advisor with PlanMember Securities Corporation in Elkridge, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Paladin Advisor Group and PlanMember Securities Corporation since 2017 and has prior experience at Securities USA, Key Advisors, and Manhattan Market. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

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.

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.

Lajoi Thompkins is a financial advisor with Valic Financial Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Valic, Thompkins has held roles at Agia, Century21, Redfin Corporation, Optum, and other organizations. Outside of financial advising, Thompkins is an agent for non-securities insurance products with Agia and a real estate salesperson with Century21. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, utilizing centralized technology and model solutions across its large network of advisors.

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.

James Brown is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. His prior work includes roles at Next Financial Group Inc, Sagepoint Financial, INC, OSAIC Services, Inc., and American General Securities Incorporated. 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 offers portfolio management, financial planning, and discretionary unified managed accounts utilizing Envestnet’s platform and third-party model managers, supported by a large network of investment advisor representatives.

Christopher Clark Jr. is a Series 66-credentialed financial advisor with 10 years of industry experience, currently serving at VALIC Financial Advisors since 2016. He has held a role at AGIA since 2022. Clark is a board member of Jacob’s Well, Inc., a nonprofit organization in Baltimore City that provides housing and services for mentally challenged community members. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients and retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, using a centralized technology platform and model solutions.

Gregory Speier Jr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has a role with Agia. Outside of his advisory work, he volunteers with the Greater Ashburn Young Life Committee and performs as a guitarist on an as-needed basis. 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-developed UMA models for portfolio construction.

Barton George is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked with VALIC Financial Advisors since 1998 and also serves as an agent with Agia, focusing on 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 managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.