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.

Stephen Derrick is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and has 39 years of industry experience. He has been with Guardian Life and its related company since 1992 and serves as President of the South County Rotary Club. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions supported by proprietary programs and third-party platforms.

Gary Bieniasz Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes over 20 years with BB&T Investment Services and its affiliated entities before joining Truist in 2021. Outside of his advisory role, he participates in competitive travel basketball leagues and assists with fundraising events such as camps and golf tournaments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches, leveraging third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Juliet Magee is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. She previously held advisory roles at Cambridge Investment Research Advisors Inc. and associated entities. Magee is also involved with Milestones Financial Services and acts as an independent insurance agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical investment analysis.

Jonathan Kuteyi is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wells Fargo Clearing, T. Rowe Price, and New York Life. His background also includes roles outside finance at Securiguard Inc. and Inter-Con Security LLC. 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 uses algorithmic risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

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.

Melinda Manning Robinson is a financial advisor at Empower Advisory Group with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including T Rowe Price and Glass Jacobson Investment Advisors LLC. Outside of her advisory role, she works part-time at TJ-Maxx in Pasadena, Maryland. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging integrated platforms for recordkeeping and administration. The firm emphasizes long-term portfolio returns and savings rates in its planning services and serves a large participant base relative to its adviser headcount.

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.

Ronald Brown is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Truist Advisory Services and its affiliated Truist Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

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.