Christopher Gill is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2016, and has operated Edward J Gill & Associates, P.A. since 2010. Outside of his advisory work, he serves as Treasurer for the Council of Unit Owners of Forest Office Park Condominium and is Vice President of the Maryland Anglers-Bass Fishing Club. Park Avenue Securities LLC serves a broad retail client base with a range of brokerage and advisory services, offering proprietary and third-party investment programs. The firm manages approximately $15 billion in regulatory assets under management and provides both discretionary and non-discretionary investment solutions.

Beverly Thomas is a financial advisor at PNC Wealth Management in Bowie, MD, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with PNC Wealth Management since 2012. 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's approach involves algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.

Brian Kuhn is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Triad Advisors, Inc. Outside of his advisory work, Kuhn occasionally works as a background actor in television and film and is an author of several personal finance books, including a children’s book and a guide on federal employee benefits. He also speaks publicly on personal finance topics in the Maryland, DC, and Virginia area. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and retirement consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Donna Morris is a financial advisor at Creative Planning with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Transamerica Retirement Advisors, Diversified Investors Securities Corp., and Transamerica Investors Securities Corp. since 2003. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a broad range of retirement plan services.

Christopher Morris is a financial advisor with First Command Advisory Services in Annapolis, MD. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his financial career, he served eight years in the British Army. 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 various wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios.

Melanie Terry is a financial advisor with Eagle Strategies (NY Life) based in Bowie, MD, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies since 2000 and operates under the DBA Harbor Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of her advisory work, she serves as Treasurer and Officer of the Southeastern Laurel Howard Chapter of the Continental Societies Inc., a public service organization focused on programs for children in need. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Jonathan Wienecke is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement firms since 2019 and previously held roles at Planning Solutions Group, LLC and Triad Advisors, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Zachary Boleyn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Triad Advisors and Keeney Financial Group Inc. He is also licensed as an insurance agent, involved in the sale of life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager due-diligence process and utilizing third-party platforms to implement client strategies across various asset classes.

James Griesser is a Certified Financial Planner® (CFP®) and holds a Series 65 license with 34 years of industry experience. He has been with Wealthspire Advisors since 2001. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment process with institutional-style asset allocation and a range of portfolio guidelines tailored to client objectives.

Erik Szabocsik is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Wealthspire Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations, providing wealth management, financial planning, and trust-administration services. The firm employs a customized, relationship-driven investment approach focused on diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

William Robert Carter is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 designations. He previously served 18 years in the U.S. Navy before beginning his advisory career in 2026. Carter also has experience with multiple First Command entities since 2025. First Command Advisory Services, Inc. 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 various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Thomas O’Connor is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Leidos. Outside of advising, he operated O'Connor's Painting Service, Inc. in 2018. Private Advisor Group serves a diverse range of clients including individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, providing access to third-party managers and proprietary model portfolios.

Hugh Solomon Leslie is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2014. 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 and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements.

Kenneth Pumphrey is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, John Horrigan, Scott Iodice, and Northwestern Mutual. Outside of his advisory work, he serves as an assistant baseball coach. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Lucy Slovon is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She holds a Series 65 designation and has been with J.W. Cole Advisors since 2019. In addition to her advisory role, she is president of SFG Marketing, Inc., where she develops and executes marketing strategies. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Ryan Hartsock is a financial advisor with Principal Financial Services in Pasadena, MD, holding a Series 66 designation and 12 years of industry experience. Prior to joining Principal in 2025, he worked at T. Rowe Price for 12 years. Outside of his advisory role, he is an owner and operator of Black Tie Oyster LLC, a catering company specializing in raw bars for events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Richardson is a financial advisor with First Command Advisory Services in Annapolis, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with First Command entities since 2006 and operates Richardson Financial LLC, through which he manages his advisory business. First Command Advisory Services, an SEC-registered investment adviser, serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Sarah Rutherford is a financial advisor at Primerica Advisors with six years of industry experience. She holds the Series 66 designation and has worked at Merrill and Guardian Life Insurance Company before joining Park Avenue Securities. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Andrew Thompson is a CFP® professional with six years of industry experience, currently practicing at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial and Triad Advisors. He is based in Fulton, MD. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Julie Babcock is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and 23 years of industry experience. She previously worked at Lockton Financial Advisors, LLC, Lockton Companies, LLC, and Lockton Investment Advisors, LLC between 2007 and 2021. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.