Katelyn Fisher is a Series 66 credentialed financial advisor with four years of industry experience. She is currently with J. W. Cole Advisors, Inc. and has held positions at Chesapeake Financial Planning, Cambridge Investment Research, and SagePoint Financial Inc. Additionally, Fisher serves as a paraplanner at Chesapeake Financial Planning & Tax Services and is involved in operations at Intercoastal Wealth Planning, a sister firm. J. W. Cole Advisors operates through a network of nearly 500 independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and access to digital advice and third-party manager platforms for individual, high-net-worth, and institutional clients. The firm employs a range of discretionary and non-discretionary investment strategies, including fundamental and technical analysis, and utilizes multiple custodial platforms.

Tracy Clark is a CFP® with 20 years of industry experience, currently advising at Valic Financial Advisors since 2018. Her prior roles include positions at Capital One Advisors, LLC and Capital One Investing, LLC from 2016 to 2018. She is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Terrell Allen III is a financial advisor at Voya Financial Advisors, Inc. with credentials including Series 65 and Series 66. He has professional experience spanning multiple roles, including positions at Johns Hopkins University and the University of Maryland prior to joining Voya Financial Advisors in 2026. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate entities, offering financial planning, portfolio management through wrap and unified managed account programs, and access to brokerage and insurance products. The firm combines model portfolios, affiliated strategies, and third-party management with a significant focus on non-discretionary assets and integrates broker-dealer activities alongside advisory services.

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 with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. He previously worked at Merrill from 2017 to 2025 and at Bank of America from 2017 to 2022, with earlier experience at SunTrust Mortgage. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and implements investments via approved models using 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 (New York Life) based in Edgewater, MD, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at New York Life Insurance Company since 2001 and operates his own firms, Ponder Financial Group and Alpha Solutions Group. 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, delivering tailored solutions through various program types and emphasizing non-discretionary asset management 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 licenses and having 21 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2011. Outside of his advisory role, he provides retirement and lifestyle education courses to the public through the Retirement Educators Group. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Charles Dixon is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also maintains roles at affiliated First Command entities since 2014. Outside of his advisory work, Dixon serves as Treasurer of the United States Naval Academy Alumni Association Annapolis Chapter and Vice President of the United States Naval Academy Class of 1979 board. He is also owner of Dixon Financial Group LLC and holds leadership roles in his local church and community organizations. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using centralized portfolio management and prescreened third-party managers, emphasizing in-person financial coaching and an employee-ownership structure.

Martha Lord is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Citizens Securities, Inc., where she has worked since 2022. Her prior experience includes roles at USAA Investment Management Company and Royal Alliance Associates, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program with ETF-based portfolios and a managed account program.

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® professional with 10 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2018. Prior to Wealthspire, she worked at AXA Advisors LLC from 2015 to 2018. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering services such as wealth management, financial planning, and retirement-plan consulting.

Rachael Gerjets is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has been with Foundation Financial Advisors since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and operational support while allowing advisors discretion in portfolio construction and offers a range of model portfolios and program structures through its Investment Management and Research team.

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 CFP® professional with 29 years of industry experience, currently affiliated with Private Advisor Group, LLC. She has worked with Young and Company and has been an independent insurance agent since 1996. Shanley is based in Towson, MD. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, providing portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports held-away account management through technology partnerships.

Robert Moon is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. Outside of finance, he operates a hobby farm where he raises goats, cows, and pigs. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, providing a range of services including securities transactions, variable insurance products, and investment banking.

Stephanie Boddiford is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. She has worked with Bankers Life and related entities since 2021 and previously held positions at T Rowe Price and Holland and Sherry. In addition to her advisory role, she is an appointed insurance agent authorized to sell Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and ongoing portfolio management using a mix of fundamental, technical, and cyclical analysis.