Geoffrey Carey is a CFA® charterholder with 24 years of industry experience. He has been with Brown Investment Advisory & Trust Company since 2001. Brown Advisory provides investment management and advisory services to a diverse range of clients, including high net worth individuals, endowments, foundations, pension plans, and corporations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a variety of strategies, including sustainable-investment integration and access to private funds and venture programs.

Skyler Hutcheson is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 credential and previously worked at FAI Wealth Management and Carson Group. Outside of his advisory role, Hutcheson serves as a board member of the Central Maryland Chamber of Commerce. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm employs a discretionary investment approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Michael Thompson is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Truist-related entities since 2011, including BB&T Bank and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Benjamin Hostetler is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lion Street Financial, Commonwealth Financial Network, and Virtus Wealth Solutions. Hostetler is also the owner of Hostetler Financial LLC, a financial advisory firm. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various program options, utilizing multiple platforms and investment approaches to support a broad client base.

George Breeden II is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms including Arbor Point Advisors and Securities America, Inc. Breeden is involved in community service as a volunteer board member in multiple local organizations and serves as Vice-President of the Eastern District Police Community Relations Council. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms and managers.

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.

William Sterling III is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. His prior work includes 13 years at PNC Investments Inc. and three years at Cypress Wealth Management. Outside of his advisory role, he is the owner of Sterling III Capital, LLC, a commercial real estate management entity. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Joseph Walsh is a CFP® with 11 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. He has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with tax-aware rebalancing and Monte Carlo–based financial planning tools.

Charles Beal is a ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Truist Advisory Services since 2016, having previously worked at SunTrust Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Louis Glantz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Commonwealth Financial Network since 2010, including his current role starting in 2026. 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 a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

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.

Daniel Middelton is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. He has worked with T. Rowe Price Investment Services, Inc. since 2006. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households primarily through a digital platform with financial advisor support, employing model allocations and tax-aware portfolio management.

Leslie Ashley is a financial advisor at William Blair with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at William Blair since 2019, following a 17-year tenure at Brown Advisory Securities, LLC. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

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 Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with PlanMember Securities Corporation. He has worked at several firms since 2016, including Paladin Advisor Group and Securities USA. Outside of his advisory role, he is involved with Paladin Advisor Group in securities and insurance sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, alongside offering education and support services such as seminars and personalized retirement planning.

Kathleen Feeney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and having 43 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

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.

Trey Book is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has experience in the food service industry and has held roles related to recreation and sports organizations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm’s program uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing.