Nyshea Holloday is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD, holding a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, she worked at Edward Jones, SS&C Technologies, Swiss Post Solutions, Ricoh USA, and Enterprise Rent-A-Car. Outside of her advisory role, she owns Jemini Kitchen, a catering business serving family and friends. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts with centralized technology and model-driven solutions.

Kathleen Nolan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her previous roles include positions at LPL Financial and Planning Solutions Group, LLC. She is based in Fulton, MD. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Deedra Carter is a financial advisor at Valic Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Valic Financial Advisors since 2016. She also serves as a volunteer Insurance Producer with the Maryland Insurance Administration, participating in quarterly meetings on insurance continuing education and qualification matters. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using centralized technology and third-party model managers through its large network of advisors.

Robert Smith II is a financial advisor with PNC Wealth Management in Severna Park, MD. He holds the Series 66 designation and has been with PNC Bank since 2014, transitioning to PNC Wealth Management in 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio recommendations and discretionary management of mutual funds and ETFs.

Mark Donaldson is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wadsworth Wealth Advisor and Madison Avenue Securities. Donaldson is also involved in insurance sales through Wadsworth Financial Consulting, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion across over 127,000 clients.

Stephen Perreault is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2014. Prior to that, he worked at Edward Jones for five years. Outside of his advisory role, he is a part-owner of a rental property in Baltimore, MD. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth clients, trusts, and institutional plans. The firm employs strategic asset allocation and a mix of passive and active managers across various risk profiles to develop tailored client investment strategies.

Micah Hart is a CFP®-certified financial advisor with 25 years of industry experience, currently with Truist Advisory Services in Columbia, MD. He has worked with SunTrust Advisory Services and Suntrust Investment Services since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research and manager oversight.

Bridget Shanley is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and FinanceForward, LLC. Prior to her advisory roles, she was employed at Loyola University Maryland in recreation and wellness. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary and third-party platforms and employs a fiduciary-based advisory model utilizing various investment strategies.

Melinda Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked at Wealth Enhancement Brokerage Services, LPL Financial, Triad Advisors, and Planning Solutions Group. Outside of her advisory role, she is involved in a direct sales business with Rodan & Fields. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee.

Kyle German is a financial advisor with Eagle Strategies (New York Life) in Annapolis, MD, holding a Series 66 designation and 26 years of industry experience. He has been associated with New York Life Insurance Company since 2002 and has operated Neely German Financial Services, LLC since 2016. Outside of his advisory work, he serves as an officer and treasurer on the Board of Trustees for the Hammond-Harwood House and is an officer and treasurer for the Coastal Conservation Association Maryland. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of advisory services such as financial planning, retirement plan consulting, and investment management, primarily on a non-discretionary basis, with a focus on tailored recommendations aligned with client and plan sponsor objectives.

Samantha Paul Hackman is a financial advisor at Wealthspire Advisors with nine years of industry experience. She holds a Series 65 designation and previously worked at Fidelity Brokerage Services LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Daniel Dupuy is a CFP® and holds a Series 66 designation with nine years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Planning Solutions Group, and Triad Advisors, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Richard Osman is a CFP® and ChFC® with 34 years of industry experience. He has been with Integrated Wealth Concepts LLC and LPL Financial since 2016. Outside of his advisory work, he is involved in authoring through a business entity established for that purpose. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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, using customized portfolios that primarily include mutual funds, ETFs, individual equities, and fixed income, and employs both long-term and shorter-term trading strategies.

Curtis Gross is a CFA® charterholder with seven years of industry experience. He is currently with CWM, LLC and has prior experience at Carson Group and FAI Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Hope Campbell is a CFP® with three years of industry experience, currently affiliated with CWM, LLC and Carson Wealth since 2023. Her prior roles include positions at FAI Wealth Management, Willcox & Savage, P.C., and the University of Virginia. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Marshall Dearden is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at multiple firms, including Ameritas Investment Corp and M&T Securities, and is involved in investment management and portfolio trading through his roles at Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Charles Derrick is a financial advisor with Primerica Advisors in Annapolis, MD, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including long-term roles at Primerica Advisors, Guardian Life Insurance Co of America, and First Financial Group. Outside of his advisory work, Derrick serves as Treasurer of the BCAB Southern High School and chairs the South AA County Rotary Grants Committee. Primerica Advisors is an enterprise-level firm serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs, supporting a range of account types and strategies, including discretionary and non-discretionary management.

Aldric Johnson is a financial advisor with Eagle Strategies (NY Life) in Laurel, MD, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Crystal Clear Financial Group, Reveal Wealth, and Strategic Financial Associates. Outside of advisory work, he serves on the Board of Trustees for Holy Trinity School and owns an e-commerce business, The Ebony Exchange, LLC, which sells niche skincare, candles, and books. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types designed to tailor recommendations to client objectives, focusing primarily on non-discretionary assets and serving both individual and institutional clients.

Andre Muhammad is a financial advisor with Transamerica Financial Advisors who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 13 years of industry experience. In addition to his advisory role, he works part-time as an MRI technologist at multiple medical facilities in Maryland. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services featuring proprietary model portfolios and third-party money managers with both discretionary and non-discretionary program options.

Eun Suk Ha is a CFP® professional with five years of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth, Ha worked at WMS Partners, CoreCap Investments, and Klauenberg Retirement Solutions. Outside of finance, Ha is involved in music production, creating and sharing original music online. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory and outsourced chief investment officer services, managing portfolios with a blend of quantitative and qualitative analysis across a variety of public and private investment strategies.