Christopher Brian is a financial advisor at PNC Wealth Management in Columbia, MD, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Finalis Securities LLC, Maverick Capital LLC, NewEdge Wealth, and UBS Financial Services Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend investment strategies implemented via mutual funds and ETFs.

Sean Jupitz is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has worked with various entities affiliated with Bankers Life since 2012. Outside of advising, he is involved in insurance services as an agent. Bankers Life Advisory Services, Inc. serves primarily mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Donald Moore Sr. is a financial advisor with Lincoln Investment, holding the ChFC® designation and a Series 63 license, with 40 years of industry experience. He has been with Lincoln Investment since 2012. Outside of his advisory role, Mr. Moore serves on the Advisor Advisory Council for the Insured Retirement Institute. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various investment management programs, using a combination of in-house and third-party strategies guided by strategic and dynamic approaches.

Adam Corder is a financial advisor at Wealthspire Advisors with a Series 65 designation and three years of industry experience. Prior to joining Wealthspire Advisors in 2022, he worked at The Nordic Inn and held research roles at the University of Chicago’s National Opinion Research Center and the US Census Bureau. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and utilizes a third-party platform to manage held-away retirement assets.

Shelby Soule is a Series 66-registered advisor at Hightower Advisors with nine years of industry experience. She has worked with various Salient entities since 2016 and joined Hightower Securities LLC in 2018. Outside of her financial career, Shelby is a fitness instructor at Pure Barre Houston. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm offers a range of portfolio management, financial planning, and retirement consulting services supported by proprietary research and operational features such as monitoring and rebalancing.

Amanda Maggio Ramig is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Valic Financial Advisors since 2014. Outside of her advisory role, she coaches middle and high school girls in lacrosse through various organizations, including the Washington Inner City Lacrosse Foundation and Montgomery County Public Schools. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models with optional tax and impact overlay services.

Kevin Williams is a CFP® professional with 28 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. His prior experience includes roles at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. He is also involved in tax preparation and accounting through his ownership of K.Q. Williams & Associates, PC, and serves as a church deacon, assisting with church services and financial committee meetings. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to a broad client base including individuals, charities, and corporations. The firm utilizes multiple advisory platforms and programs, combining discretionary and non-discretionary management with access to third-party managers and model portfolios.

Zhiyuan Zhang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has also been involved with UGCF, Inc. since 2016 and World Financial Group since 2003. Outside of his advisory role, he serves as president of UGCF, Inc., a flow-through entity for tax purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365, with regulatory assets under management of approximately $1.7 billion.

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. He holds the Series 66 designation and operates out of Crofton, MD. Outside of his advisory role, he is a 50% owner of a rental property in Baltimore, MD. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base, including individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, with accounts managed on discretionary or non-discretionary bases.

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 Series 66 credentials. She has less than one year of industry experience and has previously worked at LPL Financial and FinanceForward, LLC. Outside of her advisory roles, she has experience working as a student employee in recreation and wellness at Loyola University Maryland. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs using a variety of investment strategies and multiple custodial arrangements.

Melinda Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses with 11 years of industry experience. She has worked at several firms including LPL Financial and Triad Advisors, Inc. In addition to her advisory role, she is involved in multi-level marketing through direct sales with Rodan & Fields. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that blends passive and active management, supported by an internal Investment Committee and a variety of implementation tools and services.

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.