David Brown is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at UBS Financial Services, Brown Advisory Securities, and Deutsche Bank Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches.

John Borth is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 licenses and 35 years of industry experience. His previous roles include positions at UBS Financial Services and Morgan Stanley DW Inc. Outside of advisory work, he manages rental property ownership. Truist Advisory Services provides investment consulting and advisory services to a range of clients, including individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Paul Weaver is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2015, with additional experience at Osman Leasing LLC and Texas Road House. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and employing third-party custodians for client assets.

Ronald Campbell is a CFP® with 42 years of industry experience. He is currently with J.W. Cole Advisors, Inc., where he has worked since 2019. Prior to that, he was at Global Financial Private Capital for seven years and operates Campbell Financial Services, a firm he has been involved with since 1985. He also owns Anne Arundel Financial Services, where he works as an insurance agent specializing in fixed annuity sales. J.W. Cole Advisors operates a large network of independent advisers and provides fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, and digital advice for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and custodial platforms and offers both discretionary and non-discretionary account management.

Brian Beckwith is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2013. Outside of his advisory role, Beckwith is a 50% owner of Lease Living, a real estate marketing business. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm uses model allocations and employs asset-location strategies, tax-aware rebalancing, and tactical adjustments within a structure designed for clients with investable assets generally starting at $250,000.

David Nichols is a CFA® charterholder with 13 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 client base including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios across various mandates and offers a range of strategies including sustainable investing, model portfolios, and sub-advisory services.

Paul Chew is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Brown Advisory in Baltimore, MD. He has been with Brown Investment Advisory & Trust Company since 1995. Chew serves on the board of directors for Baltimore Life Companies, which provides financial protection products to middle-income individuals and businesses across the United States. Brown Advisory offers investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and provides a range of strategies, including sustainable-investment options and private-fund programs.

Christopher Gill is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Edward J Gill & Associates since 2010 and has been with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, Gill serves as Treasurer for the Council of Unit Owners of Forest Office Park Condominium and as Vice President of the Maryland Anglers-Bass Fishing Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions combining advisor-led discretionary management and model-based strategies, with access to proprietary and third-party investment platforms and insurance products.

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.

Matthew Barrett is a financial advisor at William Blair with 25 years of industry experience. He has held roles at Brown Advisory Securities, LLC for 13 years before joining William Blair in 2019. Barrett holds Series 63 and Series 66 licenses and is based in Baltimore, MD. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its integrated platform.

Brian Hardman is a financial advisor with Eagle Strategies (NY Life) based in Stevensville, MD, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His career includes long-term roles at Nylife Securities Inc. and New Life Insurance Co., alongside ownership of Alpha Solutions Group since 2020. Outside of his advisory work, he owns and operates a charter fishing boat, Lead Doy Charters, and serves as a board member of the Upper Bay Charter Captain's Association. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client goals, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Allen Garber, Jr. is a financial advisor at William Blair with eight years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2019, following prior roles at Brown Advisory from 2016 to 2019. 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 various asset classes and provides access to proprietary models, sub-advisory arrangements, and private investment opportunities.

Nicholas Sigismondi is a financial advisor with Valic Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining the firm, he worked for Baltimore City Public Schools for seven years. Outside of finance, he is a musician who regularly plays with his band, releasing music on platforms like Spotify and Bandcamp. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Corey Turner is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, SunTrust Investment Services, and Nordstrom Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Chase Cullison is a financial advisor at Empower Advisory Group with five years of industry experience. He has held positions at Wells Fargo Bank, Wells Fargo Clearing, and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Lucy Gussio is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience and holds a Series 66 designation. Her prior roles include positions at the Michael P. O'Brien Athletic and Recreation Center, St. Mary’s College of Maryland, Central Chesapeake, and Notre Dame Preparatory School. T. Rowe Price Advisory Services, Inc. offers the T. Rowe Price Retirement Advisory Service, which focuses on retirement planning for individual investors and households through a combination of nondiscretionary financial planning, retirement income strategies, and discretionary investment management using proprietary mutual funds and ETFs. The firm’s approach includes model allocations, tax-aware rebalancing, and Monte Carlo simulations to provide ongoing portfolio management and financial planning.

Andrew Bull is a financial advisor with PNC Wealth Management, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cambridge Investment Research, Badger Creek Advisors, and Voya Investment Management. Outside of advising, he is involved as an agent with Aurora Insurance Group and Baker Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Tracy Kuddar Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with T. Rowe Price since 2018. Outside of advisory work, he is employed as a driver for food delivery services including Instacart and DoorDash. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines telephone access to advisors with an online planning tool and employs tax-aware strategies and Monte Carlo simulations for retirement income planning.

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, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his advisory 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor portfolios.