Thomas Rogers is a financial advisor at William Blair with six years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021, following four years at Brown Advisory. 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 active, research-driven management across multiple asset classes and provides access to proprietary models, sub-advisory arrangements, and private investment opportunities.

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.

Kevin Pittman is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. Prior to joining Voya in 2025, he worked for Nationwide Investment Services Corporation for ten years. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary programs.

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 the Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has held related roles at Ameritas Investment Corp, Canvas Financial, and Boom Planning. Outside of his advisory roles, he is actively involved in trading and managing investment models for Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Eduardo Solang is a financial advisor with Transamerica Financial Advisors and holds Series 65 and Series 63 licenses. He has one year of experience in the financial industry and concurrently works as a physical therapist's assistant at Coastal Care Physical Therapy Clinic. He also serves in the U.S. Army Reserve as an assistant team leader. Transamerica Financial Advisors provides advisory and broker-dealer services to a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both fee-based wrap programs and commission-based products through proprietary and third-party model portfolios.

Michael Foss is a CFA® charterholder with 22 years of industry experience. He has been with Brown Investment Advisory & Trust Company since 2008. He holds Series 63 and Series 66 licenses and is based in Baltimore, MD. 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 and offers a range of strategies across equity, fixed income, and balanced portfolios, as well as OCIO solutions and family office advisory.

Luke Land is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with T. Rowe Price since 2016. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs tax-aware strategies and delivers financial plans and reviews through an interactive online platform.

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 at Transamerica Financial Advisors with 13 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. In addition to his advisory role, Muhammad works part-time as an MRI technologist at multiple medical centers and manages a property management business. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios.

Eun Suk Ha is a CFP® with five years of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth in 2025, Ha held roles at WMS Partners, CoreCap Investments, CoreCap Advisors, and Klauenberg Retirement Solutions. Outside of finance, Ha is involved in music production, creating and distributing 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, employing a combined quantitative and qualitative investment approach across diverse public and private strategies.

Dominic Soto is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and has previous work experience including roles outside finance, such as bartending at TAKODA Beer Garden & Rooftop Bar and working at Agia selling non-securities insurance products. Valic Financial Advisors primarily serves 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.

Ian Seebachan is a financial advisor with Truist Advisory Services in Laurel, MD, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2012. 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 platform and manager arrangements to support its AMC Advantage manager-selection program.

Daniel Darling is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and one year of industry experience. His background includes roles at NYLIFE Securities LLC, New York Insurance Company, and TD Bank N.A. Outside the financial industry, he was involved with the YMCA of Frederick from 2023 to 2024. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services for institutional clients, high-net-worth private clients, and retail TDIS clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers within its portfolios.

William Jones is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He previously worked at PNC Investments for 11 years before joining Commonwealth Financial Network in 2020 and Cypress Wealth Management in 2021. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Chima Uzobuihe is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Transamerica Financial Advisors since 2016 and also has roles with Deloitte, Maryland Health Benefits Exchange, Essential Benefits Alliance, and World Financial Group. Outside of his advisory work, he manages Medicare enrollment services through Essential Benefits Alliance, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers, delivering services through a large advisor network and multiple program platforms.

Karen Brelsford is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. Her prior experience includes roles at CIC Wealth and Commonwealth Financial Network. Outside of advising, she owns JK Associates, LLC, a tax preparation and accounting firm, and volunteers at Bethany United Methodist Church. 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. The firm serves individuals, charities, corporations, and plan sponsors through a national network of Investment Adviser Representatives and provides a range of advisory programs utilizing multiple platforms and third-party managers.

Kathy Morris is a financial advisor with Empower Advisory Group in Severn, MD. She holds Series 66 and Series 63 licenses and has 17 years of industry experience. Prior to joining Empower Financial Services, Inc., she worked for MissionSquare Retirement (formerly ICMA Retirement Corporation) for 18 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.