Shantel Washington is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at ICMA Retirement Corporation for 10 years and is currently involved in real estate through Affordable Luxury Realty LLC and Affordable Luxury Corp, where she focuses on purchasing, renovating, and selling homes. Washington also serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jason Ruch is a financial advisor at T. Rowe Price Advisory Services, Inc. in Baltimore, MD, with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining T. Rowe Price, he worked at OrthoMaryland for ten years. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The program includes point-in-time financial plans, annual reviews, and employs tax-aware rebalancing and Monte Carlo simulations for retirement income projections.

Jennifer Whelley is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her career includes multiple roles at T. Rowe Price as well as a tenure at Fidelity Brokerage Services LLC. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm offers nondiscretionary planning combined with discretionary account management, utilizing tools such as Monte Carlo simulations and tax-aware strategies.

Justin Beers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he served in the US Navy and worked at Booz Allen Hamilton and Zenetex. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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, using model portfolios designed and managed by a centralized Investment Management Team.

Marharita Sophia Tavpash is a financial advisor with Centaurus Financial, Inc. in Annapolis, MD, holding a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley and has held various roles related to financial analysis and business development. Outside of advisory work, she assists with CRM integrations and financial plan analysis through a wealth management LLC and is involved in wholesale distribution with Amway. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through discretionary and non-discretionary arrangements, employing a mix of fundamental and technical analysis supported by specialized investment platforms.

Robert Hansen II is a Series 66 credentialed advisor with eight years of industry experience. He has been with First Command Advisory Services and affiliated First Command entities since 2017. Prior to this, he worked for Kwikpoint, LLC for six years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Monte Woodfin is a CFP® professional with 22 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2004 and also holds an agent position with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors 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-developed UMA models for portfolio construction.

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, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2019. He previously worked at Global Financial Private Capital and operates Campbell Financial Services. Outside of advisory work, he owns Anne Arundel Financial Services, an insurance agency focused on fixed annuity sales. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm provides both discretionary and non-discretionary management using a combination of fundamental and technical analyses along with model- and manager-based strategies.

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.

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.