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.

William Brandenburg is a financial advisor at TIAA-CREF with the Series 66 designation and 26 years of industry experience. He has been with TIAA-CREF and TIAA since 2005. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management using model or customized portfolios, and it also serves as adviser to a donor-advised fund sponsored by Charityvest.

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.

David Hunter is a CFA® charterholder with 13 years of industry experience, currently serving at Brown Advisory in Baltimore, MD. He has been with Brown Investment Advisory & Trust Company since 2007. 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 process to construct concentrated portfolios and offers a range of strategies, including sustainable investing and private-fund programs.

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.

Michael Grossman is a CFP®-certified financial advisor with 13 years of industry experience. He currently works at &PARTNERS and has previously held roles at Wells Fargo Clearing Services LLC, EMSAR, ICSEP, and T. Rowe Price. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and both proprietary and third-party strategies, managing accounts through discretionary and non-discretionary services.

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.

Kevin Pittman is a Series 66-licensed financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He previously worked at Nationwide Investment Services Corporation for 10 years before joining Voya Financial Advisors. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, and other advisory services through multiple program structures, emphasizing recommendation-based advice delivered primarily via non-discretionary arrangements.

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 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.