Jessica Chambers is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and five years of industry experience. She has worked at Benjamin F. Edwards since 2021 and previously spent nine years at Wells Fargo Clearing. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with about 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Craig Berman is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with Equity Services. In addition to his financial advisory role, he is the sole member and attorney at the Law Offices of Craig Berman, LLC, where he practices estate planning. He also serves as a director for the HS Foundation, a private foundation focused on charitable distributions. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Meredith Mighty is a financial advisor at HB Wealth with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Morgan Stanley, and Hornor Townsend & Kent. Outside of finance, she has experience in homemaking. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning, combining quantitative and qualitative due diligence across public and private strategies to tailor portfolios to clients’ objectives and risk tolerance.

Douglas Mcclean III is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Maryland Capital Management for 10 years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base, including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Gregory Manara is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Janney Montgomery Scott LLC and has previous experience at Fidelity Investments and Charles Schwab. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Lois Robinson is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 2012. Additionally, she has been associated with Aim since 2011. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, using fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and account rebalancing.

Joel Houck is a financial advisor at HB Wealth with 21 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining HB Wealth in 2025, he worked at WMS Partners, Cicero Capital Partners, and Wells Fargo Securities. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm’s investment process integrates quantitative and qualitative due diligence across public and private strategies and includes managing registered investment companies and affiliated private funds.

David Stauffer is a financial advisor with Commonwealth Financial Network based in Bel Air, MD. He holds the CFP® and ChFC® designations and has 35 years of industry experience. Since 1997, he has been associated with First Susquehanna Financial Group, Inc., where he serves as vice president and co-owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, compliance, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing, with advisors able to construct portfolios from diverse securities and insurance products.

William Andrews Jr. is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel for 20 years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and offers a range of advisory services including customized portfolio management and donor-advised fund advisory.

Joshua Pratta is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021, and has prior experience at Merrill Lynch, Pierce, Fenner and Smith, Inc., and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools.

Lauren Kobel is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has one year of industry experience and previously worked at Bonobos and Nordstrom. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Megan Belliveau is a financial advisor with HB Wealth Management and holds a Series 65 designation. She has two years of industry experience, including time at WMS Partners, LLC. Outside of finance, she works as a football official and support staff for various football organizations, including the Maryland Board of Football Officials and the National Football League, during the football season. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative investment process and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

George Jankiewicz Jr. is a CFP® professional with over 31 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has held roles at Federal Training Corporation and The Phoenix Group, and he owns a CPA practice specializing in tax preparation and accounting. He is also involved in teaching and coaching through his ownership in Federal Training Corporation and as an instructor with The Phoenix Group. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and offers a mix of custodial and third-party management solutions, with a notable focus on non-discretionary account management.

Alexander Price is a CFP® professional at HB Wealth with seven years of industry experience. He previously worked at WMS Partners, LLC, and The Financial Consulate. Outside of finance, he has experience working at Fox Hollow Golf Course and Towson University. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Kristin Huber is a financial advisor with Commonwealth Financial Network in Towson, MD. She holds Series 65 and Series 63 licenses and has experience at Financial Council, LLC and Advance Business Systems. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Kyle Cotoia is a financial advisor at HB Wealth with a Series 66 designation and three years of industry experience. He has previously worked at WMS Partners, Retirement and Investment Group, and LPL Financial. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, outsourced chief investment officer (OCIO), and institutional advisory services, utilizing a combination of quantitative and qualitative analysis across public and private investment strategies.

Robert Garonzik is a financial advisor with Janney Montgomery Scott in Lutherville (Greenspring), MD, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, providing brokerage services, financial planning, consulting, and various advisory programs with a combination of in-house and third-party portfolio management.

Bradley Mainster is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 66 license, and has 32 years of industry experience. He has worked at Private Advisor Group since 2019 and has been with LPL Financial since 2010. Outside of his advisory role, he is involved in selling fixed insurance products through Covenant Financial Strategies, Inc. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a range of investment strategies and third-party asset management programs.

Jeremy Peloquin is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses and six years of industry experience. His background includes roles at multiple First Command entities since 2018 and prior involvement with businesses such as Geeks Who Drink Pub Quiz and Earth Treks Climbing Gym. 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 various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

John Finigan III is a CFP® professional with six years of industry experience. He is currently with HB Wealth and has previously worked at WMS Partners, Wells Fargo Clearing, and JPMorgan Securities. His background also includes time at the University of Delaware and Diamond State Financial Group. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, utilizing a disciplined investment process across public and private strategies.