Hope Campbell is a CERTIFIED FINANCIAL PLANNER™ professional at Carson Wealth with three years of industry experience. Her work history includes positions at FAI Wealth Management and Willcox & Savage, P.C. She holds the Series 65 and Series 66 licenses. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and providing tailored solutions including alternative investments and third-party sub-advisors.

Marshall Dearden is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at multiple firms, including Ameritas Investment Corp and M&T Securities, and is involved in investment management and portfolio trading through his roles at Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Eduardo Solang is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory role, Eduardo works as a physical therapist’s assistant at Coastal Care Physical Therapy Clinic and serves in the U.S. Army Reserve. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of investment programs and access to third-party money managers.

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 at T. Rowe Price Advisory Services, Inc. in Baltimore, MD, with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with T. Rowe Price since 2016. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes model portfolio allocations and tax-aware strategies delivered through a combination of financial advisor support and an interactive online planning tool.

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 with Transamerica Financial Advisors holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He also works part-time as an MRI technologist at several medical imaging centers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party investment model portfolios.

Johanna Bathurst is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Kestra Advisory since 2016 and Kestra Investment Services since 2010. Bathurst is the owner of JLB Wealth Management Group, LLC, through which she provides client advising on investment strategies, retirement income planning, budgeting, and savings. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors and sovereign wealth funds.

Eun Suk Ha is a CFP® professional with five years of industry experience, currently serving as an advisor at HB Wealth. Prior to joining HB Wealth in 2025, Eun Suk worked at WMS Partners and held positions with CoreCap Investments, Klauenberg Retirement Solutions, and State Farm. Outside of finance, Eun Suk is involved in music production, creating and uploading original music for other artists. HB Wealth Management provides wealth and investment management, financial planning, and institutional advisory services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm combines quantitative and qualitative due diligence across a broad range of public and private investment strategies and offers services including discretionary portfolio management and outsourced chief investment officer (OCIO) solutions.

Dominic Soto is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Outside of financial advising, Dominic works as a bartender at TAKODA Beer Garden & Rooftop Bar and serves as an agent for non-securities insurance products with Agia. 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 discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

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.

Zeyn Desai is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at PNC Bank, PNC Investments, PNC Wealth Management, Banc of America Investment Services, Quick & Reilly, and Merrill. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, serving individual investors and households focused on retirement goals through a combination of nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs.

William Jones is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cypress Wealth Management, Commonwealth Financial Network, PNC Investments, and Ameriprise. He also spends a portion of his time in fixed insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a broad client base and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Chima Uzobuihe is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience and a Series 66 designation. His career includes roles at Deloitte and involvement with the Maryland Health Benefits Exchange and Essential Benefits Alliance, where he manages Medicare Part C and D enrollments. He also works part-time in real estate sales. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment programs, including discretionary and non-discretionary options.

Kevin Balliet is a financial advisor at PNC Wealth Management in Baltimore, MD, holding a Series 66 designation with three years of industry experience. He has worked at PNC Investments LLC since 2023 and previously at APGFCU from 2014 to 2019. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests through approved mutual funds and ETFs with annual rebalancing.

Karen Brelsford is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. She previously worked at Commonwealth Financial Network for 22 years and CIC Wealth for four years. Outside of advising, she owns a tax preparation and accounting firm and volunteers at Bethany United Methodist Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of portfolio management and financial planning services, utilizing both firm- and third-party models to tailor strategies according to client risk profiles.

Kathy Morris is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Empower Financial Services in 2025, she worked at MissionSquare Retirement (formerly ICMA Retirement Corporation) from 2007 to 2025. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Jason Weszka is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been affiliated with Vision Wealth Partners, LLC and Commonwealth Financial Network since 2016. Weszka is involved as a part-owner in entities related to insurance business and private offerings investment. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $212 billion in assets. The firm offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Kenneth Stuzin is a CFA® charterholder based in Baltimore, MD, with 25 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 range of institutional and individual clients, including high net worth individuals, endowments, foundations, pension plans, charitable organizations, and corporations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios across various mandates and offers a combination of internally managed strategies and external manager access.

Jade Chang is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has six years of industry experience. Prior to joining Transamerica in 2020, Jade has been involved with Dynasty Inc. / DBA JC Pros since 2010, serving as a director in a transportation-related business. Outside of advisory work, Jade is also engaged in health insurance sales for Kaiser Permanente. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, offering integrated retirement plan solutions and affiliated product distribution.