Brian Gross is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments in various roles from 2013 to 2024, as well as at BSG Consulting, LLC and BSG Ventures, LLC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives, leveraging centralized technology and model solutions.

Charles Cooley III is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and has additional experience with Agia and Firehouse Subs. Outside of his advisory role, he manages a short-term rental property on Airbnb. Valic Financial Advisors primarily 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.

Gretchen Butler is a financial advisor at First Command Advisory Services with 22 years of industry experience, including 11 years at her current firm. She holds Series 63 and Series 65 licenses. Butler serves as Treasurer for the Virginia Tech Alumni Association Annapolis Chapter. 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 multiple wrap-fee asset management programs overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

James Lambert is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been with Valic Financial Advisors since 1997 and has also worked at Agia since 2022. Outside of his advisory role, Lambert manages an LLC involved in rental property management and serves as trustee of a revocable living trust. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Gavin La Dore is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. He has prior experience at Ameriprise Financial and has been involved with various organizations including Sacred Heart Outreach Camp and Maryland Football. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Devin Williams is a financial advisor at Commonwealth Financial Network with a Series 65 credential and three years of industry experience. Prior to joining Commonwealth in 2023, he held positions at Forthright Capital Partners, Aston Carter, Vicus Capital, Heritage Financial Advisors, and Cassaday and Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Linly Ramlal is a financial advisor with Transamerica Financial Advisors in Laurel, MD, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also president of LKR Strategic Solutions Inc. Additionally, she works as a part-time real estate agent with Taylor Properties. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party managed portfolios with both discretionary and non-discretionary program options.

Melinda Manning Robinson is a financial advisor at Empower Advisory Group with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including T Rowe Price and Glass Jacobson Investment Advisors LLC. Outside of her advisory role, she works part-time at TJ-Maxx in Pasadena, Maryland. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging integrated platforms for recordkeeping and administration. The firm emphasizes long-term portfolio returns and savings rates in its planning services and serves a large participant base relative to its adviser headcount.

Donald Ferguson Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Keeney Financial Group, Inc. and Triad Advisors, Inc. He is also the owner of DFergs, LLC, a stockholder entity based in Ocean City, Maryland. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a manager-focused, asset-allocation approach that combines active and passive strategies with ongoing performance monitoring. The firm sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Robert Christian is a financial advisor with PlanMember Securities Corporation and Paladin Advisor Group, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to his financial services career, he worked for 25 years at the Annapolis Fire Department and also spent time at the Maryland Department of Health. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and supports plan sponsors and participants through education, personalized planning, and counseling services.

Katelyn Fisher is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research and Chesapeake Financial Planning. In addition to her advisory role, she serves as a paraplanner and is a notary public. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers portfolio management, financial planning, retirement plan services, and other investment solutions for individuals, high-net-worth clients, and institutions. The firm utilizes a combination of discretionary and non-discretionary management, fundamental and technical analysis, and digital advice platforms.

Tracy Clark is a CFP® with 20 years of industry experience, currently advising at Valic Financial Advisors since 2018. Her prior roles include positions at Capital One Advisors, LLC and Capital One Investing, LLC from 2016 to 2018. She is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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.

Arturo Romo is a financial advisor with PNC Wealth Management in Columbia, MD, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank, accumulating a decade of related experience before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and implements portfolios via approved model strategies with mutual funds and ETFs.

Terrell Allen III is a financial advisor at Voya Financial Advisors, Inc. He holds Series 66 and Series 65 credentials and has experience working in academic institutions including Johns Hopkins University, University of Maryland, and George Washington University. He joined Voya Financial Advisors in 2026. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Evan Fishman is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and related entities since 2018, including Bb&T Investment Services from 2005 to 2021. 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 with non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment processes.

Andrew Shope is a financial advisor at PNC Wealth Management with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America, as well as SunTrust Mortgage. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee-only digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

William Tyson is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Inc. and Betz Financial Advisory, LLC. Outside of his advisory role, he serves as a pastor at Woodlawn Baptist Church, where he occasionally speaks and oversees a small volunteer staff. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Ronald Brown is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Truist Advisory Services and its affiliated Truist Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Tara Brummell is a CFP® with 11 years of experience in the financial services industry. She currently works at Truist Advisory Services and Truist Investment Services, having joined in 2022, and previously held roles at T. Rowe Price and Merrill. Outside of her advisory work, she serves on the Community Leadership Board for the Y in Central Maryland and is involved with the Maryland chapter of the Exit Planning Exchange. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and integrates third-party platform and manager arrangements to support client portfolios.

Suzanne Mchugh is a financial advisor with Empower Advisory Group in Laurel, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Gwfs Equities, Inc., Rcm&D, Lockton Companies, LLC, and Lockton Financial Advisors, LLC, where she has served for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage accounts. The firm delivers integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.