Brian Shea is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 credentials. He has 14 years of industry experience and has been associated with Eagle Strategies since 2021, as well as Tactical Financial Group and New York Life since 2011. Shea is involved in community activities, serving as a volunteer donations coordinator for a Blue Lives Matter memorial event supporting fallen Harford County deputies. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and charitable organizations. The firm emphasizes tailored advice delivered mainly through non-discretionary asset management and integrates services within the New York Life affiliate structure.

Ryan Behnken is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at M&T Securities and M&T Bank for 10 years. Outside of his advisory role, Behnken serves on multiple nonprofit boards, including as vice chair and board chair of YMCA organizations, and works as a police officer. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that include third-party asset managers and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Zachary Weiner is a CFP®-certified financial advisor with eight years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2018. Prior to joining Benjamin F. Edwards, he worked at JP Morgan for six years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, and utilizes proprietary strategies alongside third-party models in their managed solutions.

Christopher Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at William Blair since 2022. Prior to joining William Blair, he worked at Brown Advisory Inc. for seven years. Outside of finance, he was involved with Portside Tavern from 2010 to 2018. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing a research-driven approach across multiple asset classes and offering proprietary models and access to private funds through its MB Investments Program.

Joseph Harsel is a CFP®-certified financial advisor with 15 years of experience, currently with Valic Financial Advisors since 2011. He also serves as Managing Director of Social Impact Partners, LLC, where he consults on personal and corporate social engagement strategies. Additionally, he is involved in seasonal rental property management in Florida and Delaware. 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.

Brendan Sweeney is a CFA® charterholder with 16 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a 12-year tenure at Maryland Capital Management, LLC. Brendan holds a Series 65 license. Cerity Partners advises a broad client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Christina Garland is a CFP® professional at Focus Partners Wealth, LLC with 11 years of industry experience. She has previously worked at The Colony Group, Connectus Wealth, Horan Capital Management, and Charles Schwab. Focus Partners serves high-net-worth families, family offices, corporate and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Andrew Meredith is a CFP® professional with 28 years of industry experience. He is currently with Janney Montgomery Scott, having joined the firm in 2021. Prior to that, he worked at Bank of America and Merrill, where he held positions from 1998 through 2021. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of advisory and brokerage services supported by in-house and third-party portfolio management.

Sean Jupitz is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has worked with various entities affiliated with Bankers Life since 2012. Outside of advising, he is involved in insurance services as an agent. Bankers Life Advisory Services, Inc. serves primarily mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Harrison Rafiq is a Series 65-licensed financial advisor with four years of industry experience. He is currently with HB Wealth, where he has worked since 2025, and previously held positions at WMS Partners, RF Industries, Morgan Stanley, and Charles A. Pastrana & Sons. 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, and financial planning services, with a focus on discretionary portfolio management that integrates both quantitative and qualitative analysis across a range of public and private investment strategies.

Paul Tomick is a financial advisor with Janney Montgomery Scott in Towson, MD. He holds Series 65 and Series 66 licenses and has 25 years of industry experience, including 24 years with Janney. He serves as an advisory board member for Pressley Ridge, a nonprofit organization assisting foster care youth with the transition to independent living. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Christopher Sheeler is a financial advisor at PNC Wealth Management in Timonium, MD, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, New York Life, and Eagle Strategies LLC. 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 assessment and invests via mutual funds and ETFs managed by PNC or third parties.

Robert Vernon is a CFA® charterholder with 32 years of experience in the financial industry. He has been with Brown Investment Advisory & Trust Company since 2008. Brown Advisory provides investment management and advisory services to a diverse range of clients, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach and offers a variety of strategies, including sustainable investment options, alongside a notable private-fund and venture program.

William Morrison is a CFP® and ChFC® with 22 years of industry experience. He is an investment advisory representative affiliated with Carson Wealth and has previously worked at Jacob William Advisory, CWM, LLC, Jacob William, Inc., and Hornor, Townsend & Kent, LLC. Morrison serves on the board of the University of Baltimore Foundation, is an adjunct professor at Towson University, and is a board member of the Pro Bono Counseling Project. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Louis Foxwell is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Connectus Wealth. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

William Crossan III is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including New York Life Insurance Company, Eagle Strategies, and OneAmerica Securities. Outside of his advisory work, he is involved in life coaching through Campfire Culture. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

John Blair is a CFP® with 26 years of experience in financial services. He currently works at Cerity Partners LLC and has prior experience with Maryland Capital Management, LLC and Deutsche Bank Securities Inc. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

Chloe Sedlar is a financial advisor at Commonwealth Financial Network with one year of industry experience. She has previously worked at T. Rowe Price and Financial Council, Inc., and held roles outside finance, including at Genova's To Go and Westminster High School. 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 $212.7 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Martin Eby is a CFP® with 32 years of experience in the financial advisory industry. He has worked at HB Wealth since 2025 and previously spent 31 years at WMS Partners, LLC. He serves as Chairman of the Investment Committee and a board member for Cristo Rey, a nonprofit organization. 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 approach across a broad range of public and private strategies.

Steven Dengler is a CFP® professional with eight years of industry experience, currently serving at Kestra Advisory since 2018. Prior to this, he worked at Mariner Finance LLC for one year. In addition to his advisory role, Dengler is a non-credit instructor at Cecil Community College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a broad range of clients, including large institutional investors.