David Brooks Jr. is a Series 66-licensed advisor with T. Rowe Price Advisory Services, Inc. He has seven years of experience with T. Rowe Price and four years in the financial industry overall. His prior work includes roles at Acre Mortgage, NFM Lending, Bayshore Mortgage Funding, and Dinosaur BBQ. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management, primarily for individual investors and households. The firm uses proprietary mutual funds and ETFs alongside tax-aware strategies and provides financial plans supported by Monte Carlo simulations and ongoing reviews.

Monica Kim is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 66 designation and has worked previously at Charles Schwab, TD Ameritrade, and other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Jennifer Kutchey is a CFP® with 18 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, she worked for 13 years at Lowe Wealth Advisors, LLC. MAI Capital Management offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and provides additional services such as trust administration and insurance through its affiliates.

Benjamin Defelice is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 20 years of industry experience, with 19 years at T. Rowe Price. Outside of his advisory role, he coaches a competitive youth lacrosse team in Maryland. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs model portfolio allocations invested exclusively in selected T. Rowe Price mutual funds and ETFs, integrating tax-aware strategies and Monte Carlo-based retirement income projections, with services delivered through a combination of telephone advisor access and an online planning platform.

Malick Ndoye is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at PDP Group/Amtrust Financial and Crocs Inc. Outside of his advisory role, he operates a sole proprietorship providing rideshare driving services. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes proprietary model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goal-based planning with online tools and ongoing advisor support.

Michael Ament is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior experience includes over a decade at H. Beck, Inc. and several roles within Cambridge Investment Research and Cetera firms. Outside of his advisory work, he is employed by TAG Advisors in an investment-related role. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of proprietary and third-party investment strategies.

Anne London is a CFP® professional with 28 years of industry experience, currently serving at Equitable Advisors since 1999. She has held her position through the firm’s prior affiliation with Axa Advisors, LLC. Outside of her advisory role, she is an investment committee member and honorary national vice president of the National Council of Jewish Women and serves on the board of the Hebrew Burial and Social Services Society in Baltimore. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client needs and risk tolerance to match them with suitable program models or discretionary managers, utilizing a combination of third-party asset managers and firm-offered advisory programs.

Gavin Alwine is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, his background includes roles outside the financial services industry, such as positions at PetSmart, Chick-fil-A, and Keystone Bean LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm works with numerous third-party asset managers and utilizes various advisory models, emphasizing fiduciary services and a mix of proprietary and third-party investment solutions.

Steven Crosby is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and Sunset Cove. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Terry Glendenning Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he sublets part of his office suite to a construction management company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Caroline Palm is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Her work history includes roles at Fidelity Investments and Valic Financial Advisors, as well as teaching positions at several schools. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods including AI in its research.

Courtney Hyatte is a financial advisor with Merrill in Columbia, MD, holding the Series 66 designation and beginning their career in 2025. Prior to joining Merrill, Hyatte spent 27 years at Bank of America and also worked at Certainty Home Lending. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erica Nolan is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Citigroup Global Markets, and Grove Point Investments. Nolan was with Securities America Advisors and Securities America Inc for nine years before joining OSAIC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and access to third-party money managers and proprietary models.

Cynthia Fisher is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2011. Her roles have included positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios across multiple fund structures and employs systematic methodologies alongside oversight of sub-advisers and proxy-voting procedures.

Angela Harper is a financial advisor with Primerica Advisors in Randallstown, MD, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has worked at PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of investment advisory, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and provides a tiered, percentage-based wrap fee structure.

Michael Cammarata is a CFP® professional with 19 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities for 10 years. Outside of his advisory role, he is involved in a client healthcare consulting business operated jointly with his wife and coordinates age group activities related to updating game scores on a website. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a collaborative approach that includes the use of firm-approved analytical tools and event-driven planning programs.

Connor Rebele is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles outside finance, such as positions at Vineyard Vines and Champion Teamwear. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Charles Leapley is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 12 years. In addition to his advisory role, he is an independent licensed insurance agent and owns a commercial real estate investment as a sole proprietor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a wide range of advisory and brokerage services through a large multi-advisor platform.

Mary Kmiecinski is a financial advisor at Edward Jones in New Market, MD, holding CFP® and Series 66 designations with six years of industry experience. Prior to Edward Jones, she worked at Metas Solutions, The Goal, Credible Behavioral Health Software, and R.E. Michel. Outside of advising, she is involved in food service businesses and serves as a recreational baseball umpire. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Schekeeb Sidiqi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked in real estate with TTR Sotheby's International Realty and BNI Realty. He is also an instructor of German at the German International School Washington DC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research and analytics to support its investment evaluations while offering both brokerage and advisory solutions.