Anton Daire is a Series 66-licensed financial advisor with T. Rowe Price Advisory Services, Inc., where he has worked since 2026. His prior experience includes roles at Merritt Point Wealth Advisors, Life Time, and several other organizations. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes model allocations tailored to client households and uses tax-aware strategies alongside an interactive online planning platform.

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.

Matthew Klatsky is a financial advisor at &Partners with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Klatsky is also the managing member of an investment-related LLC that owns shares in the &Partners holding company. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with accounts managed directly by advisors or through third-party managers.

Brandon Weber is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes roles at SunTrust Bank and BB&T Investment Services. Outside of his advisory work, he is an assistant baseball coach for the Junior Varsity team at St. John's College High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Erin Hogan is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at T. Rowe Price since 2018, following three years at AXA Advisors LLC. Outside of her advisory role, she serves as Treasurer for a family-owned construction business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested in proprietary mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulation tools to develop and manage retirement income plans.

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.

Thomas Lawson is a CFP® with 11 years of industry experience, currently advising at Creative Planning since 2026. Prior to joining Creative Planning, he worked at PNC Investments for two years and The Vanguard Group for nine years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and tax-efficient investing.

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.

Cindy Pepple is a financial advisor at William Blair with 27 years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021, following a 19-year tenure at Brown Advisory Securities, LLC. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Kyle Cotoia is a financial advisor at HB Wealth with four years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial and WMS Partners. Prior to his advisory career, he held roles at the University of Maryland and Food Lion. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and offers OCIO and institutional advisory services, employing a combination of quantitative and qualitative due diligence across a variety of public and private investment strategies.

Bernard Nowak II is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Brown Advisory since 2015. He holds Series 63 and Series 65 licenses and is based in New York, NY. 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 to construct concentrated portfolios and offers a range of strategies including sustainable-investment options, along with model portfolios and sub-advisory services.

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.

Jay Logwood is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Valic Financial Advisors since 2014 and is also associated with Agia, where he works as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across 1,239 advisors.

John Finigan III is a CFP® professional with seven years of industry experience. He is currently with HB Wealth Management, where he has worked since 2025. His prior experience includes roles at WMS Partners, Wells Fargo Clearing, and JPMorgan Securities, among others. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across public and private strategies, managing portfolios on a discretionary basis aligned with client objectives and risk tolerance.

Aaron Sauro is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with T. Rowe Price since 2011. T. Rowe Price Advisory Services, Inc. provides 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 portfolios, tax-aware strategies, and uses an interactive online planning tool for financial plans and income projections.

Brooke Navin is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with T. Rowe Price Investment Services, Inc. since 2016. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm utilizes model portfolios, tax-aware rebalancing, and Monte Carlo simulations to deliver point-in-time financial plans and ongoing reviews.

Levent Durmus is a CFP®, CFA®, and Series 66-registered financial advisor with 18 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2024. Prior to joining Cerity, he was with Cresset Asset Management, LLC and Charles Schwab. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management, financial planning, and access to alternative and private-market investments, managing approximately $126.9 billion in client assets as of December 31, 2024.

Eric Handelsman is a financial advisor with TIAA-CREF in Baltimore, MD, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC offers 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 provides a combination of planning services and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Richard Keetley is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2009. He holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate, retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.