Jared Ford is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with PlanMember Securities Corporation. He has worked at several firms since 2016, including Paladin Advisor Group and Securities USA. Outside of his advisory role, he is involved with Paladin Advisor Group in securities and insurance sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, alongside offering education and support services such as seminars and personalized retirement planning.

Kathleen Feeney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and having 43 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Andrew Snyder is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with T. Rowe Price since 2016. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, offering goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, and uses tax-aware rebalancing and Monte Carlo simulations in its planning process.

Jordan Vinas is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. He has six years of industry experience and has been affiliated with Bankers Life and its related entities since 2015. His career includes roles at Bankers Life Securities, Inc. and Bankers Life Advisory. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and manages client portfolios with periodic reviews and rebalancing.

Trey Book is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has experience in the food service industry and has held roles related to recreation and sports organizations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm’s program uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing.

Robert Welliver is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with T. Rowe Price since 2012. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, combining online planning tools with telephone access to advisors to support retirement income goals.

Ashley Childs is a financial advisor with T. Rowe Price Advisory Services, Inc. and holds Series 63 and Series 66 licenses. She has five years of industry experience, including five years at J.P. Morgan Securities and J.P. Morgan Chase Bank. T. Rowe Price Advisory Services offers the Retirement Advisory Service for individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The program features point-in-time financial plans, annual reviews, and uses model allocations with tax-aware rebalancing and Monte Carlo simulations for retirement income projections.

Grant Burchette is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2022. His prior work includes roles at Towson University and Chick-fil-A. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, providing model portfolio allocations and retirement income planning supported by online tools and advisor access.

Brian Rubin is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Benjamin F. Edwards since 2013, following prior roles at Wells Fargo Clearing and Banc of America Investment Services, Inc. Outside of his advisory work, he serves as a personal representative for an estate in Lutherville, MD. 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 corporations through over 500 advisors. The firm provides a range of managed solutions, including proprietary and third-party investment strategies, financial planning, retirement consulting, and brokerage services.

Domenique Gibson is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining T. Rowe Price in 2020, she worked at Target and Victoria's Secret. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations and tax-aware strategies supported by an online planning tool and access to financial advisors.

Lajoi Thompkins is a financial advisor with Valic Financial Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Valic, Thompkins has held roles at Agia, Century21, Redfin Corporation, Optum, and other organizations. Outside of financial advising, Thompkins is an agent for non-securities insurance products with Agia and a real estate salesperson with Century21. Valic Financial Advisors primarily serves 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, utilizing centralized technology and model solutions across its large network of advisors.

Emily Herstein is a CFP® professional with 28 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. She has held various advisory roles including positions at M&T Securities, SunTrust Investment Services, and Jemma Investment Advisors. Herstein has been with T. Rowe Price since 2019. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. Their approach combines goals-based planning, retirement income strategies, and model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, utilizing tax-aware rebalancing and asset-location techniques.

Ahmadou Dambo is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years at the firm and a total of one year of industry experience. He holds the Series 63 and Series 66 credentials. Prior to his current role, he worked at the University of Maryland Medical Center and The Grill At The Harryman House. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individual investors and households with nondiscretionary financial planning and discretionary investment management focused on retirement goals. The firm employs model portfolios invested solely in proprietary T. Rowe Price mutual funds and ETFs, incorporating tax-aware strategies and Monte Carlo simulations for retirement income planning.

Patrick Callender is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 designations and has been in the industry since 2024. His prior experience includes roles at Northwestern Mutual and entrepreneurial ventures such as Clean Cuisine and Gourmet Again. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides nondiscretionary goals-based financial planning and discretionary investment management primarily for individual investors and households focused on retirement. The firm invests exclusively in T. Rowe Price mutual funds and ETFs, uses tax-aware strategies, and delivers financial plans and income projections through an online interactive tool.

William Newkirk is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., Transamerica, and Amazon, among others. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which offers retirement-focused financial planning, income planning, and discretionary investment management through a combination of advisor support and an online planning tool. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, utilizing tax-aware strategies and Monte Carlo simulations to develop and manage client retirement plans.

Dwayne Hiltner is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. Outside of his advisory work, he is a member of the LLC that owns Sam's Italian Restaurant in Baltimore, though he is not involved in its operations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Kristian Albornoz is a CFP®-designated advisor with 13 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he has worked since 2024. Prior to this, he spent nine years with Keeney Financial Group, Inc. and Triad Advisors, Inc. He is also the owner of Kristian I Albornoz LLC, a holding company for equity interests. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across multiple asset classes, offering both active and passive strategies along with comprehensive reporting and analytics.

Jeremy Reynolds is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining T. Rowe Price, he worked at Morgan Stanley and has a background in music and arts as well as teaching at Towson University and Winters Mill High School. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning and discretionary investment management with access to financial advisors. The firm manages portfolios exclusively in T. Rowe Price mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations for retirement income planning.

Isabella Marrero is a financial advisor at T. Rowe Price Advisory Services, Inc. She holds the Series 66 designation and has been with T. Rowe Price since 2026. Prior to joining the firm, she gained experience in education and retail sectors, including roles at Universitat Autonoma de Barcelona, Playa Bowls, and University of Maryland. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, delivering financial plans and account management with an emphasis on tax-aware strategies and model allocations.

Benjamin Kujawa is a financial advisor with Eagle Strategies (NY Life) based in Timonium, MD. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Kujawa has been affiliated with New York Life and its related entities since 2012. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services. The firm’s approach includes multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.