Brian Stevenson is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026. His prior experience includes roles at Merrill, Bank of America, and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

William Groff IV is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Eagle Strategies since 2015. Groff is also a board member of The Society of the Cincinnati of Maryland, a hereditary patriotic organization. Eagle Strategies serves a diverse clientele that includes individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Danica Campbell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with T. Rowe Price Investment Services since 2006. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning with discretionary investment management, serving individual investors and households with a minimum asset requirement. The firm implements portfolios using proprietary model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and delivering financial plans and income projections through an interactive online tool.

Jodi Credit is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Maryland Capital Management and Cushman & Wakefield. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, using tailored asset allocation, manager selection, and proprietary quantitative screens.

Christopher Edwards is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and five years of industry experience. His work background includes roles at Fidelity Investments and Equitable Advisors, along with earlier positions outside the industry. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The service uses proprietary mutual funds and ETFs with a disciplined investment approach and provides financial plans and reviews through an interactive online platform.

Tyler French is a financial advisor at HB Wealth with a Series 65 designation and one year of industry experience. His prior experience includes roles at WMS Partners, Founders Financial, LLC, and Stepstone Group. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning, with investment strategies that combine quantitative and qualitative due diligence across a range of public and private assets.

Roger Young is a CFP® with 15 years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. since 2017. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a musician performing with a local rock band in Maryland. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, emphasizing model portfolio allocations and tax-aware strategies delivered through a combination of online tools and advisor support.

Joel Zapf is a CFP®-certified financial advisor with 18 years of industry experience, currently with T. Rowe Price Advisory Services, Inc., where he has worked since 2019. His prior roles include positions at Ameriprise Financial Services and VZN Group Wealth Management. His outside activities include managing a single-family residential property in Baltimore, MD. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households primarily focused on retirement goals and employs tax-aware rebalancing and Monte Carlo simulations within an online planning platform.

Jared Taylor is a CFP® certificant with 19 years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, Bank of America, and Merrill Lynch. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management focused on retirement objectives. The firm employs model portfolios invested exclusively in proprietary mutual funds and ETFs, uses tax-aware rebalancing, and delivers financial plans supported by Monte Carlo simulations.

Stephen Ridge is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Empower Retirement, Bank of America, Merrill, TD Ameritrade Investment Management, and Scottrade. Ridge volunteers as an event coordinator for the Boy Scouts of America, assisting in planning sporting events. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Thomas Neubauer Jr. is a financial advisor at HB Wealth with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining HB Wealth Management in 2026, Neubauer worked for nine years at T. Rowe Price Associates and spent one year at First Home Mortgage. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning services, using a combination of quantitative and qualitative due diligence across a broad range of public and private investment strategies.

Dustin French is a CFP® with 15 years of industry experience, currently affiliated with Empower Advisory Group. His prior roles include positions at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory work, he serves as a landlord for a rental property in Charlottesville, VA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail clients. The firm uses an integrated service model aligned with Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Stephen Mezzei is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has 22 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2008. T. Rowe Price Advisory Services, Inc. offers retirement-focused advisory services combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with minimum investable assets and uses model portfolios alongside an interactive online planning tool.

Adam Wlodarczyk is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has three years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. His prior work history also includes positions in accounting and technology firms. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory services and utilizes proprietary and third-party investment models.

Michael Festa is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has worked at T. Rowe Price since 2020 and previously spent six years at Bank of America and Merrill. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm uses model portfolios invested in proprietary mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for retirement planning.

Andre Newell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at T. Rowe Price since 2014 and previously spent three years at Uber. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households with significant investable assets. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and incorporates tax-aware rebalancing and tactical allocation strategies.

Rudy Santamaria is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked at Ameriprise Financial in several capacities including Client Relationship Manager - Retirement Specialist, Client Relationship Manager, and Client Support Associate between 2021 and 2023. Rudy also gained experience as an Analyst at Novus Partners from 2020 to 2021. Rudy's professional focus is on advocating for his clients and their financial goals. He emphasizes understanding each client's overall situation to provide personalized financial guidance and build tailored plans. Outside of his professional responsibilities, Rudy has interests in art, museums, music, outdoor adventures, reading, and theater.

Samuel Callard is a financial advisor at HB Wealth with nine years of industry experience. He holds a Series 65 credential and previously worked at WMS Partners, LLC. Outside of his advisory role, he serves as a trustee and chairman of the Investment Committee for the Baltimore Museum of Art. 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 offers outsourced chief investment officer and institutional advisory services, managing portfolios using both public and private strategies across a broad range of investment vehicles.

Eric Bland is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at HB Wealth Management, LLC, where he has worked since 2025, following a decade-long tenure at WMS Partners, LLC. Bland is a board member and treasurer for Mother Seton Academy, a nonprofit middle school. HB Wealth Management is a registered investment adviser offering 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 approach across public and private strategies and provides discretionary account management aligned with client objectives.

Randall Robinson is a financial advisor at Equity Services, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Prudential Insurance Company of America. Robinson serves as budget chair for the Mu Rho Chapter of Omega Psi Phi Fraternity. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.