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 with Cerity Partners LLC, holding a Series 65 designation and three years of industry experience. Her prior work includes roles at Maryland Capital Management and Cushman & Wakefield. Cerity Partners advises a diverse client base, including individuals, families, trusts, 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 that incorporate proprietary investment screening, manager selection, and access to alternative and private market solutions.

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®-designated financial advisor at T. Rowe Price Advisory Services, Inc. with 15 years of industry experience. He has worked at T. Rowe Price since 2017 and previously held a position at Wells Fargo Clearing. Outside of finance, he is a musician in a local Maryland rock band. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management primarily for individual investors and households. The firm employs a model-based approach investing exclusively in proprietary T. Rowe Price mutual funds and ETFs, combining nondiscretionary goal planning with discretionary account management.

Joel Zapf is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2019. His prior roles include positions at Ameriprise Financial Services and Spire Wealth Management. Outside of his advisory work, he is involved in non-investment related real estate ownership in Baltimore, MD. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors with significant assets. The firm implements model portfolios exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulation tools in its planning process.

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 has held Series 63 and Series 66 designations and previously worked at T. Rowe Price Associates for nine years before joining HB Wealth in 2026. HB Wealth Management is a registered investment adviser that 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 uses a combination of quantitative and qualitative due diligence across public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Dustin French is a CFP® professional with 15 years of industry experience, currently with Empower Advisory Group. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, Scottrade, and Wells Fargo Clearing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage account holders. The firm offers integrated services through Empower’s platforms, focusing on long-term portfolio returns and client savings rates.

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 in Hunt Valley, MD, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at Park Avenue Securities, Financial Fitness, Weyrich Cronin & Sorra, CPA, Primetals Technologies, and Liberatore's. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies while offering financial planning, consulting, and access to proprietary and third-party advisory solutions.

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.

Faaiz Ibraheem is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and currently beginning his industry experience. His prior work includes roles at Bank of America, Starbucks, and Sweetgreen. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs.

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.