William Tyson is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Inc. and Betz Financial Advisory, LLC. Outside of his advisory role, he serves as a pastor at Woodlawn Baptist Church, where he occasionally speaks and oversees a small volunteer staff. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Ronald Brown is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Truist Advisory Services and its affiliated Truist Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Tara Brummell is a CFP® professional with 11 years of industry experience currently advising at Truist Advisory Services. She previously worked at T. Rowe Price and Bank of America, among other firms. Brummell serves on the Community Leadership Board for the Y in Central Maryland and is a prospective board member of the Maryland chapter of the Exit Planning Exchange. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management approaches supported by third-party platforms and dedicated oversight teams.

Suzanne Mchugh is a financial advisor with Empower Advisory Group in Laurel, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Gwfs Equities, Inc., Rcm&D, Lockton Companies, LLC, and Lockton Financial Advisors, LLC, where she has served for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage accounts. The firm delivers integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Tyrone Chaplin Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at multiple financial services firms, including United Financial Services and Pruco Securities, LLC. Outside of advisory work, he is part owner of Allied Nursing Services, LLC, a company focused on elderly care services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Timothy Libby is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and affiliated firms since 2005, including Bb&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

David Ponder is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has worked at New York Life Insurance Co since 2001 and operates under the names Ponder Financial Group and Alpha Solutions Group for brokering insurance products. Outside of his advisory work, he serves as chairman of the Planned Giving Professional Advisory Committee for Maharishi University of Management. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Keeney is a CFP®-certified financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He has worked at Beacon Pointe Advisors since 2024 and previously operated Keeney Financial Group. Outside of finance, he has experience in the hospitality industry and education. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individual and institutional clients. The firm employs a combination of active and passive investment strategies, utilizing third-party independent managers and proprietary private funds as part of its comprehensive portfolio management approach.

Charles Dixon is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also maintains roles at affiliated First Command entities since 2014. Outside of his advisory work, Dixon serves as Treasurer of the United States Naval Academy Alumni Association Annapolis Chapter and Vice President of the United States Naval Academy Class of 1979 board. He is also owner of Dixon Financial Group LLC and holds leadership roles in his local church and community organizations. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using centralized portfolio management and prescreened third-party managers, emphasizing in-person financial coaching and an employee-ownership structure.

Martha Lord is a CFP® with 17 years of industry experience, currently affiliated with Citizens Securities, Inc. She has held positions at firms including USAA Investment Management Company and Royal Alliance Associates. Citizens Securities serves individual and high-net-worth investors along with individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory platform and managed account programs, supported by its affiliation with Citizens Bank, N.A.

Bryan Slovon is a Series 65 licensed advisor with 17 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years at Global Financial Private Capital, LLC. He is also the owner of Stuart Financial Group, an insurance agency based in Greenbelt, MD, which he has operated since 1990. Additionally, Slovon serves as vice president of SFG Marketing, Inc., where he oversees branding and marketing activities. J.W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts using both discretionary and non-discretionary strategies that combine fundamental and technical analysis.

Jordan Hucht is a CFP® and ChFC® affiliated with Commonwealth Financial Network, with 16 years of industry experience. He has worked with Commonwealth since 2016 and previously was with MML Investors Services Inc. from 2010 to 2016. Outside of his advisory role, he is a co-owner of Vision Wealth Partners, an entity involved in selling fixed insurance products and operating securities and advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and back-office services across a range of investment products.

Toni Whaley is a financial advisor with Planmember Securities Corporation in Elkridge, MD, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She is the owner and vice president of Paladin Advisor Group, a full-service financial planning practice, and serves as president of the Chartwell Business Park Association. Additionally, Whaley is president of the National Tax-Deferred Savings Association, focusing on advocacy and education for supplemental retirement savings plans. 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 uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Matthew Diehl is a financial advisor with TIAA-CREF in Columbia, MD, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he owns two rental properties. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various programs, including customized portfolio options managed under client-approved investment policies.

Thomas Desiderio Jr. is a CFP® credentialed financial advisor with 31 years of industry experience, currently serving at Kestra Advisory since 2016. He has held roles at Kestra Investment Services, LLC since 2009 and operates Thomas Desiderio, CPA, LLC, providing tax preparation and accounting services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, with services ranging from fiduciary consulting to plan-level investment advice and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients such as sovereign wealth funds.

Marquita Hawkins is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds the Series 66 designation and has worked at firms including 2250 Financial Services Inc. and First Command Insurance Services, Inc. Prior to her financial services career, she was employed by Starbucks Company for eleven years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Tatiana Dadykina is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2018. Prior to Wealthspire, she worked at AXA Advisors LLC from 2015 to 2018. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering services such as wealth management, financial planning, and retirement-plan consulting.

Rachael Gerjets is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has been with Foundation Financial Advisors since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and operational support while allowing advisors discretion in portfolio construction and offers a range of model portfolios and program structures through its Investment Management and Research team.

Mya Fedash is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Mirror Lake Wealth Management (TAG Advisors) and has a background in education, having taught at the middle and high school levels for six years. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, using an institutional-style asset allocation approach with oversight from an investment committee.

Peter Keating is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and currently manages Chesapeake Capital Associates, LLC. His prior experience includes roles at Zenith Marketing Group Inc and Howard County Junior Striders. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.