Robert Norman is a financial advisor with Empower Advisory Group based in Baltimore, MD. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at GWFS Equities, Advised Assets Group, Bank of America, Merrill, and Freedom Mortgage. Norman has also served with the Maryland State Athletic Commission since 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and savings rates through integrated services connected to Empower’s recordkeeping and administrative platforms.

Thomas Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and has been involved with Joseph Klein Associates, LLC since 1983, where he is active in insurance transactions and financial planning. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates client goals and risk tolerances with both proprietary and third-party investment strategies.

Michael Cheleuitte is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for nine years. 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.

Steven Maxwell is a financial advisor at Private Advisor Group, LLC, holding a Series 66 designation and possessing nine years of industry experience. His previous roles include positions at Morgan Stanley & Co. LLC and Edward Jones. He also serves as an agent for National Life Group and Simplicity Group in non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model utilizing both proprietary and third-party investment platforms and strategies.

David Hodnett is a financial advisor at Carson Wealth with Series 65 credentials and two years of industry experience. He previously worked at Brown Advisory for ten years and has held roles at UPD Consulting and Jacob William Advisory. Outside of his advisory work, he serves on the boards of the Forest Hill Swim and Tennis Club and the University of Maryland Francis King Carey School of Law Alumni Association. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan management, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Mitchell Whiteman is a financial advisor at William Blair with 24 years of industry experience. He has been with William Blair since 2019 and previously worked at Brown Advisory Securities, LLC for 15 years. He holds Series 63 and Series 66 designations. 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 active, research-driven management strategies across various asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Eric D'dio is a financial advisor at OSAIC Institutions, Inc. with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Infinex Investments, Inc., PNC Wealth Management, and Truist Investment Services, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account options.

Michael Hay is a financial advisor with Empower Advisory Group holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, Inc., and T. Rowe Price Investment Services, Inc. He is based in Catonsville, MD. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping platforms and offers both point-in-time financial plans and optional managed account solutions.

Jeffrey Caples is a CFA® charterholder with 25 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Maryland Capital Management, 1919 Investment Counsel, and Legg Mason Investment Counsel. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, trusts, foundations, endowments, and institutional investors. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Sean Hull is a financial advisor with PNC Wealth Management in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC since 2010. Outside of his advisory work, he serves as a men's college basketball referee on a part-time basis as an independent contractor. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and uses mutual funds and ETFs managed by PNC or third parties, with portfolio implementation delegated to external managers.

Michael Mele is a CFA® charterholder based in Towson, MD, with three years of industry experience. He currently works at HB Wealth Management, LLC and previously held positions at WMS Partners, LLC, T. Rowe Price, and AstraZeneca. 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, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

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.

Omar Gerrero is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2006. 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. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online planning tools and regular financial plan reviews.

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.

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.

Joseph Killion is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Baltimore, MD. Killion has worked at T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The program serves individual investors and households, using proprietary mutual funds and ETFs with tax-aware rebalancing and Monte Carlo simulation-based planning tools.

Michael Mcclean is a financial advisor at William Blair with 32 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining William Blair in 2021, he worked for Brown Advisory Securities, LLC for 15 years. 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 various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

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.

Slater Ottenritter is a financial advisor at William Blair with nine years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Lincoln Financial Advisors, Bank of America, and Merrill Lynch. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Alexander Vahsen is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 12 years of industry experience, all with T. Rowe Price since 2014. He is based in Baltimore, MD. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households with a goals-based approach supported by an online planning tool and annual reviews.