Natalie Whelton is a financial advisor at HB Wealth with six years of industry experience. She holds a Series 65 designation and previously worked at WMS Partners, LLC, and PNC Bank, NA. HB Wealth Management 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 uses a combination of quantitative and qualitative due diligence across public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Robert Knipp is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Brendan Mcpeake is a financial advisor at Equity Services, Inc. with Series 65 and Series 63 licenses. He has worked in the financial services industry for two years, including prior experience at Worthington Financial Partners and a background in community recreation with Baltimore County Parks and Recreation. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Monte Woodfin is a CFP® professional with 22 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2004 and also holds an agent position with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

David Brown is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has worked with SunTrust Advisory Service, Inc. since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools, to deliver its AMC Advantage manager-selection program and fiduciary support.

Mark Dawson is a Series 66-licensed financial advisor at &PARTNERS with 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 12 years at those firms before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients such as sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions alongside fundamental, technical, and quantitative analysis.

John Borth is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services since 2015. Outside of his advisory role, he manages rental property as a landlord. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and uses third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Robert Briggs is a financial advisor with Valic Financial Advisors in Timonium, MD, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1999 and also holds a position as an agent with Agia. Outside of his advisory work, Briggs serves as President of the Board of Directors for At Jacob's Well Inc., a nonprofit providing housing for mentally ill homeless individuals in Baltimore, and as Treasurer of the Board for the Children's Chorus of Maryland. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with overlay options for tax and ESG considerations.

Christopher Wasson is a CFP® professional with 30 years of industry experience. He has been with Kestra Advisory Services since 2016 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Wasson serves on the board of LifeBridge Health/Sinai Hospital and is involved in real estate ownership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional investors and plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets.

Ronald Campbell is a CFP®-designated financial advisor with 42 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent seven years at Global Financial Private Capital. He is also the owner of Anne Arundel Financial Services, where he works as an insurance agent specializing in fixed annuity sales. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and a variety of managed account solutions, employing both discretionary and non-discretionary investment approaches.

Brian Beckwith is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2013. Outside of his advisory role, Beckwith is a 50% owner of Lease Living, a real estate marketing business. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm uses model allocations and employs asset-location strategies, tax-aware rebalancing, and tactical adjustments within a structure designed for clients with investable assets generally starting at $250,000.

David Nichols is a CFA® charterholder with 13 years of industry experience. He has been with Brown Investment Advisory & Trust Company since 2001. Brown Advisory provides investment management and advisory services to a diverse client base including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios across various mandates and offers a range of strategies including sustainable investing, model portfolios, and sub-advisory services.

Paul Chew is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Brown Advisory in Baltimore, MD. He has been with Brown Investment Advisory & Trust Company since 1995. Chew serves on the board of directors for Baltimore Life Companies, which provides financial protection products to middle-income individuals and businesses across the United States. Brown Advisory offers investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and provides a range of strategies, including sustainable-investment options and private-fund programs.

Matthew Barrett 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 from 2006 to 2019. He holds the Series 63 and Series 66 licenses. 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 private funds and co-investment opportunities.

Andrew Kelen is a CFP® and CFA® with 14 years of industry experience. He has been with Equity Services, Inc. since 2012 and is also affiliated with National Life. Outside of his advisory role, he serves as an agent licensed to sell life and health insurance through Worthington Financial Partners and holds director positions focused on insurance services at Sortino Financial Group and Sortino Financial LLC. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers, and combines long-term investment strategies with options for shorter-term trading.

Allen Garber, Jr. is a financial advisor at William Blair with seven years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2019. Prior to that, he was with Brown Advisory from 2016 to 2019. 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, employing an active, research-driven approach across multiple asset classes.

Rebecca Hartnett is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Kestra Advisory since 2016 and has additional experience with Kestra Investment Services, LLC dating back to 2012. Outside of her advisory role, she serves as team lead to the investment operations department at Brotman Financial Group, where she prepares materials for client meetings and maintains client investment accounts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Nicholas Sigismondi is a financial advisor with Valic Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining the firm, he worked for Baltimore City Public Schools for seven years. Outside of finance, he is a musician who regularly plays with his band, releasing music on platforms like Spotify and Bandcamp. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Lukas Mihailovich is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He has worked at Wells Fargo Clearing and several mortgage-related firms prior to joining &PARTNERS. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party management through the Envestnet platform, and operates uniquely as both a broker-dealer and registered investment adviser with multiple revenue streams.

Corey Turner is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, SunTrust Investment Services, and Nordstrom Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.