Brett Sause is a financial advisor with Eagle Strategies (New York Life) based in Easton, MD, holding a Series 63 designation and over 20 years of industry experience. He has worked with Atlantic Financial Group, NYLIFE Securities, and New York Life Insurance Company. Outside of financial advising, he operates maritime-related businesses including professional captain services, charter cruises, and produces "Marine Minute," a video and podcast series for the maritime community. Eagle Strategies serves a broad client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and maintains a predominately non-discretionary asset management approach.

Charles Derrick is a financial advisor with Primerica Advisors in Annapolis, MD, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including long-term roles at Primerica Advisors, Guardian Life Insurance Co of America, and First Financial Group. Outside of his advisory work, Derrick serves as Treasurer of the BCAB Southern High School and chairs the South AA County Rotary Grants Committee. Primerica Advisors is an enterprise-level firm serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs, supporting a range of account types and strategies, including discretionary and non-discretionary management.

Scott Eglseder is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Commonwealth since 2009 and is also president and sole owner of Eglseder Retirement Specialists, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Joseph Opalski is a financial advisor at VOYA Financial Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services and OSAIC. Opalski is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures.

Christopher Gill is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2016, and has operated Edward J Gill & Associates, P.A. since 2010. Outside of his advisory work, he serves as Treasurer for the Council of Unit Owners of Forest Office Park Condominium and is Vice President of the Maryland Anglers-Bass Fishing Club. Park Avenue Securities LLC serves a broad retail client base with a range of brokerage and advisory services, offering proprietary and third-party investment programs. The firm manages approximately $15 billion in regulatory assets under management and provides both discretionary and non-discretionary investment solutions.

Andrew Bull is a financial advisor with PNC Wealth Management, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cambridge Investment Research, Badger Creek Advisors, and Voya Investment Management. Outside of advising, he is involved as an agent with Aurora Insurance Group and Baker Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Tracy Simpkins is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Merrill, Truist Investment Services, and BB&T Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Stephen Derrick is a ChFC® credentialed financial advisor with Primerica Advisors in Annapolis, MD, where he has worked since 1999. He has 38 years of industry experience, including a long tenure with Guardian Life Insurance Company beginning in 1992. Outside of his advisory role, he serves as Vice President/President Elect of the South County Rotary Club with plans to become President in 2025. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates a range of financial planning and consulting solutions.

Tobin Mergenthaler is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Eagle Strategies since 2015 and has worked within related New York Life entities since 2007. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations across a diverse client base, including retirement investors and plan sponsors.

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.

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.

Charles Pritchett is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial plans that address clients' unique ambitions, including education funding, retirement lifestyle planning, and long-term family goals. His approach emphasizes simplicity and transparency in investment management to help clients navigate the complexities of wealth planning. Mr. Pritchett holds both a Bachelor's and a Master's degree from Salisbury University. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he enjoys baseball, gardening, and spending time with his family.

Robert Petty is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and extensive investment resources.

Kara Burt is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. Her work history includes multiple tenures at Merrill and Bank of America, as well as a brief period at Raymond James & Associates. Prior to her advisory career, she was employed at Salisbury University. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Danielle Newman is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Hill is a financial advisor at Morgan Stanley with 56 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of advising, he is a general partner in Good News LLC, which owns private alternative investments. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines a range of retail and institutional services with access to private funds and structured products.

Thomas Hutcheson III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, working at both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and methodologies such as Monte Carlo simulations.

Lou Satchell is a financial advisor with Robert W. Baird & Co. Inc. in Easton, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Satchell serves as a board member for Shore Regional Health. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, covering traditional and non-traditional investment strategies.

Samantha Long is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations delivered through a centralized consulting team.

Carrie Guy is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with three years of industry experience. She has worked at Morgan Stanley since 2022 and previously held positions in the retail and food service sectors, including Wing Zone and Rock N Roll Sushi. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.