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.

Wesley Lindquist is a financial advisor with Bankers Life Advisory Services, Inc. He holds the ChFC® designation and Series 63 and 66 licenses, and has eight years of industry experience. His prior firms include Thrivent Financial and Elite Income Advisors, Inc. He is also involved in investment educational services as an owner and educator. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

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.

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.

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.

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.

Ya Meng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with organizations including United Health Care and Kaiser Permanente and is co-owner of Octisys LLC, a company focused on software development and IT consulting. Meng also serves as a college consultant with the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of advisors and multiple program platforms that emphasize model portfolios and third-party managers. The firm supports individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses.

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.

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.

Kelly Borth is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has four years of industry experience, including five years with Truist Investment Services and seven years with the Howard County Public School System. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Joshua Martin is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. He is also an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages investment portfolios and financial plans through a large network of advisors, utilizing discretionary unified managed accounts and offering tax-aware and impact overlays.

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.

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.