Elisabeth La Belle is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and five years of industry experience. She previously worked at Baird and Raymond James Financial Services and has experience outside finance, including roles with the US Equestrian Federation and editorial positions with Town-Crier/Wellington The Magazine. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing tax-aware strategies and interactive online tools to deliver personalized retirement plans and ongoing account management.

Gregory Dale Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. in Owings Mills, MD. He holds Series 63 and Series 66 licenses and has seven years of industry experience, all with T. Rowe Price except for prior employment at Best Buy. Outside of his advisory role, he works as a notary public and delivers goods for DoorDash. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial 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, employing tax-aware rebalancing and Monte Carlo simulations for retirement income planning.

Adam Kwiatkowski is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked exclusively with T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, implementing portfolios exclusively with selected T. Rowe Price mutual funds and ETFs using a goals-based approach and advanced tax-aware strategies.

Jessica Chambers is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and five years of industry experience. She has worked at Benjamin F. Edwards since 2021 and previously spent nine years at Wells Fargo Clearing. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with about 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Craig Berman is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with Equity Services. In addition to his financial advisory role, he is the sole member and attorney at the Law Offices of Craig Berman, LLC, where he practices estate planning. He also serves as a director for the HS Foundation, a private foundation focused on charitable distributions. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Loren Harris is a financial advisor at Valic Financial Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Valic since 2014. Outside of his advisory role, Harris works as an independent driver for Uber and serves as a partner in MVH Development, a management consulting firm supporting his wife's career. 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's UMA models to construct client portfolios.

Michael Novak is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, including over a decade with T. Rowe Price. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management to individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with online tools and financial advisor support.

Dalkeith Thomas is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. His background includes roles at T. Rowe Price Investment Services, Family Dollar Stores Inc, Bank of Jamaica, and the University of the West Indies. T. Rowe Price Advisory Services provides retirement-focused financial planning and investment management to individual investors and households, using model portfolios invested in proprietary T. Rowe Price mutual funds and ETFs with a combination of nondiscretionary planning and discretionary management.

William Saunders is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He previously worked at Northwestern Mutual and Meridian Bank. Outside of advising, he serves as Director of IT at Union Bethel AMEC, where he manages audio/visual setup and live streaming for church services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm uses diversified, risk-class based portfolios that combine passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Kyle Miller is a Series 66-licensed financial advisor with nine years of industry experience, currently with Empower Advisory Group. His prior roles include positions at GWFS Equities, Bank of America, Merrill, and Insight Global. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Andrew Fentress is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes over a decade at Raymond James Financial Services and The Lynch Retirement Investment Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Russell Jensen is a Series 66-licensed financial advisor with PNC Wealth Management, based in Sykesville, MD. He has one year of industry experience and previously worked at PNC Bank as well as in various roles outside of finance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, invitation-only Portfolio Solutions Strategist program that leverages algorithmic risk assessments and third-party-managed investment strategies.

Lori Lopez is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining T. Rowe Price, she worked at Door Dash, MECU Credit Union, Pier 1 Imports, and PNC Bank. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations within its planning tools, serving clients primarily through an efficient enterprise model.

Yohan Lee is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His previous roles include positions at Bank of America, Merrill, T. Rowe Price, and various banks and credit unions in Maryland. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs, combining model portfolios and manager-driven strategies, with a substantial focus on non-discretionary assets alongside discretionary offerings.

Joshua Sacks is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent nine years with Lowe Wealth Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies across equity, fixed income, ETFs, and private investments and integrates financial planning and tax services within many client relationships.

James Maher Jr. is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Rec Room and SCO Wealth Management. Outside of his advisory role, he works as a bartender at Towson Tavern/Rec Room in Towson, MD. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines technology-driven planning tools with access to financial advisors and employs tax-aware strategies and Monte Carlo simulations for retirement income projections.

Robert Clay is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at firms including Paladin Advisor Group, Mass Mutual Investors Services, and MetLife Securities, and has been self-employed since 1991. 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 employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services such as seminars, personalized retirement planning, and separation counseling.

Kevin Parker Jr. is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at MML Investors Services, MassMutual Life Insurance, Equitable Advisors, and LPL Financial, among others. Outside of finance, he has been involved with Pronghorn Elite Training for three years. 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 employs discretionary unified managed accounts through Envestnet’s platform and offers portfolio management and financial planning services via a large network of advisors.

Tiffany Crosley is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds a Series 66 designation and has four years of industry experience. Her previous roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Merrill, and New York Life Insurance Company. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals. The firm combines goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

Thomas Bracken is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining T. Rowe Price, he worked at Winters Run Golf Club and Auburn University. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides goals-based financial planning and discretionary investment management focused on retirement for individual investors and households. The firm employs model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online tools and access to financial advisors.