Daniel Mento is a CFA® charterholder currently with HB Wealth, where he has worked since 2025, bringing a total of five years of industry experience. Prior to joining HB Wealth, he held roles at WMS Partners, LLC and Pinnacle Advisory 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 and investment management as well as financial planning, utilizing a combination of quantitative and qualitative due diligence across a diverse range of public and private investment strategies.

Brian Rosenbaum is a financial advisor with Kestra Advisory who holds the CFP® designation and has 27 years of industry experience. He previously worked for Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company for 19 years. He is also President and CEO of Vero Advisory, an insurance and wealth advisory firm in transition from its current operating name. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, with a broad range of third-party and proprietary investment platforms.

Michael Thompson is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Truist-related entities since 2011, including BB&T Bank and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jeffrey Smith is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked exclusively with Janney Montgomery Scott since 2016. 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, and institutional clients, offering brokerage services, financial planning, advisory programs, and professional asset management through both in-house and third-party portfolio managers.

Benjamin Hostetler is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lion Street Financial, Commonwealth Financial Network, and Virtus Wealth Solutions. Hostetler is also the owner of Hostetler Financial LLC, a financial advisory firm. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various program options, utilizing multiple platforms and investment approaches to support a broad client base.

Sergio Gutierrez Carballido is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes roles at Fis and ClearOne Advantage, LLC. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The service is designed for individual investors and households with investable assets generally starting at $250,000 and includes ongoing financial plans and annual reviews.

Isaac Lee is a financial advisor at T. Rowe Price Advisory Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Good Shephard Penn Partners and T. Rowe Price. Outside of finance, he has held roles in the restaurant industry, including positions at Chubby Cattle and &Pizza. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which serves individual investors and households focused on retirement goals through goals-based financial planning, retirement income planning, and discretionary investment management. The program uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for retirement income projections.

Christopher Riolo is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining T. Rowe Price, he worked for five years at Austin Pharmacy and Medical Supplies. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals through a combination of nondiscretionary goals-based planning and discretionary investment management using proprietary mutual funds and ETFs. The firm employs a model allocation strategy with tax-aware rebalancing and delivers financial plans and retirement income projections supported by an interactive online tool.

Christopher Knox is a financial advisor with Truist Advisory Services in Hunt Valley, MD, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, AssetMark, Inc., and Charles Schwab. Outside of his advisory work, Knox serves as a wrestling coach for Calvert Hall College High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platform and manager arrangements, and utilizes AI-enabled research tools alongside supervisory oversight for manager selection and investment models.

Sean Kelly is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has previously worked with Lion Street Financial and Kestra Financial Services and operates a sole proprietorship. Kelly serves on the boards of the Boy Scouts of America Baltimore Area Council and the Baltimore Estate Planning Council, where he is president-elect for 2025-2026. Integrity Alliance provides advisory and brokerage services to a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network offering portfolio management, financial planning, and access to various third-party platforms and investment approaches.

Danielle Szikman is a Series 65-licensed advisor with Mariner, where she has worked since 2026. Prior to joining Mariner, she held roles at T. Rowe Price and Allegis Group. She has experience connected to University of Maryland Hillel and involvement with educational institutions. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Harrison Malone is a financial advisor with PNC Wealth Management, holding a Series 66 designation and two years of industry experience. Prior to joining PNC Investments LLC in 2025, he worked at Equitable Advisors and has held various roles outside the financial sector, including positions at a middle school, a country club, and a butcher shop. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and manages investments via mutual funds and ETFs.

James Williamson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at The Marshall Financial Group LLC and T. Rowe Price. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals by combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs.

William Peck is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Janney Montgomery Scott since 2018, including prior experience at Tufton Capital Management LLC. Outside of his advisory role, Peck serves on the investment committee at Pickersgill Retirement Community and holds board and audit committee positions with nonprofit organizations. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a variety of brokerage, advisory, and managed account programs.

Laurence Seiden is a CFP® and ChFC® with 23 years of industry experience. He is currently with Janney Montgomery Scott LLC and has previously worked at Goldman Sachs / United Capital Financial Advisers, Cetera Advisor Networks, and several other firms. Outside of his advisory role, he serves on the External Affairs Committee for the Maryland Center for History and Culture in Baltimore. 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, and institutional clients, providing investment advice through a combination of in-house and third-party portfolio management across multiple programs.

Joseph Walsh is a CFP® professional with 11 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, where he has worked since 2014. He holds the Series 66 and Series 63 registrations. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service for individual investors and households focused on retirement goals, combining goals-based financial planning, retirement income planning, and discretionary investment management using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Daniel Chukwu is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining T. Rowe Price, he worked at TEKsystems and has experience in educational roles at Morgan State University and Parkdale High School. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, incorporating tax-aware rebalancing and tactical allocations.

Kristopher Kell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with T. Rowe Price entities since 2007, including his current role at T. Rowe Price Advisory Services starting in 2026. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs tax-aware strategies and an online planning tool with Monte Carlo simulations to support client goals.

Daniel Middelton is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. He has worked with T. Rowe Price Investment Services, Inc. since 2006. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households primarily through a digital platform with financial advisor support, employing model allocations and tax-aware portfolio management.

Amelia Huppert is a financial advisor at HB Wealth with a Series 65 credential and three years of industry experience. She previously worked at WMS Partners, LLC, Helion Technologies, and AALS, among other roles. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm provides wealth and investment management, financial planning, and outsourced chief investment officer services, combining quantitative and qualitative research across public and private strategies.