James Whelihan is a financial advisor at William Blair with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brown Advisory Securities, LLC and Deutsche Bank Securities Inc. Outside of his advisory work, he serves on the finance committee of the Tudor Place Foundation and chairs the investment committee at St. David's Parish in Washington, DC. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with active, research-driven investment management and wealth services. The firm offers a range of proprietary models and access to private funds and co-investment opportunities.

Tyler Kuhn is a Series 66-licensed financial advisor at Empower Advisory Group with 11 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jillian Olson is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at RBC Capital Markets, LLC from 2015 to 2017. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The service uses model portfolios and tax-aware strategies, providing clients with online planning tools and discretionary account management.

Sophia Stavisky is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Cummings & Co., Northrop Realty, and Hankoff Insurance Group, among other roles. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and financial services, including investment management consulting, brokerage, insurance products, and M&A advisory services.

Michael King is a CFA® charterholder with five years of industry experience. He has worked at HB Wealth Management since 2025 and previously at Asset Strategy Consultants, LLC, and Belay Group, LLC. King is a co-founder and board member of the Josie King Foundation, a nonprofit organization, and serves on the board of directors of Smart Patients, a for-profit company. HB Wealth Management 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 offers discretionary portfolio management aligned with client objectives and employs a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Joshua Mauer is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 35 years of industry experience. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, UBS Financial Services, and Legg Mason Wood Walker. Outside of his advisory work, he is involved in managing personal affairs related to home caregiving and liaising with community services for his mother, a Holocaust survivor. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Justin Myers is a CFP® with nine years of experience in financial advising. He is currently with Janney Montgomery Scott, where he has worked since 2018. Prior to that, he was with AXA Advisors for one year. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Kailey Fretwell is a financial advisor at Valic Financial Advisors with a Series 66 designation and two years of industry experience. Prior to joining Valic, she was briefly employed at Morgan Stanley and has worked as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models to construct client portfolios.

Michael Zinn 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 2014. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households through a model-based, goals-driven approach supported by an online planning tool and ongoing reviews.

Kai Kressman is a financial advisor with HB Wealth, holding a Series 65 designation and three years of industry experience. Prior to joining HB Wealth in 2026, he worked at Verdence Capital Advisors and Morgan Stanley. Outside of his advisory role, he works as a server and bartender at 7 West Bistro & Grille in Towson, Maryland. HB Wealth Management 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 combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Lance Davison is a financial advisor at Valic Financial Advisors with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has prior experience with Foreside Fund Services, AdvisorShares Investments, Manulife Investment Management, John Hancock Investment Management, and the University of Maryland’s Smith School of Business. 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 offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion in assets.

Jason Mcdonald is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Kestra Advisory since 2016 and has previous experience at Kestra Investment Services, LLC and Principal Mutual Life Insurance Company. He also holds a part-time teaching position related to investment topics at UMBC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, and serves large institutional investors, including sovereign wealth funds, through a variety of management platforms and third-party solutions.

Kaylie Jerdal is a financial advisor at Valic Financial Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Valic Financial Advisors, she worked in various roles including at Bluemercury and held positions at Westmont College. She is also an appointed agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account services supported by a large network of advisors and centralized technology.

Brian Gross is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments in various roles from 2013 to 2024, as well as at BSG Consulting, LLC and BSG Ventures, LLC. 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 offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives, leveraging centralized technology and model solutions.

Charles Cooley III is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and has additional experience with Agia and Firehouse Subs. Outside of his advisory role, he manages a short-term rental property on Airbnb. Valic Financial Advisors primarily 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.

James Lambert is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been with Valic Financial Advisors since 1997 and has also worked at Agia since 2022. Outside of his advisory role, Lambert manages an LLC involved in rental property management and serves as trustee of a revocable living trust. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tyler Fanyo Tabak is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. His background includes education-focused roles and part-time employment prior to joining Cerity Partners. Cerity Partners serves a wide range of clients including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach that combines client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Rebecca Streamo is a financial advisor at HB Wealth with a Series 65 designation and seven years of industry experience. She previously worked at TrustCounsel and WMS Partners, LLC before joining HB Wealth in 2025. 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, institutional clients, and investment companies. The firm offers outsourced chief investment officer and institutional advisory services, employing a combined quantitative and qualitative investment process across public and private strategies.

Eric Miller is a financial advisor with Janney Montgomery Scott in Towson, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Janney Montgomery Scott since 2006. 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, corporate and retirement plans, and offers a range of brokerage, financial planning, and advisory services.

Gavin La Dore is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. He has prior experience at Ameriprise Financial and has been involved with various organizations including Sacred Heart Outreach Camp and Maryland Football. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.