Eric Handelsman is a financial advisor with TIAA-CREF in Baltimore, MD, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a combination of planning services and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Richard Keetley is a CFP® professional at Janney Montgomery Scott with 32 years of industry experience. He has worked with Janney Montgomery Scott since 2009, including its predecessor firms, and previously held roles at Citigroup Global Markets and Legg Mason Wood Walker. 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 a diverse client base through a combination of in-house portfolio management, third-party managers, and multiple advisory programs, offering brokerage, financial planning, and consulting services.

Frederick Allner III is a financial advisor with Cerity Partners LLC in Towson, MD, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior work includes roles at Maryland Capital Management, LLC and Deutsche Bank Securities Inc. He serves as Treasurer and head of the Finance Committee for the Eudowood Foundation. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and investment entities, offering customized wealth management services that incorporate quantitative analysis, manager selection, and access to alternative and private market solutions.

Amber Alguire is a financial advisor at AE Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at several firms, including Verity Asset Management and Appreciation Financial. Outside of advising, she owns JasXel On The Hill LLC, an e-commerce business selling crafts and other items. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors with internal consulting and licensing programs.

Anthony Theodore is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Charles Schwab and Company, TD Ameritrade, and T. Rowe Price. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management through a range of model and customized portfolio options, serving clients frequently connected through TIAA-administered employer retirement plans.

Matthew Mc Osker is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 28 years before joining Empower Retirement in 2021. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within a model integrated with Empower’s recordkeeping and administrative platforms.

Elizabeth Hartman is a financial advisor with Commonwealth Financial Network in Fallston, MD, holding a Series 66 designation and 27 years of industry experience. She has been associated with Commonwealth since 2002 and is also the president and sole shareholder of Hartman Financial Inc., a securities business she founded in 2006. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically offer advice under Commonwealth’s supervision.

Zakia Weber is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with HB Wealth Management, LLC and has previously worked at WMS Partners, LLC, T. Rowe Price, and Merrill. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and offers services including wealth management, financial planning, and outsourced chief investment officer solutions.

Daniel Summers is a financial advisor at William Blair with eight years of industry experience. He holds a Series 66 designation and previously worked at Brown Advisory for five years before joining William Blair in 2019. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Devon Jerrard is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Pruco Securities LLC, Prudential Insurance Company of America, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Michelle Kindrell is a Series 66-licensed financial advisor with Empower Advisory Group in Baltimore, MD, with seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, NYLIFE Securities LLC, and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Timothy Hyle is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021, following roles at BB&T Securities and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Anthony Corea is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been with Kestra Advisory since 2016 and affiliated with Kestra Investment Services, LLC since 2009. Corea also conducts financial planning through a registered representative capacity operating under the name Justin Retirement Capital Advisory. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and sovereign wealth funds, supports multiple management platforms, and provides both discretionary and non-discretionary advisory services.

Kevin Doyle is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he serves as a FINRA arbitrator in Washington, DC, and is a board member of a homeowners association in Fort Lauderdale, FL. 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 a diverse client base, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Ryan Hannegan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with SunTrust Advisory Services, Sun Trust Investment Services, and Sun Trust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager partnerships, to deliver its services.

Mark Ring is a financial advisor at Carson Wealth with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Jacob William Advisory and Jacob William, Inc. Ring serves as a board member for the Baltimore chapter of the Boy Scouts of America and the Maryland Council of Economic Education. CWM, LLC, the firm where he practices, is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to guide portfolio construction and providing tailored investment solutions through various platforms and third-party sub-advisors.

David Powell is a CFA® charterholder with 13 years of industry experience. He is based in Baltimore, MD, and has been with Brown Investment Advisory & Trust Company since 1999. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, endowments, pension plans, and corporations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including sustainable-investment integration, as well as private-fund and venture programs through affiliated entities.

William Purcell is a financial advisor at William Blair with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Brown Advisory Securities, LLC for 15 years before joining William Blair in 2019. He also serves as co-trustee to the trust under Article VI of the will of Martin A. Purcell. William Blair’s Private Wealth Management division provides 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 offers proprietary portfolios, third-party sub-advisers, and access to private funds through its MB Investments Program.

Michael Johnson is a financial advisor at Janney Montgomery Scott in Towson, MD, holding a Series 66 designation with 12 years of industry experience. He has been with Janney Montgomery Scott and its affiliated entities since 2013. Janney Montgomery Scott LLP is a large 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 plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Evaristo Gonzalez is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in offering personal disability insurance through Assurity and health insurance policies as a broker via URL Financial. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies across proprietary and third-party platforms, offering tailored client relationships and access to various insurance and alternative investment solutions.