Andrew Shope is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. He previously worked at Merrill from 2017 to 2025 and at Bank of America from 2017 to 2022, with earlier experience at SunTrust Mortgage. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and implements investments via approved models using mutual funds and ETFs.

Ronald Brown is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Truist Advisory Services and its affiliated Truist Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Tara Brummell is a CFP® professional with 11 years of industry experience currently advising at Truist Advisory Services. She previously worked at T. Rowe Price and Bank of America, among other firms. Brummell serves on the Community Leadership Board for the Y in Central Maryland and is a prospective board member of the Maryland chapter of the Exit Planning Exchange. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management approaches supported by third-party platforms and dedicated oversight teams.

Suzanne Mchugh is a financial advisor with Empower Advisory Group in Laurel, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Gwfs Equities, Inc., Rcm&D, Lockton Companies, LLC, and Lockton Financial Advisors, LLC, where she has served for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage accounts. The firm delivers integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

John Cavanaugh is a financial advisor at Brown Advisory with 19 years of industry experience. He holds a Series 65 designation and has been with Brown Investment Advisory & Trust Company since 2011. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including sustainable-investment options, model portfolios, and sub-advisory services.

Gloria Makino is a financial advisor at Independent Financial Group, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Commonwealth Financial Network. Prior to her financial career, she worked as a performing artist for nearly three decades. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Brian Keeney is a CFP®-certified financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He has worked at Beacon Pointe Advisors since 2024 and previously operated Keeney Financial Group. Outside of finance, he has experience in the hospitality industry and education. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individual and institutional clients. The firm employs a combination of active and passive investment strategies, utilizing third-party independent managers and proprietary private funds as part of its comprehensive portfolio management approach.

Martha Lord is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Citizens Securities, Inc., where she has worked since 2022. Her prior experience includes roles at USAA Investment Management Company and Royal Alliance Associates, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program with ETF-based portfolios and a managed account program.

Jordan Hucht is a CFP® and ChFC® affiliated with Commonwealth Financial Network, with 16 years of industry experience. He has worked with Commonwealth since 2016 and previously was with MML Investors Services Inc. from 2010 to 2016. Outside of his advisory role, he is a co-owner of Vision Wealth Partners, an entity involved in selling fixed insurance products and operating securities and advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and back-office services across a range of investment products.

Toni Whaley is a financial advisor with Planmember Securities Corporation in Elkridge, MD, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She is the owner and vice president of Paladin Advisor Group, a full-service financial planning practice, and serves as president of the Chartwell Business Park Association. Additionally, Whaley is president of the National Tax-Deferred Savings Association, focusing on advocacy and education for supplemental retirement savings plans. 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 uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Matthew Diehl is a financial advisor with TIAA-CREF in Columbia, MD, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he owns two rental properties. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various programs, including customized portfolio options managed under client-approved investment policies.

Jane Korhonen is a CFA® charterholder with 27 years of experience in the financial industry. She has been with Brown Investment Advisory & Trust Company since 1998. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios across various strategies and also offers private-fund and venture programs alongside model portfolios and sub-advisory services.

Marquita Hawkins is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds the Series 66 designation and has worked at firms including 2250 Financial Services Inc. and First Command Insurance Services, Inc. Prior to her financial services career, she was employed by Starbucks Company for eleven years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Rachael Gerjets is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has been with Foundation Financial Advisors since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and operational support while allowing advisors discretion in portfolio construction and offers a range of model portfolios and program structures through its Investment Management and Research team.

Mya Fedash is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Mirror Lake Wealth Management (TAG Advisors) and has a background in education, having taught at the middle and high school levels for six years. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, using an institutional-style asset allocation approach with oversight from an investment committee.

Peter Keating is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and currently manages Chesapeake Capital Associates, LLC. His prior experience includes roles at Zenith Marketing Group Inc and Howard County Junior Striders. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

Jonathan Lipchin is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Founders Financial Securities, LLC. He is also the owner of Lipchin Wealth Management LLC, a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, operational support, and investment management services. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Jennifer Viglucci is a financial advisor at William Blair with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at William Blair since 2019, having previously spent 12 years at Brown Advisory Securities. In addition to her advisory role, she serves as Treasurer of the Roland Park Civic League, a civic governing body in Baltimore. 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 emphasizes active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Angela Vaughan is a financial advisor at Stratos Wealth Partners, Ltd. She holds the Series 65 designation and has two years of industry experience. Prior to joining Stratos in 2026, she worked at Lifespan Financial Strategies in various roles from 2022 to 2026 and spent six years with Montgomery County Public Schools. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of investment and financial planning services using an open-architecture approach that incorporates both advisor-managed and model-based strategies.

Monica Kim is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 66 designation and has worked previously at Charles Schwab, TD Ameritrade, and other firms. 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 focus on long-term portfolio returns and clients’ savings rates.